Grimes & Company, Inc. Buys FIRST TR EXCHANGE, ISHARES TRUST, ISHARES TRUST, Sells iShares Short Treasury Bond ETF, ISHARES TRUST, Raytheon Co

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Aug 19, 2020
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Westborough, MA, based Investment company Grimes & Company, Inc. (Current Portfolio) buys FIRST TR EXCHANGE, ISHARES TRUST, ISHARES TRUST, SPDR SERIES TRUST, SPDR INDEX SHS FDS, sells iShares Short Treasury Bond ETF, ISHARES TRUST, Raytheon Co, Southwest Airlines Co, BorgWarner Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Grimes & Company, Inc.. As of 2020Q2, Grimes & Company, Inc. owns 234 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of GRIMES & COMPANY, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/grimes+%26+company%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of GRIMES & COMPANY, INC.
  1. ISHARES TRUST (IEFA) - 1,206,349 shares, 4.93% of the total portfolio. Shares added by 557.19%
  2. ISHARES TRUST (LQD) - 508,766 shares, 4.90% of the total portfolio. Shares reduced by 19.73%
  3. ISHARES TRUST (IJR) - 977,305 shares, 4.78% of the total portfolio. Shares added by 955.87%
  4. FIRST TR EXCHANGE (FPE) - 3,607,715 shares, 4.76% of the total portfolio. New Position
  5. SPDR INDEX SHS FDS (SPDW) - 1,874,821 shares, 3.71% of the total portfolio. Shares added by 1194.05%
New Purchase: FIRST TR EXCHANGE (FPE)

Grimes & Company, Inc. initiated holding in FIRST TR EXCHANGE. The purchase prices were between $16.14 and $18.92, with an estimated average price of $18.03. The stock is now traded at around $19.37. The impact to a portfolio due to this purchase was 4.76%. The holding were 3,607,715 shares as of .

New Purchase: Invesco FTSE RAFI US 1000 ETF (PRF)

Grimes & Company, Inc. initiated holding in Invesco FTSE RAFI US 1000 ETF. 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 $117.19. The impact to a portfolio due to this purchase was 1.71%. The holding were 220,598 shares as of .

New Purchase: SSGA ACTIVE ETF TR (TOTL)

Grimes & Company, Inc. initiated holding in SSGA ACTIVE ETF TR. 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 $49.62. The impact to a portfolio due to this purchase was 1.42%. The holding were 399,278 shares as of .

New Purchase: JOHN HANCOCK EXCHA (JHML)

Grimes & Company, Inc. initiated holding in JOHN HANCOCK EXCHA. The purchase prices were between $30.14 and $40.49, with an estimated average price of $36.09. The stock is now traded at around $41.94. The impact to a portfolio due to this purchase was 1.08%. The holding were 394,974 shares as of .

New Purchase: SELECT SECTOR SPDR (XLP)

Grimes & Company, Inc. initiated holding in SELECT SECTOR SPDR. The purchase prices were between $53.55 and $61.07, with an estimated average price of $58.29. The stock is now traded at around $64.38. The impact to a portfolio due to this purchase was 0.84%. The holding were 199,769 shares as of .

New Purchase: SELECT SECTOR SPDR (XLE)

Grimes & Company, Inc. initiated holding in SELECT SECTOR SPDR. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $37.28. The impact to a portfolio due to this purchase was 0.66%. The holding were 244,091 shares as of .

Added: ISHARES TRUST (IJR)

Grimes & Company, Inc. added to a holding in ISHARES TRUST by 955.87%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $75.15. The impact to a portfolio due to this purchase was 4.33%. The holding were 977,305 shares as of .

Added: ISHARES TRUST (IEFA)

Grimes & Company, Inc. added to a holding in ISHARES TRUST by 557.19%. The purchase prices were between $46.85 and $60.01, with an estimated average price of $53.6. The stock is now traded at around $61.44. The impact to a portfolio due to this purchase was 4.18%. The holding were 1,206,349 shares as of .

Added: SPDR SERIES TRUST (SPSM)

Grimes & Company, Inc. added to a holding in SPDR SERIES TRUST by 3494.41%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $29.23. The impact to a portfolio due to this purchase was 3.59%. The holding were 1,939,582 shares as of .

Added: SPDR INDEX SHS FDS (SPDW)

Grimes & Company, Inc. added to a holding in SPDR INDEX SHS FDS by 1194.05%. The purchase prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $29.78. The impact to a portfolio due to this purchase was 3.42%. The holding were 1,874,821 shares as of .

Added: ISHARES INC (IEMG)

Grimes & Company, Inc. added to a holding in ISHARES INC by 540.74%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $53.07. The impact to a portfolio due to this purchase was 1.88%. The holding were 655,161 shares as of .

Added: SPDR INDEX SHS FDS (SPEM)

Grimes & Company, Inc. added to a holding in SPDR INDEX SHS FDS by 2542.29%. The purchase prices were between $27.38 and $34.3, with an estimated average price of $31.2. The stock is now traded at around $36.87. The impact to a portfolio due to this purchase was 1.5%. The holding were 652,223 shares as of .

Sold Out: Raytheon Co (RTN)

Grimes & Company, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Southwest Airlines Co (LUV)

Grimes & Company, Inc. sold out a holding in Southwest Airlines Co. The sale prices were between $23.87 and $40.59, with an estimated average price of $31.86.

Sold Out: BorgWarner Inc (BWA)

Grimes & Company, Inc. sold out a holding in BorgWarner Inc. The sale prices were between $21.29 and $37.52, with an estimated average price of $29.77.

Sold Out: Albemarle Corp (ALB)

Grimes & Company, Inc. sold out a holding in Albemarle Corp. The sale prices were between $52.7 and $86.74, with an estimated average price of $67.77.

Sold Out: Innoviva Inc (INVA)

Grimes & Company, Inc. sold out a holding in Innoviva Inc. The sale prices were between $11.49 and $15.26, with an estimated average price of $13.58.

Sold Out: ISHARES TRUST (SUB)

Grimes & Company, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $105.27 and $107.99, with an estimated average price of $107.07.



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