- New Purchases: BKLN, PCY,
- Added Positions: SCHZ, SCHX, SCHE, CSJ, SCHF, AGG, SCHA, BNDX, IEMG, SCHP,
- Reduced Positions: EMB, AMAT, IJR, VB, VV, SCHB, T, VNQ, SPY, BND,
- Sold Out: SNAP, PHG,
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- Vanguard Short-Term Corporate Bond ETF (VCSH) - 553,767 shares, 16.48% of the total portfolio. Shares reduced by 0.55%
- Schwab U.S. Large-Cap (SCHX) - 346,283 shares, 9.09% of the total portfolio. Shares added by 4.04%
- Invesco Senior Loan (BKLN) - 1,003,083 shares, 8.89% of the total portfolio. New Position
- Schwab US Aggregate Bond (SCHZ) - 363,650 shares, 6.92% of the total portfolio. Shares added by 8.03%
- Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 133,608 shares, 5.48% of the total portfolio.
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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