Nelson Roberts Investment Advisors, LLC Buys iShares Core S&P Small-Cap, Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets, Sells Stryker Corp, Time Warner Inc, Paychex Inc

East Palo Alto, CA, based Investment company Nelson Roberts Investment Advisors, LLC buys iShares Core S&P Small-Cap, Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets, Medtronic PLC, Stericycle Inc, AT&T Inc, SPDR S&P 500, Alphabet Inc, Coca-Cola Co, Fifth Third Bancorp, sells Stryker Corp, Time Warner Inc, Paychex Inc, SPDR Select Sector Fund - Utilities, iShares Core S&P 500 during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Nelson Roberts Investment Advisors, LLC. As of 2018-06-30, Nelson Roberts Investment Advisors, LLC owns 248 stocks with a total value of $382 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 http://www.gurufocus.com/StockBuy.php?GuruName=Nelson+Roberts+Investment+Advisors%2C+LLC

These are the top 5 holdings of Nelson Roberts Investment Advisors, LLC
  1. iShares Core S&P Small-Cap (IJR) - 9,356,631 shares, 7.11% of the total portfolio. Shares added by 2815.31%
  2. Vanguard FTSE Developed Markets (VEA) - 770,731 shares, 5.35% of the total portfolio. Shares added by 68.29%
  3. Amazon.com Inc (AMZN) - 10,700 shares, 4.77% of the total portfolio. Shares added by 0.80%
  4. Alphabet Inc (GOOG) - 15,172 shares, 4.44% of the total portfolio. Shares added by 4.27%
  5. UnitedHealth Group Inc (UNH) - 49,175 shares, 3.16% of the total portfolio. Shares added by 1.84%
New Purchase: Stericycle Inc (SRCL)

Nelson Roberts Investment Advisors, LLC initiated holding in Stericycle Inc. The purchase prices were between $57.11 and $65.29, with an estimated average price of $62.19. The stock is now traded at around $67.25. The impact to a portfolio due to this purchase was 0.97%. The holding were 56,410 shares as of 2018-06-30.

New Purchase: Fifth Third Bancorp (FITB)

Nelson Roberts Investment Advisors, LLC initiated holding in Fifth Third Bancorp. The purchase prices were between $28.7 and $34.35, with an estimated average price of $31.76. The stock is now traded at around $29.52. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,415 shares as of 2018-06-30.

New Purchase: Twenty-First Century Fox Inc (FOXA)

Nelson Roberts Investment Advisors, LLC initiated holding in Twenty-First Century Fox Inc. The purchase prices were between $35.69 and $49.79, with an estimated average price of $39.52. The stock is now traded at around $46.47. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,465 shares as of 2018-06-30.

New Purchase: UDR Inc (UDR)

Nelson Roberts Investment Advisors, LLC initiated holding in UDR Inc. The purchase prices were between $34.67 and $37.55, with an estimated average price of $36.16. The stock is now traded at around $36.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,235 shares as of 2018-06-30.

New Purchase: Sterling Bancorp (STL)

Nelson Roberts Investment Advisors, LLC initiated holding in Sterling Bancorp. The purchase prices were between $21.7 and $25.3, with an estimated average price of $23.83. The stock is now traded at around $23.05. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,555 shares as of 2018-06-30.

New Purchase: PNC Financial Services Group Inc (PNC)

Nelson Roberts Investment Advisors, LLC initiated holding in PNC Financial Services Group Inc. The purchase prices were between $135.1 and $152.76, with an estimated average price of $145.93. The stock is now traded at around $141.48. The impact to a portfolio due to this purchase was 0.02%. The holding were 555 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Nelson Roberts Investment Advisors, LLC added to a holding in iShares Core S&P Small-Cap by 2815.31%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $86.02. The impact to a portfolio due to this purchase was 6.87%. The holding were 9,356,631 shares as of 2018-06-30.

Added: Vanguard FTSE Developed Markets (VEA)

Nelson Roberts Investment Advisors, LLC added to a holding in Vanguard FTSE Developed Markets by 68.29%. The purchase prices were between $42.43 and $45.59, with an estimated average price of $44.58. The stock is now traded at around $43.31. The impact to a portfolio due to this purchase was 2.17%. The holding were 770,731 shares as of 2018-06-30.

Added: Vanguard FTSE Emerging Markets (VWO)

Nelson Roberts Investment Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 488.12%. The purchase prices were between $41.13 and $47.04, with an estimated average price of $45.16. The stock is now traded at around $42.89. The impact to a portfolio due to this purchase was 2.11%. The holding were 1,330,906 shares as of 2018-06-30.

Added: Medtronic PLC (MDT)

Nelson Roberts Investment Advisors, LLC added to a holding in Medtronic PLC by 56982.61%. The purchase prices were between $77.48 and $87.83, with an estimated average price of $83.48. The stock is now traded at around $88.29. The impact to a portfolio due to this purchase was 1.47%. The holding were 65,645 shares as of 2018-06-30.

Added: AT&T Inc (T)

Nelson Roberts Investment Advisors, LLC added to a holding in AT&T Inc by 542.93%. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $31.76. The impact to a portfolio due to this purchase was 0.67%. The holding were 94,060 shares as of 2018-06-30.

Added: SPDR S&P 500 (SPY)

Nelson Roberts Investment Advisors, LLC added to a holding in SPDR S&P 500 by 10926.30%. The purchase prices were between $257.47 and $278.92, with an estimated average price of $270.08. The stock is now traded at around $280.47. The impact to a portfolio due to this purchase was 0.65%. The holding were 1,020,925 shares as of 2018-06-30.

Sold Out: Time Warner Inc (TWX)

Nelson Roberts Investment Advisors, LLC sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Sold Out: iShares Core S&P 500 (IVV)

Nelson Roberts Investment Advisors, LLC sold out a holding in iShares Core S&P 500. The sale prices were between $259.21 and $280.89, with an estimated average price of $272.07.

Sold Out: Vanguard Value (VTV)

Nelson Roberts Investment Advisors, LLC sold out a holding in Vanguard Value. The sale prices were between $100.91 and $107.21, with an estimated average price of $104.71.

Sold Out: Walgreens Boots Alliance Inc (WBA)

Nelson Roberts Investment Advisors, LLC sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $59.7 and $68, with an estimated average price of $64.41.

Sold Out: Adobe Systems Inc (ADBE)

Nelson Roberts Investment Advisors, LLC sold out a holding in Adobe Systems Inc. The sale prices were between $212.28 and $258.1, with an estimated average price of $236.35.

Sold Out: Monsanto Co (MON)

Nelson Roberts Investment Advisors, LLC sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.



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