Pacific Edge Advisors, LLC Buys iShares Core S&P 500, Schwab US Aggregate Bond, Blackstone Mortgage Trust Inc, Sells Pimco Investment Grade Corporate Bond Index Exchan, Schwab Emerging Markets Equity, Schwab U.S. Large-Cap Value

Investment company Pacific Edge Advisors, LLC buys iShares Core S&P 500, Schwab US Aggregate Bond, Blackstone Mortgage Trust Inc, iShares MSCI EAFE, iShares Core S&P Small-Cap, iShares Short-Term Corporate Bond ETF, SPDR Blackstone GSO Senior Loan, Vanguard Total International Stock ETF, iShares MSCI EAFE Small-Cap ETF, iShares MSCI Emerging Index Fund, Vanguard FTSE Emerging Markets, Microsoft Corp, UnitedHealth Group Inc, Vanguard Mid-Cap, Cisco Systems Inc, Amazon.com Inc, Alphabet Inc, Honeywell International Inc, Bank of America Corporation, Salesforce.com Inc, Facebook Inc, iShares International Select Dividend, Alphabet Inc, The Home Depot Inc, iShares Core S&P Mid-Cap, JPMorgan Chase, sells Pimco Investment Grade Corporate Bond Index Exchan, Schwab Emerging Markets Equity, Schwab U.S. Large-Cap Value, SPDR Nuveen Bloomberg Barclays Municipal Bond, Schwab U.S. Small-Cap, Short Term Municipal Bond Active Exchange-Traded F, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Pacific Premier Bancorp Inc, Apple Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Pacific Edge Advisors, LLC. As of 2018Q4, Pacific Edge Advisors, LLC owns 40 stocks with a total value of $152 million. These are the details of the buys and sells.

For the details of Pacific Edge Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pacific+edge+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Pacific Edge Advisors, LLC
  1. Schwab U.S. Large-Cap (SCHX) - 558,848 shares, 22.01% of the total portfolio. Shares added by 4.94%
  2. Schwab International Equity (SCHF) - 551,005 shares, 10.30% of the total portfolio. Shares reduced by 8.3%
  3. Blackstone Mortgage Trust Inc (BXMT) - 371,012 shares, 7.80% of the total portfolio. Shares added by 102.37%
  4. iShares Core S&P 500 (IVV) - 41,858 shares, 6.95% of the total portfolio. New Position
  5. Schwab US Aggregate Bond (SCHZ) - 207,430 shares, 6.92% of the total portfolio. Shares added by 2334.62%
New Purchase: iShares Core S&P 500 (IVV)

Pacific Edge Advisors, LLC initiated holding in iShares Core S&P 500. The purchase prices were between $236.09 and $293.95, with an estimated average price of $270.59. The stock is now traded at around $284.28. The impact to a portfolio due to this purchase was 6.95%. The holding were 41,858 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Pacific Edge Advisors, LLC initiated holding in iShares MSCI EAFE. The purchase prices were between $56.89 and $67.72, with an estimated average price of $62.28. The stock is now traded at around $65.22. The impact to a portfolio due to this purchase was 3.87%. The holding were 99,875 shares as of .

New Purchase: iShares Short-Term Corporate Bond ETF (IGSB)

Pacific Edge Advisors, LLC initiated holding in iShares Short-Term Corporate Bond ETF. The purchase prices were between $51.35 and $51.64, with an estimated average price of $51.5. The stock is now traded at around $52.50. The impact to a portfolio due to this purchase was 2.23%. The holding were 65,500 shares as of .

New Purchase: Vanguard Total International Stock ETF (VXUS)

Pacific Edge Advisors, LLC initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $45.72 and $53.76, with an estimated average price of $49.64. The stock is now traded at around $52.33. The impact to a portfolio due to this purchase was 1.67%. The holding were 53,500 shares as of .

New Purchase: iShares MSCI Emerging Index Fund (EEM)

Pacific Edge Advisors, LLC initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $38 and $42.39, with an estimated average price of $40.01. The stock is now traded at around $43.08. The impact to a portfolio due to this purchase was 0.55%. The holding were 21,250 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

Pacific Edge Advisors, LLC initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $36.68 and $40.66, with an estimated average price of $38.71. The stock is now traded at around $42.57. The impact to a portfolio due to this purchase was 0.45%. The holding were 17,900 shares as of .

Added: Schwab US Aggregate Bond (SCHZ)

Pacific Edge Advisors, LLC added to a holding in Schwab US Aggregate Bond by 2334.62%. The purchase prices were between $49.51 and $50.59, with an estimated average price of $49.94. The stock is now traded at around $51.20. The impact to a portfolio due to this purchase was 6.64%. The holding were 207,430 shares as of .

