Investors Financial Group, LLC Buys iShares Short Maturity Bond, Telefonaktiebolaget L M Ericsson, iShares Silver Trust, Sells Fitbit Inc, Vanguard S&P 500, iShares MSCI EAFE

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Apr 09, 2020
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Investment company Investors Financial Group, LLC (Current Portfolio) buys iShares Short Maturity Bond, Telefonaktiebolaget L M Ericsson, iShares Silver Trust, Daktronics Inc, Lumos Pharma Inc, sells Fitbit Inc, Vanguard S&P 500, iShares MSCI EAFE, iShares Core Dividend Growth, First Trust VL Dividend during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Investors Financial Group, LLC. As of 2020Q1, Investors Financial Group, LLC owns 114 stocks with a total value of $92 million. These are the details of the buys and sells.

For the details of Investors Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/investors+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Investors Financial Group, LLC
  1. Vanguard Total Stock Market (VTI) - 70,241 shares, 9.80% of the total portfolio. Shares added by 0.66%
  2. 3M Co (MMM) - 47,191 shares, 6.97% of the total portfolio. Shares added by 0.96%
  3. Apple Inc (AAPL) - 13,034 shares, 3.59% of the total portfolio. Shares added by 1.14%
  4. Daktronics Inc (DAKT) - 599,450 shares, 3.20% of the total portfolio. Shares added by 72.18%
  5. iShares Short Maturity Bond (NEAR) - 61,088 shares, 3.20% of the total portfolio. New Position
New Purchase: iShares Short Maturity Bond (NEAR)

Investors Financial Group, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $48.86. The impact to a portfolio due to this purchase was 3.2%. The holding were 61,088 shares as of .

New Purchase: Telefonaktiebolaget L M Ericsson (ERIC)

Investors Financial Group, LLC initiated holding in Telefonaktiebolaget L M Ericsson. The purchase prices were between $6.17 and $9.21, with an estimated average price of $8.21. The stock is now traded at around $8.11. The impact to a portfolio due to this purchase was 2.24%. The holding were 255,970 shares as of .

New Purchase: Lumos Pharma Inc (4NX1)

Investors Financial Group, LLC initiated holding in Lumos Pharma Inc. The purchase prices were between $6.65 and $21.96, with an estimated average price of $12.9. The stock is now traded at around $7.56. The impact to a portfolio due to this purchase was 0.57%. The holding were 62,255 shares as of .

New Purchase: SPDR Dow Jones Industrial Average (DIA)

Investors Financial Group, LLC initiated holding in SPDR Dow Jones Industrial Average. The purchase prices were between $186.13 and $294.03, with an estimated average price of $264.47. The stock is now traded at around $237.51. The impact to a portfolio due to this purchase was 0.36%. The holding were 1,519 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Investors Financial Group, LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $300.40. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,084 shares as of .

New Purchase: Bausch Health Companies Inc (BHC)

Investors Financial Group, LLC initiated holding in Bausch Health Companies Inc. The purchase prices were between $12.98 and $30.25, with an estimated average price of $24.35. The stock is now traded at around $18.42. The impact to a portfolio due to this purchase was 0.25%. The holding were 14,901 shares as of .

Added: iShares Silver Trust (SLV)

Investors Financial Group, LLC added to a holding in iShares Silver Trust by 163.37%. The purchase prices were between $11.21 and $17.4, with an estimated average price of $15.83. The stock is now traded at around $14.34. The impact to a portfolio due to this purchase was 1.4%. The holding were 159,196 shares as of .

Added: Daktronics Inc (DAKT)

Investors Financial Group, LLC added to a holding in Daktronics Inc by 72.18%. The purchase prices were between $4.34 and $6.25, with an estimated average price of $5.58. The stock is now traded at around $4.79. The impact to a portfolio due to this purchase was 1.34%. The holding were 599,450 shares as of .

Added: Nokia Oyj (NOK)

Investors Financial Group, LLC added to a holding in Nokia Oyj by 30.62%. The purchase prices were between $2.42 and $4.41, with an estimated average price of $3.73. The stock is now traded at around $3.28. The impact to a portfolio due to this purchase was 0.45%. The holding were 571,234 shares as of .

Added: Amazon.com Inc (AMZN)

Investors Financial Group, LLC added to a holding in Amazon.com Inc by 60.00%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2030.80. The impact to a portfolio due to this purchase was 0.38%. The holding were 480 shares as of .

Added: The Walt Disney Co (DIS)

Investors Financial Group, LLC added to a holding in The Walt Disney Co by 124.57%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $105.13. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,630 shares as of .

Added: GW Pharmaceuticals PLC (GWPH)

Investors Financial Group, LLC added to a holding in GW Pharmaceuticals PLC by 52.06%. The purchase prices were between $72.48 and $129.96, with an estimated average price of $106.4. The stock is now traded at around $97.31. The impact to a portfolio due to this purchase was 0.24%. The holding were 7,331 shares as of .

Sold Out: iShares MSCI EAFE (EFA)

Investors Financial Group, LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Sold Out: First Trust VL Dividend (FVD)

Investors Financial Group, LLC sold out a holding in First Trust VL Dividend. The sale prices were between $23.71 and $36.61, with an estimated average price of $33.38.

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Investors Financial Group, LLC sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $49.9 and $52.72, with an estimated average price of $51.94.

Sold Out: Fastenal Co (FAST)

Investors Financial Group, LLC sold out a holding in Fastenal Co. The sale prices were between $28.18 and $39.02, with an estimated average price of $35.3.

Sold Out: Chevron Corp (CVX)

Investors Financial Group, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Vanguard Growth (VUG)

Investors Financial Group, LLC sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.



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