Kmg Fiduciary Partners, Llc Buys First Trust Preferred Securities and Income ETF, NVIDIA Corp, Boston Scientific Corp, Sells iShares Russell 1000 Growth ETF, Celgene Corp, Netgear Inc

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Jan 29, 2020
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Investment company Kmg Fiduciary Partners, Llc (Current Portfolio) buys First Trust Preferred Securities and Income ETF, NVIDIA Corp, Boston Scientific Corp, Snap Inc, Lululemon Athletica Inc, sells iShares Russell 1000 Growth ETF, Celgene Corp, Netgear Inc, General Motors Co, iShares U.S. Preferred Stock during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Kmg Fiduciary Partners, Llc. As of 2019Q4, Kmg Fiduciary Partners, Llc owns 122 stocks with a total value of $313 million. These are the details of the buys and sells.

For the details of KMG FIDUCIARY PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kmg+fiduciary+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of KMG FIDUCIARY PARTNERS, LLC
  1. iShares Core S&P 500 ETF (IVV) - 102,246 shares, 10.55% of the total portfolio. Shares added by 0.24%
  2. Apple Inc (AAPL) - 58,204 shares, 5.46% of the total portfolio. Shares reduced by 12.11%
  3. Microsoft Corp (MSFT) - 83,846 shares, 4.22% of the total portfolio. Shares reduced by 0.83%
  4. JPMorgan Chase & Co (JPM) - 78,308 shares, 3.49% of the total portfolio. Shares reduced by 1.56%
  5. SPDR S&P MidCap 400 ETF (MDY) - 26,148 shares, 3.13% of the total portfolio. Shares added by 3.18%
New Purchase: NVIDIA Corp (NVDA)

Kmg Fiduciary Partners, Llc initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $247.97. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,582 shares as of .

New Purchase: Boston Scientific Corp (BSX)

Kmg Fiduciary Partners, Llc initiated holding in Boston Scientific Corp. The purchase prices were between $37.87 and $45.37, with an estimated average price of $41.94. The stock is now traded at around $43.45. The impact to a portfolio due to this purchase was 0.32%. The holding were 22,089 shares as of .

New Purchase: Snap Inc (SNAP)

Kmg Fiduciary Partners, Llc initiated holding in Snap Inc. The purchase prices were between $13.18 and $16.33, with an estimated average price of $14.73. The stock is now traded at around $18.99. The impact to a portfolio due to this purchase was 0.3%. The holding were 57,424 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

Kmg Fiduciary Partners, 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 $239.35. The impact to a portfolio due to this purchase was 0.3%. The holding were 4,009 shares as of .

New Purchase: Square Inc (SQ)

Kmg Fiduciary Partners, Llc initiated holding in Square Inc. The purchase prices were between $58.36 and $69.65, with an estimated average price of $64.02. The stock is now traded at around $74.80. The impact to a portfolio due to this purchase was 0.28%. The holding were 13,946 shares as of .

New Purchase: Ford Motor Co (F)

Kmg Fiduciary Partners, Llc initiated holding in Ford Motor Co. The purchase prices were between $8.54 and $9.54, with an estimated average price of $9. The stock is now traded at around $8.97. The impact to a portfolio due to this purchase was 0.28%. The holding were 94,818 shares as of .

Added: First Trust Preferred Securities and Income ETF (FPE)

Kmg Fiduciary Partners, Llc added to a holding in First Trust Preferred Securities and Income ETF by 231.65%. The purchase prices were between $19.72 and $20.07, with an estimated average price of $19.9. The stock is now traded at around $20.24. The impact to a portfolio due to this purchase was 0.94%. The holding were 210,978 shares as of .

Added: Amgen Inc (AMGN)

Kmg Fiduciary Partners, Llc added to a holding in Amgen Inc by 66.29%. The purchase prices were between $189.21 and $243.2, with an estimated average price of $221.4. The stock is now traded at around $224.84. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,883 shares as of .

Added: The Home Depot Inc (HD)

Kmg Fiduciary Partners, Llc added to a holding in The Home Depot Inc by 404.47%. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $233.86. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,399 shares as of .

Added: PepsiCo Inc (PEP)

Kmg Fiduciary Partners, Llc added to a holding in PepsiCo Inc by 22.50%. The purchase prices were between $131.98 and $140.28, with an estimated average price of $136.08. The stock is now traded at around $142.44. The impact to a portfolio due to this purchase was 0.24%. The holding were 29,303 shares as of .

Added: Twitter Inc (TWTR)

Kmg Fiduciary Partners, Llc added to a holding in Twitter Inc by 34.25%. The purchase prices were between $28.89 and $40.8, with an estimated average price of $32.75. The stock is now traded at around $33.42. The impact to a portfolio due to this purchase was 0.1%. The holding were 40,292 shares as of .

Added: Netflix Inc (NFLX)

Kmg Fiduciary Partners, Llc added to a holding in Netflix Inc by 23.38%. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $348.52. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,849 shares as of .

Sold Out: Celgene Corp (CELG)

Kmg Fiduciary Partners, Llc sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Netgear Inc (NTGR)

Kmg Fiduciary Partners, Llc sold out a holding in Netgear Inc. The sale prices were between $23.78 and $33.7, with an estimated average price of $27.18.

Sold Out: WisdomTree Emerging Markets High Dividend Fund (DEM)

Kmg Fiduciary Partners, Llc sold out a holding in WisdomTree Emerging Markets High Dividend Fund. The sale prices were between $40.47 and $45.78, with an estimated average price of $43.14.

Sold Out: DuPont de Nemours Inc (DD)

Kmg Fiduciary Partners, Llc sold out a holding in DuPont de Nemours Inc. The sale prices were between $61.99 and $72.6, with an estimated average price of $66.07.

Sold Out: Vanguard FTSE Europe ETF (VGK)

Kmg Fiduciary Partners, Llc sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $51.7 and $58.65, with an estimated average price of $55.99.

Sold Out: Vanguard FTSE Pacific ETF (VPL)

Kmg Fiduciary Partners, Llc sold out a holding in Vanguard FTSE Pacific ETF. The sale prices were between $64.79 and $70.95, with an estimated average price of $68.65.



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