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Cypress Wealth Advisors LLC Buys Alerian MLP, Alexandria Real Estate Equities Inc, Genesis Energy LP, Sells iShares 1-3 Year Credit Bond ETF, Vanguard Real Estate, iShares Core S&P 500

Investment company Cypress Wealth Advisors LLC buys Alerian MLP, Alexandria Real Estate Equities Inc, Genesis Energy LP, Buckeye Partners LP, Chunghwa Telecom Co, sells iShares 1-3 Year Credit Bond ETF, Vanguard Real Estate, iShares Core S&P 500, Verizon Communications Inc, Idacorp Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Cypress Wealth Advisors LLC. As of 2018-03-31, Cypress Wealth Advisors LLC owns 72 stocks with a total value of $88 million. These are the details of the buys and sells.

For the details of Cypress Wealth Advisors LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Cypress+Wealth+Advisors+LLC

These are the top 5 holdings of Cypress Wealth Advisors LLC
  1. Vanguard Div Appreciation (VIG) - 72,351 shares, 8.29% of the total portfolio. Shares reduced by 9.3%
  2. Facebook Inc (FB) - 24,665 shares, 4.47% of the total portfolio. Shares reduced by 4.02%
  3. Philip Morris International Inc (PM) - 33,159 shares, 3.74% of the total portfolio. Shares added by 0.54%
  4. Enterprise Products Partners LP (EPD) - 133,900 shares, 3.72% of the total portfolio. Shares reduced by 9.04%
  5. Targa Resources Corp (TRGP) - 70,817 shares, 3.53% of the total portfolio. Shares reduced by 15.51%
New Purchase: Alexandria Real Estate Equities Inc (ARE)

Cypress Wealth Advisors LLC initiated holding in Alexandria Real Estate Equities Inc. The purchase prices were between $114.58 and $129.93, with an estimated average price of $124.08. The stock is now traded at around $124.15. The impact to a portfolio due to this purchase was 0.85%. The holding were 6,027 shares as of 2018-03-31.

New Purchase: Chunghwa Telecom Co Ltd (CHT)

Cypress Wealth Advisors LLC initiated holding in Chunghwa Telecom Co Ltd. The purchase prices were between $35.44 and $38.86, with an estimated average price of $37.02. The stock is now traded at around $35.98. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,210 shares as of 2018-03-31.

Added: Alerian MLP (AMLP)

Cypress Wealth Advisors LLC added to a holding in Alerian MLP by 543.36%. The purchase prices were between $9.24 and $11.61, with an estimated average price of $10.58. The stock is now traded at around $10.21. The impact to a portfolio due to this purchase was 1.73%. The holding were 193,071 shares as of 2018-03-31.

Added: Genesis Energy LP (GEL)

Cypress Wealth Advisors LLC added to a holding in Genesis Energy LP by 23.12%. The purchase prices were between $18.78 and $25.36, with an estimated average price of $21.88. The stock is now traded at around $21.55. The impact to a portfolio due to this purchase was 0.52%. The holding were 123,800 shares as of 2018-03-31.

Added: Buckeye Partners LP (BPL)

Cypress Wealth Advisors LLC added to a holding in Buckeye Partners LP by 20.14%. The purchase prices were between $37.39 and $56.92, with an estimated average price of $48.69. The stock is now traded at around $39.24. The impact to a portfolio due to this purchase was 0.27%. The holding were 38,775 shares as of 2018-03-31.

Sold Out: iShares Core S&P 500 (IVV)

Cypress Wealth Advisors LLC sold out a holding in iShares Core S&P 500. The sale prices were between $259.62 and $288.66, with an estimated average price of $274.94.

Sold Out: Verizon Communications Inc (VZ)

Cypress Wealth Advisors LLC sold out a holding in Verizon Communications Inc. The sale prices were between $46.29 and $54.72, with an estimated average price of $50.26.

Sold Out: Idacorp Inc (IDA)

Cypress Wealth Advisors LLC sold out a holding in Idacorp Inc. The sale prices were between $81.05 and $89.84, with an estimated average price of $84.39.

Sold Out: Procter & Gamble Co (PG)

Cypress Wealth Advisors LLC sold out a holding in Procter & Gamble Co. The sale prices were between $75.91 and $91.89, with an estimated average price of $83.37.

Sold Out: iShares Core MSCI EAFE (IEFA)

Cypress Wealth Advisors LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $64.18 and $70.84, with an estimated average price of $67.19.

Sold Out: Hewlett Packard Enterprise Co (HPE)

Cypress Wealth Advisors LLC sold out a holding in Hewlett Packard Enterprise Co. The sale prices were between $14.61 and $19.41, with an estimated average price of $16.99.



Here is the complete portfolio of Cypress Wealth Advisors LLC. Also check out:

1. Cypress Wealth Advisors LLC's Undervalued Stocks
2. Cypress Wealth Advisors LLC's Top Growth Companies, and
3. Cypress Wealth Advisors LLC's High Yield stocks
4. Stocks that Cypress Wealth Advisors LLC keeps buying

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