Cypress Wealth Advisors’s PPG Industries PPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,963	Closed	-$216K	–	71
2017 Q2	$216K	Sell	1,963 -94	-5%	-$10.2K	0.25%	74
2017 Q1	$216K	Buy	+2,057	New	+$208K	0.1%	190
2016 Q4	–	Sell	-2,022	Closed	-$209K	–	216
2016 Q3	$209K	Buy	2,022 +80	+4%	+$8.39K	0.09%	184
2016 Q2	$202K	Sell	1,942 -6	-0.3%	-$655	0.1%	174
2016 Q1	$217K	Buy	+1,948	New	+$192K	0.1%	170
2015 Q3	–	Sell	-1,884	Closed	-$216K	–	190
2015 Q2	$216K	Buy	+1,884	New	+$215K	0.13%	137

Other funds holding PPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Cypress Wealth Advisors's PPG Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of PPG Industries (PPG) in Q3 2017, closing a stake of 1,963 shares — an estimated $216K sold.

Cypress Wealth Advisors first reported a position in PPG in Q2 2015 and held it in 6 quarters. The position peaked at $217K in Q1 2016. 811 funds tracked by Wall St. Rank hold PPG as of Q3 2017.

Cypress Wealth Advisors reported no remaining PPG Industries position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 1,963 PPG Industries shares in Q3 2017, an estimated $216K.
Cypress Wealth Advisors first reported a position in PPG Industries in Q2 2015 and held it in 6 quarters.
Cypress Wealth Advisors's PPG Industries position peaked at $217K in Q1 2016.
811 funds tracked by Wall St. Rank held PPG Industries as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.