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Blue Bell Private Wealth Management, Llc Buys Aberdeen Chile Fund Inc, iShares S&P 500 Growth, Swiss Helvetia Fund Inc, Sells Royce Value Trust Inc, Nuveen Dow 30sm Dynamic Overwrite Fund, 3M Co

Blue Bell, PA, based Investment company Blue Bell Private Wealth Management, Llc buys Aberdeen Chile Fund Inc, iShares S&P 500 Growth, Swiss Helvetia Fund Inc, Boulder Growth & Income Fund, NexPoint Credit Strategies Fund, First Trust Cloud Computing ETF, SPDR S&P Emerging Markets Dividend, Schwab U.S. REIT, Advent Claymore Convertible Securities & Income Fu, Pioneer High Income Trust, sells Royce Value Trust Inc, Nuveen Dow 30sm Dynamic Overwrite Fund, 3M Co, Guggenheim Enhanced Equity Income Fund, iShares MSCI EAFE during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Blue Bell Private Wealth Management, Llc. As of 2018-06-30, Blue Bell Private Wealth Management, Llc owns 169 stocks with a total value of $198 million. These are the details of the buys and sells.

For the details of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=BLUE+BELL+PRIVATE+WEALTH+MANAGEMENT%2C+LLC

These are the top 5 holdings of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
  1. SPDR S&P 500 (SPY) - 148,461 shares, 20.3% of the total portfolio. Shares reduced by 6.69%
  2. General American Investors Company Inc (GAM) - 672,696 shares, 11.64% of the total portfolio. Shares reduced by 2.89%
  3. Adams Diversified Equity Fund Inc (ADX) - 1,267,313 shares, 9.85% of the total portfolio. Shares reduced by 1.68%
  4. Schwab U.S. Large-Cap (SCHX) - 274,426 shares, 8.99% of the total portfolio. Shares added by 1.82%
  5. Tri-Continental Corp (TY) - 578,840 shares, 7.74% of the total portfolio. Shares reduced by 2.95%
New Purchase: Aberdeen Chile Fund Inc (AEF)

Blue Bell Private Wealth Management, Llc initiated holding in Aberdeen Chile Fund Inc. The purchase prices were between $6.85 and $9.39, with an estimated average price of $8.6. The stock is now traded at around $7.16. The impact to a portfolio due to this purchase was 0.13%. The holding were 35,828 shares as of 2018-06-30.

New Purchase: SPDR S&P Emerging Markets Dividend (EDIV)

Blue Bell Private Wealth Management, Llc initiated holding in SPDR S&P Emerging Markets Dividend. The purchase prices were between $29.98 and $35.42, with an estimated average price of $33.45. The stock is now traded at around $31.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,359 shares as of 2018-06-30.

New Purchase: First Trust Cloud Computing ETF (SKYY)

Blue Bell Private Wealth Management, Llc initiated holding in First Trust Cloud Computing ETF. The purchase prices were between $47.16 and $55.35, with an estimated average price of $51.71. The stock is now traded at around $56.27. The impact to a portfolio due to this purchase was 0.02%. The holding were 862 shares as of 2018-06-30.

New Purchase: Pioneer High Income Trust (PHT)

Blue Bell Private Wealth Management, Llc initiated holding in Pioneer High Income Trust. The purchase prices were between $9.29 and $9.62, with an estimated average price of $9.44. The stock is now traded at around $9.27. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,450 shares as of 2018-06-30.

New Purchase: Blackrock Enhanced International Dividend Trust (BGY)

Blue Bell Private Wealth Management, Llc initiated holding in Blackrock Enhanced International Dividend Trust. The purchase prices were between $5.68 and $6.23, with an estimated average price of $5.95. The stock is now traded at around $5.85. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,500 shares as of 2018-06-30.

New Purchase: (INP)

Blue Bell Private Wealth Management, Llc initiated holding in . The purchase prices were between $82.44 and $85.21, with an estimated average price of $84.11. The stock is now traded at around $85.21. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 50 shares as of 2018-06-30.

