Nelson Roberts Investment Advisors, LLC Buys Pfizer Inc, Microsoft Corp, Vanguard Utilities, Sells Salesforce.com Inc, Roper Technologies Inc, Allergan PLC

East Palo Alto, CA, based Investment company Nelson Roberts Investment Advisors, LLC (Current Portfolio) buys Pfizer Inc, Microsoft Corp, Vanguard Utilities, Digital Realty Trust Inc, iShares Core S&P 500, sells Salesforce.com Inc, Roper Technologies Inc, Allergan PLC, SPDR Select Sector Fund - Consumer Discretionary, Vanguard S&P 500 during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Nelson Roberts Investment Advisors, LLC. As of 2019Q2, Nelson Roberts Investment Advisors, LLC owns 292 stocks with a total value of $422 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 https://www.gurufocus.com/guru/nelson+roberts+investment+advisors%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Nelson Roberts Investment Advisors, LLC
  1. iShares Core S&P Small-Cap (IJR) - 314,941 shares, 5.85% of the total portfolio. Shares reduced by 0.21%
  2. Amazon.com Inc (AMZN) - 8,897 shares, 4.00% of the total portfolio. Shares reduced by 0.9%
  3. Alphabet Inc (GOOG) - 14,837 shares, 3.80% of the total portfolio. Shares reduced by 0.68%
  4. Vanguard FTSE Developed Markets (VEA) - 382,137 shares, 3.78% of the total portfolio. Shares added by 4.28%
  5. Microsoft Corp (MSFT) - 109,302 shares, 3.47% of the total portfolio. Shares added by 52.36%
New Purchase: Vanguard Utilities (VPU)

Nelson Roberts Investment Advisors, LLC initiated holding in Vanguard Utilities. The purchase prices were between $127.04 and $136.18, with an estimated average price of $130.74. The stock is now traded at around $133.26. The impact to a portfolio due to this purchase was 1%. The holding were 31,575 shares as of .

New Purchase: Digital Realty Trust Inc (DLR)

Nelson Roberts Investment Advisors, LLC initiated holding in Digital Realty Trust Inc. The purchase prices were between $112.8 and $124.88, with an estimated average price of $119.13. The stock is now traded at around $117.52. The impact to a portfolio due to this purchase was 0.92%. The holding were 32,764 shares as of .

New Purchase: iShares Core S&P 500 (IVV)

Nelson Roberts Investment Advisors, LLC initiated holding in iShares Core S&P 500. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $303.17. The impact to a portfolio due to this purchase was 0.36%. The holding were 5,103 shares as of .

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

Nelson Roberts Investment Advisors, LLC initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $35.14 and $38.5, with an estimated average price of $36.52. The stock is now traded at around $37.09. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,715 shares as of .

New Purchase: Enbridge Inc (ENB)

Nelson Roberts Investment Advisors, LLC initiated holding in Enbridge Inc. The purchase prices were between $34.18 and $37.83, with an estimated average price of $36.45. The stock is now traded at around $34.99. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,610 shares as of .

New Purchase: iShares Russell 1000 Growth (IWF)

Nelson Roberts Investment Advisors, LLC initiated holding in iShares Russell 1000 Growth. The purchase prices were between $145.76 and $159.39, with an estimated average price of $154.42. The stock is now traded at around $163.70. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,575 shares as of .

Added: Pfizer Inc (PFE)

Nelson Roberts Investment Advisors, LLC added to a holding in Pfizer Inc by 1529.12%. The purchase prices were between $38.98 and $43.76, with an estimated average price of $41.82. The stock is now traded at around $42.89. The impact to a portfolio due to this purchase was 1.2%. The holding were 124,302 shares as of .

Added: Microsoft Corp (MSFT)

Nelson Roberts Investment Advisors, LLC added to a holding in Microsoft Corp by 52.36%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $140.72. The impact to a portfolio due to this purchase was 1.19%. The holding were 109,302 shares as of .

Added: The Communication Services Select Sector SPDR Fund (XLC)

Nelson Roberts Investment Advisors, LLC added to a holding in The Communication Services Select Sector SPDR Fund by 23.17%. The purchase prices were between $45.61 and $51.22, with an estimated average price of $48.62. The stock is now traded at around $50.41. The impact to a portfolio due to this purchase was 0.1%. The holding were 44,860 shares as of .

Added: Aerohive Networks Inc (HIVE)

Nelson Roberts Investment Advisors, LLC added to a holding in Aerohive Networks Inc by 105.73%. The purchase prices were between $3.19 and $4.54, with an estimated average price of $3.61. The stock is now traded at around $4.43. The impact to a portfolio due to this purchase was 0.08%. The holding were 156,558 shares as of .

Added: SPDR Select Sector Fund - Utilities (XLU)

Nelson Roberts Investment Advisors, LLC added to a holding in SPDR Select Sector Fund - Utilities by 6100.00%. The purchase prices were between $56.94 and $61.24, with an estimated average price of $58.73. The stock is now traded at around $59.91. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,480 shares as of .

Added: Netflix Inc (NFLX)

Nelson Roberts Investment Advisors, LLC added to a holding in Netflix Inc by 600.00%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $317.94. The impact to a portfolio due to this purchase was 0.01%. The holding were 84 shares as of .

Sold Out: Dow Inc (DOW)

Nelson Roberts Investment Advisors, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.

Sold Out: Equity Residential (EQR)

Nelson Roberts Investment Advisors, LLC sold out a holding in Equity Residential. The sale prices were between $74.17 and $78.83, with an estimated average price of $76.38.

Sold Out: AmeriGas Partners LP (APU)

Nelson Roberts Investment Advisors, LLC sold out a holding in AmeriGas Partners LP. The sale prices were between $31.13 and $36.59, with an estimated average price of $35.

Sold Out: Edwards Lifesciences Corp (EW)

Nelson Roberts Investment Advisors, LLC sold out a holding in Edwards Lifesciences Corp. The sale prices were between $167.22 and $193.23, with an estimated average price of $181.16.

Sold Out: Brookfield Infrastructure Partners LP (BIP)

Nelson Roberts Investment Advisors, LLC sold out a holding in Brookfield Infrastructure Partners LP. The sale prices were between $41.1 and $42.94, with an estimated average price of $41.86.

Sold Out: CME Group Inc (CME)

Nelson Roberts Investment Advisors, LLC sold out a holding in CME Group Inc. The sale prices were between $166.55 and $203.18, with an estimated average price of $184.28.



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