IWMPD
CYS

Integrated Wealth Management (Palm Desert)’s CYS Investments Inc. CYS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CYS Stock Details CYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,450
Closed -$13K – 1269
2016
Q3 		$13K Buy
+1,450
New +$12.8K ﹤0.01% 712

Other funds holding CYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CYS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CYS Investments Inc. (CYS) in Q4 2016, closing a stake of 1,450 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CYS in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 190 funds tracked by Wall St. Rank hold CYS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CYS Investments Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,450 CYS Investments Inc. shares in Q4 2016, an estimated $13K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CYS Investments Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s CYS Investments Inc. position peaked at $13K in Q3 2016.
  • 190 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.