CWA
GAS

Cypress Wealth Advisors’s AGL Resources Inc GAS Stock Holding History

Cypress Wealth Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,160
Closed -$274K – 216
2016
Q2 		$274K Hold
4,160
– – 0.14% 140
2016
Q1 		$271K Hold
4,160
– – 0.12% 144
2015
Q4 		$265K Hold
4,160
– – 0.13% 139
2015
Q3 		$254K Buy
+4,160
New +$223K 0.14% 147

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Cypress Wealth Advisors's GAS Position: Q3 2016 in Review

Cypress Wealth Advisors sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 4,160 shares — an estimated $274K sold.

Cypress Wealth Advisors first reported a position in GAS in Q3 2015 and held it in 4 quarters. The position peaked at $274K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Cypress Wealth Advisors reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,160 AGL Resources Inc shares in Q3 2016, an estimated $274K.
  • Cypress Wealth Advisors first reported a position in AGL Resources Inc in Q3 2015 and held it in 4 quarters.
  • Cypress Wealth Advisors's AGL Resources Inc position peaked at $274K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Cypress Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.