Brand Asset Management Group, Inc. Buys SPDR S&P 500 ETF Trust, Vanguard Total International Stock, Vanguard S&P 500 ETF, Sells iShares 0-5 Year TIPS Bond ETF, Union Pacific Corp, UMB Financial Corp

Author's Avatar
Jan 24, 2020
Article's Main Image
Investment company Brand Asset Management Group, Inc. (Current Portfolio) buys SPDR S&P 500 ETF Trust, Vanguard Total International Stock, Vanguard S&P 500 ETF, Vanguard Intermediate-Term Corporate Bond ETF, Sierra Wireless Inc, sells iShares 0-5 Year TIPS Bond ETF, Union Pacific Corp, UMB Financial Corp, Kinder Morgan Inc, Enterprise Financial Services Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Brand Asset Management Group, Inc.. As of 2019Q4, Brand Asset Management Group, Inc. owns 300 stocks with a total value of $156 million. These are the details of the buys and sells.

For the details of Brand Asset Management Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/brand+asset+management+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Brand Asset Management Group, Inc.
  1. iShares MSCI EAFE Small-Cap ETF (SCZ) - 262,015 shares, 10.45% of the total portfolio. Shares added by 0.74%
  2. iShares Core MSCI Emerging Markets ETF (IEMG) - 289,483 shares, 9.97% of the total portfolio. Shares added by 1.60%
  3. Schwab U.S. REIT ETF (SCHH) - 190,254 shares, 5.60% of the total portfolio. Shares added by 1.69%
  4. iShares Russell 1000 Growth ETF (IWF) - 47,353 shares, 5.34% of the total portfolio. Shares reduced by 3.15%
  5. Vanguard Mid-Cap ETF (VO) - 46,797 shares, 5.34% of the total portfolio. Shares reduced by 0.74%
New Purchase: Vanguard Total International Stock (VXUS)

Brand Asset Management Group, Inc. initiated holding in Vanguard Total International Stock. The purchase prices were between $50.39 and $55.96, with an estimated average price of $53.83. The stock is now traded at around $55.68. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,000 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Brand Asset Management Group, Inc. initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $90.42 and $91.79, with an estimated average price of $91.19. The stock is now traded at around $92.56. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,098 shares as of .

New Purchase: iShares MSCI Japan ETF (EWJ)

Brand Asset Management Group, Inc. initiated holding in iShares MSCI Japan ETF. The purchase prices were between $55.13 and $60.29, with an estimated average price of $58.4. The stock is now traded at around $59.53. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 117 shares as of .

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

Brand Asset Management Group, Inc. added to a holding in SPDR S&P 500 ETF Trust by 27.60%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $328.77. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,184 shares as of .

Added: Vanguard S&P 500 ETF (VOO)

Brand Asset Management Group, Inc. added to a holding in Vanguard S&P 500 ETF by 52.04%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $302.03. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,005 shares as of .

Added: Sierra Wireless Inc (SWIR)

Brand Asset Management Group, Inc. added to a holding in Sierra Wireless Inc by 51.79%. The purchase prices were between $7.73 and $11.75, with an estimated average price of $9.69. The stock is now traded at around $10.18. The impact to a portfolio due to this purchase was 0.03%. The holding were 15,633 shares as of .

Added: SPDR Barclays Short Term High Yield Bond ETF (SJNK)

Brand Asset Management Group, Inc. added to a holding in SPDR Barclays Short Term High Yield Bond ETF by 66.67%. The purchase prices were between $26.55 and $26.99, with an estimated average price of $26.79. The stock is now traded at around $26.99. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5 shares as of .

Sold Out: UMB Financial Corp (UMBF)

Brand Asset Management Group, Inc. sold out a holding in UMB Financial Corp. The sale prices were between $62.25 and $69.87, with an estimated average price of $66.47.

Sold Out: Kinder Morgan Inc (KMI)

Brand Asset Management Group, Inc. sold out a holding in Kinder Morgan Inc. The sale prices were between $19.15 and $21.2, with an estimated average price of $20.24.

Sold Out: Stereotaxis Inc (STXS)

Brand Asset Management Group, Inc. sold out a holding in Stereotaxis Inc. The sale prices were between $2.99 and $5.29, with an estimated average price of $3.99.

Sold Out: Evergy Inc (EVRG)

Brand Asset Management Group, Inc. sold out a holding in Evergy Inc. The sale prices were between $62.14 and $66.01, with an estimated average price of $63.73.

Sold Out: Manchester United PLC (MANU)

Brand Asset Management Group, Inc. sold out a holding in Manchester United PLC. The sale prices were between $15.33 and $19.93, with an estimated average price of $17.34.

Sold Out: Nu Skin Enterprises Inc (NUS)

Brand Asset Management Group, Inc. sold out a holding in Nu Skin Enterprises Inc. The sale prices were between $37.7 and $46.68, with an estimated average price of $40.76.



Here is the complete portfolio of Brand Asset Management Group, Inc.. Also check out:

1. Brand Asset Management Group, Inc.'s Undervalued Stocks
2. Brand Asset Management Group, Inc.'s Top Growth Companies, and
3. Brand Asset Management Group, Inc.'s High Yield stocks
4. Stocks that Brand Asset Management Group, Inc. keeps buying