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Cypress Wealth Advisors LLC Last Quarter Change: USA Everything Else, Reduced

Cypress Wealth Advisors LLC quarter change: USA Everything Else, Reduced

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 1 positions, added to 2, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was WESTERN GAS EQUITY PARTNERS (+$297,000); the largest decrease was ANTERO MIDSTREAM PARTNERS LP (-$217,000).

  • ANTERO MIDSTREAM PARTNERS LP: Country of operation —; Class UNT LTD PARTN; Shares 2016-06-30 30,775; Shares 2016-09-30 24,000.
  • BUCKEYE PARTNERS L P: Country of operation —; Class UNT LTD PARTN; Shares 2016-06-30 13,850; Shares 2016-09-30 11,925.

Two Form 13F-HR filings compared (SEC CIK 1461564): 2016-06-30 (filed 2016-08-16) and 2016-09-30 (filed 2016-11-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
ANTERO MIDSTREAM PARTNERS LP
CUSIP 03673L103
UNT LTD PARTN30,77524,000-6,775$858,000$641,000-$217,000
BUCKEYE PARTNERS L P
CUSIP 118230101
UNT LTD PARTN13,85011,925-1,925$974,000$854,000-$120,000

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