Edge Capital Group, LLC Buys Royal Philips NV, Verizon Communications Inc, Broadcom Inc, Sells iShares Russell 2000, Leggett & Platt Inc, Bank of South Carolina Corp

Investment company Edge Capital Group, LLC (Current Portfolio) buys Royal Philips NV, Verizon Communications Inc, Broadcom Inc, iShares Core U.S. Aggregate Bond, Sanofi SA, sells iShares Russell 2000, Leggett & Platt Inc, Bank of South Carolina Corp, iShares Russell 2000 Value, Dow Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Edge Capital Group, LLC. As of 2019Q2, Edge Capital Group, LLC owns 243 stocks with a total value of $985 million. These are the details of the buys and sells.

For the details of Edge Capital Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/edge+capital+group%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Edge Capital Group, LLC
  1. Vanguard High Dividend Yield (VYM) - 1,163,165 shares, 10.31% of the total portfolio. Shares added by 1.93%
  2. SPDR S&P 500 (SPY) - 273,294 shares, 8.13% of the total portfolio. Shares added by 6.71%
  3. iShares Core MSCI Emerging Markets (IEMG) - 1,245,468 shares, 6.50% of the total portfolio. Shares added by 19.93%
  4. iShares Core MSCI EAFE (IEFA) - 1,033,340 shares, 6.44% of the total portfolio. Shares reduced by 9.26%
  5. Vanguard FTSE Developed Markets (VEA) - 853,460 shares, 3.61% of the total portfolio. Shares reduced by 3.9%
New Purchase: Royal Philips NV (PHG)

Edge Capital Group, LLC initiated holding in Royal Philips NV. The purchase prices were between $39.37 and $43.58, with an estimated average price of $40.83. The stock is now traded at around $46.65. The impact to a portfolio due to this purchase was 0.83%. The holding were 188,810 shares as of .

New Purchase: JPMorgan Diversified Return International Equity (JPIN)

Edge Capital Group, LLC initiated holding in JPMorgan Diversified Return International Equity. The purchase prices were between $52 and $55.4, with an estimated average price of $54.03. The stock is now traded at around $54.00. The impact to a portfolio due to this purchase was 0.14%. The holding were 25,795 shares as of .

New Purchase: Equitrans Midstream Corp (ETRN)

Edge Capital Group, LLC initiated holding in Equitrans Midstream Corp. The purchase prices were between $19.24 and $22.04, with an estimated average price of $20.79. The stock is now traded at around $18.10. The impact to a portfolio due to this purchase was 0.07%. The holding were 35,000 shares as of .

New Purchase: DuPont de Nemours Inc (6D81)

Edge Capital Group, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $65.85. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,148 shares as of .

New Purchase: EQM Midstream Partners LP (EQM)

Edge Capital Group, LLC initiated holding in EQM Midstream Partners LP. The purchase prices were between $42.54 and $47.3, with an estimated average price of $45. The stock is now traded at around $41.54. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,740 shares as of .

New Purchase: The Travelers Companies Inc (TRV)

Edge Capital Group, LLC 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 $148.49. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,154 shares as of .

Added: Verizon Communications Inc (VZ)

Edge Capital Group, LLC added to a holding in Verizon Communications Inc by 1777.77%. The purchase prices were between $54.35 and $59.5, with an estimated average price of $57.65. The stock is now traded at around $56.36. The impact to a portfolio due to this purchase was 0.66%. The holding were 120,140 shares as of .

Added: Broadcom Inc (AVGO)

Edge Capital Group, LLC added to a holding in Broadcom Inc by 839.04%. The purchase prices were between $251.64 and $320.53, with an estimated average price of $291.3. The stock is now traded at around $300.39. The impact to a portfolio due to this purchase was 0.51%. The holding were 19,579 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Edge Capital Group, LLC added to a holding in iShares Core U.S. Aggregate Bond by 20.91%. The purchase prices were between $107.29 and $111.16, with an estimated average price of $108.84. The stock is now traded at around $111.19. The impact to a portfolio due to this purchase was 0.27%. The holding were 140,282 shares as of .

Added: Prudential PLC (PUK)

Edge Capital Group, LLC added to a holding in Prudential PLC by 71.81%. The purchase prices were between $39.58 and $46.32, with an estimated average price of $42.94. The stock is now traded at around $42.35. The impact to a portfolio due to this purchase was 0.24%. The holding were 130,012 shares as of .

Added: Sanofi SA (SNY)

Edge Capital Group, LLC added to a holding in Sanofi SA by 28.01%. The purchase prices were between $40.43 and $44.3, with an estimated average price of $42.5. The stock is now traded at around $42.03. The impact to a portfolio due to this purchase was 0.24%. The holding were 247,969 shares as of .

Added: Citigroup Inc (C)

Edge Capital Group, LLC added to a holding in Citigroup Inc by 53.16%. The purchase prices were between $62.15 and $71.03, with an estimated average price of $66.92. The stock is now traded at around $71.39. The impact to a portfolio due to this purchase was 0.18%. The holding were 71,312 shares as of .

Sold Out: Leggett & Platt Inc (LEG)

Edge Capital Group, LLC sold out a holding in Leggett & Platt Inc. The sale prices were between $35.51 and $43.74, with an estimated average price of $39.46.

Sold Out: Bank of South Carolina Corp (BKSC)

Edge Capital Group, LLC sold out a holding in Bank of South Carolina Corp. The sale prices were between $17.52 and $20.01, with an estimated average price of $18.63.

Sold Out: Reata Pharmaceuticals Inc (RETA)

Edge Capital Group, LLC sold out a holding in Reata Pharmaceuticals Inc. The sale prices were between $77.72 and $94.35, with an estimated average price of $86.24.

Sold Out: Biogen Inc (BIIB)

Edge Capital Group, LLC sold out a holding in Biogen Inc. The sale prices were between $219.29 and $241.72, with an estimated average price of $230.78.

Sold Out: Shopify Inc (SHOP)

Edge Capital Group, LLC sold out a holding in Shopify Inc. The sale prices were between $194.75 and $328.01, with an estimated average price of $259.95.

Sold Out: Extraction Oil & Gas Inc (XOG)

Edge Capital Group, LLC sold out a holding in Extraction Oil & Gas Inc. The sale prices were between $3.39 and $5.59, with an estimated average price of $4.28.

Reduced: iShares Russell 2000 (IWM)

Edge Capital Group, LLC reduced to a holding in iShares Russell 2000 by 63.33%. The sale prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $155.36. The impact to a portfolio due to this sale was -1.1%. Edge Capital Group, LLC still held 40,031 shares as of .



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