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Blue Bell Private Wealth Management, Llc Buys Eaton Vance Tax-mgd Dvsf Eq Inc Fd, Eaton Vance Tax-Mgd Glbl Div Eq Inc, Schwab Short-Term U.S. Treasury, Sells Nuveen Dow 30sm Dynamic Overwrite Fund, Lazard World Dividend & Income Fd, Wells Fargo Global Div

Blue Bell, PA, based Investment company Blue Bell Private Wealth Management, Llc buys Eaton Vance Tax-mgd Dvsf Eq Inc Fd, Eaton Vance Tax-Mgd Glbl Div Eq Inc, Schwab Short-Term U.S. Treasury, Eaton Vance Enhanced Equity Income Fund, Blackrock Enhanced International Dividend Trust, sells Nuveen Dow 30sm Dynamic Overwrite Fund, Lazard World Dividend & Income Fd, Wells Fargo Global Dividend Opportunity Fund, Morgan Stanley Emerging Markets Fund Inc, Invesco S&P 500 Low Volatility, ProShares UltraShort Euro, Tekla World Healthcare Fund, iShares Silver Trust, NexPoint Credit Strategies Fund, Guggenheim Enhanced Equity Income Fund, Morgan Stanley Asia Pacific Fund Inc, The India Fund Inc, Alliance California Municipal Income Fund Inc, Templeton Dragon Fund Inc, Lazard Global Total Return & Inc Fd Inc, Bancroft Fund, ProShares Short 20+ Year Treasury, Invesco China Technology, John Hancock Hedged Equity & Income Fund, The New Ireland Fund Inc, Blackrock Enhanced Cap&Inc Fund, Inc, Swiss Helvetia Fund Inc, Schwab Fundamental U.S. Large Company Index, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, Aberdeen Standard Physical Platinum Shares, Asia Pacific Fund Inc, Invesco Canadian Energy Income during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Blue Bell Private Wealth Management, Llc. As of 2019Q1, Blue Bell Private Wealth Management, Llc owns 146 stocks with a total value of $188 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 https://www.gurufocus.com/guru/blue+bell+private+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
  1. SPDR S&P 500 (SPY) - 152,289 shares, 22.88% of the total portfolio. Shares added by 0.78%
  2. General American Investors Company Inc (GAM) - 711,838 shares, 12.61% of the total portfolio. Shares added by 2.17%
  3. Schwab U.S. Large-Cap (SCHX) - 277,478 shares, 9.98% of the total portfolio. Shares added by 1.68%
  4. Adams Diversified Equity Fund Inc (ADX) - 1,147,276 shares, 8.81% of the total portfolio. Shares reduced by 0.78%
  5. Tri-Continental Corp (TY) - 561,309 shares, 7.85% of the total portfolio. Shares reduced by 3.21%
New Purchase: Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY)

Blue Bell Private Wealth Management, Llc initiated holding in Eaton Vance Tax-mgd Dvsf Eq Inc Fd. The purchase prices were between $10.18 and $11.51, with an estimated average price of $11.07. The stock is now traded at around $11.81. The impact to a portfolio due to this purchase was 0.15%. The holding were 25,128 shares as of .

New Purchase: Eaton Vance Tax-Mgd Glbl Div Eq Inc (EXG)

Blue Bell Private Wealth Management, Llc initiated holding in Eaton Vance Tax-Mgd Glbl Div Eq Inc. The purchase prices were between $7.39 and $8.15, with an estimated average price of $7.9. The stock is now traded at around $8.31. The impact to a portfolio due to this purchase was 0.07%. The holding were 15,189 shares as of .

New Purchase: Eaton Vance Enhanced Equity Income Fund (EOI)

Blue Bell Private Wealth Management, Llc initiated holding in Eaton Vance Enhanced Equity Income Fund. The purchase prices were between $12.73 and $14.55, with an estimated average price of $13.94. The stock is now traded at around $14.94. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,400 shares as of .

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 $4.98 and $5.56, with an estimated average price of $5.39. The stock is now traded at around $5.62. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,000 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Blue Bell Private Wealth Management, Llc added to a holding in Schwab Short-Term U.S. Treasury by 319.15%. The purchase prices were between $49.81 and $50.22, with an estimated average price of $49.94. The stock is now traded at around $50.08. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,182 shares as of .

Sold Out: Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)

Blue Bell Private Wealth Management, Llc sold out a holding in Nuveen Dow 30sm Dynamic Overwrite Fund. The sale prices were between $15.94 and $18.39, with an estimated average price of $17.59.

Sold Out: Morgan Stanley Emerging Markets Fund Inc (MSF)

Blue Bell Private Wealth Management, Llc sold out a holding in Morgan Stanley Emerging Markets Fund Inc. The sale prices were between $16.01 and $17.76, with an estimated average price of $16.93.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Blue Bell Private Wealth Management, Llc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $45.48 and $52.64, with an estimated average price of $50.05.

Sold Out: Tekla World Healthcare Fund (THW)

Blue Bell Private Wealth Management, Llc sold out a holding in Tekla World Healthcare Fund. The sale prices were between $11.59 and $13.18, with an estimated average price of $12.73.

Sold Out: Alliance California Municipal Income Fund Inc (AKP)

Blue Bell Private Wealth Management, Llc sold out a holding in Alliance California Municipal Income Fund Inc. The sale prices were between $13.65 and $14.78, with an estimated average price of $14.22.

Sold Out: Guggenheim Enhanced Equity Income Fund (GPM)

Blue Bell Private Wealth Management, Llc sold out a holding in Guggenheim Enhanced Equity Income Fund. The sale prices were between $6.78 and $8.03, with an estimated average price of $7.67.



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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