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Blue Bell Private Wealth Management, Llc Buys Vanguard Russell 2000 Index Fund, Royce Micro-Cap Trust Inc, NexPoint Credit Strategies Fund, Sells Eaton Vance Tax-mgd Dvsf Eq Inc Fd, Liberty All Star Growth Fund Inc, Aberdeen Emerging Markets Equity Income

Blue Bell, PA, based Investment company Blue Bell Private Wealth Management, Llc (Current Portfolio) buys Vanguard Russell 2000 Index Fund, Royce Micro-Cap Trust Inc, NexPoint Credit Strategies Fund, Invesco S&P 500 Equal Weight Technology, Real Estate Select Sector SPDR Fund (The), sells Eaton Vance Tax-mgd Dvsf Eq Inc Fd, Liberty All Star Growth Fund Inc, Aberdeen Emerging Markets Equity Income Inc, Gabelli Dividend & Income Trust, Eaton Vance Tax-Mgd Glbl Div Eq Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Blue Bell Private Wealth Management, Llc. As of 2019Q2, Blue Bell Private Wealth Management, Llc owns 145 stocks with a total value of $191 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/portfolioportfolio

These are the top 5 holdings of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
  1. SPDR S&P 500 (SPY) - 153,519 shares, 23.56% of the total portfolio. Shares added by 0.81%
  2. General American Investors Company Inc (GAM) - 685,257 shares, 12.74% of the total portfolio. Shares reduced by 3.73%
  3. Schwab U.S. Large-Cap (SCHX) - 277,957 shares, 10.22% of the total portfolio. Shares added by 0.17%
  4. Adams Diversified Equity Fund Inc (ADX) - 1,098,653 shares, 8.90% of the total portfolio. Shares reduced by 4.24%
  5. Tri-Continental Corp (TY) - 536,688 shares, 7.58% of the total portfolio. Shares reduced by 4.39%
New Purchase: Vanguard Russell 2000 Index Fund (VTWO)

Blue Bell Private Wealth Management, Llc initiated holding in Vanguard Russell 2000 Index Fund. The purchase prices were between $117.34 and $129.28, with an estimated average price of $123.94. The stock is now traded at around $124.44. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,615 shares as of .

New Purchase: Western Asset Inflation Linked Income Fund (WIA)

Blue Bell Private Wealth Management, Llc initiated holding in Western Asset Inflation Linked Income Fund. The purchase prices were between $11.03 and $11.65, with an estimated average price of $11.2. The stock is now traded at around $11.60. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,400 shares as of .

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

Blue Bell Private Wealth Management, Llc initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $35.14 and $38.5, with an estimated average price of $36.52. The stock is now traded at around $37.12. The impact to a portfolio due to this purchase was 0.01%. The holding were 262 shares as of .

New Purchase: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Blue Bell Private Wealth Management, Llc initiated holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC. The purchase prices were between $50.79 and $54.65, with an estimated average price of $53.22. The stock is now traded at around $54.74. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 143 shares as of .

New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Blue Bell Private Wealth Management, Llc initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $57.14 and $62.78, with an estimated average price of $60.11. The stock is now traded at around $60.95. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 0 shares as of .

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

Blue Bell Private Wealth Management, Llc initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $56.6 and $63.75, with an estimated average price of $60.61. The stock is now traded at around $60.07. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 96 shares as of .

Added: Royce Micro-Cap Trust Inc (RMT)

Blue Bell Private Wealth Management, Llc added to a holding in Royce Micro-Cap Trust Inc by 32.84%. The purchase prices were between $7.9 and $8.55, with an estimated average price of $8.26. The stock is now traded at around $8.17. The impact to a portfolio due to this purchase was 0.07%. The holding were 70,125 shares as of .

Added: NexPoint Credit Strategies Fund (NHF)

Blue Bell Private Wealth Management, Llc added to a holding in NexPoint Credit Strategies Fund by 152.19%. The purchase prices were between $18.26 and $22.09, with an estimated average price of $19.89. The stock is now traded at around $18.85. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,674 shares as of .

Added: Invesco S&P 500 Equal Weight Technology (RYT)

Blue Bell Private Wealth Management, Llc added to a holding in Invesco S&P 500 Equal Weight Technology by 290.48%. The purchase prices were between $160.45 and $181.73, with an estimated average price of $173.32. The stock is now traded at around $186.32. The impact to a portfolio due to this purchase was 0.01%. The holding were 82 shares as of .

Added: Aberdeen Global Dynamic Dividend Fund (AGD)

Blue Bell Private Wealth Management, Llc added to a holding in Aberdeen Global Dynamic Dividend Fund by 186.08%. The purchase prices were between $8.88 and $9.77, with an estimated average price of $9.45. The stock is now traded at around $9.68. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,433 shares as of .

Added: The India Fund Inc (IFN)

Blue Bell Private Wealth Management, Llc added to a holding in The India Fund Inc by 46.56%. The purchase prices were between $20.22 and $22, with an estimated average price of $21.35. The stock is now traded at around $20.79. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,389 shares as of .

Sold Out: Tekla Healthcare Opportunities Fund (THQ)

Blue Bell Private Wealth Management, Llc sold out a holding in Tekla Healthcare Opportunities Fund. The sale prices were between $16.45 and $17.86, with an estimated average price of $17.15.

Sold Out: Wells Fargo Global Dividend Opportunity Fund (EOD)

Blue Bell Private Wealth Management, Llc sold out a holding in Wells Fargo Global Dividend Opportunity Fund. The sale prices were between $5.21 and $5.66, with an estimated average price of $5.37.

Sold Out: Delaware Enhanced Global Dividend & Income Fund (DEX)

Blue Bell Private Wealth Management, Llc sold out a holding in Delaware Enhanced Global Dividend & Income Fund. The sale prices were between $9.49 and $10.02, with an estimated average price of $9.82.

Sold Out: Eaton Vance Enhanced Equity Income Fund (EOI)

Blue Bell Private Wealth Management, Llc sold out a holding in Eaton Vance Enhanced Equity Income Fund. The sale prices were between $13.93 and $15.03, with an estimated average price of $14.69.

Sold Out: Blackrock Enhanced International Dividend Trust (BGY)

Blue Bell Private Wealth Management, Llc sold out a holding in Blackrock Enhanced International Dividend Trust. The sale prices were between $5.33 and $5.74, with an estimated average price of $5.52.

Sold Out: ProShares UltraShort Euro (EUO)

Blue Bell Private Wealth Management, Llc sold out a holding in ProShares UltraShort Euro. The sale prices were between $25.23 and $26.33, with an estimated average price of $25.78.



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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