Strategic Capital Advisers, Inc. Buys VanEck Vectors Agribusiness, UnitedHealth Group Inc, ProShares Short S&P500, Sells SPDR S&P Global Natural Resources, Truist Financial Corp, Royal Dutch Shell PLC

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May 12, 2020
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Investment company Strategic Capital Advisers, Inc. (Current Portfolio) buys VanEck Vectors Agribusiness, UnitedHealth Group Inc, ProShares Short S&P500, JPMorgan Chase, Schwab US Dividend Equity, sells SPDR S&P Global Natural Resources, Truist Financial Corp, Royal Dutch Shell PLC, Emerson Electric Co, ONEOK Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Strategic Capital Advisers, Inc.. As of 2020Q1, Strategic Capital Advisers, Inc. owns 47 stocks with a total value of $82 million. These are the details of the buys and sells.

For the details of STRATEGIC CAPITAL ADVISERS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/strategic+capital+advisers%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of STRATEGIC CAPITAL ADVISERS, INC.
  1. ishares Gold Trust (IAU) - 307,892 shares, 5.64% of the total portfolio. Shares reduced by 0.03%
  2. VanEck Vectors Agribusiness (MOO) - 86,599 shares, 5.40% of the total portfolio. New Position
  3. Schwab U.S. Broad Market (SCHB) - 72,882 shares, 5.35% of the total portfolio. Shares reduced by 4.26%
  4. Apple Inc (AAPL) - 12,479 shares, 3.85% of the total portfolio. Shares reduced by 14.4%
  5. Microsoft Corp (MSFT) - 19,374 shares, 3.71% of the total portfolio. Shares added by 1.89%
New Purchase: VanEck Vectors Agribusiness (MOO)

Strategic Capital Advisers, Inc. initiated holding in VanEck Vectors Agribusiness. The purchase prices were between $43.78 and $69.22, with an estimated average price of $61.93. The stock is now traded at around $54.36. The impact to a portfolio due to this purchase was 5.4%. The holding were 86,599 shares as of .

New Purchase: ProShares Short S&P500 (SH)

Strategic Capital Advisers, Inc. initiated holding in ProShares Short S&P500. The purchase prices were between $22.87 and $32.55, with an estimated average price of $25.06. The stock is now traded at around $24.10. The impact to a portfolio due to this purchase was 0.82%. The holding were 24,370 shares as of .

Added: UnitedHealth Group Inc (UNH)

Strategic Capital Advisers, Inc. added to a holding in UnitedHealth Group Inc by 202.52%. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $291.16. The impact to a portfolio due to this purchase was 1.9%. The holding were 9,381 shares as of .

Added: JPMorgan Chase & Co (JPM)

Strategic Capital Advisers, Inc. added to a holding in JPMorgan Chase & Co by 89.01%. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $88.25. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,570 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Strategic Capital Advisers, Inc. added to a holding in Schwab US Dividend Equity by 36.53%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $50.47. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,846 shares as of .

Added: Schwab International Equity (SCHF)

Strategic Capital Advisers, Inc. added to a holding in Schwab International Equity by 25.02%. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.45. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,215 shares as of .

Sold Out: SPDR S&P Global Natural Resources (GNR)

Strategic Capital Advisers, Inc. sold out a holding in SPDR S&P Global Natural Resources. The sale prices were between $25.37 and $46.38, with an estimated average price of $39.39.

Sold Out: Truist Financial Corp (BBK)

Strategic Capital Advisers, 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: Royal Dutch Shell PLC (RDS.B)

Strategic Capital Advisers, Inc. sold out a holding in Royal Dutch Shell PLC. The sale prices were between $19.58 and $61.98, with an estimated average price of $47.33.

Sold Out: Emerson Electric Co (EMR)

Strategic Capital Advisers, Inc. sold out a holding in Emerson Electric Co. The sale prices were between $38.08 and $77.87, with an estimated average price of $66.31.

Sold Out: ONEOK Inc (OKE)

Strategic Capital Advisers, Inc. sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.

Sold Out: Blackrock Credit Allocation Income Trust (BTZ)

Strategic Capital Advisers, Inc. sold out a holding in Blackrock Credit Allocation Income Trust. The sale prices were between $9.5 and $14.88, with an estimated average price of $13.55.



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