Cypress Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,096	Closed	-$255K	–	75
2017 Q2	$255K	Hold	2,096	–	–	0.3%	64
2017 Q1	$249K	Hold	2,096	–	–	0.11%	164
2016 Q4	$236K	Hold	2,096	–	–	0.11%	168
2016 Q3	$224K	Hold	2,096	–	–	0.1%	172
2016 Q2	$215K	Hold	2,096	–	–	0.11%	166
2016 Q1	$206K	Buy	+2,096	New	+$188K	0.09%	181
2015 Q3	–	Sell	-2,046	Closed	-$220K	–	193
2015 Q2	$220K	Buy	+2,046	New	+$228K	0.13%	134

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cypress Wealth Advisors's VAW Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q3 2017, closing a stake of 2,096 shares — an estimated $255K sold.

Cypress Wealth Advisors first reported a position in VAW in Q2 2015 and held it in 7 quarters. The position peaked at $255K in Q2 2017. 168 funds tracked by Wall St. Rank hold VAW as of Q3 2017.

Cypress Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 2,096 Vanguard Materials ETF shares in Q3 2017, an estimated $255K.
Cypress Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Vanguard Materials ETF position peaked at $255K in Q2 2017.
168 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.