Cypress Wealth Advisors’s SEMGROUP CORPORATION SEMG Stock Holding History

Cypress Wealth Advisors’s Portfolio SEMG Stock Details SEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.12M	Sell	76,150 -5,600	-7%	-$88.5K	1.28%	30
2018 Q4	$1.13M	Buy	81,750 +10,250	+14%	+$184K	1.55%	22
2018 Q3	$1.58M	Sell	71,500 -12,675	-15%	-$309K	1.66%	22
2018 Q2	$2.14M	Sell	84,175 -1,725	-2%	-$42.2K	2.31%	11
2018 Q1	$1.84M	Hold	85,900	–	–	1.99%	16
2017 Q4	$2.59M	Buy	+85,900	New	+$2.26M	2.49%	11
2017 Q2	–	Sell	-30,500	Closed	-$1.1M	–	195
2017 Q1	$1.1M	Sell	30,500 -1,350	-4%	-$51.3K	0.5%	44
2016 Q4	$1.33M	Sell	31,850 -50	-0.2%	-$1.79K	0.61%	40
2016 Q3	$1.13M	Buy	31,900 +2,400	+8%	+$76.3K	0.51%	49
2016 Q2	$961K	Buy	29,500 +8,400	+40%	+$244K	0.47%	51
2016 Q1	$473K	Buy	+21,100	New	+$435K	0.22%	101
2015 Q4	–	Sell	-6,600	Closed	-$285K	–	200
2015 Q3	$285K	Hold	6,600	–	–	0.15%	133
2015 Q2	$525K	Buy	+6,600	New	+$539K	0.31%	83

Other funds holding SEMG

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cypress Wealth Advisors's SEMG Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its SEMGROUP CORPORATION (SEMG) stake by 6.9% in Q1 2019, selling an estimated $88.5K and leaving 76,150 shares worth $1.12M. The position accounts for 1.28% of the portfolio, ranked #30.

Cypress Wealth Advisors first reported a position in SEMG in Q2 2015 and has held it in 13 quarters since. The position peaked at $2.59M in Q4 2017. 158 funds tracked by Wall St. Rank hold SEMG as of Q1 2019.

Cypress Wealth Advisors held 76,150 shares of SEMGROUP CORPORATION worth $1.12M as of Q1 2019.
Cypress Wealth Advisors sold 5,600 SEMGROUP CORPORATION shares in Q1 2019, an estimated $88.5K.
SEMGROUP CORPORATION made up 1.28% of Cypress Wealth Advisors's portfolio in Q1 2019, its #30 holding.
Cypress Wealth Advisors first reported a position in SEMGROUP CORPORATION in Q2 2015 and has held it in 13 quarters since.
Cypress Wealth Advisors's SEMGROUP CORPORATION position peaked at $2.59M in Q4 2017.
158 funds tracked by Wall St. Rank held SEMGROUP CORPORATION as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.