Cypress Wealth Advisors’s West Pharmaceutical WST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4,847	Closed	-$396K	–	182
2017 Q1	$396K	Hold	4,847	–	–	0.18%	115
2016 Q4	$411K	Hold	4,847	–	–	0.19%	109
2016 Q3	$361K	Hold	4,847	–	–	0.16%	123
2016 Q2	$368K	Hold	4,847	–	–	0.18%	112
2016 Q1	$336K	Hold	4,847	–	–	0.15%	122
2015 Q4	$292K	Hold	4,847	–	–	0.15%	128
2015 Q3	$262K	Hold	4,847	–	–	0.14%	142
2015 Q2	$282K	Buy	+4,847	New	+$271K	0.17%	117

Other funds holding WST

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2017, closing a stake of 4,847 shares — an estimated $396K sold.

Cypress Wealth Advisors first reported a position in WST in Q2 2015 and held it in 8 quarters. The position peaked at $411K in Q4 2016. 310 funds tracked by Wall St. Rank hold WST as of Q2 2017.

Cypress Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 4,847 West Pharmaceutical shares in Q2 2017, an estimated $396K.
Cypress Wealth Advisors first reported a position in West Pharmaceutical in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's West Pharmaceutical position peaked at $411K in Q4 2016.
310 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2017.

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