Cypress Wealth Advisors’s RELX N.V. RENX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-18,456	Closed	-$343K	–	214
2017 Q1	$343K	Hold	18,456	–	–	0.16%	125
2016 Q4	$309K	Hold	18,456	–	–	0.14%	131
2016 Q3	$330K	Hold	18,456	–	–	0.15%	129
2016 Q2	$321K	Hold	18,456	–	–	0.16%	123
2016 Q1	$324K	Hold	18,456	–	–	0.15%	124
2015 Q4	$311K	Hold	18,456	–	–	0.16%	119
2015 Q3	$304K	Buy	+18,456	New	+$293K	0.16%	124

Other funds holding RENX

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of RELX N.V. (RENX) in Q2 2017, closing a stake of 18,456 shares — an estimated $343K sold.

Cypress Wealth Advisors first reported a position in RENX in Q3 2015 and held it in 7 quarters. The position peaked at $343K in Q1 2017. 94 funds tracked by Wall St. Rank hold RENX as of Q2 2017.

Cypress Wealth Advisors reported no remaining RELX N.V. position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 18,456 RELX N.V. shares in Q2 2017, an estimated $343K.
Cypress Wealth Advisors first reported a position in RELX N.V. in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's RELX N.V. position peaked at $343K in Q1 2017.
94 funds tracked by Wall St. Rank held RELX N.V. as of Q2 2017.

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