Cypress Wealth Advisors’s W.W. Grainger GWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-988	Closed	-$230K	–	125
2017 Q1	$230K	Buy	988 +4	+0.4%	+$985	0.1%	180
2016 Q4	$229K	Buy	984 +16	+2%	+$3.57K	0.1%	172
2016 Q3	$218K	Buy	968 +6	+0.6%	+$1.35K	0.1%	178
2016 Q2	$219K	Hold	962	–	–	0.11%	160
2016 Q1	$225K	Buy	+962	New	+$201K	0.1%	166
2015 Q4	–	Sell	-962	Closed	-$207K	–	195
2015 Q3	$207K	Buy	+962	New	+$216K	0.11%	166

Other funds holding GWW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of W.W. Grainger (GWW) in Q2 2017, closing a stake of 988 shares — an estimated $230K sold.

Cypress Wealth Advisors first reported a position in GWW in Q3 2015 and held it in 6 quarters. The position peaked at $230K in Q1 2017. 559 funds tracked by Wall St. Rank hold GWW as of Q2 2017.

Cypress Wealth Advisors reported no remaining W.W. Grainger position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 988 W.W. Grainger shares in Q2 2017, an estimated $230K.
Cypress Wealth Advisors first reported a position in W.W. Grainger in Q3 2015 and held it in 6 quarters.
Cypress Wealth Advisors's W.W. Grainger position peaked at $230K in Q1 2017.
559 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2017.

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