Cypress Wealth Advisors’s ITC HOLDINGS CORP ITC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,839
Closed -$271K 220
2016
Q3
$271K Buy
5,839
+496
+9% +$23K 0.12% 146
2016
Q2
$250K Hold
5,343
0.12% 149
2016
Q1
$233K Hold
5,343
0.11% 161
2015
Q4
$210K Buy
+5,343
New +$186K 0.11% 164

Other funds holding ITC

Cypress Wealth Advisors's ITC Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of ITC HOLDINGS CORP (ITC) in Q4 2016, closing a stake of 5,839 shares — an estimated $271K sold.

Cypress Wealth Advisors first reported a position in ITC in Q4 2015 and held it in 4 quarters. The position peaked at $271K in Q3 2016. 1 fund tracked by Wall St. Rank holds ITC as of Q4 2016.

  • Cypress Wealth Advisors reported no remaining ITC HOLDINGS CORP position as of Q4 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 5,839 ITC HOLDINGS CORP shares in Q4 2016, an estimated $271K.
  • Cypress Wealth Advisors first reported a position in ITC HOLDINGS CORP in Q4 2015 and held it in 4 quarters.
  • Cypress Wealth Advisors's ITC HOLDINGS CORP position peaked at $271K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held ITC HOLDINGS CORP as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.