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.



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