Chartist Inc Buys Truist Financial Corp, Apple Inc, Vanguard Growth ETF, Sells New Jersey Resources Corp, Public Service Enterprise Group Inc, SunTrust Banks Inc

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Feb 05, 2020
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Investment company Chartist Inc (Current Portfolio) buys Truist Financial Corp, Apple Inc, Vanguard Growth ETF, sells New Jersey Resources Corp, Public Service Enterprise Group Inc, SunTrust Banks Inc, iShares Silver Trust during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Chartist Inc . As of 2019Q4, Chartist Inc owns 24 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of CHARTIST INC 's stock buys and sells, go to https://www.gurufocus.com/guru/chartist+inc+/current-portfolio/portfolio

These are the top 5 holdings of CHARTIST INC
  1. Sherwin-Williams Co (SHW) - 168,861 shares, 39.10% of the total portfolio. Shares reduced by 1.52%
  2. iShares Russell 2000 ETF (IWM) - 194,705 shares, 23.21% of the total portfolio. Shares reduced by 1.58%
  3. SPDR S&P 400 Mid Cap Growth ETF (MDYG) - 68,370 shares, 18.46% of the total portfolio. Shares reduced by 2.1%
  4. SPDR Dow Jones Industrial Average ETF Trust (DIA) - 50,783 shares, 10.42% of the total portfolio. Shares reduced by 2.29%
  5. Vanguard Total Stock Market ETF (VTI) - 9,827 shares, 1.16% of the total portfolio.
New Purchase: Truist Financial Corp (BBK)

Chartist Inc 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 $48.40. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,270 shares as of .

New Purchase: Apple Inc (AAPL)

Chartist Inc initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $321.34. The impact to a portfolio due to this purchase was 0.16%. The holding were 734 shares as of .

Added: Vanguard Growth ETF (VUG)

Chartist Inc added to a holding in Vanguard Growth ETF by 31.16%. The purchase prices were between $161.84 and $183.14, with an estimated average price of $173.6. The stock is now traded at around $194.75. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,789 shares as of .

Sold Out: New Jersey Resources Corp (NJR)

Chartist Inc sold out a holding in New Jersey Resources Corp. The sale prices were between $40.61 and $45.46, with an estimated average price of $43.19.

Sold Out: Public Service Enterprise Group Inc (PEG)

Chartist Inc sold out a holding in Public Service Enterprise Group Inc. The sale prices were between $57.69 and $63.31, with an estimated average price of $60.55.

Sold Out: SunTrust Banks Inc (STI)

Chartist Inc sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: iShares Silver Trust (SLV)

Chartist Inc sold out a holding in iShares Silver Trust. The sale prices were between $15.48 and $16.92, with an estimated average price of $16.2.



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