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Cypress Wealth Advisors’s SAP SAP Stock Holding History

Cypress Wealth Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,900
Closed -$285K – 156
2017
Q1 		$285K Buy
2,900
+91
+3% +$8.45K 0.13% 156
2016
Q4 		$243K Buy
2,809
+193
+7% +$16.6K 0.11% 162
2016
Q3 		$239K Buy
+2,616
New +$225K 0.11% 160

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of SAP (SAP) in Q2 2017, closing a stake of 2,900 shares — an estimated $285K sold.

Cypress Wealth Advisors first reported a position in SAP in Q3 2016 and held it in 3 quarters. The position peaked at $285K in Q1 2017. 360 funds tracked by Wall St. Rank hold SAP as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining SAP position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,900 SAP shares in Q2 2017, an estimated $285K.
  • Cypress Wealth Advisors first reported a position in SAP in Q3 2016 and held it in 3 quarters.
  • Cypress Wealth Advisors's SAP position peaked at $285K in Q1 2017.
  • 360 funds tracked by Wall St. Rank held SAP as of Q2 2017.

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