SWP
CYS

Stratos Wealth Partners’s CYS Investments Inc. CYS Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-9,150
Closed -$61K – 3190
2018
Q1 		$61K Sell
9,150
-10,150
-53% -$69.8K ﹤0.01% 1470
2017
Q4 		$155K Buy
19,300
+1,600
+9% +$13.2K 0.01% 980
2017
Q3 		$153K Buy
17,700
+3,497
+25% +$30.2K 0.01% 874
2017
Q2 		$119K Buy
14,203
+950
+7% +$7.98K 0.01% 802
2017
Q1 		$105K Sell
13,253
-2,750
-17% -$21.5K 0.01% 772
2016
Q4 		$124K Sell
16,003
-3,850
-19% -$31.4K 0.01% 685
2016
Q3 		$173K Sell
19,853
-1,725
-8% -$15.2K 0.01% 630
2016
Q2 		$181K Hold
21,578
– – 0.01% 577
2016
Q1 		$176K Buy
21,578
+3,428
+19% +$25.3K 0.02% 530
2015
Q4 		$129K Buy
18,150
+5,450
+43% +$41.2K 0.01% 544
2015
Q3 		$92K Sell
12,700
-2,700
-18% -$20.9K 0.01% 519
2015
Q2 		$119K Buy
15,400
+700
+5% +$6.16K 0.02% 501
2015
Q1 		$131K Sell
14,700
-600
-4% -$5.33K 0.02% 588
2014
Q4 		$133K Sell
15,300
-8,993
-37% -$80.5K 0.02% 478
2014
Q3 		$200K Sell
24,293
-4,500
-16% -$40.6K 0.05% 293
2014
Q2 		$260K Buy
+28,793
New +$254K 0.09% 248

Other funds holding CYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Partners's CYS Position: Q2 2018 in Review

Stratos Wealth Partners sold out of CYS Investments Inc. (CYS) in Q2 2018, closing a stake of 9,150 shares — an estimated $61K sold.

Stratos Wealth Partners first reported a position in CYS in Q2 2014 and held it in 16 quarters. The position peaked at $260K in Q2 2014. 157 funds tracked by Wall St. Rank hold CYS as of Q2 2018.

  • Stratos Wealth Partners reported no remaining CYS Investments Inc. position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,150 CYS Investments Inc. shares in Q2 2018, an estimated $61K.
  • Stratos Wealth Partners first reported a position in CYS Investments Inc. in Q2 2014 and held it in 16 quarters.
  • Stratos Wealth Partners's CYS Investments Inc. position peaked at $260K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.