Cypress Wealth Advisors LLC Last Quarter Change: USA Stocks, Reduced

Cypress Wealth Advisors LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 11 positions, added to 66, reduced 9, sold out of 3 and left 16 unchanged. The largest increase in value was WMB (+$1,427,000); the largest decrease was BMY (-$687,000).

BMY: Country of operation United States; Class COM; Shares 2016-06-30 33,724; Shares 2016-09-30 33,245.
EPD: Country of operation United States; Class COM; Shares 2016-06-30 66,010; Shares 2016-09-30 49,935.
XOMXXXX: Country of operation —; Class COM; Shares 2016-06-30 21,063; Shares 2016-09-30 20,578.
GEL: Country of operation United States; Class UNIT LTD PARTN; Shares 2016-06-30 35,600; Shares 2016-09-30 33,325.

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.

Stock	Country of operation	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
BMY BRISTOL MYERS SQUIBB CO	United States	COM	33,724	33,245	-479	$2,480,000	$1,793,000	-$687,000
EPD ENTERPRISE PRODS PARTNERS L	United States	COM	66,010	49,935	-16,075	$1,931,000	$1,380,000	-$551,000
XOMXXXX EXXON MOBIL CORP		COM	21,063	20,578	-485	$1,974,000	$1,796,000	-$178,000
GEL GENESIS ENERGY L P	United States	UNIT LTD PARTN	35,600	33,325	-2,275	$1,366,000	$1,265,000	-$101,000
PAA PLAINS ALL AMERN PIPELINE L	United States	UNIT LTD PARTN	30,907	29,932	-975	$850,000	$940,000	+$90,000
BIDU BAIDU INC		COM	3,924	3,922	-2	$648,000	$714,000	+$66,000
SJM SMUCKER J M CO	United States	COM	2,072	2,062	-10	$316,000	$279,000	-$37,000
UNH UNITEDHEALTH GROUP INC	United States	COM	11,172	11,074	-98	$1,577,000	$1,550,000	-$27,000
CHKP CHECK POINT SOFTWARE TECH LT		ORD	5,661	5,578	-83	$451,000	$433,000	-$18,000

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet