P-Solve LLC Buys iShares Edge MSCI Min Vol USA, iShares Edge MSCI Min Vol EAFE, Shares Long-Term Corporate Bond, Sells Alerian MLP

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Jul 27, 2020
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Investment company P-Solve LLC (Current Portfolio) buys iShares Edge MSCI Min Vol USA, iShares Edge MSCI Min Vol EAFE, Shares Long-Term Corporate Bond, Vanguard Long-Term Corporate Bond ETF, Vanguard Real Estate, sells Alerian MLP during the 3-months ended 2020Q2, according to the most recent filings of the investment company, P-Solve LLC. As of 2020Q2, P-Solve LLC owns 20 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of P-Solve LLC's stock buys and sells, go to https://www.gurufocus.com/guru/p-solve+llc/current-portfolio/portfolio

These are the top 5 holdings of P-Solve LLC
  1. Schwab U.S. Broad Market (SCHB) - 421,648 shares, 21.16% of the total portfolio. Shares reduced by 14.78%
  2. iShares Core MSCI Total International Stock ETF (IXUS) - 379,815 shares, 14.15% of the total portfolio. Shares reduced by 8.07%
  3. iShares Edge MSCI Min Vol USA (USMV) - 335,533 shares, 13.90% of the total portfolio. New Position
  4. Shares Long-Term Corporate Bond (IGLB) - 276,069 shares, 13.21% of the total portfolio. Shares added by 99.20%
  5. Vanguard Long-Term Corporate Bond ETF (VCLT) - 153,229 shares, 11.13% of the total portfolio. Shares added by 67.92%
New Purchase: iShares Edge MSCI Min Vol USA (USMV)

P-Solve LLC initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.04. The impact to a portfolio due to this purchase was 13.9%. The holding were 335,533 shares as of .

New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

P-Solve LLC initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $68.21. The impact to a portfolio due to this purchase was 7.57%. The holding were 167,858 shares as of .

New Purchase: Vanguard Real Estate (VNQ)

P-Solve LLC initiated holding in Vanguard Real Estate. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $78.17. The impact to a portfolio due to this purchase was 3.82%. The holding were 71,242 shares as of .

New Purchase: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

P-Solve LLC initiated holding in iShares Edge MSCI Min Vol Emerging Markets. The purchase prices were between $44.68 and $53.5, with an estimated average price of $50.1. The stock is now traded at around $54.68. The impact to a portfolio due to this purchase was 2%. The holding were 56,404 shares as of .

Added: Shares Long-Term Corporate Bond (IGLB)

P-Solve LLC added to a holding in Shares Long-Term Corporate Bond by 99.20%. The purchase prices were between $61.5 and $70.04, with an estimated average price of $67.04. The stock is now traded at around $73.47. The impact to a portfolio due to this purchase was 6.58%. The holding were 276,069 shares as of .

Added: Vanguard Long-Term Corporate Bond ETF (VCLT)

P-Solve LLC added to a holding in Vanguard Long-Term Corporate Bond ETF by 67.92%. The purchase prices were between $94.13 and $106.29, with an estimated average price of $102.32. The stock is now traded at around $112.13. The impact to a portfolio due to this purchase was 4.5%. The holding were 153,229 shares as of .



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