CFO4Life Group, LLC Buys Prosperity Bancshares Inc, CVS Health Corp, Qorvo Inc, Sells LegacyTexas Financial Group Inc, WellCare Health Plans Inc, Booking Holdings Inc

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Jan 22, 2020
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Investment company CFO4Life Group, LLC (Current Portfolio) buys Prosperity Bancshares Inc, CVS Health Corp, Qorvo Inc, Akamai Technologies Inc, Lululemon Athletica Inc, sells LegacyTexas Financial Group Inc, WellCare Health Plans Inc, Booking Holdings Inc, Chevron Corp, Hilton Worldwide Holdings Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, CFO4Life Group, LLC. As of 2019Q4, CFO4Life Group, LLC owns 124 stocks with a total value of $234 million. These are the details of the buys and sells.

For the details of CFO4Life Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cfo4life+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CFO4Life Group, LLC
  1. United Parcel Service Inc (UPS) - 315,358 shares, 15.80% of the total portfolio. Shares reduced by 0.16%
  2. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 117,721 shares, 6.33% of the total portfolio. Shares added by 1.31%
  3. iShares Edge MSCI Min Volatility USA ETF (USMV) - 212,801 shares, 5.98% of the total portfolio. Shares added by 4.84%
  4. Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF) - 363,605 shares, 5.26% of the total portfolio. Shares added by 10.42%
  5. Apple Inc (AAPL) - 38,917 shares, 4.89% of the total portfolio. Shares reduced by 2.58%
New Purchase: Prosperity Bancshares Inc (PB)

CFO4Life Group, LLC initiated holding in Prosperity Bancshares Inc. The purchase prices were between $67.35 and $73.95, with an estimated average price of $70.67. The stock is now traded at around $69.31. The impact to a portfolio due to this purchase was 1.11%. The holding were 36,036 shares as of .

New Purchase: CVS Health Corp (CVS)

CFO4Life Group, LLC initiated holding in CVS Health Corp. The purchase prices were between $60.38 and $76.58, with an estimated average price of $70.48. The stock is now traded at around $74.13. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,583 shares as of .

New Purchase: Qorvo Inc (QRVO)

CFO4Life Group, LLC initiated holding in Qorvo Inc. The purchase prices were between $71.37 and $117.96, with an estimated average price of $97.51. The stock is now traded at around $116.60. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,528 shares as of .

New Purchase: Akamai Technologies Inc (AKAM)

CFO4Life Group, LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $83.34 and $91.89, with an estimated average price of $87.35. The stock is now traded at around $96.13. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,658 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

CFO4Life Group, LLC initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $244.35. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,000 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

CFO4Life Group, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $115.97. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,849 shares as of .

Added: AT&T Inc (T)

CFO4Life Group, LLC added to a holding in AT&T Inc by 30.62%. The purchase prices were between $36.82 and $39.63, with an estimated average price of $38.24. The stock is now traded at around $39.09. The impact to a portfolio due to this purchase was 0.09%. The holding were 22,547 shares as of .

Added: BlackRock TCP Capital Corp (TCPC)

CFO4Life Group, LLC added to a holding in BlackRock TCP Capital Corp by 93.10%. The purchase prices were between $13.15 and $14.48, with an estimated average price of $13.98. The stock is now traded at around $14.27. The impact to a portfolio due to this purchase was 0.08%. The holding were 27,945 shares as of .

Added: Northrop Grumman Corp (NOC)

CFO4Life Group, LLC added to a holding in Northrop Grumman Corp by 30.16%. The purchase prices were between $337.85 and $368.98, with an estimated average price of $351.33. The stock is now traded at around $376.45. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,230 shares as of .

Added: Savara Inc (SVRA)

CFO4Life Group, LLC added to a holding in Savara Inc by 48.99%. The purchase prices were between $0.71 and $4.91, with an estimated average price of $1.19. The stock is now traded at around $3.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 21,289 shares as of .

Sold Out: LegacyTexas Financial Group Inc (LTXB)

CFO4Life Group, LLC sold out a holding in LegacyTexas Financial Group Inc. The sale prices were between $41.89 and $45.32, with an estimated average price of $43.46.

Sold Out: WellCare Health Plans Inc (WCG)

CFO4Life Group, LLC sold out a holding in WellCare Health Plans Inc. The sale prices were between $258.37 and $332.8, with an estimated average price of $301.65.

Sold Out: Hilton Worldwide Holdings Inc (HLT)

CFO4Life Group, LLC sold out a holding in Hilton Worldwide Holdings Inc. The sale prices were between $90.7 and $112.39, with an estimated average price of $100.73.

Sold Out: TCG BDC Inc (CGBD)

CFO4Life Group, LLC sold out a holding in TCG BDC Inc. The sale prices were between $13.15 and $14.53, with an estimated average price of $13.84.

Sold Out: Invesco S&P 500 Equal Weight ETF (RSP)

CFO4Life Group, LLC sold out a holding in Invesco S&P 500 Equal Weight ETF. The sale prices were between $103.92 and $115.93, with an estimated average price of $111.26.

Sold Out: Archer-Daniels Midland Co (ADM)

CFO4Life Group, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $38.4 and $46.35, with an estimated average price of $42.74.



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