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Twin Focus Capital Partners, Llc Buys Berkshire Hathaway, Apple, Vanguard FTSE Developed ...

Twin Focus Capital Partners, Llc

  • New Purchases: VDE , GOOGL , GOOG , VTIP, EV, IYF, SAN, RSYS,
  • Added Positions:BRK.A, AAPL, VTI, VEA, AGG, VOO, IAU, VXF, BRK.B, IEMG,
  • Reduced Positions:GLD, VIG, XOP, IWM, NMT, IWV, IWS, IWN, IVE, IJR,
  • Sold Out:AGN, EFA, MDT, TLT, EPP, PBA, DSU, IVOB, DRNA, TRMR,

For the details of TWIN FOCUS CAPITAL PARTNERS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TWIN+FOCUS+CAPITAL+PARTNERS%2C+LLC

These are the top 5 holdings of TWIN FOCUS CAPITAL PARTNERS, LLC

  1. Vanguard Total Stock Market ( VTI ) - 202,557 shares, 15.64% of the total portfolio. Shares added by 4.64%
  2. iShares Core MSCI Emerging Markets ( IEMG ) - 250,935 shares, 7.13% of the total portfolio. Shares added by 2.79%
  3. iShares Core MSCI EAFE ( IEFA ) - 170,641 shares, 6.13% of the total portfolio. Shares added by 1.63%
  4. SPDR Gold Trust ( GLD ) - 76,932 shares, 5.65% of the total portfolio. Shares reduced by 5.81%
  5. iShares S&P 500 Growth ( IVW ) - 54,042 shares, 4.41% of the total portfolio. Shares reduced by 0.38%

New Purchase: Vanguard Energy (VDE)

Twin Focus Capital Partners, Llc initiated holdings in Vanguard Energy. The purchase prices were between $92.9 and $108.16, with an estimated average price of $100.09. The stock is now traded at around $101.39. The impact to the portfolio due to this purchase was 0.32%. The holdings were 4,601 shares as of 2016-12-31.

New Purchase: Alphabet Inc (GOOGL)

Twin Focus Capital Partners, Llc initiated holdings in Alphabet Inc. The purchase prices were between $753.22 and $835.74, with an estimated average price of $799.67. The stock is now traded at around $835.81. The impact to the portfolio due to this purchase was 0.3%. The holdings were 570 shares as of 2016-12-31.

New Purchase: Alphabet Inc (GOOG)

Twin Focus Capital Partners, Llc initiated holdings in Alphabet Inc. The purchase prices were between $736.08 and $813.11, with an estimated average price of $779.09. The stock is now traded at around $814.20. The impact to the portfolio due to this purchase was 0.24%. The holdings were 463 shares as of 2016-12-31.

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Twin Focus Capital Partners, Llc initiated holdings in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $48.79 and $49.72, with an estimated average price of $49.41. The stock is now traded at around $49.33. The impact to the portfolio due to this purchase was 0.17%. The holdings were 5,300 shares as of 2016-12-31.

New Purchase: Eaton Vance Corp (EV)

Twin Focus Capital Partners, Llc initiated holdings in Eaton Vance Corp. The purchase prices were between $34.6 and $43.62, with an estimated average price of $39.31. The stock is now traded at around $43.06. The impact to the portfolio due to this purchase was 0.14%. The holdings were 5,000 shares as of 2016-12-31.

New Purchase: iShares U.S. Financial (IYF)

Twin Focus Capital Partners, Llc initiated holdings in iShares U.S. Financial. The purchase prices were between $88.56 and $103.2, with an estimated average price of $95.6. The stock is now traded at around $103.77. The impact to the portfolio due to this purchase was 0.14%. The holdings were 2,000 shares as of 2016-12-31.

Added: Berkshire Hathaway Inc (BRK.A)

Twin Focus Capital Partners, Llc added to the holdings in Berkshire Hathaway Inc by 122.22%. The purchase prices were between $214520 and $249711, with an estimated average price of $230816. The stock is now traded at around $246225.00. The impact to the portfolio due to this purchase was 1.8%. The holdings were 20 shares as of 2016-12-31.

Added: Apple Inc (AAPL)

Twin Focus Capital Partners, Llc added to the holdings in Apple Inc by 245.45%. The purchase prices were between $105.71 and $118.25, with an estimated average price of $113.4. The stock is now traded at around $132.51. The impact to the portfolio due to this purchase was 0.76%. The holdings were 13,818 shares as of 2016-12-31.

Added: Vanguard FTSE Developed Markets (VEA)

Twin Focus Capital Partners, Llc added to the holdings in Vanguard FTSE Developed Markets by 77.96%. The purchase prices were between $35.58 and $37.43, with an estimated average price of $36.47. The stock is now traded at around $38.21. The impact to the portfolio due to this purchase was 0.63%. The holdings were 58,890 shares as of 2016-12-31.

Added: Vanguard S&P 500 (VOO)

Twin Focus Capital Partners, Llc added to the holdings in Vanguard S&P 500 by 40.39%. The purchase prices were between $191.48 and $209.19, with an estimated average price of $200.8. The stock is now traded at around $212.30. The impact to the portfolio due to this purchase was 0.42%. The holdings were 10,602 shares as of 2016-12-31.

Added: Vanguard Extended Market ETF - DNQ (VXF)

Twin Focus Capital Partners, Llc added to the holdings in Vanguard Extended Market ETF - DNQ by 35.39%. The purchase prices were between $85.42 and $98.28, with an estimated average price of $92.62. The stock is now traded at around $99.67. The impact to the portfolio due to this purchase was 0.35%. The holdings were 20,970 shares as of 2016-12-31.

Added: iShares Select Dividend (DVY)

Twin Focus Capital Partners, Llc added to the holdings in iShares Select Dividend by 41.96%. The purchase prices were between $81.79 and $90.35, with an estimated average price of $86.18. The stock is now traded at around $90.18. The impact to the portfolio due to this purchase was 0.19%. The holdings were 10,650 shares as of 2016-12-31.

Sold Out: Allergan PLC (AGN)

Twin Focus Capital Partners, Llc sold out the holdings in Allergan PLC. The sale prices were between $188.47 and $242.65, with an estimated average price of $207.16.

Sold Out: iShares MSCI EAFE (EFA)

Twin Focus Capital Partners, Llc sold out the holdings in iShares MSCI EAFE. The sale prices were between $56.2 and $59.2, with an estimated average price of $57.65.

Sold Out: Medtronic PLC (MDT)

Twin Focus Capital Partners, Llc sold out the holdings in Medtronic PLC. The sale prices were between $71.23 and $86.39, with an estimated average price of $78.56.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Twin Focus Capital Partners, Llc sold out the holdings in iShares 20+ Year Treasury Bond ETF. The sale prices were between $116.82 and $136.81, with an estimated average price of $125.07.

Sold Out: Pembina Pipeline Corp (PBA)

Twin Focus Capital Partners, Llc sold out the holdings in Pembina Pipeline Corp. The sale prices were between $27.86 and $31.71, with an estimated average price of $30.22.

Sold Out: iShares MSCI Pacific Ex-Japan Index Fund (EPP)

Twin Focus Capital Partners, Llc sold out the holdings in iShares MSCI Pacific Ex-Japan Index Fund. The sale prices were between $39.38 and $42.44, with an estimated average price of $41.08.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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