Acima Private Wealth, Llc Buys iShares MSCI Eurozone, iShares Core S&P Mid-Cap, iShares MSCI China ETF, Sells VanEck Vectors Emerging Markets High Yield Bond, iShares Inc MSCI Italy, iShares MSCI Turkey ETF

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May 01, 2020
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Investment company Acima Private Wealth, Llc (Current Portfolio) buys iShares MSCI Eurozone, iShares Core S&P Mid-Cap, iShares MSCI China ETF, iShares Core S&P 500, iShares MSCI All Country Asia ex Japan Index Fund, sells VanEck Vectors Emerging Markets High Yield Bond, iShares Inc MSCI Italy, iShares MSCI Turkey ETF, SPDR Select Sector Fund - Health Care, Duff & Phelps Global Utility Income Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Acima Private Wealth, Llc. As of 2020Q1, Acima Private Wealth, Llc owns 257 stocks with a total value of $112 million. These are the details of the buys and sells.

For the details of ACIMA PRIVATE WEALTH, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/acima+private+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of ACIMA PRIVATE WEALTH, LLC
  1. SPDR Portfolio Short Term Corporate Bond (SPSB) - 201,863 shares, 5.44% of the total portfolio. Shares added by 14.18%
  2. Invesco CurrencyShares Euro Currency Trust (FXE) - 55,073 shares, 5.12% of the total portfolio. Shares reduced by 18.43%
  3. SPDR Select Sector Fund - Consumer Staples (XLP) - 79,084 shares, 3.84% of the total portfolio. Shares reduced by 13.12%
  4. iShares Short Treasury Bond ETF (SHV) - 35,707 shares, 3.53% of the total portfolio. Shares added by 33.09%
  5. VanEck Vectors Emerging Markets High Yield Bond (HYEM) - 186,204 shares, 3.31% of the total portfolio. Shares reduced by 22.58%
New Purchase: Vanguard Russell 2000 Index Fund (VTWO)

Acima Private Wealth, Llc initiated holding in Vanguard Russell 2000 Index Fund. The purchase prices were between $80.06 and $136.11, with an estimated average price of $121.11. The stock is now traded at around $100.96. The impact to a portfolio due to this purchase was 1.16%. The holding were 14,154 shares as of .

New Purchase: Raytheon Technologies Corp (5UR)

Acima Private Wealth, Llc initiated holding in Raytheon Technologies Corp. The purchase prices were between $67.35 and $143.24, with an estimated average price of $122.5. The stock is now traded at around $59.71. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,669 shares as of .

New Purchase: iShares Short-Term National Muni Bond (SUB)

Acima Private Wealth, Llc initiated holding in iShares Short-Term National Muni Bond. The purchase prices were between $97.45 and $107.63, with an estimated average price of $106.47. The stock is now traded at around $106.29. The impact to a portfolio due to this purchase was 0.07%. The holding were 745 shares as of .

New Purchase: Truist Financial Corp (TFC)

Acima Private Wealth, Llc initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $35.44. The impact to a portfolio due to this purchase was 0.01%. The holding were 213 shares as of .

Added: iShares MSCI Eurozone (EZU)

Acima Private Wealth, Llc added to a holding in iShares MSCI Eurozone by 6687.33%. The purchase prices were between $26.01 and $42.44, with an estimated average price of $38.2. The stock is now traded at around $31.75. The impact to a portfolio due to this purchase was 2.93%. The holding were 109,276 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Acima Private Wealth, Llc added to a holding in iShares Core S&P Mid-Cap by 4943.72%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $158.66. The impact to a portfolio due to this purchase was 2.72%. The holding were 21,688 shares as of .

Added: iShares MSCI China ETF (MCHI)

Acima Private Wealth, Llc added to a holding in iShares MSCI China ETF by 886.96%. The purchase prices were between $52.36 and $67.78, with an estimated average price of $62.2. The stock is now traded at around $57.69. The impact to a portfolio due to this purchase was 2.25%. The holding were 49,042 shares as of .

Added: iShares Core S&P 500 (IVV)

Acima Private Wealth, Llc added to a holding in iShares Core S&P 500 by 1125.61%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $283.53. The impact to a portfolio due to this purchase was 2.24%. The holding were 10,577 shares as of .

Added: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)

Acima Private Wealth, Llc added to a holding in iShares MSCI All Country Asia ex Japan Index Fund by 582.67%. The purchase prices were between $53.81 and $76.35, with an estimated average price of $69.08. The stock is now traded at around $61.80. The impact to a portfolio due to this purchase was 1.23%. The holding were 27,061 shares as of .

Added: Xtrackers Harvest CSI 300 China A-Shares (ASHR)

Acima Private Wealth, Llc added to a holding in Xtrackers Harvest CSI 300 China A-Shares by 548.34%. The purchase prices were between $24.65 and $30.88, with an estimated average price of $28.31. The stock is now traded at around $25.99. The impact to a portfolio due to this purchase was 1.03%. The holding were 52,762 shares as of .

Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)

Acima Private Wealth, Llc sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.

Sold Out: Vanguard FTSEEuropean (VGK)

Acima Private Wealth, Llc sold out a holding in Vanguard FTSEEuropean. The sale prices were between $37.1 and $59.09, with an estimated average price of $53.48.

Sold Out: The Communication Services Select Sector SPDR Fund (XLC)

Acima Private Wealth, Llc sold out a holding in The Communication Services Select Sector SPDR Fund. The sale prices were between $40.32 and $57.58, with an estimated average price of $52.1.

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

Acima Private Wealth, 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.

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

Acima Private Wealth, 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: iShares China Large-Cap (FXI)

Acima Private Wealth, Llc sold out a holding in iShares China Large-Cap. The sale prices were between $33.91 and $45.28, with an estimated average price of $40.7.



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