CWA
V icon

Cypress Wealth Advisors’s Visa V Stock Holding History

Cypress Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,285
Closed -$292K – 177
2017
Q1 		$292K Buy
3,285
+349
+12% +$30K 0.13% 153
2016
Q4 		$229K Sell
2,936
-234
-7% -$18.8K 0.1% 175
2016
Q3 		$262K Buy
3,170
+206
+7% +$16.5K 0.12% 150
2016
Q2 		$220K Buy
2,964
+46
+2% +$3.6K 0.11% 159
2016
Q1 		$223K Buy
+2,918
New +$212K 0.1% 167

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Visa (V) in Q2 2017, closing a stake of 3,285 shares — an estimated $292K sold.

Cypress Wealth Advisors first reported a position in V in Q1 2016 and held it in 5 quarters. The position peaked at $292K in Q1 2017. 1,771 funds tracked by Wall St. Rank hold V as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Visa position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,285 Visa shares in Q2 2017, an estimated $292K.
  • Cypress Wealth Advisors first reported a position in Visa in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Visa position peaked at $292K in Q1 2017.
  • 1,771 funds tracked by Wall St. Rank held Visa as of Q2 2017.

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