Added: iShares S&P 500 Growth (IVW)

Blue Bell Private Wealth Management, Llc added to a holding in iShares S&P 500 Growth by 115.95%. The purchase prices were between $151.32 and $168.05, with an estimated average price of $160.69. The stock is now traded at around $172.61. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,550 shares as of 2018-06-30.

Added: Swiss Helvetia Fund Inc (SWZ)

Blue Bell Private Wealth Management, Llc added to a holding in Swiss Helvetia Fund Inc by 282.90%. The purchase prices were between $12.03 and $12.48, with an estimated average price of $12.29. The stock is now traded at around $12.80. The impact to a portfolio due to this purchase was 0.12%. The holding were 25,455 shares as of 2018-06-30.

Added: Boulder Growth & Income Fund (BIF)

Blue Bell Private Wealth Management, Llc added to a holding in Boulder Growth & Income Fund by 79.89%. The purchase prices were between $10.19 and $10.97, with an estimated average price of $10.72. The stock is now traded at around $10.81. The impact to a portfolio due to this purchase was 0.08%. The holding were 36,478 shares as of 2018-06-30.

Added: NexPoint Credit Strategies Fund (NHF)

Blue Bell Private Wealth Management, Llc added to a holding in NexPoint Credit Strategies Fund by 100.97%. The purchase prices were between $21.95 and $24.4, with an estimated average price of $22.92. The stock is now traded at around $22.45. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,783 shares as of 2018-06-30.

Added: Schwab U.S. REIT (SCHH)

Blue Bell Private Wealth Management, Llc added to a holding in Schwab U.S. REIT by 40.06%. The purchase prices were between $37.51 and $41.8, with an estimated average price of $39.57. The stock is now traded at around $41.50. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,185 shares as of 2018-06-30.

Added: Advent Claymore Convertible Securities & Income Fu (AGC)

Blue Bell Private Wealth Management, Llc added to a holding in Advent Claymore Convertible Securities & Income Fu by 2317.00%. The purchase prices were between $5.51 and $5.8, with an estimated average price of $5.67. The stock is now traded at around $5.62. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,417 shares as of 2018-06-30.

Sold Out: Aberdeen Emerging Markets Company Opportunities Fu (ABE)

Blue Bell Private Wealth Management, Llc sold out a holding in Aberdeen Emerging Markets Company Opportunities Fu. The sale prices were between $14.35 and $15.1, with an estimated average price of $14.81.

Sold Out: Delaware Investments Div & Income Fund (DDF)

Blue Bell Private Wealth Management, Llc sold out a holding in Delaware Investments Div & Income Fund. The sale prices were between $10.31 and $11.58, with an estimated average price of $11.07.

Sold Out: Ellsworth Growth and Income Fund Ltd (ECF)

Blue Bell Private Wealth Management, Llc sold out a holding in Ellsworth Growth and Income Fund Ltd. The sale prices were between $8.96 and $9.61, with an estimated average price of $9.33.

Sold Out: Cohen & Steers Total Return Realty Fund (RFI)

Blue Bell Private Wealth Management, Llc sold out a holding in Cohen & Steers Total Return Realty Fund. The sale prices were between $11.86 and $12.6, with an estimated average price of $12.28.

Sold Out: Aberdeen Israel Fund Inc (ISL)

Blue Bell Private Wealth Management, Llc sold out a holding in Aberdeen Israel Fund Inc. The sale prices were between $18.68 and $20.43, with an estimated average price of $19.35.

Sold Out: Clough Global Opportunities Fund (GLO)

Blue Bell Private Wealth Management, Llc sold out a holding in Clough Global Opportunities Fund. The sale prices were between $10.48 and $11.27, with an estimated average price of $10.92.



Here is the complete portfolio of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. Also check out:

1. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC keeps buying

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