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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 .



Here is the complete portfolio of Pacific Edge Advisors, LLC. Also check out:

1. Pacific Edge Advisors, LLC's Undervalued Stocks
2. Pacific Edge Advisors, LLC's Top Growth Companies, and
3. Pacific Edge Advisors, LLC's High Yield stocks
4. Stocks that Pacific Edge Advisors, LLC keeps buying

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