Lyell Wealth Management, Lp Buys Comcast Corp, Starbucks Corp, Vanguard Intermediate-Term Corporate Bond ETF, Sells Square Inc, iShares iBonds Dec 2019 Term Corporate ETF, Netflix Inc

Author's Avatar
Feb 05, 2020
Article's Main Image
Investment company Lyell Wealth Management, Lp (Current Portfolio) buys Comcast Corp, Starbucks Corp, Vanguard Intermediate-Term Corporate Bond ETF, Twilio Inc, Fidelity National Information Services Inc, sells Square Inc, iShares iBonds Dec 2019 Term Corporate ETF, Netflix Inc, Xilinx Inc, SPDR S&P Regional Banking ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Lyell Wealth Management, Lp. As of 2019Q4, Lyell Wealth Management, Lp owns 123 stocks with a total value of $359 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 https://www.gurufocus.com/guru/lyell+wealth+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of LYELL WEALTH MANAGEMENT, LP
  1. Guidewire Software Inc (GWRE) - 143,509 shares, 4.39% of the total portfolio. Shares added by 0.43%
  2. Workday Inc (WDAY) - 77,527 shares, 3.55% of the total portfolio.
  3. Apple Inc (AAPL) - 43,264 shares, 3.54% of the total portfolio. Shares added by 1.23%
  4. Microsoft Corp (MSFT) - 62,036 shares, 2.73% of the total portfolio. Shares reduced by 2.67%
  5. Amazon.com Inc (AMZN) - 5,069 shares, 2.61% of the total portfolio. Shares added by 0.10%
New Purchase: Comcast Corp (CMCSA)

Lyell Wealth Management, Lp initiated holding in Comcast Corp. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $44.59. The impact to a portfolio due to this purchase was 0.69%. The holding were 54,962 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Lyell Wealth Management, Lp initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $90.42 and $91.79, with an estimated average price of $91.19. The stock is now traded at around $92.69. The impact to a portfolio due to this purchase was 0.45%. The holding were 17,490 shares as of .

New Purchase: Twilio Inc (TWLO)

Lyell Wealth Management, Lp initiated holding in Twilio Inc. The purchase prices were between $91.06 and $116.59, with an estimated average price of $102. The stock is now traded at around $127.15. The impact to a portfolio due to this purchase was 0.39%. The holding were 14,235 shares as of .

New Purchase: Invesco S&P 500 Equal Weight ETF (RSP)

Lyell Wealth Management, Lp initiated holding in Invesco S&P 500 Equal Weight ETF. The purchase prices were between $103.92 and $115.93, with an estimated average price of $111.26. The stock is now traded at around $117.67. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,815 shares as of .

New Purchase: iShares Core S&P Mid-Cap ETF (IJH)

Lyell Wealth Management, Lp initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $184.95 and $206.16, with an estimated average price of $197.56. The stock is now traded at around $207.72. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,370 shares as of .

New Purchase: Technology Select Sector SPDR Fund (XLK)

Lyell Wealth Management, Lp initiated holding in Technology Select Sector SPDR Fund. The purchase prices were between $78.28 and $91.92, with an estimated average price of $85.83. The stock is now traded at around $99.70. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,952 shares as of .

Added: Starbucks Corp (SBUX)

Lyell Wealth Management, Lp added to a holding in Starbucks Corp by 154.55%. The purchase prices were between $81.77 and $88.78, with an estimated average price of $85.31. The stock is now traded at around $87.56. The impact to a portfolio due to this purchase was 0.49%. The holding were 32,755 shares as of .

Added: Fidelity National Information Services Inc (FIS)

Lyell Wealth Management, Lp added to a holding in Fidelity National Information Services Inc by 34.71%. The purchase prices were between $125.44 and $139.75, with an estimated average price of $134.26. The stock is now traded at around $146.12. The impact to a portfolio due to this purchase was 0.32%. The holding were 31,648 shares as of .

Added: Golub Capital BDC Inc (GBDC)

Lyell Wealth Management, Lp added to a holding in Golub Capital BDC Inc by 25.49%. The purchase prices were between $17.7 and $18.53, with an estimated average price of $18.01. The stock is now traded at around $18.40. The impact to a portfolio due to this purchase was 0.24%. The holding were 230,601 shares as of .

Sold Out: iShares iBonds Dec 2019 Term Corporate ETF (IBDK)

Lyell Wealth Management, Lp sold out a holding in iShares iBonds Dec 2019 Term Corporate ETF. The sale prices were between $24.82 and $24.87, with an estimated average price of $24.85.

Sold Out: SPDR S&P Regional Banking ETF (KRE)

Lyell Wealth Management, Lp sold out a holding in SPDR S&P Regional Banking ETF. The sale prices were between $50.18 and $59.22, with an estimated average price of $55.56.

Sold Out: Toll Brothers Inc (TOL)

Lyell Wealth Management, Lp sold out a holding in Toll Brothers Inc. The sale prices were between $39.01 and $41.42, with an estimated average price of $39.96.

Sold Out: SunTrust Banks Inc (STI)

Lyell Wealth Management, Lp sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: Energy Transfer LP (ET)

Lyell Wealth Management, Lp sold out a holding in Energy Transfer LP. The sale prices were between $11.16 and $13.14, with an estimated average price of $12.32.

Sold Out: Ring Energy Inc (REI)

Lyell Wealth Management, Lp sold out a holding in Ring Energy Inc. The sale prices were between $1.3 and $2.73, with an estimated average price of $1.98.



Here is the complete portfolio of LYELL WEALTH MANAGEMENT, LP. Also check out:

1. LYELL WEALTH MANAGEMENT, LP's Undervalued Stocks
2. LYELL WEALTH MANAGEMENT, LP's Top Growth Companies, and
3. LYELL WEALTH MANAGEMENT, LP's High Yield stocks
4. Stocks that LYELL WEALTH MANAGEMENT, LP keeps buying