CWA
TESO

Cypress Wealth Advisors’s Tesco Corp TESO Stock Holding History

Cypress Wealth Advisors’s Portfolio TESO Stock Details TESO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,600
Closed -$30K – 203
2017
Q1 		$30K Hold
12,600
– – 0.01% 217
2016
Q4 		$32K Hold
12,600
– – 0.01% 207
2016
Q3 		$30K Hold
12,600
– – 0.01% 206
2016
Q2 		$29K Buy
+12,600
New +$97.6K 0.01% 191

Other funds holding TESO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Tesco Corp (TESO) in Q2 2017, closing a stake of 12,600 shares — an estimated $30K sold.

Cypress Wealth Advisors first reported a position in TESO in Q2 2016 and held it in 4 quarters. The position peaked at $32K in Q4 2016. 109 funds tracked by Wall St. Rank hold TESO as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Tesco Corp position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 12,600 Tesco Corp shares in Q2 2017, an estimated $30K.
  • Cypress Wealth Advisors first reported a position in Tesco Corp in Q2 2016 and held it in 4 quarters.
  • Cypress Wealth Advisors's Tesco Corp position peaked at $32K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Tesco Corp as of Q2 2017.

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