Colorado Capital Management, Inc. Buys JPMorgan Chase, iShares S&P Mid-Cap 400 Growth ETF, Union Pacific Corp, Sells iShares Russell Mid-Cap Value ETF

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Jan 23, 2020
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Investment company Colorado Capital Management, Inc. (Current Portfolio) buys JPMorgan Chase, iShares S&P Mid-Cap 400 Growth ETF, Union Pacific Corp, Vanguard High Dividend Yield Index Fund, Invesco Global Clean Energy ETF, sells iShares Russell Mid-Cap Value ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Colorado Capital Management, Inc.. As of 2019Q4, Colorado Capital Management, Inc. owns 75 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of Colorado Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/colorado+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Colorado Capital Management, Inc.
  1. SPDR S&P 500 ETF Trust (SPY) - 21,964 shares, 5.50% of the total portfolio. Shares reduced by 1.9%
  2. SPDR S&P MidCap 400 ETF (MDY) - 17,837 shares, 5.21% of the total portfolio. Shares reduced by 0.6%
  3. Vanguard FTSE All-World Ex-US Small-Cap Index Fund (VSS) - 57,945 shares, 5.01% of the total portfolio. Shares reduced by 1.85%
  4. Vanguard Value ETF (VTV) - 50,198 shares, 4.68% of the total portfolio. Shares reduced by 2.48%
  5. Schwab U.S. Mid-Cap ETF (SCHM) - 96,199 shares, 4.50% of the total portfolio. Shares reduced by 0.04%
New Purchase: JPMorgan Chase & Co (JPM)

Colorado Capital Management, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $136.68. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,666 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Colorado Capital Management, Inc. initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $242.57. The impact to a portfolio due to this purchase was 0.16%. The holding were 856 shares as of .

New Purchase: Union Pacific Corp (UNP)

Colorado Capital Management, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $180.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,124 shares as of .

New Purchase: Vanguard High Dividend Yield Index Fund (VYM)

Colorado Capital Management, Inc. initiated holding in Vanguard High Dividend Yield Index Fund. The purchase prices were between $85.84 and $94.47, with an estimated average price of $90.79. The stock is now traded at around $94.54. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,128 shares as of .

Added: Invesco Global Clean Energy ETF (PBD)

Colorado Capital Management, Inc. added to a holding in Invesco Global Clean Energy ETF by 21.01%. The purchase prices were between $11.92 and $14.3, with an estimated average price of $13.03. The stock is now traded at around $15.32. The impact to a portfolio due to this purchase was 0.14%. The holding were 73,386 shares as of .



Here is the complete portfolio of Colorado Capital Management, Inc.. Also check out:

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