Cypress Wealth Advisors’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,391	Closed	-$220K	–	83
2018 Q4	$220K	Buy	+2,391	New	+$214K	0.3%	68
2018 Q1	–	Sell	-2,241	Closed	-$206K	–	82
2017 Q4	$206K	Buy	2,241 +12	+0.5%	+$1.08K	0.2%	79
2017 Q3	$203K	Buy	+2,229	New	+$203K	0.33%	58
2017 Q2	–	Sell	-15,271	Closed	-$1.37M	–	152
2017 Q1	$1.37M	Buy	15,271 +540	+4%	+$47.9K	0.63%	40
2016 Q4	$1.24M	Buy	14,731 +361	+3%	+$30.8K	0.57%	44
2016 Q3	$1.29M	Buy	14,370 +598	+4%	+$51.9K	0.58%	41
2016 Q2	$1.17M	Buy	13,772 +121	+0.9%	+$9.93K	0.58%	44
2016 Q1	$1.12M	Buy	13,651 +5	+0%	+$403	0.51%	41
2015 Q4	$1.08M	Buy	13,646 +2,850	+26%	+$218K	0.55%	40
2015 Q3	$777K	Sell	10,796 -3,791	-26%	-$284K	0.42%	54
2015 Q2	$1.14M	Buy	+14,587	New	+$1.17M	0.67%	42

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's PG Position: Q1 2019 in Review

Cypress Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2019, closing a stake of 2,391 shares — an estimated $220K sold.

Cypress Wealth Advisors first reported a position in PG in Q2 2015 and held it in 11 quarters. The position peaked at $1.37M in Q1 2017. 2,439 funds tracked by Wall St. Rank hold PG as of Q1 2019.

Cypress Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2019 after selling out during the quarter.
Cypress Wealth Advisors sold 2,391 Procter & Gamble shares in Q1 2019, an estimated $220K.
Cypress Wealth Advisors first reported a position in Procter & Gamble in Q2 2015 and held it in 11 quarters.
Cypress Wealth Advisors's Procter & Gamble position peaked at $1.37M in Q1 2017.
2,439 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.