Cypress Wealth Advisors LLC

Q2 2015 13F Combination Report, New Holdings, Stock Holdings

Signature - Title
James Longinotti - Chief Compliance Officer
Location
San Francisco, CA
Holdings as of
30 Jun 2015
Value $
$170,332,000
Num holdings
149
Filing time
21 Aug 2015, 17:54:21 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included VIG, IGSB, GPS, META, and EEM.
Next filing
Q3 2015 - 16 Nov 2015
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Longinotti Chief Compliance Officer San Francisco, California 21 Aug 2015

List of Other Managers Reporting for Cypress Wealth Advisors LLC:

Name Holdings Value Location File Number
CHICKASAW CAPITAL MANAGEMENT LLC $2,426,613,000 Memphis, TN 028-10607
Aperio Group, LLC Sausalito, CA 028-11964

Other Included Managers (2):

Num Name Location File Number
1 Aperio Group, LLC Sausalito, CA 028-11964
2 CHICKASAW CAPITAL MANAGEMENT LLC Memphis, TN 028-10607