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Cypress Wealth Advisors’s Mastercard MA Stock Holding History

Cypress Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,188
Closed -$696K – 133
2017
Q1 		$696K Sell
6,188
-118
-2% -$12.9K 0.32% 73
2016
Q4 		$651K Buy
6,306
+109
+2% +$11.3K 0.3% 75
2016
Q3 		$631K Buy
6,197
+189
+3% +$18.1K 0.28% 81
2016
Q2 		$529K Buy
6,008
+50
+0.8% +$4.77K 0.26% 87
2016
Q1 		$563K Sell
5,958
-28
-0.5% -$2.48K 0.26% 83
2015
Q4 		$583K Buy
5,986
+66
+1% +$6.46K 0.3% 79
2015
Q3 		$534K Buy
5,920
+1,980
+50% +$186K 0.29% 77
2015
Q2 		$368K Buy
+3,940
New +$362K 0.22% 105

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Mastercard (MA) in Q2 2017, closing a stake of 6,188 shares — an estimated $696K sold.

Cypress Wealth Advisors first reported a position in MA in Q2 2015 and held it in 8 quarters. The position peaked at $696K in Q1 2017. 1,369 funds tracked by Wall St. Rank hold MA as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Mastercard position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,188 Mastercard shares in Q2 2017, an estimated $696K.
  • Cypress Wealth Advisors first reported a position in Mastercard in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's Mastercard position peaked at $696K in Q1 2017.
  • 1,369 funds tracked by Wall St. Rank held Mastercard as of Q2 2017.

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