Cumberland Advisors Inc Buys Utilities Select Sector SPDR Fund, Consumer Staples Select Sector SPDR Fund, Real Estate Select Sector SPDR Fund, Sells ProShares UltraPro S&P500, SPDR S&P Oil & Gas Exploration & Production ETF, SPDR S&P 500 ETF Trust

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Jan 16, 2020
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Sarasota, FL, based Investment company Cumberland Advisors Inc (Current Portfolio) buys Utilities Select Sector SPDR Fund, Consumer Staples Select Sector SPDR Fund, Real Estate Select Sector SPDR Fund, iShares MSCI ACWI Ex US Index Fund, VanEck Vectors Junior Gold Miners ETF, sells ProShares UltraPro S&P500, SPDR S&P Oil & Gas Exploration & Production ETF, SPDR S&P 500 ETF Trust, iShares U.S. Home Construction ETF, iShares Core S&P 500 ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Cumberland Advisors Inc. As of 2019Q4, Cumberland Advisors Inc owns 68 stocks with a total value of $290 million. These are the details of the buys and sells.

For the details of CUMBERLAND ADVISORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/cumberland+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of CUMBERLAND ADVISORS INC
  1. SPDR S&P MidCap 400 ETF (MDY) - 77,635 shares, 10.04% of the total portfolio. Shares reduced by 1.16%
  2. SPDR S&P 500 ETF Trust (SPY) - 74,138 shares, 8.22% of the total portfolio. Shares reduced by 40.11%
  3. SPDR Aerospace & Defense ETF (XAR) - 192,305 shares, 7.23% of the total portfolio. Shares reduced by 4.28%
  4. SPDR S&P Biotech ETF (XBI) - 208,154 shares, 6.82% of the total portfolio. Shares reduced by 1.38%
  5. iShares U.S. Medical Devices ETF (IHI) - 59,089 shares, 5.38% of the total portfolio. Shares reduced by 4.57%
New Purchase: Utilities Select Sector SPDR Fund (XLU)

Cumberland Advisors Inc initiated holding in Utilities Select Sector SPDR Fund. The purchase prices were between $61.37 and $64.82, with an estimated average price of $63.51. The stock is now traded at around $66.09. The impact to a portfolio due to this purchase was 3.26%. The holding were 146,600 shares as of .

New Purchase: Consumer Staples Select Sector SPDR Fund (XLP)

Cumberland Advisors Inc initiated holding in Consumer Staples Select Sector SPDR Fund. The purchase prices were between $60.03 and $63.25, with an estimated average price of $61.63. The stock is now traded at around $63.71. The impact to a portfolio due to this purchase was 3.24%. The holding were 149,320 shares as of .

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

Cumberland Advisors Inc initiated holding in Real Estate Select Sector SPDR Fund. The purchase prices were between $37.47 and $40.18, with an estimated average price of $38.67. The stock is now traded at around $39.38. The impact to a portfolio due to this purchase was 3.18%. The holding were 238,800 shares as of .

New Purchase: iShares MSCI ACWI Ex US Index Fund (ACWX)

Cumberland Advisors Inc initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $44.83 and $49.24, with an estimated average price of $47.74. The stock is now traded at around $49.75. The impact to a portfolio due to this purchase was 1.97%. The holding were 116,670 shares as of .

New Purchase: VanEck Vectors Junior Gold Miners ETF (GDXJ)

Cumberland Advisors Inc initiated holding in VanEck Vectors Junior Gold Miners ETF. The purchase prices were between $35.63 and $42.37, with an estimated average price of $38.01. The stock is now traded at around $40.87. The impact to a portfolio due to this purchase was 1.41%. The holding were 96,660 shares as of .

New Purchase: General Electric Co (GE)

Cumberland Advisors Inc initiated holding in General Electric Co. The purchase prices were between $8.28 and $11.58, with an estimated average price of $10.42. The stock is now traded at around $11.91. The impact to a portfolio due to this purchase was 0.52%. The holding were 135,300 shares as of .

Added: Caterpillar Inc (CAT)

Cumberland Advisors Inc added to a holding in Caterpillar Inc by 153.52%. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $147.06. The impact to a portfolio due to this purchase was 0.28%. The holding were 9,000 shares as of .

Sold Out: ProShares UltraPro S&P500 (UPRO)

Cumberland Advisors Inc sold out a holding in ProShares UltraPro S&P500. The sale prices were between $50.45 and $70.7, with an estimated average price of $61.55.

Sold Out: SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

Cumberland Advisors Inc sold out a holding in SPDR S&P Oil & Gas Exploration & Production ETF. The sale prices were between $20.04 and $23.79, with an estimated average price of $21.69.

Sold Out: iShares U.S. Home Construction ETF (ITB)

Cumberland Advisors Inc sold out a holding in iShares U.S. Home Construction ETF. The sale prices were between $42.52 and $45.83, with an estimated average price of $44.6.

Sold Out: iShares Core S&P 500 ETF (IVV)

Cumberland Advisors Inc sold out a holding in iShares Core S&P 500 ETF. The sale prices were between $287.78 and $324.32, with an estimated average price of $308.1.

Sold Out: Industrial Select Sector SPDR Fund (XLI)

Cumberland Advisors Inc sold out a holding in Industrial Select Sector SPDR Fund. The sale prices were between $74.07 and $82.5, with an estimated average price of $79.94.

Sold Out: Technology Select Sector SPDR Fund (XLK)

Cumberland Advisors Inc sold out a holding in Technology Select Sector SPDR Fund. The sale prices were between $78.28 and $91.92, with an estimated average price of $85.83.

Reduced: SPDR S&P 500 ETF Trust (SPY)

Cumberland Advisors Inc reduced to a holding in SPDR S&P 500 ETF Trust by 40.11%. The sale prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $329.66. The impact to a portfolio due to this sale was -4.16%. Cumberland Advisors Inc still held 74,138 shares as of .

Reduced: ProShares UltraShort 7-10 Year Treasury (PST)

Cumberland Advisors Inc reduced to a holding in ProShares UltraShort 7-10 Year Treasury by 60.83%. The sale prices were between $18.03 and $19.2, with an estimated average price of $18.78. The stock is now traded at around $18.68. The impact to a portfolio due to this sale was -0.8%. Cumberland Advisors Inc still held 98,546 shares as of .

Reduced: Chesapeake Energy Corp (CHK)

Cumberland Advisors Inc reduced to a holding in Chesapeake Energy Corp by 30.18%. The sale prices were between $0.56 and $1.56, with an estimated average price of $0.99. The stock is now traded at around $0.71. The impact to a portfolio due to this sale was -0.12%. Cumberland Advisors Inc still held 681,100 shares as of .

Reduced: Visa Inc (V)

Cumberland Advisors Inc reduced to a holding in Visa Inc by 33.82%. The sale prices were between $169.83 and $189.39, with an estimated average price of $180.44. The stock is now traded at around $200.07. The impact to a portfolio due to this sale was -0.03%. Cumberland Advisors Inc still held 1,370 shares as of .



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