Cavalier Investments Buys The Communication Services Select Sector SPDR Fund, iShares U.S. Medical Devices ETF, SPDR S&P Health Care Equipment ETF, Sells Utilities Select Sector SPDR Fund, Materials Select Sector SPDR Fund, Consumer Staples Select Sector

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Feb 06, 2020
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Investment company Cavalier Investments (Current Portfolio) buys The Communication Services Select Sector SPDR Fund, iShares U.S. Medical Devices ETF, SPDR S&P Health Care Equipment ETF, iShares Nasdaq Biotechnology Index Fund, iShares North American Tech-Software ETF, sells Utilities Select Sector SPDR Fund, Materials Select Sector SPDR Fund, Consumer Staples Select Sector SPDR Fund, Financial Select Sector SPDR Fund, Vanguard Telecommunication Services ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Cavalier Investments. As of 2019Q4, Cavalier Investments owns 127 stocks with a total value of $208 million. These are the details of the buys and sells.

For the details of Cavalier Investments's stock buys and sells, go to https://www.gurufocus.com/guru/cavalier+investments/current-portfolio/portfolio

These are the top 5 holdings of Cavalier Investments
  1. iShares Edge MSCI Min Volatility USA ETF (USMV) - 186,125 shares, 5.88% of the total portfolio. Shares reduced by 6.39%
  2. Consumer Discretionary Select Sector SPDR Fund (XLY) - 85,619 shares, 5.17% of the total portfolio. Shares added by 53.36%
  3. The Communication Services Select Sector SPDR Fund (XLC) - 176,933 shares, 4.57% of the total portfolio. Shares added by 172.70%
  4. Technology Select Sector SPDR Fund (XLK) - 99,947 shares, 4.41% of the total portfolio. Shares reduced by 6.64%
  5. iShares Core S&P 500 ETF (IVV) - 21,660 shares, 3.37% of the total portfolio. Shares reduced by 1.19%
New Purchase: iShares U.S. Medical Devices ETF (IHI)

Cavalier Investments initiated holding in iShares U.S. Medical Devices ETF. The purchase prices were between $235.19 and $265.63, with an estimated average price of $252. The stock is now traded at around $273.61. The impact to a portfolio due to this purchase was 2.76%. The holding were 21,671 shares as of .

New Purchase: SPDR S&P Health Care Equipment ETF (XHE)

Cavalier Investments initiated holding in SPDR S&P Health Care Equipment ETF. The purchase prices were between $74.14 and $86.35, with an estimated average price of $81.58. The stock is now traded at around $88.23. The impact to a portfolio due to this purchase was 2.63%. The holding were 63,690 shares as of .

New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)

Cavalier Investments initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $97.24 and $123.5, with an estimated average price of $112.08. The stock is now traded at around $122.14. The impact to a portfolio due to this purchase was 2.59%. The holding were 44,667 shares as of .

New Purchase: iShares North American Tech-Software ETF (IGV)

Cavalier Investments initiated holding in iShares North American Tech-Software ETF. The purchase prices were between $205.25 and $235.04, with an estimated average price of $221.87. The stock is now traded at around $256.92. The impact to a portfolio due to this purchase was 2.52%. The holding were 22,445 shares as of .

New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Cavalier Investments initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $205.67 and $252.82, with an estimated average price of $231.34. The stock is now traded at around $258.70. The impact to a portfolio due to this purchase was 2%. The holding were 16,525 shares as of .

New Purchase: VanEck Vectors Semiconductor ETF (SMH)

Cavalier Investments initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $116.39 and $143.5, with an estimated average price of $131.37. The stock is now traded at around $146.60. The impact to a portfolio due to this purchase was 1.98%. The holding were 29,088 shares as of .

Added: The Communication Services Select Sector SPDR Fund (XLC)

Cavalier Investments added to a holding in The Communication Services Select Sector SPDR Fund by 172.70%. The purchase prices were between $48.28 and $54.19, with an estimated average price of $51.61. The stock is now traded at around $55.85. The impact to a portfolio due to this purchase was 2.89%. The holding were 176,933 shares as of .

Added: Consumer Discretionary Select Sector SPDR Fund (XLY)

Cavalier Investments added to a holding in Consumer Discretionary Select Sector SPDR Fund by 53.36%. The purchase prices were between $117.45 and $126.06, with an estimated average price of $121.77. The stock is now traded at around $128.99. The impact to a portfolio due to this purchase was 1.8%. The holding were 85,619 shares as of .

Sold Out: Utilities Select Sector SPDR Fund (XLU)

Cavalier Investments sold out a holding in Utilities Select Sector SPDR Fund. The sale prices were between $61.37 and $64.82, with an estimated average price of $63.51.

Sold Out: Materials Select Sector SPDR Fund (XLB)

Cavalier Investments sold out a holding in Materials Select Sector SPDR Fund. The sale prices were between $55.13 and $61.42, with an estimated average price of $59.16.

Sold Out: Vanguard Telecommunication Services ETF (VOX)

Cavalier Investments sold out a holding in Vanguard Telecommunication Services ETF. The sale prices were between $84.78 and $94.87, with an estimated average price of $90.55.

Sold Out: Energy Select Sector SPDR Fund (XLE)

Cavalier Investments sold out a holding in Energy Select Sector SPDR Fund. The sale prices were between $55.9 and $61.99, with an estimated average price of $59.34.

Sold Out: iShares U.S. Real Estate ETF (IYR)

Cavalier Investments sold out a holding in iShares U.S. Real Estate ETF. The sale prices were between $89.52 and $94.43, with an estimated average price of $91.97.

Sold Out: SPDR S&P Retail ETF (XRT)

Cavalier Investments sold out a holding in SPDR S&P Retail ETF. The sale prices were between $40.75 and $46.24, with an estimated average price of $44.07.



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