Shine Investment Advisory Services Inc Buys iShares Core Dividend Growth ETF, iShares Core S&P Mid-Cap ETF, Abbott Laboratories, Sells SPDR S&P MidCap 400 ETF, Invesco S&P 500 Pure Growth ETF, Vanguard Dividend Appreciation ETF

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Feb 03, 2020
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Lone Tree, CO, based Investment company Shine Investment Advisory Services Inc (Current Portfolio) buys iShares Core Dividend Growth ETF, iShares Core S&P Mid-Cap ETF, Abbott Laboratories, AbbVie Inc, SPDR Dow Jones Global Real Estate ETF, sells SPDR S&P MidCap 400 ETF, Invesco S&P 500 Pure Growth ETF, Vanguard Dividend Appreciation ETF, Vanguard Growth ETF, Schwab U.S. Mid-Cap ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Shine Investment Advisory Services Inc. As of 2019Q4, Shine Investment Advisory Services Inc owns 722 stocks with a total value of $203 million. These are the details of the buys and sells.

For the details of SHINE INVESTMENT ADVISORY SERVICES INC's stock buys and sells, go to https://www.gurufocus.com/guru/shine+investment+advisory+services+inc/current-portfolio/portfolio

These are the top 5 holdings of SHINE INVESTMENT ADVISORY SERVICES INC
  1. SPDR S&P MidCap 400 ETF (MDY) - 51,160 shares, 9.46% of the total portfolio. Shares reduced by 28.94%
  2. iShares Core Dividend Growth ETF (DGRO) - 346,915 shares, 7.19% of the total portfolio. Shares added by 11557.09%
  3. iShares Russell 1000 Growth ETF (IWF) - 61,097 shares, 5.29% of the total portfolio. Shares reduced by 2.78%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 50,315 shares, 5.10% of the total portfolio. Shares added by 345.03%
  5. Invesco S&P 500 Pure Growth ETF (RPG) - 78,115 shares, 4.88% of the total portfolio. Shares reduced by 35.05%
New Purchase: Vanguard Total Bond Market ETF (BND)

Shine Investment Advisory Services Inc initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $83.03 and $84.38, with an estimated average price of $83.72. The stock is now traded at around $85.17. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,058 shares as of .

New Purchase: iShares Russell Mid-Cap ETF (IWR)

Shine Investment Advisory Services Inc initiated holding in iShares Russell Mid-Cap ETF. The purchase prices were between $53.88 and $59.69, with an estimated average price of $57.24. The stock is now traded at around $59.78. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,440 shares as of .

New Purchase: Graham Holdings Co (GHC)

Shine Investment Advisory Services Inc initiated holding in Graham Holdings Co. The purchase prices were between $619.77 and $665.33, with an estimated average price of $638.99. The stock is now traded at around $557.29. The impact to a portfolio due to this purchase was 0.03%. The holding were 99 shares as of .

New Purchase: LivaNova PLC (LIVN)

Shine Investment Advisory Services Inc initiated holding in LivaNova PLC. The purchase prices were between $68.92 and $85.27, with an estimated average price of $76.02. The stock is now traded at around $68.51. The impact to a portfolio due to this purchase was 0.03%. The holding were 699 shares as of .

New Purchase: Boston Scientific Corp (BSX)

Shine Investment Advisory Services Inc 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 $42.36. The impact to a portfolio due to this purchase was 0.02%. The holding were 720 shares as of .

New Purchase: Infosys Ltd (INFY)

Shine Investment Advisory Services Inc initiated holding in Infosys Ltd. The purchase prices were between $8.93 and $11.29, with an estimated average price of $10.04. The stock is now traded at around $10.88. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,500 shares as of .

Added: iShares Core Dividend Growth ETF (DGRO)

Shine Investment Advisory Services Inc added to a holding in iShares Core Dividend Growth ETF by 11557.09%. The purchase prices were between $37.67 and $42.2, with an estimated average price of $40.29. The stock is now traded at around $41.85. The impact to a portfolio due to this purchase was 7.13%. The holding were 346,915 shares as of .

Added: iShares Core S&P Mid-Cap ETF (IJH)

Shine Investment Advisory Services Inc added to a holding in iShares Core S&P Mid-Cap ETF by 345.03%. The purchase prices were between $184.95 and $206.16, with an estimated average price of $197.56. The stock is now traded at around $203.05. The impact to a portfolio due to this purchase was 3.95%. The holding were 50,315 shares as of .

Added: AbbVie Inc (ABBV)

Shine Investment Advisory Services Inc added to a holding in AbbVie Inc by 483.80%. The purchase prices were between $72.13 and $90.25, with an estimated average price of $83.36. The stock is now traded at around $81.90. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,532 shares as of .

Added: Abbott Laboratories (ABT)

Shine Investment Advisory Services Inc added to a holding in Abbott Laboratories by 138.45%. The purchase prices were between $78.51 and $87.4, with an estimated average price of $83.86. The stock is now traded at around $87.72. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,738 shares as of .

Added: SPDR Dow Jones Global Real Estate ETF (RWO)

Shine Investment Advisory Services Inc added to a holding in SPDR Dow Jones Global Real Estate ETF by 20.82%. The purchase prices were between $50.59 and $53.39, with an estimated average price of $52.02. The stock is now traded at around $51.85. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,849 shares as of .

Added: Smith & Nephew PLC (SNN)

Shine Investment Advisory Services Inc added to a holding in Smith & Nephew PLC by 951.02%. The purchase prices were between $42.26 and $48.5, with an estimated average price of $45.14. The stock is now traded at around $47.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,090 shares as of .

Sold Out: Thomson Reuters Corp (TRI)

Shine Investment Advisory Services Inc sold out a holding in Thomson Reuters Corp. The sale prices were between $65.79 and $72.76, with an estimated average price of $69.23.

Sold Out: Versum Materials Inc (VSM)

Shine Investment Advisory Services Inc sold out a holding in Versum Materials Inc. The sale prices were between $52.97 and $52.99, with an estimated average price of $52.98.

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

Shine Investment Advisory Services Inc sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The sale prices were between $125.71 and $128.49, with an estimated average price of $127.36.

Sold Out: Ishares MSCI India (INDA)

Shine Investment Advisory Services Inc sold out a holding in Ishares MSCI India. The sale prices were between $32.18 and $35.45, with an estimated average price of $34.32.

Sold Out: PagSeguro Digital Ltd (PAGS)

Shine Investment Advisory Services Inc sold out a holding in PagSeguro Digital Ltd. The sale prices were between $27.96 and $46.29, with an estimated average price of $35.76.

Sold Out: LCI Industries Inc (LCII)

Shine Investment Advisory Services Inc sold out a holding in LCI Industries Inc. The sale prices were between $88.63 and $108.71, with an estimated average price of $101.61.



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