CWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return