Private Wealth Advisors, Inc. Buys Emclaire Financial Corp, iShares MSCI EAFE ETF, iShares MSCI ACWI Index Fund, Sells Apple Inc, SPDR S&P 500 ETF Trust, iShares Core S&P Mid-Cap ETF

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Feb 12, 2020
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Pittsburgh, PA, based Investment company Private Wealth Advisors, Inc. (Current Portfolio) buys Emclaire Financial Corp, iShares MSCI EAFE ETF, iShares MSCI ACWI Index Fund, iShares S&P Small-Cap 600 Value ETF, iShares S&P Small-Cap 600 Growth ETF, sells Apple Inc, SPDR S&P 500 ETF Trust, iShares Core S&P Mid-Cap ETF, PowerShares QQQ Trust Ser 1, iShares MSCI Emerging Markets ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Private Wealth Advisors, Inc.. As of 2019Q4, Private Wealth Advisors, Inc. owns 127 stocks with a total value of $188 million. These are the details of the buys and sells.

For the details of Private Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/private+wealth+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Private Wealth Advisors, Inc.
  1. Apple Inc (AAPL) - 37,926 shares, 6.42% of the total portfolio. Shares reduced by 24.6%
  2. Alphabet Inc (GOOGL) - 6,431 shares, 4.97% of the total portfolio. Shares reduced by 6.5%
  3. SPDR S&P 500 ETF Trust (SPY) - 20,064 shares, 3.50% of the total portfolio. Shares reduced by 23.41%
  4. Microsoft Corp (MSFT) - 34,853 shares, 3.07% of the total portfolio. Shares reduced by 7.93%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 25,528 shares, 3.01% of the total portfolio. Shares reduced by 24.35%
New Purchase: iShares MSCI ACWI Index Fund (ACWI)

Private Wealth Advisors, Inc. initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $71.68 and $79.55, with an estimated average price of $76.58. The stock is now traded at around $81.19. The impact to a portfolio due to this purchase was 0.49%. The holding were 11,493 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Private Wealth Advisors, Inc. 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 $66.99. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,874 shares as of .

New Purchase: PIMCO Dynamic Credit & Mortgage Income Fund (PCI)

Private Wealth Advisors, Inc. initiated holding in PIMCO Dynamic Credit & Mortgage Income Fund. The purchase prices were between $24.59 and $25.65, with an estimated average price of $25.11. The stock is now traded at around $25.54. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,900 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Private Wealth Advisors, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $271.93 and $328.04, with an estimated average price of $304.01. The stock is now traded at around $337.78. The impact to a portfolio due to this purchase was 0.12%. The holding were 648 shares as of .

New Purchase: Arconic Inc (ARNC)

Private Wealth Advisors, Inc. initiated holding in Arconic Inc. The purchase prices were between $24.2 and $31.8, with an estimated average price of $29.26. The stock is now traded at around $32.02. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,640 shares as of .

Added: Emclaire Financial Corp (EMCF)

Private Wealth Advisors, Inc. added to a holding in Emclaire Financial Corp by 108.26%. The purchase prices were between $29.92 and $34, with an estimated average price of $31.81. The stock is now traded at around $32.59. The impact to a portfolio due to this purchase was 0.6%. The holding were 66,955 shares as of .

Added: iShares MSCI EAFE ETF (EFA)

Private Wealth Advisors, Inc. added to a holding in iShares MSCI EAFE ETF by 24.77%. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $69.57. The impact to a portfolio due to this purchase was 0.53%. The holding were 73,236 shares as of .

Added: iShares S&P Small-Cap 600 Value ETF (IJS)

Private Wealth Advisors, Inc. added to a holding in iShares S&P Small-Cap 600 Value ETF by 42.06%. The purchase prices were between $143.14 and $161.09, with an estimated average price of $154.35. The stock is now traded at around $155.04. The impact to a portfolio due to this purchase was 0.33%. The holding were 13,504 shares as of .

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

Private Wealth Advisors, Inc. added to a holding in iShares S&P Small-Cap 600 Growth ETF by 119.18%. The purchase prices were between $172.41 and $194.02, with an estimated average price of $184.4. The stock is now traded at around $197.42. The impact to a portfolio due to this purchase was 0.32%. The holding were 5,530 shares as of .

Added: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Private Wealth Advisors, Inc. added to a holding in iShares S&P Mid-Cap 400 Growth ETF by 100.39%. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $243.41. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,122 shares as of .

Added: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Private Wealth Advisors, Inc. added to a holding in iShares S&P Mid-Cap 400 Value ETF by 59.03%. The purchase prices were between $151.96 and $171.18, with an estimated average price of $163.79. The stock is now traded at around $169.37. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,008 shares as of .

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Private Wealth Advisors, Inc. sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $39.43 and $45.07, with an estimated average price of $42.23.

Sold Out: Celgene Corp (CELG)

Private Wealth Advisors, Inc. sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Alphabet Inc (GOOG)

Private Wealth Advisors, Inc. sold out a holding in Alphabet Inc. The sale prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04.

Sold Out: Carpenter Technology Corp (CRS)

Private Wealth Advisors, Inc. sold out a holding in Carpenter Technology Corp. The sale prices were between $48.41 and $53.95, with an estimated average price of $51.35.

Sold Out: Comcast Corp (CMCSA)

Private Wealth Advisors, Inc. sold out a holding in Comcast Corp. The sale prices were between $42.07 and $46.08, with an estimated average price of $44.51.

Sold Out: International Business Machines Corp (IBM)

Private Wealth Advisors, Inc. sold out a holding in International Business Machines Corp. The sale prices were between $131.91 and $143, with an estimated average price of $135.78.



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