Cypress Wealth Advisors LLC Buys Lyft Inc, Western Financial Group Inc, Western Financial Group Inc, Sells Targa Resources Corp, MPLX LP, EnLink Midstream Partners LP

Investment company Cypress Wealth Advisors LLC buys Lyft Inc, Western Financial Group Inc, Western Financial Group Inc, Western Financial Group Inc, Buckeye Partners LP, EnLink Midstream LLC, Shell Midstream Partners LP, Kinder Morgan Inc, Genesis Energy LP, Vanguard Short-Term Treasury ETF, American Greetings Corp, American Greetings Corp, Vanguard Short-Term Bond, Vanguard Total Bond Market ETF, Plains All American Pipeline LP, BP Midstream Partners LP, Synopsys Inc, Oracle Corp, sells Targa Resources Corp, MPLX LP, EnLink Midstream Partners LP, Amazon.com Inc, Costco Wholesale Corp, Procter & Gamble Co, Berkshire Hathaway Inc, Exxon Mobil Corp, Comcast Corp, Coca-Cola Co, Equitrans Midstream Corp, PepsiCo Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Cypress Wealth Advisors LLC. As of 2019Q1, Cypress Wealth Advisors LLC owns 77 stocks with a total value of $84 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 https://www.gurufocus.com/guru/cypress+wealth+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Cypress Wealth Advisors LLC
  1. Vanguard Div Appreciation (VIG) - 49,837 shares, 6.50% of the total portfolio. Shares reduced by 17.51%
  2. Energy Transfer LP (ET) - 283,225 shares, 5.18% of the total portfolio. Shares reduced by 7.84%
  3. Facebook Inc (FB) - 25,056 shares, 4.97% of the total portfolio. Shares reduced by 0.77%
  4. Williams Companies Inc (WMB) - 116,918 shares, 3.99% of the total portfolio. Shares reduced by 17.64%
  5. Vanguard Information Tech (VGT) - 14,836 shares, 3.54% of the total portfolio. Shares reduced by 6.37%
New Purchase: Lyft Inc (LYFT)

Cypress Wealth Advisors LLC initiated holding in Lyft Inc. The purchase prices were between $78.29 and $78.29, with an estimated average price of $78.29. The stock is now traded at around $53.79. The impact to a portfolio due to this purchase was 2.91%. The holding were 31,200 shares as of .

New Purchase: Buckeye Partners LP (BPL)

Cypress Wealth Advisors LLC initiated holding in Buckeye Partners LP. The purchase prices were between $28.99 and $35.09, with an estimated average price of $32.28. The stock is now traded at around $40.98. The impact to a portfolio due to this purchase was 2.07%. The holding were 51,175 shares as of .

New Purchase: Shell Midstream Partners LP (SHLX)

Cypress Wealth Advisors LLC initiated holding in Shell Midstream Partners LP. The purchase prices were between $16.41 and $20.67, with an estimated average price of $19.16. The stock is now traded at around $21.08. The impact to a portfolio due to this purchase was 1.17%. The holding were 47,950 shares as of .

New Purchase: Vanguard Short-Term Treasury ETF (VGSH)

Cypress Wealth Advisors LLC initiated holding in Vanguard Short-Term Treasury ETF. The purchase prices were between $60 and $60.49, with an estimated average price of $60.15. The stock is now traded at around $60.46. The impact to a portfolio due to this purchase was 0.67%. The holding were 9,330 shares as of .

New Purchase: Vanguard Short-Term Bond (BSV)

Cypress Wealth Advisors LLC initiated holding in Vanguard Short-Term Bond. The purchase prices were between $77.85 and $79.34, with an estimated average price of $78.46. The stock is now traded at around $79.62. The impact to a portfolio due to this purchase was 0.6%. The holding were 6,350 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Cypress Wealth Advisors LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $81.21. The impact to a portfolio due to this purchase was 0.6%. The holding were 9,100 shares as of .

Added: Western Financial Group Inc (WES)

Cypress Wealth Advisors LLC added to a holding in Western Financial Group Inc by 529.01%. The purchase prices were between $42.23 and $51.27, with an estimated average price of $47.88. The stock is now traded at around $0.00. The impact to a portfolio due to this purchase was 2.49%. The holding were 79,475 shares as of .

