Hc Financial Advisors Inc Buys SPDR DoubleLine Total Return Tactical, Invesco Dynamic Large Cap Growth, Comcast Corp, Sells FlexShares iBoxx 3 Year Target Duration TIPS Index, iShares MSCI Eurozone, Exxon Mobil Corp

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Jul 28, 2020
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Investment company Hc Financial Advisors Inc (Current Portfolio) buys SPDR DoubleLine Total Return Tactical, Invesco Dynamic Large Cap Growth, Comcast Corp, U.S. Bancorp, Huntington Bancshares Inc, sells FlexShares iBoxx 3 Year Target Duration TIPS Index, iShares MSCI Eurozone, Exxon Mobil Corp, AT&T Inc, Bank of Marin Bancorp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Hc Financial Advisors Inc. As of 2020Q2, Hc Financial Advisors Inc owns 355 stocks with a total value of $125 million. These are the details of the buys and sells.

For the details of HC FINANCIAL ADVISORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/hc+financial+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of HC FINANCIAL ADVISORS INC
  1. SPDR DoubleLine Total Return Tactical (TOTL) - 208,240 shares, 8.23% of the total portfolio. New Position
  2. Apple Inc (AAPL) - 18,216 shares, 5.30% of the total portfolio. Shares reduced by 0.32%
  3. Microsoft Corp (MSFT) - 26,525 shares, 4.31% of the total portfolio. Shares reduced by 1.57%
  4. Visa Inc (V) - 27,549 shares, 4.25% of the total portfolio. Shares reduced by 0.95%
  5. The Home Depot Inc (HD) - 15,553 shares, 3.11% of the total portfolio. Shares reduced by 0.13%
New Purchase: SPDR DoubleLine Total Return Tactical (TOTL)

Hc Financial Advisors Inc initiated holding in SPDR DoubleLine Total Return Tactical. The purchase prices were between $47.65 and $49.55, with an estimated average price of $48.97. The stock is now traded at around $49.74. The impact to a portfolio due to this purchase was 8.23%. The holding were 208,240 shares as of .

New Purchase: Invesco Dynamic Large Cap Growth (PWB)

Hc Financial Advisors Inc initiated holding in Invesco Dynamic Large Cap Growth. The purchase prices were between $41.73 and $54.82, with an estimated average price of $50.18. The stock is now traded at around $57.25. The impact to a portfolio due to this purchase was 0.59%. The holding were 13,417 shares as of .

New Purchase: Invesco FTSE RAFI US 1000 (PRF)

Hc Financial Advisors Inc initiated holding in Invesco FTSE RAFI US 1000. The purchase prices were between $88.04 and $119.61, with an estimated average price of $103.95. The stock is now traded at around $112.23. The impact to a portfolio due to this purchase was 0.4%. The holding were 4,575 shares as of .

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

Hc Financial Advisors Inc 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 $67.97. The impact to a portfolio due to this purchase was 0.04%. The holding were 721 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Hc Financial Advisors Inc initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $35.11. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,426 shares as of .

New Purchase: Essential Utilities Inc (WTRG)

Hc Financial Advisors Inc initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.54. The impact to a portfolio due to this purchase was 0.02%. The holding were 531 shares as of .

Added: Comcast Corp (CMCSA)

Hc Financial Advisors Inc added to a holding in Comcast Corp by 356.77%. The purchase prices were between $32.42 and $43.12, with an estimated average price of $38.04. The stock is now traded at around $43.21. The impact to a portfolio due to this purchase was 0.46%. The holding were 19,029 shares as of .

Added: U.S. Bancorp (USB)

Hc Financial Advisors Inc added to a holding in U.S. Bancorp by 32.41%. The purchase prices were between $29.45 and $43.51, with an estimated average price of $35.61. The stock is now traded at around $36.32. The impact to a portfolio due to this purchase was 0.46%. The holding were 63,950 shares as of .

Added: Huntington Bancshares Inc (HBAN)

Hc Financial Advisors Inc added to a holding in Huntington Bancshares Inc by 51.85%. The purchase prices were between $6.83 and $11.35, with an estimated average price of $8.83. The stock is now traded at around $9.13. The impact to a portfolio due to this purchase was 0.4%. The holding were 161,608 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Hc Financial Advisors Inc added to a holding in Bristol-Myers Squibb Company by 36.29%. The purchase prices were between $54.82 and $64.09, with an estimated average price of $59.75. The stock is now traded at around $59.43. The impact to a portfolio due to this purchase was 0.22%. The holding were 17,810 shares as of .

Added: Mondelez International Inc (MDLZ)

Hc Financial Advisors Inc added to a holding in Mondelez International Inc by 23.25%. The purchase prices were between $48.68 and $54.51, with an estimated average price of $51.34. The stock is now traded at around $55.71. The impact to a portfolio due to this purchase was 0.14%. The holding were 18,139 shares as of .

Added: NextEra Energy Inc (NEE)

Hc Financial Advisors Inc added to a holding in NextEra Energy Inc by 80.85%. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $280.04. The impact to a portfolio due to this purchase was 0.07%. The holding were 850 shares as of .

Sold Out: iShares MSCI Eurozone (EZU)

Hc Financial Advisors Inc sold out a holding in iShares MSCI Eurozone. The sale prices were between $28.89 and $38.78, with an estimated average price of $33.38.

Sold Out: Amedisys Inc (AMED)

Hc Financial Advisors Inc sold out a holding in Amedisys Inc. The sale prices were between $169.77 and $213.81, with an estimated average price of $186.63.

Sold Out: Telephone and Data Systems Inc (TDS)

Hc Financial Advisors Inc sold out a holding in Telephone and Data Systems Inc. The sale prices were between $15.57 and $22.72, with an estimated average price of $19.07.

Sold Out: First Trust Chindia (FNI)

Hc Financial Advisors Inc sold out a holding in First Trust Chindia. The sale prices were between $29.73 and $41.38, with an estimated average price of $35.64.

Sold Out: iShares Core MSCI Emerging Markets (IEMG)

Hc Financial Advisors Inc sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $38.47 and $48.81, with an estimated average price of $44.24.

Sold Out: United States Cellular Corp (USM)

Hc Financial Advisors Inc sold out a holding in United States Cellular Corp. The sale prices were between $27.16 and $35, with an estimated average price of $30.81.



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