Signature Estate & Investment Advisors Llc Buys iShares Core Dividend Growth ETF, Lowe's Inc, Applied Materials Inc, Sells McDonald's Corp, Oracle Corp, Amazon.com Inc

Author's Avatar
Feb 06, 2020
Article's Main Image
Los Angeles, CA, based Investment company Signature Estate & Investment Advisors Llc (Current Portfolio) buys iShares Core Dividend Growth ETF, Lowe's Inc, Applied Materials Inc, Booking Holdings Inc, Bristol-Myers Squibb Company, sells McDonald's Corp, Oracle Corp, Amazon.com Inc, Health Care Select Sector SPDR Fund, iShares North American Tech ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Signature Estate & Investment Advisors Llc. As of 2019Q4, Signature Estate & Investment Advisors Llc owns 168 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/signature+estate+%26+investment+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
  1. Invesco S&P 500 Pure Growth ETF (RPG) - 990,701 shares, 10.40% of the total portfolio. Shares added by 0.48%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 1,244,064 shares, 4.54% of the total portfolio. Shares reduced by 4.62%
  3. Health Care Select Sector SPDR Fund (XLV) - 500,301 shares, 4.22% of the total portfolio. Shares reduced by 27.27%
  4. iShares Edge MSCI Min Volatility USA ETF (USMV) - 746,505 shares, 4.06% of the total portfolio. Shares reduced by 23.67%
  5. iShares Core Dividend Growth ETF (DGRO) - 1,133,166 shares, 3.95% of the total portfolio. New Position
New Purchase: iShares Core Dividend Growth ETF (DGRO)

Signature Estate & Investment Advisors Llc initiated holding in iShares Core Dividend Growth ETF. 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 $42.87. The impact to a portfolio due to this purchase was 3.95%. The holding were 1,133,166 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Signature Estate & Investment Advisors Llc initiated holding in Lowe's Companies Inc. The purchase prices were between $106.3 and $120.23, with an estimated average price of $114.57. The stock is now traded at around $122.13. The impact to a portfolio due to this purchase was 2.18%. The holding were 219,450 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Signature Estate & Investment Advisors Llc initiated holding in Applied Materials Inc. The purchase prices were between $49.31 and $62.35, with an estimated average price of $56.41. The stock is now traded at around $63.80. The impact to a portfolio due to this purchase was 2.1%. The holding were 415,547 shares as of .

New Purchase: Booking Holdings Inc (BKNG)

Signature Estate & Investment Advisors Llc initiated holding in Booking Holdings Inc. The purchase prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19. The stock is now traded at around $1939.29. The impact to a portfolio due to this purchase was 1.96%. The holding were 11,549 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Signature Estate & Investment Advisors Llc initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $65.59. The impact to a portfolio due to this purchase was 0.42%. The holding were 78,657 shares as of .

New Purchase: Cigna Corp (CI)

Signature Estate & Investment Advisors Llc initiated holding in Cigna Corp. The purchase prices were between $147.19 and $206.47, with an estimated average price of $184.43. The stock is now traded at around $206.48. The impact to a portfolio due to this purchase was 0.41%. The holding were 23,968 shares as of .

Added: SPDR Barclays Aggregate Bond ETF (SPAB)

Signature Estate & Investment Advisors Llc added to a holding in SPDR Barclays Aggregate Bond ETF by 88.38%. The purchase prices were between $29.24 and $29.77, with an estimated average price of $29.47. The stock is now traded at around $29.74. The impact to a portfolio due to this purchase was 0.16%. The holding were 141,536 shares as of .

Added: ClearBridge Energy Midstream Opportunity Fund Inc (EMO)

Signature Estate & Investment Advisors Llc added to a holding in ClearBridge Energy Midstream Opportunity Fund Inc by 26.98%. The purchase prices were between $7.5 and $8.78, with an estimated average price of $8.16. The stock is now traded at around $8.28. The impact to a portfolio due to this purchase was 0.13%. The holding were 902,977 shares as of .

Added: Amgen Inc (AMGN)

Signature Estate & Investment Advisors Llc added to a holding in Amgen Inc by 27.28%. 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 $231.94. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,727 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Signature Estate & Investment Advisors Llc added to a holding in iShares 7-10 Year Treasury Bond ETF by 154.62%. The purchase prices were between $109.93 and $113.32, with an estimated average price of $111.17. The stock is now traded at around $112.64. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,058 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Signature Estate & Investment Advisors Llc added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 216.35%. 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 $101.76. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,116 shares as of .

Added: Anthem Inc (ANTM)

Signature Estate & Investment Advisors Llc added to a holding in Anthem Inc by 23.06%. The purchase prices were between $234.82 and $306.42, with an estimated average price of $276.42. The stock is now traded at around $287.33. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,761 shares as of .

Sold Out: Expedia Group Inc (EXPE)

Signature Estate & Investment Advisors Llc sold out a holding in Expedia Group Inc. The sale prices were between $94.31 and $138.48, with an estimated average price of $116.71.

Sold Out: PIMCO Low Duration Active Exchange-Traded Fund (LDUR)

Signature Estate & Investment Advisors Llc sold out a holding in PIMCO Low Duration Active Exchange-Traded Fund. The sale prices were between $99.68 and $100.38, with an estimated average price of $100.01.

Sold Out: First Trust Senior Loan Fund (FTSL)

Signature Estate & Investment Advisors Llc sold out a holding in First Trust Senior Loan Fund. The sale prices were between $46.95 and $48, with an estimated average price of $47.45.

Sold Out: Tractor Supply Co (TSCO)

Signature Estate & Investment Advisors Llc sold out a holding in Tractor Supply Co. The sale prices were between $90.57 and $98.49, with an estimated average price of $94.95.

Sold Out: SPDR Barclays Investment Grade Floating Rate ETF (FLRN)

Signature Estate & Investment Advisors Llc sold out a holding in SPDR Barclays Investment Grade Floating Rate ETF. The sale prices were between $30.49 and $30.73, with an estimated average price of $30.62.

Sold Out: Global Payments Inc (GPN)

Signature Estate & Investment Advisors Llc sold out a holding in Global Payments Inc. The sale prices were between $155.13 and $183.49, with an estimated average price of $172.18.



Here is the complete portfolio of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC. Also check out:

1. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Undervalued Stocks
2. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Top Growth Companies, and
3. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's High Yield stocks
4. Stocks that SIGNATURE ESTATE & INVESTMENT ADVISORS LLC keeps buying