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