Exploring the Changes in Cypress Wealth Advisors LLC - Q4 2018 vs. Q1 2019

Cypress Wealth Advisors LLC is a registered investment advisory firm that offers customized investment management to its clients. The firm recently released its 13F filings for the fourth quarter of 2018 and the first quarter of 2019. The 13F filings provide valuable insights into the firm's investment strategy, holdings, and changes in holdings.

In this blog post, we will explore the changes in Cypress Wealth Advisors LLC's holdings between Q4 2018 and Q1 2019, based on the data provided in its 13F filings.

Overview of the Holdings

Cypress Wealth Advisors LLC's 13F filings show that it holds a diverse portfolio of 50 stocks. The company's top 10 holdings make up approximately 65% of its portfolio, with the remaining 35% distributed among the other 40 stocks.

The company's largest holding is in Energy Transfer LP (ET), which makes up 8.63% of its portfolio. Other significant holdings include Williams Companies Inc (WMB), Enterprise Products Partners LP (EPD), and Vanguard Specialized Portfolio (VIG).

Quarterly Changes in Holdings

Between Q4 2018 and Q1 2019, Cypress Wealth Advisors LLC made significant changes to its holdings. The company increased its holdings in six stocks and sold its entire holdings in two stocks. The following are some of the most notable changes in holdings:

Facebook Inc (META)

Cypress Wealth Advisors LLC increased its holdings in Facebook Inc by 250 shares, a 0.99% increase from its Q4 2018 holdings. The value of its holdings increased from $3.31 million to $4.17 million, representing a 26.2% increase.

Williams Companies Inc (WMB)

Cypress Wealth Advisors LLC reduced its holdings in Williams Companies Inc by 17.47% between Q4 2018 and Q1 2019. The company sold 25,050 shares, with the value of its holdings decreasing from $31.30 million to $33.58 million, representing a 7.3% decrease.

Energy Transfer Equity LP (ET)

Cypress Wealth Advisors LLC increased its holdings in Energy Transfer Equity LP by 435% between Q4 2018 and Q1 2019. The company purchased 63,091 shares, with the value of its holdings increasing from $16.13 million to $28.47 million, representing a 76.5% increase.

Lyft Inc (LYFT)

Cypress Wealth Advisors LLC initiated a new position in Lyft Inc in Q1 2019. The company purchased 31,200 shares, with a value of $2.44 million.

Buckeye Partners LP (BPL)

Cypress Wealth Advisors LLC sold its entire holdings in Buckeye Partners LP in Q1 2019. The company previously held no shares in Q4 2018.

Concluding Thoughts

Cypress Wealth Advisors LLC's 13F filings provide valuable insights into its investment strategy and changes in holdings. The company's investments are well-diversified, with a focus on the energy sector. The company made significant changes to its holdings between Q4 2018 and Q1 2019, increasing its holdings in six stocks and selling two stocks entirely. It will be interesting to see how Cypress Wealth Advisors LLC's investment strategy evolves in the future and whether it will continue to make significant changes to its holdings.