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Bingham Osborn & Scarborough Llc Buys iShares Core S&P Small-Cap ETF, Banner Corp, Heritage Commerce Corp, Sells Procter & Gamble Co, Facebook Inc, Magnolia Oil & Gas Corp

San Francisco, CA, based Investment company Bingham Osborn & Scarborough Llc (Current Portfolio) buys iShares Core S&P Small-Cap ETF, Banner Corp, Heritage Commerce Corp, Adamas Pharmaceuticals Inc, Invesco S&P 500 Equal Weight ETF, sells Procter & Gamble Co, Facebook Inc, Magnolia Oil & Gas Corp, iShares Core S&P Mid-Cap ETF, iShares Russell 3000 ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Bingham Osborn & Scarborough Llc. As of 2019Q4, Bingham Osborn & Scarborough Llc owns 164 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of BINGHAM OSBORN & SCARBOROUGH LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bingham+osborn+%26+scarborough+llc/current-portfolio/portfolio

These are the top 5 holdings of BINGHAM OSBORN & SCARBOROUGH LLC
  1. SPDR S&P 500 ETF Trust (SPY) - 862,013 shares, 22.66% of the total portfolio. Shares reduced by 2.15%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 4,991,649 shares, 17.96% of the total portfolio. Shares added by 1.23%
  3. iShares Core S&P 500 ETF (IVV) - 521,476 shares, 13.77% of the total portfolio. Shares added by 3.43%
  4. iShares Russell 1000 ETF (IWB) - 541,714 shares, 7.89% of the total portfolio. Shares reduced by 0.95%
  5. Vanguard Information Technology ETF (VGT) - 292,076 shares, 5.84% of the total portfolio. Shares reduced by 2%
New Purchase: Banner Corp (BANR)

Bingham Osborn & Scarborough Llc initiated holding in Banner Corp. The purchase prices were between $52.03 and $58.93, with an estimated average price of $55.37. The stock is now traded at around $54.51. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,456 shares as of .

New Purchase: Heritage Commerce Corp (HTBK)

Bingham Osborn & Scarborough Llc initiated holding in Heritage Commerce Corp. The purchase prices were between $11.14 and $13.05, with an estimated average price of $12.2. The stock is now traded at around $11.87. The impact to a portfolio due to this purchase was 0.06%. The holding were 53,168 shares as of .

New Purchase: Invesco S&P 500 Equal Weight ETF (RSP)

Bingham Osborn & Scarborough Llc initiated holding in Invesco S&P 500 Equal Weight ETF. The purchase prices were between $103.92 and $115.93, with an estimated average price of $111.26. The stock is now traded at around $117.22. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,862 shares as of .

New Purchase: Norfolk Southern Corp (NSC)

Bingham Osborn & Scarborough Llc initiated holding in Norfolk Southern Corp. The purchase prices were between $166.74 and $196.95, with an estimated average price of $187.99. The stock is now traded at around $214.01. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,069 shares as of .

New Purchase: Linde PLC (LIN)

Bingham Osborn & Scarborough Llc initiated holding in Linde PLC. The purchase prices were between $184.11 and $212.9, with an estimated average price of $201.93. The stock is now traded at around $214.11. The impact to a portfolio due to this purchase was 0.02%. The holding were 969 shares as of .

New Purchase: The Travelers Companies Inc (TRV)

Bingham Osborn & Scarborough Llc initiated holding in The Travelers Companies Inc. The purchase prices were between $128.93 and $144.96, with an estimated average price of $135.98. The stock is now traded at around $135.73. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,605 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

Bingham Osborn & Scarborough Llc added to a holding in iShares Core S&P Small-Cap ETF by 51.82%. The purchase prices were between $74.68 and $84.14, with an estimated average price of $80.19. The stock is now traded at around $83.08. The impact to a portfolio due to this purchase was 0.47%. The holding were 202,865 shares as of .

Added: Adamas Pharmaceuticals Inc (ADMS)

Bingham Osborn & Scarborough Llc added to a holding in Adamas Pharmaceuticals Inc by 82.99%. The purchase prices were between $3.44 and $7.3, with an estimated average price of $4.79. The stock is now traded at around $5.62. The impact to a portfolio due to this purchase was 0.04%. The holding were 259,963 shares as of .

Added: Vanguard Value ETF (VTV)

Bingham Osborn & Scarborough Llc added to a holding in Vanguard Value ETF by 69.24%. The purchase prices were between $107.9 and $120.77, with an estimated average price of $115.63. The stock is now traded at around $120.14. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,752 shares as of .

Added: SPDR S&P Dividend ETF (SDY)

Bingham Osborn & Scarborough Llc added to a holding in SPDR S&P Dividend ETF by 47.26%. The purchase prices were between $98.73 and $107.77, with an estimated average price of $105.1. The stock is now traded at around $107.79. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,116 shares as of .

Added: American Express Co (AXP)

Bingham Osborn & Scarborough Llc added to a holding in American Express Co by 21.71%. The purchase prices were between $112.54 and $125.77, with an estimated average price of $119.65. The stock is now traded at around $132.01. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,050 shares as of .

Added: Magellan Midstream Partners LP (MMP)

Bingham Osborn & Scarborough Llc added to a holding in Magellan Midstream Partners LP by 45.71%. The purchase prices were between $58.47 and $65.77, with an estimated average price of $62.19. The stock is now traded at around $61.18. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,100 shares as of .

Sold Out: Magnolia Oil & Gas Corp (MGY)

Bingham Osborn & Scarborough Llc sold out a holding in Magnolia Oil & Gas Corp. The sale prices were between $9.82 and $12.66, with an estimated average price of $11.21.



Here is the complete portfolio of BINGHAM OSBORN & SCARBOROUGH LLC. Also check out:

1. BINGHAM OSBORN & SCARBOROUGH LLC's Undervalued Stocks
2. BINGHAM OSBORN & SCARBOROUGH LLC's Top Growth Companies, and
3. BINGHAM OSBORN & SCARBOROUGH LLC's High Yield stocks
4. Stocks that BINGHAM OSBORN & SCARBOROUGH LLC keeps buying

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