Pacific Edge Advisors, LLC Buys SPDR Russell 1000 ETF, Schwab U.S. Small-Cap ETF, Schwab U.S. Mid-Cap ETF, Sells SPDR Russell Small Cap Complet, iShares MSCI EAFE ETF, PIMCO Short Term Municipal Bond Active Exchange-Tr

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Jan 22, 2020
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Investment company Pacific Edge Advisors, LLC (Current Portfolio) buys SPDR Russell 1000 ETF, Schwab U.S. Small-Cap ETF, Schwab U.S. Mid-Cap ETF, Switch Inc, iShares Core S&P Mid-Cap ETF, sells SPDR Russell Small Cap Complet, iShares MSCI EAFE ETF, PIMCO Short Term Municipal Bond Active Exchange-Tr, Schwab Emerging Markets Equity ETF, Texas Instruments Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Pacific Edge Advisors, LLC. As of 2019Q4, Pacific Edge Advisors, LLC owns 46 stocks with a total value of $161 million. These are the details of the buys and sells.

For the details of Pacific Edge Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pacific+edge+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Pacific Edge Advisors, LLC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 478,973 shares, 22.86% of the total portfolio. Shares reduced by 6.82%
  2. SPDR Blackstone/GSO Senior Loan ETF (SRLN) - 337,555 shares, 9.77% of the total portfolio. Shares added by 0.66%
  3. Schwab International Equity ETF (SCHF) - 451,545 shares, 9.44% of the total portfolio. Shares added by 7.16%
  4. Blackstone Mortgage Trust Inc (BXMT) - 352,973 shares, 8.16% of the total portfolio. Shares reduced by 9.56%
  5. Schwab U.S. Small-Cap ETF (SCHA) - 134,085 shares, 6.30% of the total portfolio. Shares added by 30.67%
New Purchase: Switch Inc (SWCH)

Pacific Edge Advisors, LLC initiated holding in Switch Inc. The purchase prices were between $14.16 and $15.99, with an estimated average price of $15.16. The stock is now traded at around $16.17. The impact to a portfolio due to this purchase was 1.28%. The holding were 139,250 shares as of .

New Purchase: iShares National Muni Bond ETF (MUB)

Pacific Edge Advisors, LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $113.18 and $114.61, with an estimated average price of $113.91. The stock is now traded at around $115.13. The impact to a portfolio due to this purchase was 0.35%. The holding were 5,000 shares as of .

New Purchase: Merck & Co Inc (MRK)

Pacific Edge Advisors, LLC initiated holding in Merck & Co Inc. The purchase prices were between $81.3 and $91.74, with an estimated average price of $86.22. The stock is now traded at around $89.65. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,059 shares as of .

New Purchase: Broadcom Inc (AVGO)

Pacific Edge Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $270.07 and $327.8, with an estimated average price of $304.55. The stock is now traded at around $312.88. The impact to a portfolio due to this purchase was 0.16%. The holding were 819 shares as of .

New Purchase: Bank of New York Mellon Corp (BK)

Pacific Edge Advisors, LLC initiated holding in Bank of New York Mellon Corp. The purchase prices were between $42.24 and $51.22, with an estimated average price of $47.84. The stock is now traded at around $46.73. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,996 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Pacific Edge Advisors, LLC added to a holding in SPDR Russell 1000 ETF by 185.52%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 2.2%. The holding were 143,900 shares as of .

Added: Schwab U.S. Small-Cap ETF (SCHA)

Pacific Edge Advisors, LLC added to a holding in Schwab U.S. Small-Cap ETF by 30.67%. The purchase prices were between $67.26 and $76.07, with an estimated average price of $72.52. The stock is now traded at around $76.51. The impact to a portfolio due to this purchase was 1.48%. The holding were 134,085 shares as of .

Added: Schwab U.S. Mid-Cap ETF (SCHM)

Pacific Edge Advisors, LLC added to a holding in Schwab U.S. Mid-Cap ETF by 26.75%. The purchase prices were between $54.56 and $60.24, with an estimated average price of $58.18. The stock is now traded at around $61.34. The impact to a portfolio due to this purchase was 1.31%. The holding were 166,715 shares as of .

Added: iShares Core S&P Mid-Cap ETF (IJH)

Pacific Edge Advisors, LLC added to a holding in iShares Core S&P Mid-Cap ETF by 164.70%. The purchase prices were between $184.95 and $206.16, with an estimated average price of $197.56. The stock is now traded at around $207.87. The impact to a portfolio due to this purchase was 0.57%. The holding were 7,094 shares as of .

Added: SPDR Nuveen Barclays Municipal Bond ETF (TFI)

Pacific Edge Advisors, LLC added to a holding in SPDR Nuveen Barclays Municipal Bond ETF by 20.67%. The purchase prices were between $50.2 and $51.05, with an estimated average price of $50.62. The stock is now traded at around $51.31. The impact to a portfolio due to this purchase was 0.29%. The holding were 53,700 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Pacific Edge Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 89.13%. The purchase prices were between $55.92 and $62.67, with an estimated average price of $60.18. The stock is now traded at around $62.25. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,565 shares as of .

Sold Out: PIMCO Short Term Municipal Bond Active Exchange-Tr (SMMU)

Pacific Edge Advisors, LLC sold out a holding in PIMCO Short Term Municipal Bond Active Exchange-Tr. The sale prices were between $50.53 and $50.75, with an estimated average price of $50.64.

Sold Out: Texas Instruments Inc (TXN)

Pacific Edge Advisors, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $116.1 and $131.69, with an estimated average price of $123.39.



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