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Cypress Wealth Advisors’s Sanofi SNY Stock Holding History

Cypress Wealth Advisors’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,749
Closed -$305K – 165
2017
Q1 		$305K Buy
6,749
+296
+5% +$12.6K 0.14% 141
2016
Q4 		$261K Buy
6,453
+164
+3% +$6.46K 0.12% 157
2016
Q3 		$240K Buy
6,289
+242
+4% +$9.71K 0.11% 158
2016
Q2 		$253K Sell
6,047
-100
-2% -$4.1K 0.13% 146
2016
Q1 		$247K Buy
+6,147
New +$247K 0.11% 155
2015
Q4 		– Sell
-6,775
Closed -$322K – 198
2015
Q3 		$322K Buy
+6,775
New +$345K 0.17% 119

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Sanofi (SNY) in Q2 2017, closing a stake of 6,749 shares — an estimated $305K sold.

Cypress Wealth Advisors first reported a position in SNY in Q3 2015 and held it in 6 quarters. The position peaked at $322K in Q3 2015. 475 funds tracked by Wall St. Rank hold SNY as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Sanofi position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,749 Sanofi shares in Q2 2017, an estimated $305K.
  • Cypress Wealth Advisors first reported a position in Sanofi in Q3 2015 and held it in 6 quarters.
  • Cypress Wealth Advisors's Sanofi position peaked at $322K in Q3 2015.
  • 475 funds tracked by Wall St. Rank held Sanofi as of Q2 2017.

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