CWA
GSP

Cypress Wealth Advisors’s Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index GSP Stock Holding History

Cypress Wealth Advisors’s Portfolio GSP Stock Details GSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-38,560
Closed -$124K – 218
2015
Q4 		$124K Hold
38,560
– – 0.06% 176
2015
Q3 		$143K Buy
+38,560
New +$662K 0.08% 176

Other funds holding GSP

CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Cypress Wealth Advisors's GSP Position: Q1 2016 in Review

Cypress Wealth Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index (GSP) in Q1 2016, closing a stake of 38,560 shares — an estimated $124K sold.

Cypress Wealth Advisors first reported a position in GSP in Q3 2015 and held it in 2 quarters. The position peaked at $143K in Q3 2015. 19 funds tracked by Wall St. Rank hold GSP as of Q1 2016.

  • Cypress Wealth Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position as of Q1 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 38,560 Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index shares in Q1 2016, an estimated $124K.
  • Cypress Wealth Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index in Q3 2015 and held it in 2 quarters.
  • Cypress Wealth Advisors's Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position peaked at $143K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index as of Q1 2016.

Based on Cypress Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.