Atwood & Palmer Inc Buys Invesco Ultra Short Duration ETF, Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2021 Corporate Bond ETF, Sells Berry Global Group Inc, Square Inc, Invesco BulletShares 2019 Corporate Bond ETF

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Oct 21, 2019
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Kansas City, MO, based Investment company Atwood & Palmer Inc (Current Portfolio) buys Invesco Ultra Short Duration ETF, Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2021 Corporate Bond ETF, First Trust Financial AlphaDEX Fund, iShares S&P 500 Growth ETF, sells Berry Global Group Inc, Square Inc, Invesco BulletShares 2019 Corporate Bond ETF, First Trust NYSE Arca Biotechnology Index Fund, iShares 1-3 Year Credit Bond ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Atwood & Palmer Inc. As of 2019Q3, Atwood & Palmer Inc owns 289 stocks with a total value of $594 million. These are the details of the buys and sells.

For the details of ATWOOD & PALMER INC's stock buys and sells, go to https://www.gurufocus.com/guru/atwood+%26+palmer+inc/current-portfolio/portfolio

These are the top 5 holdings of ATWOOD & PALMER INC
  1. CDW Corp (CDW) - 278,992 shares, 5.79% of the total portfolio. Shares reduced by 6.36%
  2. Lockheed Martin Corp (LMT) - 81,209 shares, 5.34% of the total portfolio. Shares reduced by 0.09%
  3. Thermo Fisher Scientific Inc (TMO) - 91,140 shares, 4.47% of the total portfolio. Shares reduced by 5.98%
  4. Cisco Systems Inc (CSCO) - 528,089 shares, 4.40% of the total portfolio. Shares reduced by 2.83%
  5. Intel Corp (INTC) - 486,968 shares, 4.23% of the total portfolio. Shares reduced by 7.98%
New Purchase: First Trust Financial AlphaDEX Fund (FXO)

Atwood & Palmer Inc initiated holding in First Trust Financial AlphaDEX Fund. The purchase prices were between $29.89 and $32.54, with an estimated average price of $31.47. The stock is now traded at around $32.07. The impact to a portfolio due to this purchase was 0.37%. The holding were 69,615 shares as of .

New Purchase: iShares S&P 500 Growth ETF (IVW)

Atwood & Palmer Inc initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $173.38 and $184.45, with an estimated average price of $180.36. The stock is now traded at around $181.05. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,607 shares as of .

New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)

Atwood & Palmer Inc initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $64.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,830 shares as of .

New Purchase: Vanguard Mid-Cap Value ETF (VOE)

Atwood & Palmer Inc initiated holding in Vanguard Mid-Cap Value ETF. The purchase prices were between $105.74 and $114.13, with an estimated average price of $111.08. The stock is now traded at around $113.26. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,490 shares as of .

New Purchase: Schwab International Equity ETF (SCHF)

Atwood & Palmer Inc initiated holding in Schwab International Equity ETF. The purchase prices were between $29.96 and $32.52, with an estimated average price of $31.46. The stock is now traded at around $32.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,117 shares as of .

New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)

Atwood & Palmer Inc initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $137.73 and $154.31, with an estimated average price of $146.47. The stock is now traded at around $151.53. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,186 shares as of .

Added: Invesco Ultra Short Duration ETF (GSY)

Atwood & Palmer Inc added to a holding in Invesco Ultra Short Duration ETF by 45.48%. The purchase prices were between $49.95 and $50.41, with an estimated average price of $50.14. The stock is now traded at around $50.37. The impact to a portfolio due to this purchase was 0.92%. The holding were 346,356 shares as of .

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Atwood & Palmer Inc added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 480.02%. The purchase prices were between $21.33 and $21.56, with an estimated average price of $21.43. The stock is now traded at around $21.46. The impact to a portfolio due to this purchase was 0.7%. The holding were 232,880 shares as of .

Added: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Atwood & Palmer Inc added to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 72.64%. The purchase prices were between $21.16 and $21.3, with an estimated average price of $21.23. The stock is now traded at around $21.23. The impact to a portfolio due to this purchase was 0.56%. The holding were 369,416 shares as of .

Added: Iron Mountain Inc (IRM)

Atwood & Palmer Inc added to a holding in Iron Mountain Inc by 3200.00%. The purchase prices were between $29.41 and $34.14, with an estimated average price of $31.43. The stock is now traded at around $33.94. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,250 shares as of .

Added: VF Corp (VFC)

Atwood & Palmer Inc added to a holding in VF Corp by 175.13%. The purchase prices were between $77.48 and $90.82, with an estimated average price of $85.42. The stock is now traded at around $93.42. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,095 shares as of .

Sold Out: PowerShares DB Optimum Yield Diversified Commoditi (PDBC)

Atwood & Palmer Inc sold out a holding in PowerShares DB Optimum Yield Diversified Commoditi. The sale prices were between $15.33 and $16.77, with an estimated average price of $15.9.

Sold Out: General Dynamics Corp (GD)

Atwood & Palmer Inc sold out a holding in General Dynamics Corp. The sale prices were between $176.77 and $192.67, with an estimated average price of $185.79.

Sold Out: DuPont de Nemours Inc (6D81)

Atwood & Palmer Inc sold out a holding in DuPont de Nemours Inc. The sale prices were between $57.27 and $66.9, with an estimated average price of $63.11.

Sold Out: Washington Prime Group Inc (WPG)

Atwood & Palmer Inc sold out a holding in Washington Prime Group Inc. The sale prices were between $3.2 and $4.4, with an estimated average price of $3.66.

Sold Out: Cronos Group Inc (CRON)

Atwood & Palmer Inc sold out a holding in Cronos Group Inc. The sale prices were between $9.05 and $16.02, with an estimated average price of $12.79.

Sold Out: iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

Atwood & Palmer Inc sold out a holding in iShares iBoxx $ High Yield Corporate Bond ETF. The sale prices were between $84.78 and $87.17, with an estimated average price of $86.12.



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