Added: Blackstone Mortgage Trust Inc (BXMT)

Pacific Edge Advisors, LLC added to a holding in Blackstone Mortgage Trust Inc by 102.37%. The purchase prices were between $31.28 and $35.44, with an estimated average price of $33.86. The stock is now traded at around $34.75. The impact to a portfolio due to this purchase was 3.95%. The holding were 371,012 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Pacific Edge Advisors, LLC added to a holding in iShares Core S&P Small-Cap by 1163.60%. The purchase prices were between $65.14 and $85.77, with an estimated average price of $76.94. The stock is now traded at around $77.97. The impact to a portfolio due to this purchase was 2.33%. The holding were 55,295 shares as of .

Added: SPDR Blackstone GSO Senior Loan (SRLN)

Pacific Edge Advisors, LLC added to a holding in SPDR Blackstone GSO Senior Loan by 56.60%. The purchase prices were between $44.46 and $47.23, with an estimated average price of $46.41. The stock is now traded at around $46.18. The impact to a portfolio due to this purchase was 2.21%. The holding were 207,255 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Pacific Edge Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 395.10%. The purchase prices were between $49.58 and $62.05, with an estimated average price of $55.77. The stock is now traded at around $57.72. The impact to a portfolio due to this purchase was 0.65%. The holding were 23,765 shares as of .

Added: Amazon.com Inc (AMZN)

Pacific Edge Advisors, LLC added to a holding in Amazon.com Inc by 93.18%. The purchase prices were between $1343.96 and $1971.31, with an estimated average price of $1650.41. The stock is now traded at around $1712.17. The impact to a portfolio due to this purchase was 0.2%. The holding were 425 shares as of .

Sold Out: Pimco Investment Grade Corporate Bond Index Exchan (CORP)

Pacific Edge Advisors, LLC sold out a holding in Pimco Investment Grade Corporate Bond Index Exchan. The sale prices were between $97.96 and $100.49, with an estimated average price of $98.72.

Sold Out: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Pacific Edge Advisors, LLC sold out a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The sale prices were between $50.73 and $67.25, with an estimated average price of $60.4.

Reduced: Schwab Emerging Markets Equity (SCHE)

Pacific Edge Advisors, LLC reduced to a holding in Schwab Emerging Markets Equity by 74.95%. The sale prices were between $22.96 and $25.5, with an estimated average price of $24.21. The stock is now traded at around $26.04. The impact to a portfolio due to this sale was -7.55%. Pacific Edge Advisors, LLC still held 126,290 shares as of .

Reduced: Schwab U.S. Large-Cap Value (SCHV)

Pacific Edge Advisors, LLC reduced to a holding in Schwab U.S. Large-Cap Value by 45.49%. The sale prices were between $46.58 and $56.44, with an estimated average price of $52.94. The stock is now traded at around $55.28. The impact to a portfolio due to this sale was -3.83%. Pacific Edge Advisors, LLC still held 117,260 shares as of .

Reduced: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

Pacific Edge Advisors, LLC reduced to a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond by 52.61%. The sale prices were between $46.65 and $48.12, with an estimated average price of $47.34. The stock is now traded at around $48.88. The impact to a portfolio due to this sale was -2.36%. Pacific Edge Advisors, LLC still held 60,635 shares as of .

Reduced: Schwab U.S. Small-Cap (SCHA)

Pacific Edge Advisors, LLC reduced to a holding in Schwab U.S. Small-Cap by 31.67%. The sale prices were between $57.06 and $75.21, with an estimated average price of $67.29. The stock is now traded at around $70.60. The impact to a portfolio due to this sale was -2.3%. Pacific Edge Advisors, LLC still held 99,705 shares as of .

Reduced: Short Term Municipal Bond Active Exchange-Traded F (SMMU)

Pacific Edge Advisors, LLC reduced to a holding in Short Term Municipal Bond Active Exchange-Traded F by 48.51%. The sale prices were between $49.5 and $49.95, with an estimated average price of $49.68. The stock is now traded at around $50.11. The impact to a portfolio due to this sale was -0.41%. Pacific Edge Advisors, LLC still held 12,100 shares as of .

Reduced: Pacific Premier Bancorp Inc (PPBI)

Pacific Edge Advisors, LLC reduced to a holding in Pacific Premier Bancorp Inc by 43.15%. The sale prices were between $23.31 and $37.51, with an estimated average price of $29.98. The stock is now traded at around $28.57. The impact to a portfolio due to this sale was -0.28%. Pacific Edge Advisors, LLC still held 13,174 shares as of .



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