West Coast Financial LLC Buys Charles Schwab Corp, Schwab Short-Term U.S. Treasury ETF, Schwab Intermediate-Term U.S. Treasury ETF, Sells Exxon Mobil Corp, Apple Inc, Lam Research Corp

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Jan 17, 2020
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Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys Charles Schwab Corp, Schwab Short-Term U.S. Treasury ETF, Schwab Intermediate-Term U.S. Treasury ETF, Synaptics Inc, BHP Group, sells Exxon Mobil Corp, Apple Inc, Lam Research Corp, Walmart Inc, Coca-Cola Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2019Q4, West Coast Financial LLC owns 101 stocks with a total value of $466 million. These are the details of the buys and sells.

For the details of West Coast Financial LLC's stock buys and sells, go to https://www.gurufocus.com/guru/west+coast+financial+llc/current-portfolio/portfolio

These are the top 5 holdings of West Coast Financial LLC
  1. iShares Core S&P Small-Cap ETF (IJR) - 585,092 shares, 10.53% of the total portfolio. Shares reduced by 2.13%
  2. Invesco S&P 500 Low Volatility ETF (SPLV) - 703,972 shares, 8.81% of the total portfolio. Shares added by 5.31%
  3. Invesco S&P SmallCap Low Volatility ETF (XSLV) - 334,555 shares, 3.65% of the total portfolio. Shares added by 5.35%
  4. Apple Inc (AAPL) - 54,535 shares, 3.44% of the total portfolio. Shares reduced by 22.3%
  5. Mastercard Inc (MA) - 48,076 shares, 3.08% of the total portfolio. Shares reduced by 1.03%
New Purchase: Synaptics Inc (SYNA)

West Coast Financial LLC initiated holding in Synaptics Inc. The purchase prices were between $38.44 and $68.65, with an estimated average price of $53.19. The stock is now traded at around $72.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,657 shares as of .

New Purchase: BHP Group Ltd (BHP)

West Coast Financial LLC initiated holding in BHP Group Ltd. The purchase prices were between $47.47 and $55.31, with an estimated average price of $51.02. The stock is now traded at around $56.48. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,750 shares as of .

Added: Charles Schwab Corp (SCHW)

West Coast Financial LLC added to a holding in Charles Schwab Corp by 48.70%. The purchase prices were between $35.1 and $51.07, with an estimated average price of $44.34. The stock is now traded at around $48.34. The impact to a portfolio due to this purchase was 0.73%. The holding were 218,998 shares as of .

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

West Coast Financial LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 21.11%. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.54. The impact to a portfolio due to this purchase was 0.38%. The holding were 203,204 shares as of .

Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

West Coast Financial LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 20.21%. The purchase prices were between $54.79 and $56.05, with an estimated average price of $55.25. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 0.22%. The holding were 109,690 shares as of .

Sold Out: Lam Research Corp (LRCX)

West Coast Financial LLC sold out a holding in Lam Research Corp. The sale prices were between $227.7 and $297.41, with an estimated average price of $266.62.

Sold Out: Walmart Inc (WMT)

West Coast Financial LLC sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.

Sold Out: Coca-Cola Co (KO)

West Coast Financial LLC sold out a holding in Coca-Cola Co. The sale prices were between $51.71 and $55.35, with an estimated average price of $53.77.

Sold Out: Royal Bank of Canada (RY)

West Coast Financial LLC sold out a holding in Royal Bank of Canada. The sale prices were between $78.42 and $82.35, with an estimated average price of $80.54.

Sold Out: NICE Ltd (NICE)

West Coast Financial LLC sold out a holding in NICE Ltd. The sale prices were between $141.89 and $159.12, with an estimated average price of $152.81.



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