Personal Cfo Solutions, Llc Buys iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Government Bond ETF, Schwab Short-Term U.S. Treasury, Sells Avis Budget Group Inc, Fidelity MSCI Health Care Index, SPDR Bloomberg Barclays Investment Grade Floating

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Apr 30, 2020
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Investment company Personal Cfo Solutions, Llc (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Government Bond ETF, Schwab Short-Term U.S. Treasury, Adaptive Biotechnologies Corp, SPDR Portfolio Short Term Treasury, sells Avis Budget Group Inc, Fidelity MSCI Health Care Index, SPDR Bloomberg Barclays Investment Grade Floating , SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Financial during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Personal Cfo Solutions, Llc. As of 2020Q1, Personal Cfo Solutions, Llc owns 251 stocks with a total value of $235 million. These are the details of the buys and sells.

For the details of PERSONAL CFO SOLUTIONS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/personal+cfo+solutions%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of PERSONAL CFO SOLUTIONS, LLC
  1. Chubb Ltd (CB) - 146,291 shares, 6.95% of the total portfolio. Shares reduced by 0.15%
  2. ITT Inc (ITT) - 326,511 shares, 6.30% of the total portfolio. Shares added by 16.29%
  3. SPDR S&P 500 (SPY) - 55,202 shares, 6.05% of the total portfolio. Shares reduced by 4.51%
  4. Boeing Co (BA) - 61,898 shares, 3.93% of the total portfolio. Shares added by 0.13%
  5. iShares 1-3 Year Treasury Bond ETF (SHY) - 73,229 shares, 2.70% of the total portfolio. Shares added by 508.11%
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Personal Cfo Solutions, Llc initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.83 and $62.34, with an estimated average price of $61.33. The stock is now traded at around $62.27. The impact to a portfolio due to this purchase was 1.57%. The holding were 59,299 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

Personal Cfo Solutions, Llc initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.68. The impact to a portfolio due to this purchase was 1.35%. The holding were 61,428 shares as of .

New Purchase: Adaptive Biotechnologies Corp (ADPT)

Personal Cfo Solutions, Llc initiated holding in Adaptive Biotechnologies Corp. The purchase prices were between $16.96 and $34.16, with an estimated average price of $27.98. The stock is now traded at around $32.52. The impact to a portfolio due to this purchase was 1.33%. The holding were 112,916 shares as of .

New Purchase: SPDR Portfolio Short Term Treasury (SPTS)

Personal Cfo Solutions, Llc initiated holding in SPDR Portfolio Short Term Treasury. The purchase prices were between $29.96 and $30.72, with an estimated average price of $30.23. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 1.2%. The holding were 91,627 shares as of .

New Purchase: SPDR Gold Trust (GLD)

Personal Cfo Solutions, Llc initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $161.73. The impact to a portfolio due to this purchase was 0.87%. The holding were 13,775 shares as of .

New Purchase: iShares MSCI EAFE Growth (EFG)

Personal Cfo Solutions, Llc initiated holding in iShares MSCI EAFE Growth. The purchase prices were between $62.16 and $88.65, with an estimated average price of $81. The stock is now traded at around $77.21. The impact to a portfolio due to this purchase was 0.5%. The holding were 16,393 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Personal Cfo Solutions, Llc added to a holding in iShares 1-3 Year Treasury Bond ETF by 508.11%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.65. The impact to a portfolio due to this purchase was 2.26%. The holding were 73,229 shares as of .

Added: Fidelity MSCI Information Technology Index (FTEC)

Personal Cfo Solutions, Llc added to a holding in Fidelity MSCI Information Technology Index by 1134.71%. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $71.93. The impact to a portfolio due to this purchase was 1.03%. The holding were 42,153 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

Personal Cfo Solutions, Llc added to a holding in iShares Intermediate Credit Bond ETF by 67.49%. The purchase prices were between $50.28 and $60.03, with an estimated average price of $57.43. The stock is now traded at around $57.93. The impact to a portfolio due to this purchase was 0.6%. The holding were 63,929 shares as of .

Added: iShares Russell 1000 Value (IWD)

Personal Cfo Solutions, Llc added to a holding in iShares Russell 1000 Value by 132.13%. The purchase prices were between $84.45 and $137.35, with an estimated average price of $123.65. The stock is now traded at around $112.81. The impact to a portfolio due to this purchase was 0.5%. The holding were 20,843 shares as of .

Added: AdvisorShares Dorsey Wright ADR (AADR)

Personal Cfo Solutions, Llc added to a holding in AdvisorShares Dorsey Wright ADR by 422.61%. The purchase prices were between $34.41 and $57.5, with an estimated average price of $50.52. The stock is now traded at around $46.81. The impact to a portfolio due to this purchase was 0.29%. The holding were 20,711 shares as of .

Added: Abbott Laboratories (ABT)

Personal Cfo Solutions, Llc added to a holding in Abbott Laboratories by 71.91%. The purchase prices were between $62.82 and $91.86, with an estimated average price of $83.67. The stock is now traded at around $92.28. The impact to a portfolio due to this purchase was 0.28%. The holding were 20,096 shares as of .

Sold Out: Avis Budget Group Inc (CAR)

Personal Cfo Solutions, Llc sold out a holding in Avis Budget Group Inc. The sale prices were between $7.78 and $50.34, with an estimated average price of $30.26.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

Personal Cfo Solutions, Llc sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $70.4 and $102.79, with an estimated average price of $91.85.

Sold Out: SPDR Select Sector Fund - Financial (XLF)

Personal Cfo Solutions, Llc sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83.

Sold Out: Vanguard Communication Services (VOX)

Personal Cfo Solutions, Llc sold out a holding in Vanguard Communication Services. The sale prices were between $69.09 and $100.6, with an estimated average price of $91.01.

Sold Out: SPDR Select Sector Fund - Utilities (XLU)

Personal Cfo Solutions, Llc sold out a holding in SPDR Select Sector Fund - Utilities. The sale prices were between $44.93 and $70.98, with an estimated average price of $64.36.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Personal Cfo Solutions, Llc sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $87.45 and $132.32, with an estimated average price of $119.04.



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