Apriem Advisors Buys Cintas Corp, Vanguard Short-Term Corporate Bond ETF, Procter & Gamble Co, Sells Eaton Vance Duration Income Fund, Raytheon Technologies Corp, Blackrock Credit Allocation Income Trust

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Aug 07, 2020
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Irvine, CA, based Investment company Apriem Advisors (Current Portfolio) buys Cintas Corp, Vanguard Short-Term Corporate Bond ETF, Procter & Gamble Co, Microsoft Corp, VANGUARD INDEX FDS, sells Eaton Vance Duration Income Fund, Raytheon Technologies Corp, Blackrock Credit Allocation Income Trust, Clorox Co, Consolidated Edison Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Apriem Advisors. As of 2020Q2, Apriem Advisors owns 121 stocks with a total value of $486 million. These are the details of the buys and sells.

For the details of Apriem Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/apriem+advisors/current-portfolio/portfolio

These are the top 5 holdings of Apriem Advisors
  1. SCHWAB STRATEGIC T (SCHZ) - 1,020,440 shares, 11.80% of the total portfolio. Shares reduced by 2.55%
  2. SCHWAB STRATEGIC T (SCHX) - 598,648 shares, 9.12% of the total portfolio. Shares reduced by 8.28%
  3. SCHWAB STRATEGIC T (SCHF) - 1,085,786 shares, 6.64% of the total portfolio. Shares reduced by 0.45%
  4. Apple Inc (AAPL) - 71,384 shares, 5.36% of the total portfolio. Shares added by 17.08%
  5. Facebook Inc (FB) - 72,679 shares, 3.39% of the total portfolio. Shares added by 1.14%
New Purchase: Cintas Corp (CTAS)

Apriem Advisors initiated holding in Cintas Corp. The purchase prices were between $162.69 and $291.51, with an estimated average price of $230.08. The stock is now traded at around $303.03. The impact to a portfolio due to this purchase was 3.32%. The holding were 60,587 shares as of .

New Purchase: VANGUARD INDEX FDS (VOO)

Apriem Advisors initiated holding in VANGUARD INDEX FDS. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $307.20. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,218 shares as of .

New Purchase: Beyond Meat Inc (BYND)

Apriem Advisors initiated holding in Beyond Meat Inc. The purchase prices were between $57.95 and $162.46, with an estimated average price of $117.2. The stock is now traded at around $132.58. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,082 shares as of .

New Purchase: Emerson Electric Co (EMR)

Apriem Advisors initiated holding in Emerson Electric Co. The purchase prices were between $45.7 and $69.33, with an estimated average price of $56.57. The stock is now traded at around $65.12. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,807 shares as of .

New Purchase: Parker Hannifin Corp (PH)

Apriem Advisors initiated holding in Parker Hannifin Corp. The purchase prices were between $115.81 and $202.14, with an estimated average price of $160.71. The stock is now traded at around $193.03. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,196 shares as of .

New Purchase: Broadcom Inc (AVGO)

Apriem Advisors initiated holding in Broadcom Inc. The purchase prices were between $223.63 and $318.71, with an estimated average price of $278.78. The stock is now traded at around $329.16. The impact to a portfolio due to this purchase was 0.05%. The holding were 728 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Apriem Advisors added to a holding in Vanguard Short-Term Corporate Bond ETF by 504.87%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $83.06. The impact to a portfolio due to this purchase was 0.25%. The holding were 17,390 shares as of .

Added: Procter & Gamble Co (PG)

Apriem Advisors added to a holding in Procter & Gamble Co by 163.79%. The purchase prices were between $109.33 and $124.69, with an estimated average price of $116.42. The stock is now traded at around $132.71. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,679 shares as of .

Added: Microsoft Corp (MSFT)

Apriem Advisors added to a holding in Microsoft Corp by 24.11%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $216.35. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,595 shares as of .

Added: AbbVie Inc (ABBV)

Apriem Advisors added to a holding in AbbVie Inc by 33.83%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $92.57. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,942 shares as of .

Added: Advanced Micro Devices Inc (AMD)

Apriem Advisors added to a holding in Advanced Micro Devices Inc by 39.94%. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $86.71. The impact to a portfolio due to this purchase was 0.06%. The holding were 20,336 shares as of .

Added: Starbucks Corp (SBUX)

Apriem Advisors added to a holding in Starbucks Corp by 23.50%. The purchase prices were between $62.62 and $83.56, with an estimated average price of $75.03. The stock is now traded at around $75.66. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,566 shares as of .

Sold Out: Blackrock Credit Allocation Income Trust (BTZ)

Apriem Advisors sold out a holding in Blackrock Credit Allocation Income Trust. The sale prices were between $11.42 and $14.21, with an estimated average price of $13.15.

Sold Out: Otis Worldwide Corp (OTIS)

Apriem Advisors sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.

Sold Out: SCHWAB STRATEGIC T (SCHA)

Apriem Advisors sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $47.17 and $70.43, with an estimated average price of $59.73.



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