| |
|
|
| Name: |
LYELL WEALTH MANAGEMENT LP |
| City: |
Menlo Park |
| State: |
CA |
| Zip: |
94025 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ANSS |
ANSYS Inc |
198 |
Closed |
$329.88 |
$0 |
0 |
0% |
-209,000 |
-575 |
0 |
Technical & System So... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
197 |
Closed |
$54.55 |
$0 |
0 |
0% |
-211,000 |
-4,166 |
0 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
196 |
Closed |
$104.77 |
$0 |
0 |
0% |
-211,000 |
-2,000 |
0 |
Closed - End Fund - Debt |
|
|
MUB |
iShares S&P National Munici... |
195 |
Closed |
$107.16 |
$0 |
0 |
0% |
-378,000 |
-3,485 |
0 |
Closed - End Fund - E... |
|
|
PFE |
Pfizer Inc |
201 |
Closed |
$28.82 |
$0 |
0 |
0% |
-226,000 |
-7,853 |
0 |
Drug Manufacturers - ... |
|
|
CMCSA |
Comcast Corp |
200 |
Closed |
$39.25 |
$0 |
0 |
0% |
-309,000 |
-7,044 |
0 |
CATV Systems |
|
|
FTEC |
Fidelity Msci Information T... |
199 |
Closed |
$159.43 |
$0 |
0 |
0% |
-208,000 |
-1,448 |
0 |
N/A |
|
