Oakmont Partners LLC Buys Essex Property Trust Inc, Amazon.com Inc, Microsoft Corp, Sells Invesco Senior Loan, iShares Trust, Invesco Emerging Markets Sovereign Debt

Boston, MA, based Investment company Oakmont Partners LLC buys Essex Property Trust Inc, Amazon.com Inc, Microsoft Corp, Apple Inc, Vanguard FTSE All World Ex US, Vanguard FTSEEuropean, Visa Inc, Vanguard S&P 500, JPMorgan Chase, Walt Disney Co, sells Invesco Senior Loan, iShares Trust, Invesco Emerging Markets Sovereign Debt, Invesco S&P 500 Equal Weight, Esperion Therapeutics Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Oakmont Partners LLC. As of 2018-06-30, Oakmont Partners LLC owns 192 stocks with a total value of $344 million. These are the details of the buys and sells.

For the details of Oakmont Partners LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Oakmont+Partners+LLC

These are the top 5 holdings of Oakmont Partners LLC
  1. SPDR MidCap Trust Series I (MDY) - 55,915 shares, 5.77% of the total portfolio. Shares added by 7.18%
  2. Essex Property Trust Inc (ESS) - 82,000 shares, 5.7% of the total portfolio. New Position
  3. iShares MSCI EAFE (EFA) - 240,090 shares, 4.68% of the total portfolio. Shares added by 7.56%
  4. iShares Russell 1000 Growth (IWF) - 103,493 shares, 4.33% of the total portfolio. Shares added by 5.61%
  5. iShares Russell 2000 (IWM) - 61,305 shares, 2.92% of the total portfolio. Shares added by 6.08%
New Purchase: Essex Property Trust Inc (ESS)

Oakmont Partners LLC initiated holding in Essex Property Trust Inc. The purchase prices were between $227.4 and $246.19, with an estimated average price of $238.2. The stock is now traded at around $239.53. The impact to a portfolio due to this purchase was 5.7%. The holding were 82,000 shares as of 2018-06-30.

New Purchase: Vanguard FTSE All World Ex US (VEU)

Oakmont Partners LLC initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $51.14 and $55.49, with an estimated average price of $54.2. The stock is now traded at around $52.75. The impact to a portfolio due to this purchase was 1.24%. The holding were 82,424 shares as of 2018-06-30.

New Purchase: Vanguard FTSEEuropean (VGK)

Oakmont Partners LLC initiated holding in Vanguard FTSEEuropean. The purchase prices were between $55.43 and $60.28, with an estimated average price of $58.82. The stock is now traded at around $57.13. The impact to a portfolio due to this purchase was 1.11%. The holding were 68,039 shares as of 2018-06-30.

New Purchase: Vanguard Total Stock Market (VTI)

Oakmont Partners LLC initiated holding in Vanguard Total Stock Market. The purchase prices were between $132.63 and $144.42, with an estimated average price of $139.53. The stock is now traded at around $147.17. The impact to a portfolio due to this purchase was 0.7%. The holding were 17,075 shares as of 2018-06-30.

New Purchase: Philip Morris International Inc (PM)

Oakmont Partners LLC initiated holding in Philip Morris International Inc. The purchase prices were between $76.85 and $103.3, with an estimated average price of $84.95. The stock is now traded at around $84.52. The impact to a portfolio due to this purchase was 0.7%. The holding were 29,904 shares as of 2018-06-30.

New Purchase: Facebook Inc (FB)

Oakmont Partners LLC initiated holding in Facebook Inc. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $183.09. The impact to a portfolio due to this purchase was 0.65%. The holding were 11,424 shares as of 2018-06-30.

Added: Amazon.com Inc (AMZN)

Oakmont Partners LLC added to a holding in Amazon.com Inc by 888.70%. The purchase prices were between $1371.99 and $1750.08, with an estimated average price of $1586.76. The stock is now traded at around $1904.70. The impact to a portfolio due to this purchase was 1.52%. The holding were 3,411 shares as of 2018-06-30.

Added: Microsoft Corp (MSFT)

Oakmont Partners LLC added to a holding in Microsoft Corp by 589.07%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $109.67. The impact to a portfolio due to this purchase was 1.5%. The holding were 60,976 shares as of 2018-06-30.

Added: Apple Inc (AAPL)

Oakmont Partners LLC added to a holding in Apple Inc by 172.46%. The purchase prices were between $162.32 and $193.98, with an estimated average price of $181.31. The stock is now traded at around $208.88. The impact to a portfolio due to this purchase was 1.36%. The holding were 39,951 shares as of 2018-06-30.

Added: Visa Inc (V)

Oakmont Partners LLC added to a holding in Visa Inc by 662.66%. The purchase prices were between $117.7 and $136.28, with an estimated average price of $128.67. The stock is now traded at around $140.01. The impact to a portfolio due to this purchase was 1.03%. The holding were 30,514 shares as of 2018-06-30.

Added: Vanguard S&P 500 (VOO)

Oakmont Partners LLC added to a holding in Vanguard S&P 500 by 1388.16%. The purchase prices were between $236.48 and $256.33, with an estimated average price of $248.26. The stock is now traded at around $261.90. The impact to a portfolio due to this purchase was 0.99%. The holding were 14,584 shares as of 2018-06-30.

Added: JPMorgan Chase & Co (JPM)

Oakmont Partners LLC added to a holding in JPMorgan Chase & Co by 759.96%. The purchase prices were between $103.24 and $114.29, with an estimated average price of $109.74. The stock is now traded at around $116.88. The impact to a portfolio due to this purchase was 0.93%. The holding were 34,622 shares as of 2018-06-30.

Sold Out: Invesco Senior Loan (BKLN)

Oakmont Partners LLC sold out a holding in Invesco Senior Loan. The sale prices were between $22.88 and $23.18, with an estimated average price of $23.06.

Sold Out: iShares Trust (CIU)

Oakmont Partners LLC sold out a holding in iShares Trust. The sale prices were between $105.74 and $107.04, with an estimated average price of $106.33.

Sold Out: Invesco Emerging Markets Sovereign Debt (PCY)

Oakmont Partners LLC sold out a holding in Invesco Emerging Markets Sovereign Debt. The sale prices were between $26.32 and $28.25, with an estimated average price of $27.23.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Oakmont Partners LLC sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $97.3 and $104.54, with an estimated average price of $101.37.

Sold Out: Esperion Therapeutics Inc (ESPR)

Oakmont Partners LLC sold out a holding in Esperion Therapeutics Inc. The sale prices were between $36.2 and $76.4, with an estimated average price of $50.72.

Sold Out: Nuveen Quality Municipal Income Fund (NAD)

Oakmont Partners LLC sold out a holding in Nuveen Quality Municipal Income Fund. The sale prices were between $12.96 and $13.3, with an estimated average price of $13.15.



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