$197 Million is the total value of Cypress Wealth Advisors LLC's 190 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMLS | Exit | CUMULUS MEDIA INCcl a | $0 | – | -15,021 | -100.0% | -0.01% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -962 | -100.0% | -0.11% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -5,038 | -100.0% | -0.12% | – |
| COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -3,834 | -100.0% | -0.12% | – |
| SLM | Exit | SLM CORP | $0 | – | -10,500 | -100.0% | -0.13% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -5,154 | -100.0% | -0.13% | – |
| SEMG | Exit | SEMGROUP CORPcl a | $0 | – | -6,600 | -100.0% | -0.15% | – |
| BHP | Exit | BHP BILLITON LTDsponsored adr | $0 | – | -10,142 | -100.0% | -0.17% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -6,775 | -100.0% | -0.17% | – |
| HCC | Exit | HCC INS HLDGS INC | $0 | – | -4,227 | -100.0% | -0.18% | – |
| AWHHF | Exit | ALLIED WRLD ASSUR COM HLDG A | $0 | – | -9,829 | -100.0% | -0.20% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $0 | – | -52,108 | -100.0% | -0.24% | – |
| EOG | Exit | EOG RES INC | $0 | – | -7,518 | -100.0% | -0.30% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -20,399 | -100.0% | -0.40% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 16 | Q1 2019 | 17.2% |
| FACEBOOK INC | 16 | Q1 2019 | 8.1% |
| ISHARES TR | 16 | Q1 2019 | 7.2% |
| PHILIP MORRIS INTL INC | 16 | Q1 2019 | 5.8% |
| VANGUARD WORLD FDS | 16 | Q1 2019 | 5.6% |
| ENERGY TRANSFER LP | 16 | Q1 2019 | 5.6% |
| ALTRIA GROUP INC | 16 | Q1 2019 | 3.7% |
| ENTERPRISE PRODS PARTNERS L | 16 | Q1 2019 | 3.8% |
| APPLE INC | 16 | Q1 2019 | 2.6% |
| JOHNSON & JOHNSON | 16 | Q1 2019 | 2.6% |
View Cypress Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-16 |
| 13F-HR | 2018-02-15 |
| 13F-HR | 2017-11-15 |
| 13F-HR | 2017-08-16 |
| 13F-HR | 2017-05-16 |
| 13F-HR | 2017-02-15 |
View Cypress Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.