Personal Resources Investment & Strategic Manageme Buys PROSHARES TRUST, iShares MSCI EAFE Min Vol Factor, ISHARES TRUST, Sells B&G Foods Inc, Teva Pharmaceutical Industries, General Electric Co

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Aug 19, 2020
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Investment company Personal Resources Investment & Strategic Manageme (Current Portfolio) buys PROSHARES TRUST, iShares MSCI EAFE Min Vol Factor, ISHARES TRUST, GLDMN SACHS ETF TR, FIRST TST VALUE LI, sells B&G Foods Inc, Teva Pharmaceutical Industries, General Electric Co, CVS Health Corp, International Paper Co during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Personal Resources Investment & Strategic Manageme. As of 2020Q2, Personal Resources Investment & Strategic Manageme owns 43 stocks with a total value of $220 million. These are the details of the buys and sells.

For the details of Personal Resources Investment & Strategic Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/personal+resources+investment+%26+strategic+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Personal Resources Investment & Strategic Management, Inc.
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 78,113 shares, 8.77% of the total portfolio. Shares reduced by 16.46%
  2. PROSHARES TRUST (NOBL) - 227,158 shares, 6.94% of the total portfolio. New Position
  3. FIRST TST VALUE LI (FVD) - 500,856 shares, 6.89% of the total portfolio. Shares added by 463.06%
  4. iShares MSCI EAFE Min Vol Factor (EFAV) - 228,723 shares, 6.85% of the total portfolio. New Position
  5. ISHARES TRUST (DGRO) - 400,317 shares, 6.83% of the total portfolio. New Position
New Purchase: PROSHARES TRUST (NOBL)

Personal Resources Investment & Strategic Manageme initiated holding in PROSHARES TRUST. The purchase prices were between $55.35 and $72.85, with an estimated average price of $64.26. The stock is now traded at around $73.06. The impact to a portfolio due to this purchase was 6.94%. The holding were 227,158 shares as of .

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

Personal Resources Investment & Strategic Manageme initiated holding in iShares MSCI EAFE Min Vol Factor. 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 $69.01. The impact to a portfolio due to this purchase was 6.85%. The holding were 228,723 shares as of .

New Purchase: ISHARES TRUST (DGRO)

Personal Resources Investment & Strategic Manageme initiated holding in ISHARES TRUST. The purchase prices were between $30.95 and $40.57, with an estimated average price of $36.1. The stock is now traded at around $40.38. The impact to a portfolio due to this purchase was 6.83%. The holding were 400,317 shares as of .

New Purchase: GLDMN SACHS ETF TR (GEM)

Personal Resources Investment & Strategic Manageme initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $25.07 and $31.21, with an estimated average price of $28.63. The stock is now traded at around $33.20. The impact to a portfolio due to this purchase was 6.79%. The holding were 494,059 shares as of .

New Purchase: iShares MSCI USA Momentum Factor (MTUM)

Personal Resources Investment & Strategic Manageme initiated holding in iShares MSCI USA Momentum Factor. The purchase prices were between $101.08 and $131, with an estimated average price of $120.7. The stock is now traded at around $145.25. The impact to a portfolio due to this purchase was 5.39%. The holding were 90,697 shares as of .

New Purchase: Invesco S P Global Water Index ETF (CGW)

Personal Resources Investment & Strategic Manageme initiated holding in Invesco S P Global Water Index ETF. The purchase prices were between $31.18 and $39.49, with an estimated average price of $35.72. The stock is now traded at around $40.99. The impact to a portfolio due to this purchase was 4%. The holding were 236,033 shares as of .

Added: FIRST TST VALUE LI (FVD)

Personal Resources Investment & Strategic Manageme added to a holding in FIRST TST VALUE LI by 463.06%. The purchase prices were between $26.08 and $32.95, with an estimated average price of $29.5. The stock is now traded at around $32.28. The impact to a portfolio due to this purchase was 5.67%. The holding were 500,856 shares as of .

Added: VANGUARD INDEX FDS (VTV)

Personal Resources Investment & Strategic Manageme added to a holding in VANGUARD INDEX FDS by 761.34%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $106.24. The impact to a portfolio due to this purchase was 4.68%. The holding were 117,022 shares as of .

Added: SCHWAB STRATEGIC T (SCHV)

Personal Resources Investment & Strategic Manageme added to a holding in SCHWAB STRATEGIC T by 41.09%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $53.23. The impact to a portfolio due to this purchase was 0.85%. The holding were 128,731 shares as of .

Added: VanEck Vectors Morningstar Wide Moat (MOAT)

Personal Resources Investment & Strategic Manageme added to a holding in VanEck Vectors Morningstar Wide Moat by 34.83%. The purchase prices were between $41.85 and $56.69, with an estimated average price of $49.67. The stock is now traded at around $55.34. The impact to a portfolio due to this purchase was 0.32%. The holding were 51,648 shares as of .

Added: Cemex SAB de CV (CX)

Personal Resources Investment & Strategic Manageme added to a holding in Cemex SAB de CV by 23.30%. The purchase prices were between $1.74 and $3.14, with an estimated average price of $2.34. The stock is now traded at around $3.38. The impact to a portfolio due to this purchase was 0.01%. The holding were 21,785 shares as of .

Sold Out: B&G Foods Inc (BGS)

Personal Resources Investment & Strategic Manageme sold out a holding in B&G Foods Inc. The sale prices were between $16.06 and $26.25, with an estimated average price of $21.55.

Sold Out: General Electric Co (GE)

Personal Resources Investment & Strategic Manageme sold out a holding in General Electric Co. The sale prices were between $5.49 and $8.46, with an estimated average price of $6.78.

Sold Out: CVS Health Corp (CVS)

Personal Resources Investment & Strategic Manageme sold out a holding in CVS Health Corp. The sale prices were between $55.41 and $70.62, with an estimated average price of $62.88.

Sold Out: International Paper Co (IP)

Personal Resources Investment & Strategic Manageme sold out a holding in International Paper Co. The sale prices were between $29.37 and $39.69, with an estimated average price of $33.58.

Sold Out: Deluxe Corp (DLX)

Personal Resources Investment & Strategic Manageme sold out a holding in Deluxe Corp. The sale prices were between $19.5 and $31.8, with an estimated average price of $25.13.

Sold Out: AT&T Inc (T)

Personal Resources Investment & Strategic Manageme sold out a holding in AT&T Inc. The sale prices were between $27.46 and $33.23, with an estimated average price of $30.14.



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