Cypress Wealth Advisors’s ArcelorMittal MT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-8,002	Closed	-$200K	–	141
2017 Q1	$200K	Sell	8,002 -263	-3%	-$6.66K	0.09%	200
2016 Q4	$181K	Hold	8,265	–	–	0.08%	195
2016 Q3	$150K	Buy	8,265 +344	+4%	+$6.1K	0.07%	194
2016 Q2	$111K	Hold	7,921	–	–	0.05%	181
2016 Q1	$109K	Sell	7,921 -1,995	-20%	-$19.3K	0.05%	194
2015 Q4	$96K	Buy	+9,916	New	+$116K	0.05%	182

Other funds holding MT

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

TPCM

Tide Point Capital Management Old Greenwich, Connecticut $851M AUM 25.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of ArcelorMittal (MT) in Q2 2017, closing a stake of 8,002 shares — an estimated $200K sold.

Cypress Wealth Advisors first reported a position in MT in Q4 2015 and held it in 6 quarters. The position peaked at $200K in Q1 2017. 168 funds tracked by Wall St. Rank hold MT as of Q2 2017.

Cypress Wealth Advisors reported no remaining ArcelorMittal position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 8,002 ArcelorMittal shares in Q2 2017, an estimated $200K.
Cypress Wealth Advisors first reported a position in ArcelorMittal in Q4 2015 and held it in 6 quarters.
Cypress Wealth Advisors's ArcelorMittal position peaked at $200K in Q1 2017.
168 funds tracked by Wall St. Rank held ArcelorMittal as of Q2 2017.

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