Lyell Wealth Management, Lp Buys Shopify Inc, iShares Core S&P Small-Cap, SPDR Select Sector Fund - Energy Select Sector, Sells Tencent Holdings, Toll Brothers Inc, NetEase Inc

Investment company Lyell Wealth Management, Lp buys Shopify Inc, iShares Core S&P Small-Cap, SPDR Select Sector Fund - Energy Select Sector, Pioneer Natural Resources Co, Vanguard Intermediate-Term Corporate Bond ETF, Royal Dutch Shell PLC, SPDR Series Trust S&P Biotech, Baker Hughes, a GE Co, Berkshire Hathaway Inc, AT&T Inc, sells Tencent Holdings, Toll Brothers Inc, NetEase Inc, Bristol-Myers Squibb Company, Celgene Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Lyell Wealth Management, Lp. As of 2018-06-30, Lyell Wealth Management, Lp owns 106 stocks with a total value of $265 million. These are the details of the buys and sells.

For the details of LYELL WEALTH MANAGEMENT, LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LYELL+WEALTH+MANAGEMENT%2C+LP

These are the top 5 holdings of LYELL WEALTH MANAGEMENT, LP
  1. Palo Alto Networks Inc (PANW) - 64,037 shares, 4.97% of the total portfolio. Shares reduced by 4.36%
  2. Workday Inc (WDAY) - 87,852 shares, 4.02% of the total portfolio. Shares reduced by 4.77%
  3. Guidewire Software Inc (GWRE) - 100,000 shares, 3.35% of the total portfolio.
  4. Amazon.com Inc (AMZN) - 4,550 shares, 2.92% of the total portfolio. Shares added by 0.57%
  5. Facebook Inc (FB) - 39,801 shares, 2.92% of the total portfolio. Shares reduced by 0.32%
New Purchase: Shopify Inc (SHOP)

Lyell Wealth Management, Lp initiated holding in Shopify Inc. The purchase prices were between $116.94 and $172.84, with an estimated average price of $141.43. The stock is now traded at around $160.15. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,428 shares as of 2018-06-30.

New Purchase: Royal Dutch Shell PLC (RDS.B)

Lyell Wealth Management, Lp initiated holding in Royal Dutch Shell PLC. The purchase prices were between $64.22 and $76.69, with an estimated average price of $71.97. The stock is now traded at around $70.64. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,996 shares as of 2018-06-30.

New Purchase: AT&T Inc (T)

Lyell Wealth Management, Lp initiated holding in AT&T Inc. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $31.08. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,826 shares as of 2018-06-30.

New Purchase: Baker Hughes, a GE Co (BHGE)

Lyell Wealth Management, Lp initiated holding in Baker Hughes, a GE Co. The purchase prices were between $27.77 and $36.85, with an estimated average price of $33.94. The stock is now traded at around $34.73. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,600 shares as of 2018-06-30.

New Purchase: Oritani Financial Corp (ORIT)

Lyell Wealth Management, Lp initiated holding in Oritani Financial Corp. The purchase prices were between $15.1 and $17, with an estimated average price of $15.78. The stock is now traded at around $16.45. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,480 shares as of 2018-06-30.

New Purchase: Global Water Resources Inc (GWRS)

Lyell Wealth Management, Lp initiated holding in Global Water Resources Inc. The purchase prices were between $8.89 and $9.94, with an estimated average price of $9.15. The stock is now traded at around $9.39. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,750 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Lyell Wealth Management, Lp added to a holding in iShares Core S&P Small-Cap by 309.15%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $85.55. The impact to a portfolio due to this purchase was 0.39%. The holding were 16,407 shares as of 2018-06-30.

Added: Pioneer Natural Resources Co (PXD)

Lyell Wealth Management, Lp added to a holding in Pioneer Natural Resources Co by 22.67%. The purchase prices were between $166.91 and $212.31, with an estimated average price of $191.51. The stock is now traded at around $186.02. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,264 shares as of 2018-06-30.

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

Lyell Wealth Management, Lp added to a holding in SPDR Select Sector Fund - Energy Select Sector by 36.62%. The purchase prices were between $66.06 and $78.91, with an estimated average price of $74.31. The stock is now traded at around $76.63. The impact to a portfolio due to this purchase was 0.15%. The holding were 19,304 shares as of 2018-06-30.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Lyell Wealth Management, Lp added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 57.16%. The purchase prices were between $82.84 and $84.66, with an estimated average price of $83.64. The stock is now traded at around $83.84. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,332 shares as of 2018-06-30.

Added: SPDR Series Trust S&P Biotech (XBI)

Lyell Wealth Management, Lp added to a holding in SPDR Series Trust S&P Biotech by 29.91%. The purchase prices were between $82.9 and $101.15, with an estimated average price of $91.92. The stock is now traded at around $94.97. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,189 shares as of 2018-06-30.

Added: Berkshire Hathaway Inc (BRK.B)

Lyell Wealth Management, Lp added to a holding in Berkshire Hathaway Inc by 21.29%. The purchase prices were between $184.91 and $201.2, with an estimated average price of $194.98. The stock is now traded at around $197.95. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,039 shares as of 2018-06-30.

Sold Out: Tencent Holdings Ltd (TCEHY)

Lyell Wealth Management, Lp sold out a holding in Tencent Holdings Ltd. The sale prices were between $47.83 and $54.67, with an estimated average price of $51.41.

Sold Out: Celgene Corp (CELG)

Lyell Wealth Management, Lp sold out a holding in Celgene Corp. The sale prices were between $74.69 and $92.08, with an estimated average price of $83.1.

Sold Out: 3M Co (MMM)

Lyell Wealth Management, Lp sold out a holding in 3M Co. The sale prices were between $194.39 and $220.09, with an estimated average price of $204.21.



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