Personal Wealth Partners Buys ishares Gold Trust, iShares Short-Term National Muni Bond ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, Sells Wells Fargo, iShares S&P Small-Cap 600 Value ETF, iShares U.S. Preferred Stock

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Jan 29, 2020
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Investment company Personal Wealth Partners (Current Portfolio) buys ishares Gold Trust, iShares Short-Term National Muni Bond ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, Invesco Solar ETF, Healthpeak Properties Inc, sells Wells Fargo, iShares S&P Small-Cap 600 Value ETF, iShares U.S. Preferred Stock, Invesco BulletShares 2019 Corporate Bond ETF, Vanguard Value ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Personal Wealth Partners. As of 2019Q4, Personal Wealth Partners owns 677 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of Personal Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/personal+wealth+partners/current-portfolio/portfolio

These are the top 5 holdings of Personal Wealth Partners
  1. iShares Edge MSCI Min Volatility USA ETF (USMV) - 808,263 shares, 25.58% of the total portfolio. Shares added by 10.37%
  2. iShares Core S&P Small-Cap ETF (IJR) - 244,081 shares, 9.87% of the total portfolio. Shares added by 10.58%
  3. iShares Core S&P Mid-Cap ETF (IJH) - 75,891 shares, 7.54% of the total portfolio. Shares added by 11.14%
  4. iShares S&P 500 Value ETF (IVE) - 108,957 shares, 6.84% of the total portfolio. Shares added by 18.05%
  5. iShares Core U.S. Aggregate Bond ETF (AGG) - 103,288 shares, 5.60% of the total portfolio. Shares reduced by 19.78%
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Personal Wealth Partners initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.57 and $101.77, with an estimated average price of $101.66. The stock is now traded at around $101.88. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,055 shares as of .

New Purchase: Healthpeak Properties Inc (HC5)

Personal Wealth Partners initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $33.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,910 shares as of .

New Purchase: iShares Morningstar Mid-Cap ETF (JKG)

Personal Wealth Partners initiated holding in iShares Morningstar Mid-Cap ETF. The purchase prices were between $190.87 and $209.56, with an estimated average price of $202.51. The stock is now traded at around $212.69. The impact to a portfolio due to this purchase was 0.03%. The holding were 325 shares as of .

New Purchase: ViacomCBS Inc (0VVB)

Personal Wealth Partners initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $32.20. The impact to a portfolio due to this purchase was 0.02%. The holding were 823 shares as of .

New Purchase: Xerox Holdings Corp (XRX)

Personal Wealth Partners initiated holding in Xerox Holdings Corp. The purchase prices were between $28.31 and $39.3, with an estimated average price of $35.15. The stock is now traded at around $36.78. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 34 shares as of .

New Purchase: Truist Financial Corp (BBK)

Personal Wealth Partners initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 140 shares as of .

Added: ishares Gold Trust (IAU)

Personal Wealth Partners added to a holding in ishares Gold Trust by 33.59%. The purchase prices were between $13.9 and $14.5, with an estimated average price of $14.18. The stock is now traded at around $14.99. The impact to a portfolio due to this purchase was 0.33%. The holding were 189,179 shares as of .

Added: iShares Short-Term National Muni Bond ETF (SUB)

Personal Wealth Partners added to a holding in iShares Short-Term National Muni Bond ETF by 179.01%. The purchase prices were between $106.46 and $106.81, with an estimated average price of $106.65. The stock is now traded at around $107.33. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,655 shares as of .

Added: Invesco Solar ETF (TAN)

Personal Wealth Partners added to a holding in Invesco Solar ETF by 100.00%. The purchase prices were between $27.33 and $31.12, with an estimated average price of $28.94. The stock is now traded at around $32.75. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,300 shares as of .

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Personal Wealth Partners added to a holding in Vanguard FTSE Emerging Markets ETF by 30.43%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $43.16. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,343 shares as of .

Added: Invesco S&P SmallCap Low Volatility ETF (XSLV)

Personal Wealth Partners added to a holding in Invesco S&P SmallCap Low Volatility ETF by 32.02%. The purchase prices were between $47.97 and $51.5, with an estimated average price of $50.07. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,340 shares as of .

Added: Target Corp (TGT)

Personal Wealth Partners added to a holding in Target Corp by 38.59%. The purchase prices were between $105.16 and $129.21, with an estimated average price of $117.84. The stock is now traded at around $115.44. The impact to a portfolio due to this purchase was 0.01%. The holding were 334 shares as of .

Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)

Personal Wealth Partners sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.

Sold Out: Scientific Games Corp (SGMS)

Personal Wealth Partners sold out a holding in Scientific Games Corp. The sale prices were between $19.52 and $31.58, with an estimated average price of $25.89.

Sold Out: Ecolab Inc (ECL)

Personal Wealth Partners sold out a holding in Ecolab Inc. The sale prices were between $182.06 and $195.23, with an estimated average price of $189.71.

Sold Out: Waste Management Inc (WM)

Personal Wealth Partners sold out a holding in Waste Management Inc. The sale prices were between $108.31 and $117.44, with an estimated average price of $112.89.

Sold Out: FS KKR Capital Corp (FSK)

Personal Wealth Partners sold out a holding in FS KKR Capital Corp. The sale prices were between $5.65 and $6.36, with an estimated average price of $5.99.

Sold Out: Arista Networks Inc (ANET)

Personal Wealth Partners sold out a holding in Arista Networks Inc. The sale prices were between $185.3 and $248.9, with an estimated average price of $209.86.



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