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Cypress Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Cypress Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,489
Closed -$238K – 209
2015
Q4 		$238K Hold
1,489
– – 0.12% 153
2015
Q3 		$214K Hold
1,489
– – 0.12% 164
2015
Q2 		$255K Buy
+1,489
New +$251K 0.15% 122

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q1 2016, closing a stake of 1,489 shares — an estimated $238K sold.

Cypress Wealth Advisors first reported a position in JLL in Q2 2015 and held it in 3 quarters. The position peaked at $255K in Q2 2015. 361 funds tracked by Wall St. Rank hold JLL as of Q1 2016.

  • Cypress Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q1 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 1,489 Jones Lang LaSalle shares in Q1 2016, an estimated $238K.
  • Cypress Wealth Advisors first reported a position in Jones Lang LaSalle in Q2 2015 and held it in 3 quarters.
  • Cypress Wealth Advisors's Jones Lang LaSalle position peaked at $255K in Q2 2015.
  • 361 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2016.

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