BlueSky Wealth Advisors, LLC Buys Invesco Senior Loan, Invesco Emerging Markets Sovereign Debt, iShares Trust, Sells Snap Inc, Royal Philips NV, Applied Materials Inc

Investment company BlueSky Wealth Advisors, LLC buys Invesco Senior Loan, Invesco Emerging Markets Sovereign Debt, iShares Trust, sells Snap Inc, Royal Philips NV, Applied Materials Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2018-09-30, BlueSky Wealth Advisors, LLC owns 51 stocks with a total value of $261 million. These are the details of the buys and sells.

For the details of BlueSky Wealth Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=BlueSky+Wealth+Advisors%2C+LLC

These are the top 5 holdings of BlueSky Wealth Advisors, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 553,767 shares, 16.48% of the total portfolio. Shares reduced by 0.55%
  2. Schwab U.S. Large-Cap (SCHX) - 346,283 shares, 9.09% of the total portfolio. Shares added by 4.04%
  3. Invesco Senior Loan (BKLN) - 1,003,083 shares, 8.89% of the total portfolio. New Position
  4. Schwab US Aggregate Bond (SCHZ) - 363,650 shares, 6.92% of the total portfolio. Shares added by 8.03%
  5. Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 133,608 shares, 5.48% of the total portfolio.
New Purchase: Invesco Senior Loan (BKLN)

BlueSky Wealth Advisors, LLC initiated holding in Invesco Senior Loan. The purchase prices were between $22.92 and $23.19, with an estimated average price of $23.06. The stock is now traded at around $23.13. The impact to a portfolio due to this purchase was 8.89%. The holding were 1,003,083 shares as of 2018-09-30.

New Purchase: Invesco Emerging Markets Sovereign Debt (PCY)

BlueSky Wealth Advisors, LLC initiated holding in Invesco Emerging Markets Sovereign Debt. The purchase prices were between $26.47 and $27.41, with an estimated average price of $26.95. The stock is now traded at around $26.49. The impact to a portfolio due to this purchase was 3.55%. The holding were 349,353 shares as of 2018-09-30.

Added: iShares Trust (CSJ)

BlueSky Wealth Advisors, LLC added to a holding in iShares Trust by 92.65%. The purchase prices were between $103.5 and $103.71, with an estimated average price of $103.63. The stock is now traded at around $103.71. The impact to a portfolio due to this purchase was 0.18%. The holding were 19,450 shares as of 2018-09-30.

Sold Out: Snap Inc (SNAP)

BlueSky Wealth Advisors, LLC sold out a holding in Snap Inc. The sale prices were between $8.48 and $13.65, with an estimated average price of $11.61.

Sold Out: Royal Philips NV (PHG)

BlueSky Wealth Advisors, LLC sold out a holding in Royal Philips NV. The sale prices were between $41.88 and $46.37, with an estimated average price of $44.05.

Reduced: Applied Materials Inc (AMAT)

BlueSky Wealth Advisors, LLC reduced to a holding in Applied Materials Inc by 22.68%. The sale prices were between $38.26 and $50.18, with an estimated average price of $44.23. The stock is now traded at around $34.70. The impact to a portfolio due to this sale was -0.05%. BlueSky Wealth Advisors, LLC still held 8,024 shares as of 2018-09-30.



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