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One Charles Private Wealth Services, LLC Buys Schwab Fundamental International Large Company Ind, Sells WisdomTree U.S. MidCap Dividend Fund, SPDR Select Sector Fund - Technology, Focus Financial Partners Inc

Investment company One Charles Private Wealth Services, LLC (Current Portfolio) buys Schwab Fundamental International Large Company Ind, sells WisdomTree U.S. MidCap Dividend Fund, SPDR Select Sector Fund - Technology, Focus Financial Partners Inc, The Communication Services Select Sector SPDR Fund, Global X Robotics & Artificial Intelligence ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, One Charles Private Wealth Services, LLC. As of 2020Q1, One Charles Private Wealth Services, LLC owns 25 stocks with a total value of $90 million. These are the details of the buys and sells.

For the details of One Charles Private Wealth Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/one+charles+private+wealth+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of One Charles Private Wealth Services, LLC
  1. ARK Innovation (ARKK) - 314,844 shares, 15.47% of the total portfolio. Shares added by 0.37%
  2. JPMorgan Ultra-Short Income (JPST) - 240,703 shares, 13.35% of the total portfolio. Shares reduced by 7.8%
  3. SPDR S&P Dividend (SDY) - 142,887 shares, 12.74% of the total portfolio. Shares added by 3.46%
  4. iShares Edge MSCI Min Vol USA (USMV) - 209,290 shares, 12.62% of the total portfolio. Shares added by 0.55%
  5. iShares Edge MSCI USA Momentum Factor (MTUM) - 100,237 shares, 11.92% of the total portfolio. Shares added by 4.52%
New Purchase: Schwab Fundamental International Large Company Ind (FNDF)

One Charles Private Wealth Services, LLC initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.87. The impact to a portfolio due to this purchase was 0.63%. The holding were 26,845 shares as of .

Sold Out: WisdomTree U.S. MidCap Dividend Fund (DON)

One Charles Private Wealth Services, LLC sold out a holding in WisdomTree U.S. MidCap Dividend Fund. The sale prices were between $20.31 and $38.17, with an estimated average price of $33.34.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

One Charles Private Wealth Services, LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $70.4 and $102.79, with an estimated average price of $91.85.

Sold Out: Focus Financial Partners Inc (FOCS)

One Charles Private Wealth Services, LLC sold out a holding in Focus Financial Partners Inc. The sale prices were between $13.88 and $34.04, with an estimated average price of $26.66.

Sold Out: The Communication Services Select Sector SPDR Fund (XLC)

One Charles Private Wealth Services, LLC sold out a holding in The Communication Services Select Sector SPDR Fund. The sale prices were between $40.32 and $57.58, with an estimated average price of $52.1.

Sold Out: WisdomTree U.S. MidCap Fund (EZM)

One Charles Private Wealth Services, LLC sold out a holding in WisdomTree U.S. MidCap Fund. The sale prices were between $22.34 and $42.36, with an estimated average price of $36.73.



Here is the complete portfolio of One Charles Private Wealth Services, LLC. Also check out:

1. One Charles Private Wealth Services, LLC's Undervalued Stocks
2. One Charles Private Wealth Services, LLC's Top Growth Companies, and
3. One Charles Private Wealth Services, LLC's High Yield stocks
4. Stocks that One Charles Private Wealth Services, LLC keeps buying

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