CWA
WAGE

Cypress Wealth Advisors’s WageWorks, Inc. WAGE Stock Holding History

Cypress Wealth Advisors’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,320
Closed -$202K – 219
2016
Q3 		$202K Buy
+3,320
New +$204K 0.09% 190

Other funds holding WAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Cypress Wealth Advisors's WAGE Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of WageWorks, Inc. (WAGE) in Q4 2016, closing a stake of 3,320 shares — an estimated $202K sold.

Cypress Wealth Advisors first reported a position in WAGE in Q3 2016 and held it in 1 quarter. The position peaked at $202K in Q3 2016. 224 funds tracked by Wall St. Rank hold WAGE as of Q4 2016.

  • Cypress Wealth Advisors reported no remaining WageWorks, Inc. position as of Q4 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,320 WageWorks, Inc. shares in Q4 2016, an estimated $202K.
  • Cypress Wealth Advisors first reported a position in WageWorks, Inc. in Q3 2016 and held it in 1 quarter.
  • Cypress Wealth Advisors's WageWorks, Inc. position peaked at $202K in Q3 2016.
  • 224 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.