Surevest Inc. Buys SPDR S&P 500, The Travelers Inc, Equity Lifestyle Properties Inc, Sells Nutanix Inc, SPDR S&P Bank, iShares Nasdaq Biotechnology Index Fund

• New Purchases: TRV, LYFT, APD, KMB, CL, ITW, PAA, CLX, NKE, ET, WFCPL.PFD, BRK.B, PEG, IWR, PRU, AMGN, F,
• Added Positions: SPY, ELS, ESS, DLR, SPDW, NOC, DON, DLS, V, GILD, EPD, JNJ, MDT, PEP, AIZ, MCD, CMI, PBCT, WM, AFL, T, MMP, GD, SHW, D, KO, EMR, ED, XOM, PII, R, GPC, UNP, K, UTX, CVX, ABBV, MMM, BX, SLYV, PM, VZ, PG, BABA, RCL, BMY, DIM, MSFT, AVB, FLOT, STIP, DEM, SLYG, EZM, GOOG, MDYG, GSK, COST, TD,
• Reduced Positions: NTNX, KBE, IBB, XHE, CB, MTUM, AAPL, IYG, GIS, DIS, EGBN, CRM, EPS, DGS, VTV, VWO, VPL, SJNK, VBR, GOOGL, AMZN, AGN, EPI, VGT, VGK, DFE, VIG, FB, HYS, JPM, CVS, BTI,
• Sold Out: BRK.A, DFJ, VTIP, VHT, UHAL, FAX,

For the details of Surevest Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/surevest+inc./current-portfolio/portfolio

1. Vanguard FTSE All World Ex US (VEU) - 137,691 shares, 4.37% of the total portfolio. Shares added by 0.48%
2. iShares 0-5 Year TIPS Bond (STIP) - 65,656 shares, 4.11% of the total portfolio. Shares added by 2.70%
3. iShares Floating Rate Bond (FLOT) - 125,546 shares, 3.98% of the total portfolio. Shares added by 2.77%
4. SPDR Portfolio Developed World ex-US (SPDW) - 179,585 shares, 3.30% of the total portfolio. Shares added by 19.20%
5. WisdomTree U.S. MidCap Dividend Fund (DON) - 113,199 shares, 2.55% of the total portfolio. Shares added by 23.33%

Surevest Inc. initiated holding in The Travelers Companies Inc. The purchase prices were between $135.19 and $153.13, with an estimated average price of $144.18. The stock is now traded at around $153.45. The impact to a portfolio due to this purchase was 0.83%. The holding were 8,962 shares as of .

Surevest Inc. initiated holding in Lyft Inc. The purchase prices were between $48.15 and $74.45, with an estimated average price of $60.05. The stock is now traded at around $61.83. The impact to a portfolio due to this purchase was 0.56%. The holding were 13,759 shares as of .

Surevest Inc. initiated holding in Air Products & Chemicals Inc. The purchase prices were between $190.48 and $226.37, with an estimated average price of $206.84. The stock is now traded at around $226.05. The impact to a portfolio due to this purchase was 0.49%. The holding were 3,460 shares as of .

Surevest Inc. initiated holding in Kimberly-Clark Corp. The purchase prices were between $121.34 and $137.79, with an estimated average price of $128.9. The stock is now traded at around $136.87. The impact to a portfolio due to this purchase was 0.45%. The holding were 5,400 shares as of .

Surevest Inc. initiated holding in Illinois Tool Works Inc. The purchase prices were between $139.64 and $158.33, with an estimated average price of $151. The stock is now traded at around $146.41. The impact to a portfolio due to this purchase was 0.44%. The holding were 4,685 shares as of .

Surevest Inc. initiated holding in Plains All American Pipeline LP. The purchase prices were between $22.57 and $24.91, with an estimated average price of $23.86. The stock is now traded at around $24.50. The impact to a portfolio due to this purchase was 0.44%. The holding were 29,226 shares as of .

Surevest Inc. added to a holding in SPDR S&P 500 by 211.25%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $297.19. The impact to a portfolio due to this purchase was 0.95%. The holding were 7,691 shares as of .

Surevest Inc. added to a holding in Equity Lifestyle Properties Inc by 151.40%. The purchase prices were between $112.31 and $124.4, with an estimated average price of $118.42. The stock is now traded at around $127.63. The impact to a portfolio due to this purchase was 0.68%. The holding were 14,946 shares as of .

Surevest Inc. added to a holding in Essex Property Trust Inc by 157.42%. The purchase prices were between $274.63 and $302.91, with an estimated average price of $288.1. The stock is now traded at around $305.38. The impact to a portfolio due to this purchase was 0.67%. The holding were 6,016 shares as of .

Surevest Inc. added to a holding in Digital Realty Trust Inc by 158.85%. The purchase prices were between $112.8 and $124.88, with an estimated average price of $119.13. The stock is now traded at around $121.68. The impact to a portfolio due to this purchase was 0.64%. The holding were 14,286 shares as of .

Surevest Inc. added to a holding in Northrop Grumman Corp by 103.46%. The purchase prices were between $266.76 and $323.82, with an estimated average price of $298.05. The stock is now traded at around $325.81. The impact to a portfolio due to this purchase was 0.49%. The holding were 4,769 shares as of .

Surevest Inc. added to a holding in WisdomTree U.S. MidCap Dividend Fund by 23.33%. The purchase prices were between $33.79 and $36.66, with an estimated average price of $35.74. The stock is now traded at around $36.35. The impact to a portfolio due to this purchase was 0.48%. The holding were 113,199 shares as of .

Surevest Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $297060 and $327766, with an estimated average price of $310849.

Surevest Inc. sold out a holding in WisdomTree Japan SmallCap Fund. The sale prices were between $63.77 and $68.66, with an estimated average price of $66.28.

Surevest Inc. sold out a holding in Vanguard Health Care. The sale prices were between $161.14 and $175.88, with an estimated average price of $168.67.

Surevest Inc. sold out a holding in Vanguard Short-Term Inflation-Protected Securities. The sale prices were between $48.65 and $49.37, with an estimated average price of $48.97.

Surevest Inc. sold out a holding in Amerco Inc. The sale prices were between $366.34 and $402.52, with an estimated average price of $380.91.

Surevest Inc. sold out a holding in Aberdeen Asia-pacific Income Fund Inc. The sale prices were between $4.05 and $4.26, with an estimated average price of $4.13.

Surevest Inc. reduced to a holding in Nutanix Inc by 60%. The sale prices were between $24.72 and $43.3, with an estimated average price of $34.98. The stock is now traded at around $26.26. The impact to a portfolio due to this sale was -1.7%. Surevest Inc. still held 40,000 shares as of .

Surevest Inc. reduced to a holding in SPDR S&P Bank by 51.54%. The sale prices were between $40.66 and $45.7, with an estimated average price of $43.18. The stock is now traded at around $43.64. The impact to a portfolio due to this sale was -0.66%. Surevest Inc. still held 19,897 shares as of .

Surevest Inc. reduced to a holding in iShares Nasdaq Biotechnology Index Fund by 64.06%. The sale prices were between $99.98 and $114.93, with an estimated average price of $106.31. The stock is now traded at around $108.84. The impact to a portfolio due to this sale was -0.65%. Surevest Inc. still held 4,369 shares as of .