Cypress Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,365	Closed	-$349K	–	77
2017 Q2	$349K	Hold	2,365	–	–	0.41%	53
2017 Q1	$326K	Hold	2,365	–	–	0.15%	132
2016 Q4	$300K	Buy	+2,365	New	+$302K	0.14%	137

Other funds holding VHT

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

BCMIO

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

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2017, closing a stake of 2,365 shares — an estimated $349K sold.

Cypress Wealth Advisors first reported a position in VHT in Q4 2016 and held it in 3 quarters. The position peaked at $349K in Q2 2017. 340 funds tracked by Wall St. Rank hold VHT as of Q3 2017.

Cypress Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 2,365 Vanguard Health Care ETF shares in Q3 2017, an estimated $349K.
Cypress Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 3 quarters.
Cypress Wealth Advisors's Vanguard Health Care ETF position peaked at $349K in Q2 2017.
340 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2017.

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