West Coast Financial LLC Buys Microsoft Corp, Facebook Inc, Align Technology Inc, Sells Charles Schwab Corp, American Eagle Outfitters Inc, Carnival Corp

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Apr 21, 2020
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Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys Microsoft Corp, Facebook Inc, Align Technology Inc, Albany International Corp, Boeing Co, sells Charles Schwab Corp, American Eagle Outfitters Inc, Carnival Corp, Nordstrom Inc, Applied Materials Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2020Q1, West Coast Financial LLC owns 92 stocks with a total value of $374 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 (IJR) - 672,861 shares, 10.09% of the total portfolio. Shares added by 15.00%
  2. Invesco S&P 500 Low Volatility (SPLV) - 623,889 shares, 7.82% of the total portfolio. Shares reduced by 11.38%
  3. Apple Inc (AAPL) - 52,802 shares, 3.59% of the total portfolio. Shares reduced by 3.18%
  4. Invesco S&P SmallCap Low Volatility (XSLV) - 357,307 shares, 3.16% of the total portfolio. Shares added by 6.80%
  5. Mastercard Inc (MA) - 47,193 shares, 3.05% of the total portfolio. Shares reduced by 1.84%
New Purchase: Facebook Inc (FB)

West Coast Financial LLC initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $170.80. The impact to a portfolio due to this purchase was 2.02%. The holding were 45,237 shares as of .

New Purchase: Align Technology Inc (ALGN)

West Coast Financial LLC initiated holding in Align Technology Inc. The purchase prices were between $137.72 and $298.07, with an estimated average price of $241.25. The stock is now traded at around $187.26. The impact to a portfolio due to this purchase was 1.97%. The holding were 42,499 shares as of .

New Purchase: Albany International Corp (AIN)

West Coast Financial LLC initiated holding in Albany International Corp. The purchase prices were between $31.61 and $79.27, with an estimated average price of $65.97. The stock is now traded at around $46.99. The impact to a portfolio due to this purchase was 1.48%. The holding were 117,423 shares as of .

New Purchase: Merck & Co Inc (MRK)

West Coast Financial LLC initiated holding in Merck & Co Inc. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $78.56. The impact to a portfolio due to this purchase was 1.06%. The holding were 51,402 shares as of .

New Purchase: Zoetis Inc (ZTS)

West Coast Financial LLC initiated holding in Zoetis Inc. The purchase prices were between $92.66 and $144.94, with an estimated average price of $132. The stock is now traded at around $124.70. The impact to a portfolio due to this purchase was 1.06%. The holding were 33,816 shares as of .

New Purchase: Houlihan Lokey Inc (HLI)

West Coast Financial LLC initiated holding in Houlihan Lokey Inc. The purchase prices were between $45.87 and $57.92, with an estimated average price of $51.89. The stock is now traded at around $56.84. The impact to a portfolio due to this purchase was 0.93%. The holding were 66,499 shares as of .

Added: Microsoft Corp (MSFT)

West Coast Financial LLC added to a holding in Microsoft Corp by 658.50%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $167.82. The impact to a portfolio due to this purchase was 2.02%. The holding were 55,416 shares as of .

Added: Boeing Co (BA)

West Coast Financial LLC added to a holding in Boeing Co by 792.57%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $136.33. The impact to a portfolio due to this purchase was 1.07%. The holding were 30,044 shares as of .

Added: The Home Depot Inc (HD)

West Coast Financial LLC added to a holding in The Home Depot Inc by 1737.43%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $200.61. The impact to a portfolio due to this purchase was 0.96%. The holding were 20,322 shares as of .

Sold Out: American Eagle Outfitters Inc (AEO)

West Coast Financial LLC sold out a holding in American Eagle Outfitters Inc. The sale prices were between $7.75 and $14.96, with an estimated average price of $12.8.

Sold Out: Carnival Corp (CCL)

West Coast Financial LLC sold out a holding in Carnival Corp. The sale prices were between $9.3 and $51.9, with an estimated average price of $36.18.

Sold Out: Nordstrom Inc (JWN)

West Coast Financial LLC sold out a holding in Nordstrom Inc. The sale prices were between $15.34 and $42.2, with an estimated average price of $33.66.

Sold Out: Schwab Fundamental U.S. Large Company Index (FNDX)

West Coast Financial LLC sold out a holding in Schwab Fundamental U.S. Large Company Index. The sale prices were between $27.15 and $43.59, with an estimated average price of $39.45.

Sold Out: Schwab Fundamental U.S. Small Company Index (FNDA)

West Coast Financial LLC sold out a holding in Schwab Fundamental U.S. Small Company Index. The sale prices were between $22.56 and $40.75, with an estimated average price of $35.87.

Sold Out: Emerson Electric Co (EMR)

West Coast Financial LLC sold out a holding in Emerson Electric Co. The sale prices were between $38.08 and $77.87, with an estimated average price of $66.31.



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