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Bingham Osborn & Scarborough Llc Buys First Republic Bank, Apple Inc, JPMorgan Chase, Sells Fortis Inc, iShares U.S. Technology, Unilever PLC

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Apr 17, 2018
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San Francisco, CA, based Investment company Bingham Osborn & Scarborough Llc buys First Republic Bank, Apple Inc, JPMorgan Chase, Weight Watchers International Inc, Microsoft Corp, AvalonBay Communities Inc, Kimco Realty Corp, Marriott International Inc, Boeing Co, Enterprise Products Partners LP, sells Fortis Inc, iShares U.S. Technology, Unilever PLC, SPDR Series Trust S&P Biotech, LendingClub Corp during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Bingham Osborn & Scarborough Llc. As of 2018-03-31, Bingham Osborn & Scarborough Llc owns 147 stocks with a total value of $1.1 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 http://www.gurufocus.com/StockBuy.php?GuruName=BINGHAM+OSBORN+%26+SCARBOROUGH+LLC

These are the top 5 holdings of BINGHAM OSBORN & SCARBOROUGH LLC
  1. SPDR S&P 500 (SPY) - 1,068,468 shares, 26.58% of the total portfolio. Shares reduced by 6.53%
  2. Vanguard FTSE Developed Markets (VEA) - 4,838,608 shares, 20.24% of the total portfolio. Shares reduced by 1.76%
  3. iShares Core S&P 500 (IVV) - 413,393 shares, 10.37% of the total portfolio. Shares reduced by 1.53%
  4. iShares Russell 1000 (IWB) - 498,975 shares, 6.93% of the total portfolio. Shares reduced by 1.13%
  5. Vanguard Information Tech (VGT) - 368,347 shares, 5.95% of the total portfolio. Shares reduced by 8.72%
New Purchase: First Republic Bank (FRC)

Bingham Osborn & Scarborough Llc initiated holding in First Republic Bank. The purchase prices were between $84.96 and $98.78, with an estimated average price of $92.18. The stock is now traded at around $92.00. The impact to a portfolio due to this purchase was 0.6%. The holding were 68,203 shares as of 2018-03-31.

New Purchase: Weight Watchers International Inc (WTW)

Bingham Osborn & Scarborough Llc initiated holding in Weight Watchers International Inc. The purchase prices were between $46.7 and $74.78, with an estimated average price of $64.09. The stock is now traded at around $65.96. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,166 shares as of 2018-03-31.

New Purchase: AvalonBay Communities Inc (AVB)

Bingham Osborn & Scarborough Llc initiated holding in AvalonBay Communities Inc. The purchase prices were between $153.9 and $177.79, with an estimated average price of $163.9. The stock is now traded at around $166.20. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,730 shares as of 2018-03-31.

New Purchase: Kimco Realty Corp (KIM)

Bingham Osborn & Scarborough Llc initiated holding in Kimco Realty Corp. The purchase prices were between $14.01 and $18.15, with an estimated average price of $15.46. The stock is now traded at around $13.98. The impact to a portfolio due to this purchase was 0.06%. The holding were 41,840 shares as of 2018-03-31.

New Purchase: Marriott International Inc (MAR)

Bingham Osborn & Scarborough Llc initiated holding in Marriott International Inc. The purchase prices were between $133.75 and $147.99, with an estimated average price of $140.14. The stock is now traded at around $136.92. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,572 shares as of 2018-03-31.

New Purchase: Crown Castle International Corp (CCI)

Bingham Osborn & Scarborough Llc initiated holding in Crown Castle International Corp. The purchase prices were between $103.57 and $113.07, with an estimated average price of $108.54. The stock is now traded at around $105.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,667 shares as of 2018-03-31.

Added: Apple Inc (AAPL)

Bingham Osborn & Scarborough Llc added to a holding in Apple Inc by 25.67%. The purchase prices were between $155.15 and $181.72, with an estimated average price of $172.19. The stock is now traded at around $176.92. The impact to a portfolio due to this purchase was 0.2%. The holding were 60,577 shares as of 2018-03-31.

Added: JPMorgan Chase & Co (JPM)

Bingham Osborn & Scarborough Llc added to a holding in JPMorgan Chase & Co by 109.46%. The purchase prices were between $107.01 and $118.77, with an estimated average price of $113.23. The stock is now traded at around $110.91. The impact to a portfolio due to this purchase was 0.1%. The holding were 18,202 shares as of 2018-03-31.

Added: Microsoft Corp (MSFT)

Bingham Osborn & Scarborough Llc added to a holding in Microsoft Corp by 51.10%. The purchase prices were between $85.01 and $96.77, with an estimated average price of $91.45. The stock is now traded at around $95.42. The impact to a portfolio due to this purchase was 0.09%. The holding were 30,529 shares as of 2018-03-31.

Added: Boeing Co (BA)

Bingham Osborn & Scarborough Llc added to a holding in Boeing Co by 104.69%. The purchase prices were between $294.91 and $364.64, with an estimated average price of $337.41. The stock is now traded at around $338.56. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,318 shares as of 2018-03-31.

Added: Oracle Corp (ORCL)

Bingham Osborn & Scarborough Llc added to a holding in Oracle Corp by 27.36%. The purchase prices were between $44.79 and $52.97, with an estimated average price of $49.71. The stock is now traded at around $46.55. The impact to a portfolio due to this purchase was 0.02%. The holding were 23,800 shares as of 2018-03-31.

Added: International Business Machines Corp (IBM)

Bingham Osborn & Scarborough Llc added to a holding in International Business Machines Corp by 23.19%. The purchase prices were between $147.59 and $169.12, with an estimated average price of $158.26. The stock is now traded at around $159.31. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,398 shares as of 2018-03-31.

Sold Out: Fortis Inc (FTS)

Bingham Osborn & Scarborough Llc sold out a holding in Fortis Inc. The sale prices were between $31.83 and $36.39, with an estimated average price of $33.9.

Sold Out: Unilever PLC (UL)

Bingham Osborn & Scarborough Llc sold out a holding in Unilever PLC. The sale prices were between $51.2 and $57.66, with an estimated average price of $54.09.

Sold Out: SPDR Series Trust S&P Biotech (XBI)

Bingham Osborn & Scarborough Llc sold out a holding in SPDR Series Trust S&P Biotech. The sale prices were between $85.31 and $97.03, with an estimated average price of $91.23.

Sold Out: LendingClub Corp (LC)

Bingham Osborn & Scarborough Llc sold out a holding in LendingClub Corp. The sale prices were between $3.15 and $4.33, with an estimated average price of $3.85.



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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