Brighton Jones Llc Buys Uber Technologies Inc, Vanguard Total World Stock Index Fund, Salesforce.com Inc, Sells iShares MSCI ACWI Index Fund, DocuSign Inc, Controladora Vuela Compania de Aviacion SAB de CV

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Feb 07, 2020
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Seattle, WA, based Investment company Brighton Jones Llc (Current Portfolio) buys Uber Technologies Inc, Vanguard Total World Stock Index Fund, Salesforce.com Inc, Johnson & Johnson, Truist Financial Corp, sells iShares MSCI ACWI Index Fund, DocuSign Inc, Controladora Vuela Compania de Aviacion SAB de CV, Terex Corp, Celgene Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Brighton Jones Llc. As of 2019Q4, Brighton Jones Llc owns 316 stocks with a total value of $927 million. These are the details of the buys and sells.

For the details of BRIGHTON JONES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/brighton+jones+llc/current-portfolio/portfolio

These are the top 5 holdings of BRIGHTON JONES LLC
  1. Amazon.com Inc (AMZN) - 87,915 shares, 17.53% of the total portfolio. Shares added by 2.81%
  2. Microsoft Corp (MSFT) - 610,428 shares, 10.39% of the total portfolio. Shares added by 3.08%
  3. JPMorgan Alerian MLP Index ETN (AMJ) - 3,969,153 shares, 9.34% of the total portfolio. Shares added by 6.86%
  4. Vanguard Total Stock Market ETF (VTI) - 300,027 shares, 5.30% of the total portfolio. Shares reduced by 0.95%
  5. iShares Russell 1000 ETF (IWB) - 216,772 shares, 4.17% of the total portfolio. Shares reduced by 5.52%
New Purchase: Uber Technologies Inc (UBER)

Brighton Jones Llc initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $37.09. The impact to a portfolio due to this purchase was 0.43%. The holding were 132,548 shares as of .

New Purchase: Truist Financial Corp (BBK)

Brighton Jones Llc initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,526 shares as of .

New Purchase: Zillow Group Inc (ZG)

Brighton Jones Llc initiated holding in Zillow Group Inc. The purchase prices were between $28.6 and $45.83, with an estimated average price of $37.24. The stock is now traded at around $50.04. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,021 shares as of .

New Purchase: Valero Energy Corp (VLO)

Brighton Jones Llc initiated holding in Valero Energy Corp. The purchase prices were between $82.8 and $101.4, with an estimated average price of $94.69. The stock is now traded at around $83.27. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,899 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Brighton Jones Llc initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $242.05. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,106 shares as of .

New Purchase: The Kroger Co (KR)

Brighton Jones Llc initiated holding in The Kroger Co. The purchase prices were between $23.84 and $29.1, with an estimated average price of $26.57. The stock is now traded at around $28.05. The impact to a portfolio due to this purchase was 0.03%. The holding were 9,273 shares as of .

Added: Vanguard Total World Stock Index Fund (VT)

Brighton Jones Llc added to a holding in Vanguard Total World Stock Index Fund by 767.14%. The purchase prices were between $72.8 and $81.27, with an estimated average price of $77.92. The stock is now traded at around $82.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 40,712 shares as of .

Added: Salesforce.com Inc (CRM)

Brighton Jones Llc added to a holding in Salesforce.com Inc by 138.53%. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $186.73. The impact to a portfolio due to this purchase was 0.24%. The holding were 24,146 shares as of .

Added: Johnson & Johnson (JNJ)

Brighton Jones Llc added to a holding in Johnson & Johnson by 26.19%. The purchase prices were between $127.5 and $146.44, with an estimated average price of $135.91. The stock is now traded at around $153.53. The impact to a portfolio due to this purchase was 0.08%. The holding were 25,284 shares as of .

Added: Philip Morris International Inc (PM)

Brighton Jones Llc added to a holding in Philip Morris International Inc by 53.00%. The purchase prices were between $76.37 and $86.31, with an estimated average price of $82.55. The stock is now traded at around $86.18. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,674 shares as of .

Added: Shopify Inc (SHOP)

Brighton Jones Llc added to a holding in Shopify Inc by 50.40%. The purchase prices were between $285.75 and $408.75, with an estimated average price of $339.56. The stock is now traded at around $472.98. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,984 shares as of .

Added: iShares U.S. Preferred Stock (PFF)

Brighton Jones Llc added to a holding in iShares U.S. Preferred Stock by 26.23%. The purchase prices were between $36.77 and $37.68, with an estimated average price of $37.31. The stock is now traded at around $38.15. The impact to a portfolio due to this purchase was 0.04%. The holding were 47,464 shares as of .

Sold Out: Square Inc (SQ)

Brighton Jones Llc sold out a holding in Square Inc. The sale prices were between $58.36 and $69.65, with an estimated average price of $64.02.

Sold Out: Celgene Corp (CELG)

Brighton Jones Llc sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Trinity Merger Corp (TMCX)

Brighton Jones Llc sold out a holding in Trinity Merger Corp. The sale prices were between $10.42 and $11, with an estimated average price of $10.59.

Sold Out: Verastem Inc (VSTM)

Brighton Jones Llc sold out a holding in Verastem Inc. The sale prices were between $0.86 and $1.44, with an estimated average price of $1.2.

Sold Out: Yum Brands Inc (YUM)

Brighton Jones Llc sold out a holding in Yum Brands Inc. The sale prices were between $97.62 and $114.66, with an estimated average price of $103.34.

Sold Out: iShares MSCI EAFE Value ETF (EFV)

Brighton Jones Llc sold out a holding in iShares MSCI EAFE Value ETF. The sale prices were between $45.06 and $50.2, with an estimated average price of $48.32.



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