Edge Wealth Management LLC Buys DocuSign Inc, Gilead Sciences Inc, Kayne Anderson MLP/Midstream Investment Co, Sells iShares Nasdaq Biotechnology Index Fund, AT&T Inc, Halliburton Co

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Oct 21, 2019
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New York, NY, based Investment company Edge Wealth Management LLC (Current Portfolio) buys DocuSign Inc, Gilead Sciences Inc, Kayne Anderson MLP/Midstream Investment Co, iShares Edge MSCI Min Volatility Emerging Markets , Cisco Systems Inc, sells iShares Nasdaq Biotechnology Index Fund, AT&T Inc, Halliburton Co, KraneShares China Internet ETF, iShares Russell 2000 ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Edge Wealth Management LLC. As of 2019Q3, Edge Wealth Management LLC owns 566 stocks with a total value of $422 million. These are the details of the buys and sells.

For the details of Edge Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/edge+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Edge Wealth Management LLC
  1. Invesco Preferred ETF (PGX) - 1,514,903 shares, 5.39% of the total portfolio. Shares reduced by 0.78%
  2. Apple Inc (AAPL) - 90,806 shares, 4.81% of the total portfolio. Shares reduced by 4.95%
  3. Microsoft Corp (MSFT) - 138,146 shares, 4.55% of the total portfolio. Shares reduced by 2.85%
  4. Invesco BulletShares 2022 Corporate Bond ETF (BSCM) - 882,115 shares, 4.49% of the total portfolio. Shares reduced by 0.18%
  5. Alphabet Inc (GOOGL) - 15,284 shares, 4.42% of the total portfolio. Shares reduced by 5.83%
New Purchase: Upwork Inc (UPWK)

Edge Wealth Management LLC initiated holding in Upwork Inc. The purchase prices were between $13.26 and $17.04, with an estimated average price of $15.24. The stock is now traded at around $14.54. The impact to a portfolio due to this purchase was 0.19%. The holding were 61,250 shares as of .

New Purchase: Invesco High Income 2024 Target Term (IHTA)

Edge Wealth Management LLC initiated holding in Invesco High Income 2024 Target Term. The purchase prices were between $10.14 and $10.6, with an estimated average price of $10.31. The stock is now traded at around $10.43. The impact to a portfolio due to this purchase was 0.08%. The holding were 32,285 shares as of .

New Purchase: Ulta Beauty Inc (ULTA)

Edge Wealth Management LLC initiated holding in Ulta Beauty Inc. The purchase prices were between $225.45 and $366.39, with an estimated average price of $306.36. The stock is now traded at around $236.55. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,100 shares as of .

New Purchase: Blackstone Group Inc (BX)

Edge Wealth Management LLC initiated holding in Blackstone Group Inc. The purchase prices were between $44.53 and $53.55, with an estimated average price of $48.76. The stock is now traded at around $49.22. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,100 shares as of .

New Purchase: Lyft Inc (LYFT)

Edge Wealth Management LLC initiated holding in Lyft Inc. The purchase prices were between $40.84 and $67.45, with an estimated average price of $54.64. The stock is now traded at around $40.83. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,605 shares as of .

New Purchase: Delaware Enhanced Global Dividend & Income Fund (DEX)

Edge Wealth Management LLC initiated holding in Delaware Enhanced Global Dividend & Income Fund. The purchase prices were between $9.5 and $10.08, with an estimated average price of $9.79. The stock is now traded at around $9.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,741 shares as of .

Added: DocuSign Inc (DOCU)

Edge Wealth Management LLC added to a holding in DocuSign Inc by 44.77%. The purchase prices were between $43.91 and $64.8, with an estimated average price of $52.27. The stock is now traded at around $66.02. The impact to a portfolio due to this purchase was 1.12%. The holding were 246,851 shares as of .

Added: Gilead Sciences Inc (GILD)

Edge Wealth Management LLC added to a holding in Gilead Sciences Inc by 106.84%. The purchase prices were between $62.51 and $69, with an estimated average price of $65.4. The stock is now traded at around $65.14. The impact to a portfolio due to this purchase was 0.91%. The holding were 117,271 shares as of .

Added: Kayne Anderson MLP/Midstream Investment Co (KYN)

Edge Wealth Management LLC added to a holding in Kayne Anderson MLP/Midstream Investment Co by 11937.56%. The purchase prices were between $13.59 and $16, with an estimated average price of $14.84. The stock is now traded at around $13.44. The impact to a portfolio due to this purchase was 0.61%. The holding were 182,369 shares as of .

Added: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

Edge Wealth Management LLC added to a holding in iShares Edge MSCI Min Volatility Emerging Markets by 92.14%. The purchase prices were between $55.22 and $59.35, with an estimated average price of $57.49. The stock is now traded at around $58.19. The impact to a portfolio due to this purchase was 0.29%. The holding were 45,433 shares as of .

Added: Cisco Systems Inc (CSCO)

Edge Wealth Management LLC added to a holding in Cisco Systems Inc by 30.11%. The purchase prices were between $46.25 and $58.05, with an estimated average price of $51.96. The stock is now traded at around $47.44. The impact to a portfolio due to this purchase was 0.27%. The holding were 99,237 shares as of .

Added: Lockheed Martin Corp (LMT)

Edge Wealth Management LLC added to a holding in Lockheed Martin Corp by 1034.48%. The purchase prices were between $356.21 and $397.04, with an estimated average price of $376.12. The stock is now traded at around $373.73. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,645 shares as of .

Sold Out: Halliburton Co (HAL)

Edge Wealth Management LLC sold out a holding in Halliburton Co. The sale prices were between $17.31 and $23.85, with an estimated average price of $20.7.

Sold Out: KraneShares China Internet ETF (KWEB)

Edge Wealth Management LLC sold out a holding in KraneShares China Internet ETF. The sale prices were between $38.29 and $45.03, with an estimated average price of $42.47.

Sold Out: JPMorgan Diversified Return International Equity E (JPIN)

Edge Wealth Management LLC sold out a holding in JPMorgan Diversified Return International Equity E. The sale prices were between $50.07 and $54.92, with an estimated average price of $52.7.

Sold Out: Wynn Resorts Ltd (WYNN)

Edge Wealth Management LLC sold out a holding in Wynn Resorts Ltd. The sale prices were between $102.5 and $140.88, with an estimated average price of $119.1.

Sold Out: Carbon Black Inc (CBLK)

Edge Wealth Management LLC sold out a holding in Carbon Black Inc. The sale prices were between $16.79 and $26.21, with an estimated average price of $22.06.

Sold Out: Invesco S&P Emerging Markets Low Volatility ETF (EELV)

Edge Wealth Management LLC sold out a holding in Invesco S&P Emerging Markets Low Volatility ETF. The sale prices were between $21.91 and $24.12, with an estimated average price of $23.02.



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