MSFP
CY

Mark Sheptoff Financial Planning’s Cypress Semiconductor CY Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q4 		– Sell
-5,500
Closed -$67K – 386
2016
Q3 		$67K Sell
5,500
-1,000
-15% -$11.4K 0.05% 152
2016
Q2 		$69K Sell
6,500
-1,000
-13% -$9.53K 0.05% 139
2016
Q1 		$65K Sell
7,500
-12,800
-63% -$103K 0.05% 137
2015
Q4 		$199K Buy
+20,300
New +$202K 0.16% 89

Other funds holding CY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's CY Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of Cypress Semiconductor (CY) in Q4 2016, closing a stake of 5,500 shares — an estimated $67K sold.

Mark Sheptoff Financial Planning first reported a position in CY in Q4 2015 and held it in 4 quarters. The position peaked at $199K in Q4 2015. 325 funds tracked by Wall St. Rank hold CY as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Cypress Semiconductor position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5,500 Cypress Semiconductor shares in Q4 2016, an estimated $67K.
  • Mark Sheptoff Financial Planning first reported a position in Cypress Semiconductor in Q4 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Cypress Semiconductor position peaked at $199K in Q4 2015.
  • 325 funds tracked by Wall St. Rank held Cypress Semiconductor as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.