Patriot Investment Management Inc. Buys iShares Core MSCI EAFE, iShares 3-7 Year Treasury Bond ETF, Schwab U.S. Large-Cap, Sells WestRock Co, SPDR Bloomberg Barclays High Yield Bond, Ingevity Corp

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May 06, 2020
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Investment company Patriot Investment Management Inc. (Current Portfolio) buys iShares Core MSCI EAFE, iShares 3-7 Year Treasury Bond ETF, Schwab U.S. Large-Cap, iShares 7-10 Year Treasury Bond ETF, Invesco Preferred, sells WestRock Co, SPDR Bloomberg Barclays High Yield Bond, Ingevity Corp, iShares MSCI Pacific Ex-Japan Index Fund, iShares U.S. Preferred Stock during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Patriot Investment Management Inc.. As of 2020Q1, Patriot Investment Management Inc. owns 194 stocks with a total value of $653 million. These are the details of the buys and sells.

For the details of Patriot Investment Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/patriot+investment+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Patriot Investment Management Inc.
  1. Vanguard Total Stock Market (VTI) - 689,791 shares, 13.62% of the total portfolio. Shares added by 4.62%
  2. Vanguard Intermediate-Term Bond (BIV) - 403,132 shares, 5.51% of the total portfolio. Shares added by 4.26%
  3. Vanguard Total Bond Market ETF (BND) - 357,402 shares, 4.67% of the total portfolio. Shares added by 19.84%
  4. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 330,808 shares, 4.41% of the total portfolio. Shares added by 2.92%
  5. Vanguard FTSE Developed Markets (VEA) - 839,050 shares, 4.28% of the total portfolio. Shares added by 12.17%
New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Patriot Investment Management Inc. initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.33 and $133.05, with an estimated average price of $128.4. The stock is now traded at around $133.07. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,610 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Patriot Investment Management Inc. 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 $49.24. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,277 shares as of .

New Purchase: Gilead Sciences Inc (GILD)

Patriot Investment Management Inc. initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $77.53. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,301 shares as of .

New Purchase: AstraZeneca PLC (AZN)

Patriot Investment Management Inc. initiated holding in AstraZeneca PLC. The purchase prices were between $37.79 and $51.33, with an estimated average price of $47.19. The stock is now traded at around $54.40. The impact to a portfolio due to this purchase was 0.07%. The holding were 9,680 shares as of .

New Purchase: Novartis AG (NVS)

Patriot Investment Management Inc. initiated holding in Novartis AG. The purchase prices were between $70.67 and $99.01, with an estimated average price of $89.54. The stock is now traded at around $85.90. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,679 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

Patriot Investment Management Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.28. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,184 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Patriot Investment Management Inc. added to a holding in iShares Core MSCI EAFE by 497.32%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.85. The impact to a portfolio due to this purchase was 0.46%. The holding were 72,156 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Patriot Investment Management Inc. added to a holding in Schwab U.S. Large-Cap by 27.25%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $68.32. The impact to a portfolio due to this purchase was 0.21%. The holding were 102,599 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Patriot Investment Management Inc. added to a holding in iShares 7-10 Year Treasury Bond ETF by 470.54%. The purchase prices were between $110.2 and $121.21, with an estimated average price of $114.69. The stock is now traded at around $121.02. The impact to a portfolio due to this purchase was 0.18%. The holding were 11,930 shares as of .

Added: Invesco Preferred (PGX)

Patriot Investment Management Inc. added to a holding in Invesco Preferred by 84.60%. The purchase prices were between $10.01 and $15.25, with an estimated average price of $14.46. The stock is now traded at around $14.04. The impact to a portfolio due to this purchase was 0.11%. The holding were 122,106 shares as of .

Added: Vanguard Emerging Markets Government Bond ETF (VWOB)

Patriot Investment Management Inc. added to a holding in Vanguard Emerging Markets Government Bond ETF by 20.58%. The purchase prices were between $62 and $83.27, with an estimated average price of $79.04. The stock is now traded at around $71.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 35,642 shares as of .

Added: Philip Morris International Inc (PM)

Patriot Investment Management Inc. added to a holding in Philip Morris International Inc by 28.31%. The purchase prices were between $59.98 and $89.64, with an estimated average price of $82.53. The stock is now traded at around $70.43. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,503 shares as of .

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Patriot Investment Management Inc. sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $83.72 and $108.58, with an estimated average price of $103.43.

Sold Out: Ingevity Corp (NGVT)

Patriot Investment Management Inc. sold out a holding in Ingevity Corp. The sale prices were between $27.84 and $87.38, with an estimated average price of $59.36.

Sold Out: SPDR Select Sector Fund - Consumer Staples (XLP)

Patriot Investment Management Inc. sold out a holding in SPDR Select Sector Fund - Consumer Staples. The sale prices were between $48.63 and $64.79, with an estimated average price of $61.

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Patriot Investment Management Inc. sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $40.8 and $63.03, with an estimated average price of $56.99.

Sold Out: Truist Financial Corp (BBK)

Patriot Investment Management Inc. sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: iShares Short-Term National Muni Bond (SUB)

Patriot Investment Management Inc. sold out a holding in iShares Short-Term National Muni Bond. The sale prices were between $97.45 and $107.63, with an estimated average price of $106.47.



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