Added: Western Financial Group Inc (WES)

Cypress Wealth Advisors LLC added to a holding in Western Financial Group Inc by 529.01%. The purchase prices were between $42.23 and $51.27, with an estimated average price of $47.88. The stock is now traded at around $0.00. The impact to a portfolio due to this purchase was 2.49%. The holding were 79,475 shares as of .

Added: Western Financial Group Inc (WES)

Cypress Wealth Advisors LLC added to a holding in Western Financial Group Inc by 529.01%. The purchase prices were between $42.23 and $51.27, with an estimated average price of $47.88. The stock is now traded at around $0.00. The impact to a portfolio due to this purchase was 2.49%. The holding were 79,475 shares as of .

Added: EnLink Midstream LLC (ENLC)

Cypress Wealth Advisors LLC added to a holding in EnLink Midstream LLC by 109.52%. The purchase prices were between $9.49 and $12.78, with an estimated average price of $11.28. The stock is now traded at around $11.55. The impact to a portfolio due to this purchase was 1.75%. The holding were 220,000 shares as of .

Added: Kinder Morgan Inc (KMI)

Cypress Wealth Advisors LLC added to a holding in Kinder Morgan Inc by 131.96%. The purchase prices were between $15.38 and $20.42, with an estimated average price of $18.61. The stock is now traded at around $20.21. The impact to a portfolio due to this purchase was 0.72%. The holding were 53,438 shares as of .

Added: Genesis Energy LP (GEL)

Cypress Wealth Advisors LLC added to a holding in Genesis Energy LP by 40.41%. The purchase prices were between $18.47 and $23.88, with an estimated average price of $21.57. The stock is now traded at around $21.69. The impact to a portfolio due to this purchase was 0.71%. The holding were 89,300 shares as of .

Sold Out: EnLink Midstream Partners LP (ENLK)

Cypress Wealth Advisors LLC sold out a holding in EnLink Midstream Partners LP. The sale prices were between $11.01 and $13.8, with an estimated average price of $12.67.

Sold Out: Costco Wholesale Corp (COST)

Cypress Wealth Advisors LLC sold out a holding in Costco Wholesale Corp. The sale prices were between $200.42 and $242.14, with an estimated average price of $218.37.

Sold Out: Procter & Gamble Co (PG)

Cypress Wealth Advisors LLC sold out a holding in Procter & Gamble Co. The sale prices were between $90.44 and $104.05, with an estimated average price of $97.18.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Cypress Wealth Advisors LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $191.66 and $209.19, with an estimated average price of $201.99.

Reduced: Targa Resources Corp (TRGP)

Cypress Wealth Advisors LLC reduced to a holding in Targa Resources Corp by 30.49%. The sale prices were between $36.02 and $47.89, with an estimated average price of $41.92. The stock is now traded at around $42.18. The impact to a portfolio due to this sale was -0.94%. Cypress Wealth Advisors LLC still held 41,425 shares as of .

Reduced: MPLX LP (MPLX)

Cypress Wealth Advisors LLC reduced to a holding in MPLX LP by 24.59%. The sale prices were between $30.3 and $35.68, with an estimated average price of $33.55. The stock is now traded at around $31.40. The impact to a portfolio due to this sale was -0.73%. Cypress Wealth Advisors LLC still held 51,200 shares as of .

Reduced: Amazon.com Inc (AMZN)

Cypress Wealth Advisors LLC reduced to a holding in Amazon.com Inc by 27.04%. The sale prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1869.00. The impact to a portfolio due to this sale was -0.38%. Cypress Wealth Advisors LLC still held 475 shares as of .

Reduced: Exxon Mobil Corp (XOM)

Cypress Wealth Advisors LLC reduced to a holding in Exxon Mobil Corp by 20.63%. The sale prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $75.90. The impact to a portfolio due to this sale was -0.2%. Cypress Wealth Advisors LLC still held 7,777 shares as of .

Reduced: Comcast Corp (CMCSA)

Cypress Wealth Advisors LLC reduced to a holding in Comcast Corp by 39.87%. The sale prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $43.54. The impact to a portfolio due to this sale was -0.17%. Cypress Wealth Advisors LLC still held 5,246 shares as of .

Reduced: PepsiCo Inc (PEP)

Cypress Wealth Advisors LLC reduced to a holding in PepsiCo Inc by 25.7%. The sale prices were between $107.32 and $122.55, with an estimated average price of $113.87. The stock is now traded at around $130.56. The impact to a portfolio due to this sale was -0.12%. Cypress Wealth Advisors LLC still held 2,087 shares as of .



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