EWA
CY

EP Wealth Advisors’s Cypress Semiconductor CY Stock Holding History

EP Wealth Advisors’s Portfolio CY Stock Details CY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-16,236
Closed -$167K – 120
2014
Q1 		$167K Hold
16,236
– – 0.05% 111
2013
Q4 		$170K Sell
16,236
-200
-1% -$1.9K 0.04% 121
2013
Q3 		$154K Hold
16,436
– – 0.05% 102
2013
Q2 		$176K Buy
+16,436
New +$176K 0.06% 78

Other funds holding CY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

EP Wealth Advisors's CY Position: Q2 2014 in Review

EP Wealth Advisors sold out of Cypress Semiconductor (CY) in Q2 2014, closing a stake of 16,236 shares — an estimated $167K sold.

EP Wealth Advisors first reported a position in CY in Q2 2013 and held it in 4 quarters. The position peaked at $176K in Q2 2013. 184 funds tracked by Wall St. Rank hold CY as of Q2 2014.

  • EP Wealth Advisors reported no remaining Cypress Semiconductor position as of Q2 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 16,236 Cypress Semiconductor shares in Q2 2014, an estimated $167K.
  • EP Wealth Advisors first reported a position in Cypress Semiconductor in Q2 2013 and held it in 4 quarters.
  • EP Wealth Advisors's Cypress Semiconductor position peaked at $176K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held Cypress Semiconductor as of Q2 2014.

Based on EP Wealth Advisors's 13F filing for Q2 2014, filed 25 Jul 2014.