Cypress Wealth Advisors’s Target TGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,176	Closed	-$229K	–	221
2016 Q4	$229K	Buy	3,176 +187	+6%	+$13.5K	0.1%	174
2016 Q3	$205K	Buy	+2,989	New	+$214K	0.09%	187
2016 Q2	–	Sell	-2,940	Closed	-$242K	–	206
2016 Q1	$242K	Buy	2,940 +143	+5%	+$10.8K	0.11%	157
2015 Q4	$203K	Sell	2,797 -12	-0.4%	-$896	0.1%	167
2015 Q3	$221K	Buy	2,809 +318	+13%	+$25.4K	0.12%	160
2015 Q2	$203K	Buy	+2,491	New	+$202K	0.12%	142

Other funds holding TGT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's TGT Position: Q1 2017 in Review

Cypress Wealth Advisors sold out of Target (TGT) in Q1 2017, closing a stake of 3,176 shares — an estimated $229K sold.

Cypress Wealth Advisors first reported a position in TGT in Q2 2015 and held it in 6 quarters. The position peaked at $242K in Q1 2016. 1,067 funds tracked by Wall St. Rank hold TGT as of Q1 2017.

Cypress Wealth Advisors reported no remaining Target position as of Q1 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,176 Target shares in Q1 2017, an estimated $229K.
Cypress Wealth Advisors first reported a position in Target in Q2 2015 and held it in 6 quarters.
Cypress Wealth Advisors's Target position peaked at $242K in Q1 2016.
1,067 funds tracked by Wall St. Rank held Target as of Q1 2017.

Based on Cypress Wealth Advisors's 13F filing for Q1 2017, filed 16 May 2017.