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Cypress Wealth Advisors’s Gentherm THRM Stock Holding History

Cypress Wealth Advisors’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,705
Closed -$203K – 192
2015
Q2 		$203K Buy
+3,705
New +$196K 0.12% 143

Other funds holding THRM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cypress Wealth Advisors's THRM Position: Q3 2015 in Review

Cypress Wealth Advisors sold out of Gentherm (THRM) in Q3 2015, closing a stake of 3,705 shares — an estimated $203K sold.

Cypress Wealth Advisors first reported a position in THRM in Q2 2015 and held it in 1 quarter. The position peaked at $203K in Q2 2015. 214 funds tracked by Wall St. Rank hold THRM as of Q3 2015.

  • Cypress Wealth Advisors reported no remaining Gentherm position as of Q3 2015 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,705 Gentherm shares in Q3 2015, an estimated $203K.
  • Cypress Wealth Advisors first reported a position in Gentherm in Q2 2015 and held it in 1 quarter.
  • Cypress Wealth Advisors's Gentherm position peaked at $203K in Q2 2015.
  • 214 funds tracked by Wall St. Rank held Gentherm as of Q3 2015.

Based on Cypress Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.