Cypress Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13,081	Closed	-$654K	–	76
2017 Q2	$654K	Sell	13,081 -33,316	-72%	-$1.65M	0.76%	37
2017 Q1	$2.22M	Hold	46,397	–	–	1.01%	22
2016 Q4	$2.05M	Sell	46,397 -2,944	-6%	-$131K	0.94%	25
2016 Q3	$2.24M	Sell	49,341 -2,100	-4%	-$93.9K	1.01%	21
2016 Q2	$2.2M	Hold	51,441	–	–	1.09%	20
2016 Q1	$2.22M	Buy	51,441 +123	+0.2%	+$5.04K	1.02%	21
2015 Q4	$2.23M	Sell	51,318 -123	-0.2%	-$5.5K	1.13%	23
2015 Q3	$2.19M	Buy	51,441 +3,058	+6%	+$141K	1.19%	15
2015 Q2	$2.35M	Buy	+48,383	New	+$2.45M	1.37%	16

Other funds holding VEU

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2017, closing a stake of 13,081 shares — an estimated $654K sold.

Cypress Wealth Advisors first reported a position in VEU in Q2 2015 and held it in 9 quarters. The position peaked at $2.35M in Q2 2015. 659 funds tracked by Wall St. Rank hold VEU as of Q3 2017.

Cypress Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 13,081 Vanguard FTSE All-World ex-US ETF shares in Q3 2017, an estimated $654K.
Cypress Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $2.35M in Q2 2015.
659 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2017.

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