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Wetherby Asset Management Inc Buys Vanguard Total Stock Market, SPDR S&P 500, Vanguard FTSE Developed Markets, Sells iShares MSCI EAFE Small-Cap ETF, Truist Financial Corp, Royal Dutch Shell PLC

San Francisco, CA, based Investment company Wetherby Asset Management Inc (Current Portfolio) buys Vanguard Total Stock Market, SPDR S&P 500, Vanguard FTSE Developed Markets, iShares MSCI EAFE, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, sells iShares MSCI EAFE Small-Cap ETF, Truist Financial Corp, Royal Dutch Shell PLC, Discovery Inc, R1 RCM Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wetherby Asset Management Inc. As of 2020Q1, Wetherby Asset Management Inc owns 680 stocks with a total value of $889 million. These are the details of the buys and sells.

For the details of WETHERBY ASSET MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/wetherby+asset+management+inc/current-portfolio/portfolio

These are the top 5 holdings of WETHERBY ASSET MANAGEMENT INC
  1. Apple Inc (AAPL) - 159,411 shares, 4.56% of the total portfolio. Shares added by 3.98%
  2. Vanguard Total Stock Market (VTI) - 305,453 shares, 4.43% of the total portfolio. Shares added by 130.09%
  3. Microsoft Corp (MSFT) - 220,973 shares, 3.92% of the total portfolio. Shares added by 5.15%
  4. SPDR S&P 500 (SPY) - 117,600 shares, 3.41% of the total portfolio. Shares added by 83.27%
  5. Vanguard FTSE Developed Markets (VEA) - 699,676 shares, 2.62% of the total portfolio. Shares added by 133.31%
New Purchase: Vanguard Energy (VDE)

Wetherby Asset Management Inc initiated holding in Vanguard Energy. The purchase prices were between $31.29 and $82.78, with an estimated average price of $64.6. The stock is now traded at around $47.88. The impact to a portfolio due to this purchase was 0.13%. The holding were 29,905 shares as of .

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Wetherby Asset Management Inc initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $36.15. The impact to a portfolio due to this purchase was 0.12%. The holding were 35,386 shares as of .

New Purchase: Truist Financial Corp (TFC)

Wetherby Asset Management Inc initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.31. The impact to a portfolio due to this purchase was 0.11%. The holding were 30,394 shares as of .

New Purchase: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Wetherby Asset Management Inc initiated holding in First Trust Low Duration Mortgage Opportunities ET. The purchase prices were between $49.9 and $52.72, with an estimated average price of $51.94. The stock is now traded at around $51.70. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,400 shares as of .

New Purchase: BCE Inc (BCE)

Wetherby Asset Management Inc initiated holding in BCE Inc. The purchase prices were between $31.96 and $49.18, with an estimated average price of $44.96. The stock is now traded at around $40.16. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,808 shares as of .

New Purchase: Adaptive Biotechnologies Corp (ADPT)

Wetherby Asset Management Inc initiated holding in Adaptive Biotechnologies Corp. The purchase prices were between $16.96 and $34.16, with an estimated average price of $27.98. The stock is now traded at around $33.86. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,731 shares as of .

Added: Vanguard Total Stock Market (VTI)

Wetherby Asset Management Inc added to a holding in Vanguard Total Stock Market by 130.09%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $142.88. The impact to a portfolio due to this purchase was 2.5%. The holding were 305,453 shares as of .

Added: SPDR S&P 500 (SPY)

Wetherby Asset Management Inc added to a holding in SPDR S&P 500 by 83.27%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $284.25. The impact to a portfolio due to this purchase was 1.55%. The holding were 117,600 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Wetherby Asset Management Inc added to a holding in Vanguard FTSE Developed Markets by 133.31%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.80. The impact to a portfolio due to this purchase was 1.5%. The holding were 699,676 shares as of .

Added: iShares MSCI EAFE (EFA)

Wetherby Asset Management Inc added to a holding in iShares MSCI EAFE by 162.96%. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $55.06. The impact to a portfolio due to this purchase was 0.5%. The holding were 133,984 shares as of .

Added: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

Wetherby Asset Management Inc added to a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr by 183.85%. The purchase prices were between $100.6 and $112.88, with an estimated average price of $108.09. The stock is now traded at around $108.98. The impact to a portfolio due to this purchase was 0.48%. The holding were 61,623 shares as of .

Added: Commercial Metals Co (CMC)

Wetherby Asset Management Inc added to a holding in Commercial Metals Co by 1177.99%. The purchase prices were between $11.49 and $23.17, with an estimated average price of $19.17. The stock is now traded at around $15.59. The impact to a portfolio due to this purchase was 0.46%. The holding were 282,218 shares as of .

Sold Out: Truist Financial Corp (BBK)

Wetherby Asset Management Inc sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Discovery Inc (DISCA)

Wetherby Asset Management Inc sold out a holding in Discovery Inc. The sale prices were between $18.49 and $32.77, with an estimated average price of $27.65.

Sold Out: American International Group Inc (AIG)

Wetherby Asset Management Inc sold out a holding in American International Group Inc. The sale prices were between $18.78 and $54.47, with an estimated average price of $43.26.

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

Wetherby Asset Management Inc sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $35.18 and $83.45, with an estimated average price of $65.86.

Sold Out: Ares Capital Corp (ARCC)

Wetherby Asset Management Inc sold out a holding in Ares Capital Corp. The sale prices were between $8.08 and $19.23, with an estimated average price of $16.96.

Sold Out: Canadian Natural Resources Ltd (CNQ)

Wetherby Asset Management Inc sold out a holding in Canadian Natural Resources Ltd. The sale prices were between $7.74 and $32.38, with an estimated average price of $24.65.



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