Traverso Chambers Private Wealth Management, LLC Buys Blackstone Group Inc, BlackRock Inc, Sells BP PLC, Rockwell Automation Inc, Vodafone Group PLC

Investment company Traverso Chambers Private Wealth Management, LLC (Current Portfolio) buys Blackstone Group Inc, BlackRock Inc, sells BP PLC, Rockwell Automation Inc, Vodafone Group PLC, Dow Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Traverso Chambers Private Wealth Management, LLC. As of 2019Q2, Traverso Chambers Private Wealth Management, LLC owns 95 stocks with a total value of $204 million. These are the details of the buys and sells.

For the details of Traverso Chambers Private Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/traverso+chambers+private+wealth+management%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Traverso Chambers Private Wealth Management, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 286,281 shares, 11.31% of the total portfolio. Shares added by 11.89%
  2. SPDR S&P 500 (SPY) - 66,923 shares, 9.72% of the total portfolio. Shares reduced by 16.31%
  3. iShares Core U.S. Aggregate Bond (AGG) - 155,011 shares, 8.46% of the total portfolio. Shares added by 14.94%
  4. iShares Core S&P Small-Cap (IJR) - 171,509 shares, 6.56% of the total portfolio. Shares reduced by 9.78%
  5. WisdomTree U.S. LargeCap Dividend Fund (DLN) - 120,554 shares, 5.78% of the total portfolio. Shares reduced by 12.3%
New Purchase: Blackstone Group Inc (BX)

Traverso Chambers Private Wealth Management, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $34.45 and $45.04, with an estimated average price of $39.87. The stock is now traded at around $45.83. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,097 shares as of .

New Purchase: BlackRock Inc (BLK)

Traverso Chambers Private Wealth Management, LLC initiated holding in BlackRock Inc. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $477.17. The impact to a portfolio due to this purchase was 0.1%. The holding were 435 shares as of .

Sold Out: BP PLC (BP)

Traverso Chambers Private Wealth Management, LLC sold out a holding in BP PLC. The sale prices were between $40.44 and $45.23, with an estimated average price of $42.67.

Sold Out: Rockwell Automation Inc (ROK)

Traverso Chambers Private Wealth Management, LLC sold out a holding in Rockwell Automation Inc. The sale prices were between $148.85 and $189.92, with an estimated average price of $169.09.

Sold Out: Vodafone Group PLC (VOD)

Traverso Chambers Private Wealth Management, LLC sold out a holding in Vodafone Group PLC. The sale prices were between $15.56 and $18.88, with an estimated average price of $17.2.

Sold Out: Dow Inc (DOW)

Traverso Chambers Private Wealth Management, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



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