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Welch & Forbes Llc Buys iShares 1-3 Year Credit Bond ETF, A.O. Smith Corp, VANGUARD BD IDX FD, Sells Charter Communications Inc, Wells Fargo, Suncor Energy Inc

Boston, MA, based Investment company Welch & Forbes Llc (Current Portfolio) buys iShares 1-3 Year Credit Bond ETF, A.O. Smith Corp, VANGUARD BD IDX FD, ISHARES TRUST, ISHARES TRUST, sells Charter Communications Inc, Wells Fargo, Suncor Energy Inc, Kayne Anderson MLP/Midstream Investment Co, Valero Energy Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Welch & Forbes Llc. As of 2020Q3, Welch & Forbes Llc owns 351 stocks with a total value of $4.6 billion. These are the details of the buys and sells.

For the details of WELCH & FORBES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/welch+%26+forbes+llc/current-portfolio/portfolio

These are the top 5 holdings of WELCH & FORBES LLC
  1. Apple Inc (AAPL) - 1,919,854 shares, 4.80% of the total portfolio. Shares reduced by 5.4%
  2. Microsoft Corp (MSFT) - 921,369 shares, 4.18% of the total portfolio. Shares reduced by 1.72%
  3. Danaher Corp (DHR) - 706,672 shares, 3.28% of the total portfolio. Shares reduced by 0.41%
  4. Visa Inc (V) - 749,929 shares, 3.24% of the total portfolio. Shares reduced by 0.03%
  5. Ansys Inc (ANSS) - 451,300 shares, 3.19% of the total portfolio. Shares reduced by 0.87%
New Purchase: ISHARES TRUST (IWX)

Welch & Forbes Llc initiated holding in ISHARES TRUST. The purchase prices were between $48.26 and $53.35, with an estimated average price of $51.02. The stock is now traded at around $52.65. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,437 shares as of .

New Purchase: Twitter Inc (TWTR)

Welch & Forbes Llc initiated holding in Twitter Inc. The purchase prices were between $30.81 and $45.33, with an estimated average price of $38.28. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,500 shares as of .

New Purchase: SELECT SECTOR SPDR (XLP)

Welch & Forbes Llc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $58.69 and $66.84, with an estimated average price of $63.12. The stock is now traded at around $65.39. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,441 shares as of .

New Purchase: ISHARES TRUST (IWY)

Welch & Forbes Llc initiated holding in ISHARES TRUST. The purchase prices were between $108.01 and $131.36, with an estimated average price of $117.57. The stock is now traded at around $123.77. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,061 shares as of .

New Purchase: iShares MBS ETF (MBB)

Welch & Forbes Llc initiated holding in iShares MBS ETF. The purchase prices were between $110.22 and $110.82, with an estimated average price of $110.58. The stock is now traded at around $110.20. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,979 shares as of .

New Purchase: Entegris Inc (ENTG)

Welch & Forbes Llc initiated holding in Entegris Inc. The purchase prices were between $57.65 and $74.34, with an estimated average price of $66.91. The stock is now traded at around $78.35. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,000 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Welch & Forbes Llc added to a holding in iShares 1-3 Year Credit Bond ETF by 57.10%. The purchase prices were between $54.41 and $54.95, with an estimated average price of $54.73. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.1%. The holding were 229,822 shares as of .

Added: A.O. Smith Corp (AOS)

Welch & Forbes Llc added to a holding in A.O. Smith Corp by 295.66%. The purchase prices were between $46.3 and $53.73, with an estimated average price of $49.87. The stock is now traded at around $54.93. The impact to a portfolio due to this purchase was 0.05%. The holding were 64,073 shares as of .

Added: VANGUARD BD IDX FD (BSV)

Welch & Forbes Llc added to a holding in VANGUARD BD IDX FD by 53.80%. The purchase prices were between $82.68 and $82.98, with an estimated average price of $82.86. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 0.04%. The holding were 59,704 shares as of .

Added: ISHARES TRUST (IWD)

Welch & Forbes Llc added to a holding in ISHARES TRUST by 133.09%. The purchase prices were between $110.59 and $123.5, with an estimated average price of $117.94. The stock is now traded at around $123.37. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,396 shares as of .

Added: ISHARES TRUST (TIP)

Welch & Forbes Llc added to a holding in ISHARES TRUST by 148.47%. The purchase prices were between $123.08 and $127.1, with an estimated average price of $125.6. The stock is now traded at around $125.85. The impact to a portfolio due to this purchase was 0.02%. The holding were 15,219 shares as of .

Added: Eversource Energy (ES)

Welch & Forbes Llc added to a holding in Eversource Energy by 27.92%. The purchase prices were between $78.02 and $90.58, with an estimated average price of $85.6. The stock is now traded at around $91.97. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,905 shares as of .

Sold Out: SPDR SERIES TRUST (SPSB)

Welch & Forbes Llc sold out a holding in SPDR SERIES TRUST. The sale prices were between $31.3 and $31.43, with an estimated average price of $31.37.

Sold Out: Franklin Resources Inc (BEN)

Welch & Forbes Llc sold out a holding in Franklin Resources Inc. The sale prices were between $19.27 and $22.67, with an estimated average price of $21.

Sold Out: Magellan Midstream Partners LP (MMP)

Welch & Forbes Llc sold out a holding in Magellan Midstream Partners LP. The sale prices were between $33.75 and $43.33, with an estimated average price of $39.61.

Sold Out: Northwest Natural Holding Co (NWN)

Welch & Forbes Llc sold out a holding in Northwest Natural Holding Co. The sale prices were between $43.41 and $55.75, with an estimated average price of $51.1.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Welch & Forbes Llc sold out a holding in Royal Dutch Shell PLC. The sale prices were between $25.17 and $33.98, with an estimated average price of $30.27.

Sold Out: John Wiley & Sons Inc (JW.A)

Welch & Forbes Llc sold out a holding in John Wiley & Sons Inc. The sale prices were between $31.03 and $38.94, with an estimated average price of $33.95.



Here is the complete portfolio of WELCH & FORBES LLC. Also check out:

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