Cypress Wealth Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Cypress Wealth Services’s Portfolio FRI Stock Details FRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,000	Closed	-$287K	–	254
2019 Q4	$287K	Hold	11,000	–	–	0.07%	195
2019 Q3	$293K	Hold	11,000	–	–	0.08%	191
2019 Q2	$274K	Hold	11,000	–	–	0.08%	201
2019 Q1	$274K	Hold	11,000	–	–	0.09%	193
2018 Q4	$238K	Buy	+11,000	New	+$252K	0.09%	178

Other funds holding FRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Cypress Wealth Services's FRI Position: Q1 2020 in Review

Cypress Wealth Services sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2020, closing a stake of 11,000 shares — an estimated $287K sold.

Cypress Wealth Services first reported a position in FRI in Q4 2018 and held it in 5 quarters. The position peaked at $293K in Q3 2019. 52 funds tracked by Wall St. Rank hold FRI as of Q1 2020.

Cypress Wealth Services reported no remaining First Trust S&P REIT Index Fund position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 11,000 First Trust S&P REIT Index Fund shares in Q1 2020, an estimated $287K.
Cypress Wealth Services first reported a position in First Trust S&P REIT Index Fund in Q4 2018 and held it in 5 quarters.
Cypress Wealth Services's First Trust S&P REIT Index Fund position peaked at $293K in Q3 2019.
52 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.