Cypress Wealth Advisors LLC

Q3 2017 13F Detailed Holdings

Location
San Francisco, CA
Holdings as of
9/30/2017
Value ($000)
$61,879
Num holdings
63
Date filed
11/15/2017
Form type
13F-HR
Prev filing
8/16/2017
Next filing
2/15/2018
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Aperio Group, LLC 028-11964
2 CHICKASAW CAPITAL MANAGEMENT LLC 028-10607
3 Checchi Capital Advisers, LLC 028-15706