Benjamin Edwards Inc Buys ishares Gold Trust, JPMorgan Chase, JPMorgan Alerian MLP Index ETN, Sells iShares S&P Mid-Cap 400 Growth ETF, iShares S&P Mid-Cap 400 Value ETF, iShares 7-10 Year Treasury Bond ETF

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Feb 06, 2020
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Investment company Benjamin Edwards Inc (Current Portfolio) buys ishares Gold Trust, JPMorgan Chase, JPMorgan Alerian MLP Index ETN, Intercontinental Exchange Inc, iShares Long-Term Corporate Bond ETF, sells iShares S&P Mid-Cap 400 Growth ETF, iShares S&P Mid-Cap 400 Value ETF, iShares 7-10 Year Treasury Bond ETF, FLIR Systems Inc, Evergy Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Benjamin Edwards Inc. As of 2019Q4, Benjamin Edwards Inc owns 254 stocks with a total value of $47 million. These are the details of the buys and sells.

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

These are the top 5 holdings of BENJAMIN EDWARDS INC
  1. Schwab Short-Term U.S. Treasury ETF (SCHO) - 121,603 shares, 13.11% of the total portfolio. Shares added by 17.28%
  2. iShares Intermediate Government/Credit Bond ETF (GVI) - 23,693 shares, 5.70% of the total portfolio. Shares added by 3.75%
  3. First Trust Preferred Securities and Income ETF (FPE) - 111,420 shares, 4.78% of the total portfolio. Shares added by 2.41%
  4. iShares 20+ Year Treasury Bond ETF (TLT) - 9,016 shares, 2.61% of the total portfolio. Shares added by 25.57%
  5. iShares S&P 500 Value ETF (IVE) - 9,302 shares, 2.58% of the total portfolio. Shares added by 0.89%
New Purchase: Health Care Select Sector SPDR Fund (XLV)

Benjamin Edwards Inc initiated holding in Health Care Select Sector SPDR Fund. The purchase prices were between $87.95 and $103.11, with an estimated average price of $96.42. The stock is now traded at around $103.85. The impact to a portfolio due to this purchase was 0.5%. The holding were 2,281 shares as of .

New Purchase: Consumer Staples Select Sector SPDR Fund (XLP)

Benjamin Edwards Inc initiated holding in Consumer Staples Select Sector SPDR Fund. The purchase prices were between $60.03 and $63.25, with an estimated average price of $61.63. The stock is now traded at around $64.18. The impact to a portfolio due to this purchase was 0.47%. The holding were 3,476 shares as of .

New Purchase: iStar Inc (STAR)

Benjamin Edwards Inc initiated holding in iStar Inc. The purchase prices were between $12.17 and $14.51, with an estimated average price of $13.01. The stock is now traded at around $15.21. The impact to a portfolio due to this purchase was 0.36%. The holding were 11,630 shares as of .

New Purchase: Tractor Supply Co (TSCO)

Benjamin Edwards Inc initiated holding in Tractor Supply Co. The purchase prices were between $90.57 and $98.49, with an estimated average price of $94.95. The stock is now traded at around $96.59. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,372 shares as of .

New Purchase: Citizens Financial Group Inc (CFG)

Benjamin Edwards Inc initiated holding in Citizens Financial Group Inc. The purchase prices were between $32.58 and $40.75, with an estimated average price of $37.55. The stock is now traded at around $38.72. The impact to a portfolio due to this purchase was 0.04%. The holding were 466 shares as of .

New Purchase: Nike Inc (NKE)

Benjamin Edwards Inc initiated holding in Nike Inc. The purchase prices were between $89.18 and $101.57, with an estimated average price of $94.39. The stock is now traded at around $100.27. The impact to a portfolio due to this purchase was 0.04%. The holding were 199 shares as of .

Added: ishares Gold Trust (IAU)

Benjamin Edwards Inc added to a holding in ishares Gold Trust by 200.80%. The purchase prices were between $13.9 and $14.5, with an estimated average price of $14.18. The stock is now traded at around $14.97. The impact to a portfolio due to this purchase was 1.11%. The holding were 54,038 shares as of .

Added: JPMorgan Chase & Co (JPM)

Benjamin Edwards Inc added to a holding in JPMorgan Chase & Co by 558.88%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $137.61. The impact to a portfolio due to this purchase was 1.04%. The holding were 4,118 shares as of .

Added: JPMorgan Alerian MLP Index ETN (AMJ)

Benjamin Edwards Inc added to a holding in JPMorgan Alerian MLP Index ETN by 63.65%. The purchase prices were between $19.79 and $22.45, with an estimated average price of $21.19. The stock is now traded at around $20.74. The impact to a portfolio due to this purchase was 0.72%. The holding were 39,415 shares as of .

Added: Intercontinental Exchange Inc (ICE)

Benjamin Edwards Inc added to a holding in Intercontinental Exchange Inc by 2950.85%. The purchase prices were between $89.41 and $94.74, with an estimated average price of $92.81. The stock is now traded at around $90.11. The impact to a portfolio due to this purchase was 0.69%. The holding were 3,600 shares as of .

Added: iShares Long-Term Corporate Bond ETF (IGLB)

Benjamin Edwards Inc added to a holding in iShares Long-Term Corporate Bond ETF by 77.62%. The purchase prices were between $64.93 and $67.17, with an estimated average price of $66.31. The stock is now traded at around $68.57. The impact to a portfolio due to this purchase was 0.62%. The holding were 9,961 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Benjamin Edwards Inc added to a holding in iShares 20+ Year Treasury Bond ETF by 25.57%. The purchase prices were between $134.91 and $145.99, with an estimated average price of $139.12. The stock is now traded at around $142.65. The impact to a portfolio due to this purchase was 0.53%. The holding were 9,016 shares as of .

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

Benjamin Edwards Inc sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $109.93 and $113.32, with an estimated average price of $111.17.

Sold Out: FLIR Systems Inc (FLIR)

Benjamin Edwards Inc sold out a holding in FLIR Systems Inc. The sale prices were between $50.76 and $55.04, with an estimated average price of $52.97.

Sold Out: Materials Select Sector SPDR Fund (XLB)

Benjamin Edwards Inc 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: iShares S&P Small-Cap 600 Value ETF (IJS)

Benjamin Edwards Inc sold out a holding in iShares S&P Small-Cap 600 Value ETF. The sale prices were between $143.14 and $161.09, with an estimated average price of $154.35.

Sold Out: Great Southern Bancorp Inc (GSBC)

Benjamin Edwards Inc sold out a holding in Great Southern Bancorp Inc. The sale prices were between $55.1 and $64.06, with an estimated average price of $60.59.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Benjamin Edwards Inc sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $172.41 and $194.02, with an estimated average price of $184.4.



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