Watson Rebecca Buys iShares Core S&P U.S. Growth ETF, iShares Edge MSCI Min Vol USA, Vanguard Real Estate, Sells iShares Core Dividend Growth, iShares Core MSCI Emerging Markets, Vanguard Div Appreciation

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May 14, 2020
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Investment company Watson Rebecca (Current Portfolio) buys iShares Core S&P U.S. Growth ETF, iShares Edge MSCI Min Vol USA, Vanguard Real Estate, PowerShares QQQ Trust Ser 1, Raytheon Technologies Corp, sells iShares Core Dividend Growth, iShares Core MSCI Emerging Markets, Vanguard Div Appreciation, iShares Core S&P Small-Cap, iShares iBoxx $ Investment Grade Corporate Bond during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Watson Rebecca. As of 2020Q1, Watson Rebecca owns 63 stocks with a total value of $117 million. These are the details of the buys and sells.

For the details of Watson Rebecca's stock buys and sells, go to https://www.gurufocus.com/guru/watson+rebecca/current-portfolio/portfolio

These are the top 5 holdings of Watson Rebecca
  1. iShares Edge MSCI Min Vol USA (USMV) - 419,720 shares, 20.88% of the total portfolio. Shares added by 25.64%
  2. iShares Core U.S. Aggregate Bond (AGG) - 132,747 shares, 13.27% of the total portfolio. Shares added by 12.64%
  3. JPMorgan Ultra-Short Income (JPST) - 243,359 shares, 10.39% of the total portfolio. Shares reduced by 6.9%
  4. iShares Core S&P U.S. Growth ETF (IUSG) - 191,499 shares, 10.23% of the total portfolio. Shares added by 212.67%
  5. iShares 1-3 Year Credit Bond ETF (IGSB) - 102,689 shares, 4.69% of the total portfolio. Shares added by 5.16%
New Purchase: Raytheon Technologies Corp (5UR)

Watson Rebecca 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 $49.44. The impact to a portfolio due to this purchase was 0.68%. The holding were 12,840 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Watson Rebecca initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $258.74. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,099 shares as of .

New Purchase: TC Energy Corp (TRP)

Watson Rebecca initiated holding in TC Energy Corp. The purchase prices were between $33.51 and $57.42, with an estimated average price of $50.87. The stock is now traded at around $44.13. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,100 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Watson Rebecca 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 $302.14. The impact to a portfolio due to this purchase was 0.23%. The holding were 832 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Watson Rebecca initiated holding in Amazon.com Inc. 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 $2367.92. The impact to a portfolio due to this purchase was 0.2%. The holding were 96 shares as of .

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Watson Rebecca initiated holding in Fidelity MSCI Information Technology Index. 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 $71.91. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,925 shares as of .

Added: iShares Core S&P U.S. Growth ETF (IUSG)

Watson Rebecca added to a holding in iShares Core S&P U.S. Growth ETF by 212.67%. The purchase prices were between $49.46 and $73.11, with an estimated average price of $65.61. The stock is now traded at around $64.53. The impact to a portfolio due to this purchase was 6.96%. The holding were 191,499 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Watson Rebecca added to a holding in iShares Edge MSCI Min Vol USA by 25.64%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $57.36. The impact to a portfolio due to this purchase was 4.26%. The holding were 419,720 shares as of .

Added: Vanguard Real Estate (VNQ)

Watson Rebecca added to a holding in Vanguard Real Estate by 1118.66%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $68.83. The impact to a portfolio due to this purchase was 1.59%. The holding were 27,566 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Watson Rebecca added to a holding in PowerShares QQQ Trust Ser 1 by 106.33%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $219.34. The impact to a portfolio due to this purchase was 0.71%. The holding were 7,593 shares as of .

Added: iShares U.S. Medical Devices (IHI)

Watson Rebecca added to a holding in iShares U.S. Medical Devices by 57.95%. The purchase prices were between $184.98 and $277.11, with an estimated average price of $252.6. The stock is now traded at around $255.66. The impact to a portfolio due to this purchase was 0.46%. The holding were 5,849 shares as of .

Added: iShares MSCI KLD 400 Social (DSI)

Watson Rebecca added to a holding in iShares MSCI KLD 400 Social by 35.69%. The purchase prices were between $83.87 and $127.27, with an estimated average price of $114.24. The stock is now traded at around $107.15. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,466 shares as of .

Sold Out: iShares International Select Dividend (IDV)

Watson Rebecca sold out a holding in iShares International Select Dividend. The sale prices were between $18.85 and $32.78, with an estimated average price of $29.1.

Sold Out: Discover Financial Services (DFS)

Watson Rebecca sold out a holding in Discover Financial Services. The sale prices were between $25.25 and $85.85, with an estimated average price of $66.96.

Sold Out: Arconic Corp (ARNC)

Watson Rebecca sold out a holding in Arconic Corp. The sale prices were between $9.19 and $26.11, with an estimated average price of $20.93.

Sold Out: Caterpillar Inc (CAT)

Watson Rebecca sold out a holding in Caterpillar Inc. The sale prices were between $91.85 and $150.53, with an estimated average price of $128.51.

Sold Out: The Home Depot Inc (HD)

Watson Rebecca sold out a holding in The Home Depot Inc. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09.

Sold Out: Raytheon Co (RTN)

Watson Rebecca sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.



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