West Coast Financial LLC Buys Invesco S&P SmallCap Low Volatility, Cavco Industries Inc, Walgreens Boots Alliance Inc, Sells iShares Core S&P Small-Cap, iShares Core S&P 500, Hyster-Yale Materials Handling Inc

Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys Invesco S&P SmallCap Low Volatility, Cavco Industries Inc, Walgreens Boots Alliance Inc, Teradyne Inc, Schwab Short-Term U.S. Treasury, sells iShares Core S&P Small-Cap, iShares Core S&P 500, Hyster-Yale Materials Handling Inc, Steris PLC, Synaptics Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2019Q2, West Coast Financial LLC owns 104 stocks with a total value of $435 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/portfolioportfolio

These are the top 5 holdings of West Coast Financial LLC
  1. iShares Core S&P Small-Cap (IJR) - 580,234 shares, 10.45% of the total portfolio. Shares reduced by 22.1%
  2. Invesco S&P 500 Low Volatility (SPLV) - 571,376 shares, 7.24% of the total portfolio. Shares reduced by 1.62%
  3. Mastercard Inc (MA) - 57,414 shares, 3.50% of the total portfolio. Shares reduced by 2.2%
  4. Apple Inc (AAPL) - 71,198 shares, 3.24% of the total portfolio. Shares reduced by 3.06%
  5. Invesco S&P SmallCap Low Volatility (XSLV) - 293,603 shares, 3.24% of the total portfolio. New Position
New Purchase: Invesco S&P SmallCap Low Volatility (XSLV)

West Coast Financial LLC initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $46.12 and $49.19, with an estimated average price of $47.67. The stock is now traded at around $48.07. The impact to a portfolio due to this purchase was 3.24%. The holding were 293,603 shares as of .

New Purchase: NICE Ltd (NICE)

West Coast Financial LLC initiated holding in NICE Ltd. The purchase prices were between $123.16 and $144.24, with an estimated average price of $135. The stock is now traded at around $145.16. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,466 shares as of .

Added: Cavco Industries Inc (CVCO)

West Coast Financial LLC added to a holding in Cavco Industries Inc by 142.66%. The purchase prices were between $117.85 and $163.32, with an estimated average price of $136.37. The stock is now traded at around $156.62. The impact to a portfolio due to this purchase was 1.27%. The holding were 59,466 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

West Coast Financial LLC added to a holding in Walgreens Boots Alliance Inc by 63.94%. The purchase prices were between $49.34 and $63.49, with an estimated average price of $53.16. The stock is now traded at around $56.04. The impact to a portfolio due to this purchase was 0.72%. The holding were 146,183 shares as of .

Added: Teradyne Inc (TER)

West Coast Financial LLC added to a holding in Teradyne Inc by 62.55%. The purchase prices were between $41.6 and $49.43, with an estimated average price of $45.33. The stock is now traded at around $45.08. The impact to a portfolio due to this purchase was 0.67%. The holding were 156,631 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

West Coast Financial LLC added to a holding in Schwab Short-Term U.S. Treasury by 79.09%. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 0.59%. The holding were 115,102 shares as of .

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

West Coast Financial LLC added to a holding in Schwab Intermediate-Term U.S. Treasury by 61.81%. The purchase prices were between $53.22 and $55.05, with an estimated average price of $53.97. The stock is now traded at around $54.63. The impact to a portfolio due to this purchase was 0.31%. The holding were 65,044 shares as of .

Sold Out: Hyster-Yale Materials Handling Inc (HY)

West Coast Financial LLC sold out a holding in Hyster-Yale Materials Handling Inc. The sale prices were between $43.98 and $68.04, with an estimated average price of $55.8.

Sold Out: Synaptics Inc (SYNA)

West Coast Financial LLC sold out a holding in Synaptics Inc. The sale prices were between $26.45 and $39.86, with an estimated average price of $32.63.

Sold Out: Vanguard FTSE Developed Markets (VEA)

West Coast Financial LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $39.84 and $42.1, with an estimated average price of $41.22.

Sold Out: SPDR MidCap Trust Series I (MDY)

West Coast Financial LLC sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $330.13 and $361.02, with an estimated average price of $349.42.

Sold Out: Geospace Technologies Corp (GEOS)

West Coast Financial LLC sold out a holding in Geospace Technologies Corp. The sale prices were between $11.87 and $15.89, with an estimated average price of $13.77.

Sold Out: Amgen Inc (AMGN)

West Coast Financial LLC sold out a holding in Amgen Inc. The sale prices were between $166.7 and $195.41, with an estimated average price of $178.91.



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