Summit Rock Advisors, LLC Buys iShares Core U.S. Value ETF, iShares 20+ Year Treasury Bond ETF, Eventbrite Inc, Sells Vanguard S&P 500 ETF

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Feb 07, 2020
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New York, NY, based Investment company Summit Rock Advisors, LLC (Current Portfolio) buys iShares Core U.S. Value ETF, iShares 20+ Year Treasury Bond ETF, Eventbrite Inc, sells Vanguard S&P 500 ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Summit Rock Advisors, LLC. As of 2019Q4, Summit Rock Advisors, LLC owns 5 stocks with a total value of $122 million. These are the details of the buys and sells.

For the details of Summit Rock Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/summit+rock+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Summit Rock Advisors, LLC
  1. iShares Core U.S. Value ETF (IUSV) - 917,728 shares, 47.57% of the total portfolio. New Position
  2. iShares MSCI ACWI Index Fund (ACWI) - 694,015 shares, 45.24% of the total portfolio. Shares reduced by 16.8%
  3. Vanguard S&P 500 ETF (VOO) - 14,600 shares, 3.55% of the total portfolio. Shares reduced by 91.29%
  4. iShares 20+ Year Treasury Bond ETF (TLT) - 29,868 shares, 3.33% of the total portfolio. New Position
  5. Eventbrite Inc (EB) - 18,282 shares, 0.30% of the total portfolio. New Position
New Purchase: iShares Core U.S. Value ETF (IUSV)

Summit Rock Advisors, LLC initiated holding in iShares Core U.S. Value ETF. The purchase prices were between $55.62 and $63.08, with an estimated average price of $60.05. The stock is now traded at around $63.11. The impact to a portfolio due to this purchase was 47.57%. The holding were 917,728 shares as of .

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Summit Rock Advisors, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. 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 $144.44. The impact to a portfolio due to this purchase was 3.33%. The holding were 29,868 shares as of .

New Purchase: Eventbrite Inc (EB)

Summit Rock Advisors, LLC initiated holding in Eventbrite Inc. The purchase prices were between $16.88 and $21.92, with an estimated average price of $19.2. The stock is now traded at around $21.57. The impact to a portfolio due to this purchase was 0.3%. The holding were 18,282 shares as of .



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