Cypress Wealth Advisors’s United Microelectronic UMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$19K	Sell	10,043 -2,287	-19%	-$4.21K	0.02%	80
2018 Q4	$22K	Sell	12,330 -7,196	-37%	-$13.8K	0.03%	77
2018 Q3	$50K	Sell	19,526 -1,144	-6%	-$3.12K	0.05%	83
2018 Q2	$58K	Buy	+20,670	New	+$56.4K	0.06%	80
2018 Q1	–	Sell	-22,357	Closed	-$53K	–	85
2017 Q4	$53K	Sell	22,357 -1,429	-6%	-$3.64K	0.05%	84
2017 Q3	$59K	Buy	23,786 +3,329	+16%	+$8.15K	0.1%	62
2017 Q2	$50K	Sell	20,457 -71,543	-78%	-$144K	0.06%	83
2017 Q1	$178K	Buy	+92,000	New	+$175K	0.08%	202
2016 Q1	–	Sell	-48,269	Closed	-$91K	–	214
2015 Q4	$91K	Buy	+48,269	New	+$90.3K	0.05%	183

Other funds holding UMC

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cypress Wealth Advisors's UMC Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its United Microelectronic (UMC) stake by 19% in Q1 2019, selling an estimated $4.21K and leaving 10,043 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #80.

Cypress Wealth Advisors first reported a position in UMC in Q4 2015 and has held it in 9 quarters since. The position peaked at $178K in Q1 2017. 123 funds tracked by Wall St. Rank hold UMC as of Q1 2019.

Cypress Wealth Advisors held 10,043 shares of United Microelectronic worth $19K as of Q1 2019.
Cypress Wealth Advisors sold 2,287 United Microelectronic shares in Q1 2019, an estimated $4.21K.
United Microelectronic made up 0.02% of Cypress Wealth Advisors's portfolio in Q1 2019, its #80 holding.
Cypress Wealth Advisors first reported a position in United Microelectronic in Q4 2015 and has held it in 9 quarters since.
Cypress Wealth Advisors's United Microelectronic position peaked at $178K in Q1 2017.
123 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.