Cypress Wealth Advisors’s IQ ARB Global Resources GRES Stock Holding History

Cypress Wealth Advisors’s Portfolio GRES Stock Details GRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-17,446	Closed	-$450K	–	205
2017 Q1	$450K	Hold	17,446	–	–	0.21%	103
2016 Q4	$438K	Sell	17,446 -1,425	-8%	-$36.3K	0.2%	104
2016 Q3	$490K	Hold	18,871	–	–	0.22%	98
2016 Q2	$484K	Hold	18,871	–	–	0.24%	95
2016 Q1	$445K	Hold	18,871	–	–	0.2%	105
2015 Q4	$393K	Sell	18,871 -6,428	-25%	-$141K	0.2%	103
2015 Q3	$531K	Sell	25,299 -13,499	-35%	-$308K	0.29%	79
2015 Q2	$992K	Buy	+38,798	New	+$1.03M	0.58%	47

Other funds holding GRES

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Cypress Wealth Advisors's GRES Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of IQ ARB Global Resources (GRES) in Q2 2017, closing a stake of 17,446 shares — an estimated $450K sold.

Cypress Wealth Advisors first reported a position in GRES in Q2 2015 and held it in 8 quarters. The position peaked at $992K in Q2 2015. 22 funds tracked by Wall St. Rank hold GRES as of Q2 2017.

Cypress Wealth Advisors reported no remaining IQ ARB Global Resources position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 17,446 IQ ARB Global Resources shares in Q2 2017, an estimated $450K.
Cypress Wealth Advisors first reported a position in IQ ARB Global Resources in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's IQ ARB Global Resources position peaked at $992K in Q2 2015.
22 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.