Cypress Wealth Advisors’s Banco Santander SAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$56K	Hold	12,587	–	–	0.06%	77
2018 Q4	$54K	Buy	12,587 +117	+0.9%	+$531	0.07%	74
2018 Q3	$60K	Sell	12,470 -521	-4%	-$2.62K	0.06%	81
2018 Q2	$66K	Buy	+12,991	New	+$76K	0.07%	79
2018 Q1	–	Sell	-15,792	Closed	-$99K	–	83
2017 Q4	$99K	Buy	15,792 +2,452	+18%	+$15.5K	0.09%	83
2017 Q3	$89K	Sell	13,340 -2,023	-13%	-$12.9K	0.14%	60
2017 Q2	$98K	Sell	15,363 -42,038	-73%	-$261K	0.11%	81
2017 Q1	$334K	Buy	57,401 +832	+1%	+$4.47K	0.15%	130
2016 Q4	$281K	Buy	56,569 +2,579	+5%	+$11.7K	0.13%	145
2016 Q3	$228K	Buy	53,990 +14,785	+38%	+$60.4K	0.1%	169
2016 Q2	$147K	Buy	+39,205	New	+$170K	0.07%	176
2016 Q1	–	Sell	-52,658	Closed	-$246K	–	213
2015 Q4	$246K	Buy	+52,658	New	+$273K	0.12%	149

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

PPA

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cypress Wealth Advisors held its Banco Santander (SAN) position steady in Q1 2019 at 12,587 shares worth $56K. The position accounts for 0.06% of the portfolio, ranked #77.

Cypress Wealth Advisors first reported a position in SAN in Q4 2015 and has held it in 12 quarters since. The position peaked at $334K in Q1 2017. 326 funds tracked by Wall St. Rank hold SAN as of Q1 2019.

Cypress Wealth Advisors held 12,587 shares of Banco Santander worth $56K as of Q1 2019.
Cypress Wealth Advisors left its Banco Santander share count unchanged in Q1 2019.
Banco Santander made up 0.06% of Cypress Wealth Advisors's portfolio in Q1 2019, its #77 holding.
Cypress Wealth Advisors first reported a position in Banco Santander in Q4 2015 and has held it in 12 quarters since.
Cypress Wealth Advisors's Banco Santander position peaked at $334K in Q1 2017.
326 funds tracked by Wall St. Rank held Banco Santander as of Q1 2019.

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