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Cypress Wealth Advisors’s Xerox XRX Stock Holding History

Cypress Wealth Advisors’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,759
Closed -$110K – 183
2017
Q1 		$110K Sell
3,759
-236
-6% -$6.81K 0.05% 210
2016
Q4 		$92K Hold
3,995
– – 0.04% 204
2016
Q3 		$107K Hold
3,995
– – 0.05% 200
2016
Q2 		$100K Hold
3,995
– – 0.05% 183
2016
Q1 		$117K Hold
3,995
– – 0.05% 192
2015
Q4 		$112K Hold
3,995
– – 0.06% 177
2015
Q3 		$102K Buy
+3,995
New +$111K 0.06% 179

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Xerox (XRX) in Q2 2017, closing a stake of 3,759 shares — an estimated $110K sold.

Cypress Wealth Advisors first reported a position in XRX in Q3 2015 and held it in 7 quarters. The position peaked at $117K in Q1 2016. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Xerox position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,759 Xerox shares in Q2 2017, an estimated $110K.
  • Cypress Wealth Advisors first reported a position in Xerox in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's Xerox position peaked at $117K in Q1 2016.
  • 459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

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