Retirement Network Buys PIMCO ETF TRUST, 3M Co, Microchip Technology Inc, Sells Clorox Co, Bristol-Myers Squibb Company, Microsoft Corp

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Aug 06, 2020
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Investment company Retirement Network (Current Portfolio) buys PIMCO ETF TRUST, 3M Co, Microchip Technology Inc, Exxon Mobil Corp, Boeing Co, sells Clorox Co, Bristol-Myers Squibb Company, Microsoft Corp, BlackRock Inc, SELECT SECTOR SPDR during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Retirement Network. As of 2020Q2, Retirement Network owns 305 stocks with a total value of $200 million. These are the details of the buys and sells.

For the details of Retirement Network's stock buys and sells, go to https://www.gurufocus.com/guru/retirement+network/current-portfolio/portfolio

These are the top 5 holdings of Retirement Network
  1. iShares Edge MSCI Min Vol USA (USMV) - 304,816 shares, 9.23% of the total portfolio. Shares added by 3.68%
  2. VanEck Vectors Morningstar Wide Moat (MOAT) - 283,218 shares, 7.38% of the total portfolio. Shares added by 4.68%
  3. VANGUARD WORLD FD (MGK) - 86,289 shares, 7.04% of the total portfolio. Shares added by 12.98%
  4. SCHWAB STRATEGIC T (SCHD) - 161,674 shares, 4.18% of the total portfolio. Shares added by 6.68%
  5. Amazon.com Inc (AMZN) - 1,933 shares, 2.92% of the total portfolio. Shares added by 20.14%
New Purchase: ISHARES TRUST (QUAL)

Retirement Network initiated holding in ISHARES TRUST. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $102.47. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,808 shares as of .

New Purchase: First Trust Managed Municipal ETF (FMB)

Retirement Network initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $56.16. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,701 shares as of .

New Purchase: FIRST TRUST EXCHAN (FBT)

Retirement Network initiated holding in FIRST TRUST EXCHAN. The purchase prices were between $127.11 and $171.8, with an estimated average price of $156.54. The stock is now traded at around $165.99. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,814 shares as of .

New Purchase: FIRST TRUST EXCH 2 (FXH)

Retirement Network initiated holding in FIRST TRUST EXCH 2. The purchase prices were between $70.61 and $91.55, with an estimated average price of $85.56. The stock is now traded at around $95.82. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,146 shares as of .

New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Retirement Network initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,917 shares as of .

New Purchase: SELECT SECTOR SPDR (XLF)

Retirement Network initiated holding in SELECT SECTOR SPDR. The purchase prices were between $19.55 and $26.74, with an estimated average price of $22.68. The stock is now traded at around $24.20. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,543 shares as of .

Added: PIMCO ETF TRUST (MINT)

Retirement Network added to a holding in PIMCO ETF TRUST by 124.96%. The purchase prices were between $98.98 and $101.69, with an estimated average price of $100.71. The stock is now traded at around $101.81. The impact to a portfolio due to this purchase was 1.43%. The holding were 50,677 shares as of .

Added: 3M Co (MMM)

Retirement Network added to a holding in 3M Co by 979.69%. The purchase prices were between $133.14 and $167.41, with an estimated average price of $150.38. The stock is now traded at around $155.90. The impact to a portfolio due to this purchase was 1.25%. The holding were 176,896 shares as of .

Added: Microchip Technology Inc (MCHP)

Retirement Network added to a holding in Microchip Technology Inc by 301.44%. The purchase prices were between $62.79 and $110, with an estimated average price of $89.44. The stock is now traded at around $98.92. The impact to a portfolio due to this purchase was 1.2%. The holding were 18,936 shares as of .

Added: Exxon Mobil Corp (XOM)

Retirement Network added to a holding in Exxon Mobil Corp by 6873.49%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $43.50. The impact to a portfolio due to this purchase was 1.06%. The holding were 48,396 shares as of .

Added: Boeing Co (BA)

Retirement Network added to a holding in Boeing Co by 1436.33%. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $172.38. The impact to a portfolio due to this purchase was 0.75%. The holding were 8,711 shares as of .

Added: Amazon.com Inc (AMZN)

Retirement Network added to a holding in Amazon.com Inc by 20.14%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3209.23. The impact to a portfolio due to this purchase was 0.49%. The holding were 1,933 shares as of .

Sold Out: BARCLAYS BK PLC/US (VXX)

Retirement Network sold out a holding in BARCLAYS BK PLC/US. The sale prices were between $29.17 and $50.22, with an estimated average price of $37.71.

Sold Out: SPDR SERIES TRUST (SPSB)

Retirement Network sold out a holding in SPDR SERIES TRUST. The sale prices were between $30.09 and $31.34, with an estimated average price of $30.99.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Retirement Network sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $54.11 and $54.66, with an estimated average price of $54.43.

Sold Out: Vanguard Total International Bond ETF (BNDX)

Retirement Network sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $56.12 and $57.76, with an estimated average price of $57.12.

Sold Out: VANGUARD WORLD FDS (VDC)

Retirement Network sold out a holding in VANGUARD WORLD FDS. The sale prices were between $134.79 and $156.24, with an estimated average price of $148.04.

Sold Out: FIRST TST VALUE LI (FVD)

Retirement Network sold out a holding in FIRST TST VALUE LI. The sale prices were between $26.08 and $32.95, with an estimated average price of $29.5.



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