Nelson Roberts Investment Advisors, LLC Buys Coca-Cola Co, JPMorgan Ultra-Short Income ETF, Vanguard Short-Term Corporate Bond ETF, Sells Vanguard FTSE Emerging Markets ETF, Costco Wholesale Corp, TJX Inc

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Feb 10, 2020
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East Palo Alto, CA, based Investment company Nelson Roberts Investment Advisors, LLC (Current Portfolio) buys Coca-Cola Co, JPMorgan Ultra-Short Income ETF, Vanguard Short-Term Corporate Bond ETF, International Business Machines Corp, iShares 1-3 Year Treasury Bond ETF, sells Vanguard FTSE Emerging Markets ETF, Costco Wholesale Corp, TJX Inc, Harsco Corp, Royal Dutch Shell PLC during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Nelson Roberts Investment Advisors, LLC. As of 2019Q4, Nelson Roberts Investment Advisors, LLC owns 100 stocks with a total value of $476 million. These are the details of the buys and sells.

For the details of Nelson Roberts Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nelson+roberts+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Nelson Roberts Investment Advisors, LLC
  1. iShares Core S&P Small-Cap ETF (IJR) - 310,962 shares, 5.48% of the total portfolio. Shares reduced by 0.58%
  2. Alphabet Inc (GOOG) - 14,617 shares, 4.11% of the total portfolio. Shares reduced by 0.83%
  3. Microsoft Corp (MSFT) - 108,038 shares, 3.58% of the total portfolio. Shares added by 0.08%
  4. Vanguard FTSE Developed Markets ETF (VEA) - 380,065 shares, 3.52% of the total portfolio. Shares reduced by 0.66%
  5. Amazon.com Inc (AMZN) - 8,768 shares, 3.41% of the total portfolio. Shares reduced by 0.71%
New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Nelson Roberts Investment Advisors, LLC initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 1.45%. The holding were 136,504 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Nelson Roberts Investment Advisors, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $80.76 and $81.3, with an estimated average price of $81.01. The stock is now traded at around $81.55. The impact to a portfolio due to this purchase was 1.35%. The holding were 79,330 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Nelson Roberts Investment Advisors, LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.92. The impact to a portfolio due to this purchase was 0.88%. The holding were 49,716 shares as of .

New Purchase: Ventas Inc (VTR)

Nelson Roberts Investment Advisors, LLC initiated holding in Ventas Inc. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $59.02. The impact to a portfolio due to this purchase was 0.86%. The holding were 70,803 shares as of .

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

Nelson Roberts Investment Advisors, LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. 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 $50.65. The impact to a portfolio due to this purchase was 0.8%. The holding were 75,807 shares as of .

New Purchase: SPDR Barclays Short Term Treasury ETF (SPTS)

Nelson Roberts Investment Advisors, LLC initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.91 and $30.1, with an estimated average price of $29.99. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 0.23%. The holding were 36,960 shares as of .

Added: Coca-Cola Co (KO)

Nelson Roberts Investment Advisors, LLC added to a holding in Coca-Cola Co by 3619.71%. The purchase prices were between $51.71 and $55.35, with an estimated average price of $53.77. The stock is now traded at around $59.75. The impact to a portfolio due to this purchase was 3.04%. The holding were 267,819 shares as of .

Added: International Business Machines Corp (IBM)

Nelson Roberts Investment Advisors, LLC added to a holding in International Business Machines Corp by 1751.33%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $154.43. The impact to a portfolio due to this purchase was 0.89%. The holding were 33,324 shares as of .

Added: Energy Select Sector SPDR Fund (XLE)

Nelson Roberts Investment Advisors, LLC added to a holding in Energy Select Sector SPDR Fund by 260.52%. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $53.71. The impact to a portfolio due to this purchase was 0.7%. The holding were 77,219 shares as of .

Added: Union Pacific Corp (UNP)

Nelson Roberts Investment Advisors, LLC added to a holding in Union Pacific Corp by 192.72%. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $184.67. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,367 shares as of .

Sold Out: Boeing Co (BA)

Nelson Roberts Investment Advisors, LLC sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.

Sold Out: 3M Co (MMM)

Nelson Roberts Investment Advisors, LLC sold out a holding in 3M Co. The sale prices were between $150.74 and $178.47, with an estimated average price of $167.84.

Sold Out: Norfolk Southern Corp (NSC)

Nelson Roberts Investment Advisors, LLC sold out a holding in Norfolk Southern Corp. The sale prices were between $166.74 and $196.95, with an estimated average price of $187.99.

Sold Out: Zuora Inc (ZUO)

Nelson Roberts Investment Advisors, LLC sold out a holding in Zuora Inc. The sale prices were between $13.62 and $15.94, with an estimated average price of $14.67.

Sold Out: Walmart Inc (WMT)

Nelson Roberts Investment Advisors, 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: PepsiCo Inc (PEP)

Nelson Roberts Investment Advisors, LLC sold out a holding in PepsiCo Inc. The sale prices were between $131.98 and $140.28, with an estimated average price of $136.08.



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