Cypress Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,378	Closed	-$253K	–	178
2017 Q1	$253K	Hold	6,378	–	–	0.12%	162
2016 Q4	$228K	Hold	6,378	–	–	0.1%	177
2016 Q3	$240K	Hold	6,378	–	–	0.11%	159
2016 Q2	$225K	Hold	6,378	–	–	0.11%	157
2016 Q1	$221K	Buy	+6,378	New	+$200K	0.1%	169
2015 Q3	–	Sell	-5,828	Closed	-$238K	–	194
2015 Q2	$238K	Buy	+5,828	New	+$250K	0.14%	126

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2017, closing a stake of 6,378 shares — an estimated $253K sold.

Cypress Wealth Advisors first reported a position in VWO in Q2 2015 and held it in 6 quarters. The position peaked at $253K in Q1 2017. 1,081 funds tracked by Wall St. Rank hold VWO as of Q2 2017.

Cypress Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 6,378 Vanguard FTSE Emerging Markets ETF shares in Q2 2017, an estimated $253K.
Cypress Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and held it in 6 quarters.
Cypress Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $253K in Q1 2017.
1,081 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2017.

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