Vista Private Wealth Partners. LLC Buys Avenue Income Credit Strategies Fund, RiverNorth/DoubleLine Strategic Opportunity Fund I, SPDR S&P 400 Mid Cap Growth ETF, Sells SPDR S&P 500 ETF Trust, Invesco Ultra Short Duration ETF, Schwab U.S. REIT ETF

Author's Avatar
Jan 09, 2020
Article's Main Image
Investment company Vista Private Wealth Partners. LLC (Current Portfolio) buys Avenue Income Credit Strategies Fund, RiverNorth/DoubleLine Strategic Opportunity Fund I, SPDR S&P 400 Mid Cap Growth ETF, iShares Core 1-5 Year USD Bond ETF, sells SPDR S&P 500 ETF Trust, Invesco Ultra Short Duration ETF, Schwab U.S. REIT ETF, Vanguard Information Technology ETF, Flowserve Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Vista Private Wealth Partners. LLC. As of 2019Q4, Vista Private Wealth Partners. LLC owns 51 stocks with a total value of $143 million. These are the details of the buys and sells.

For the details of Vista Private Wealth Partners. LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vista+private+wealth+partners.+llc/current-portfolio/portfolio

These are the top 5 holdings of Vista Private Wealth Partners. LLC
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 164,473 shares, 10.84% of the total portfolio. Shares reduced by 6.31%
  2. Schwab U.S. Mid-Cap ETF (SCHM) - 240,836 shares, 10.16% of the total portfolio. Shares added by 2.75%
  3. Schwab U.S. Large-Cap ETF (SCHX) - 147,729 shares, 8.01% of the total portfolio. Shares reduced by 3.2%
  4. Schwab U.S. Large-Cap Value ETF (SCHV) - 188,217 shares, 7.96% of the total portfolio. Shares reduced by 3.88%
  5. Schwab International Equity ETF (SCHF) - 327,772 shares, 7.78% of the total portfolio. Shares added by 4.02%
New Purchase: RiverNorth/DoubleLine Strategic Opportunity Fund I (OPP)

Vista Private Wealth Partners. LLC initiated holding in RiverNorth/DoubleLine Strategic Opportunity Fund I. The purchase prices were between $16.03 and $17.8, with an estimated average price of $16.86. The stock is now traded at around $16.55. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,100 shares as of .

Added: Avenue Income Credit Strategies Fund (ACP)

Vista Private Wealth Partners. LLC added to a holding in Avenue Income Credit Strategies Fund by 1262.71%. The purchase prices were between $10.81 and $12.53, with an estimated average price of $11.43. The stock is now traded at around $11.51. The impact to a portfolio due to this purchase was 0.19%. The holding were 26,314 shares as of .

Added: SPDR S&P 400 Mid Cap Growth ETF (MDYG)

Vista Private Wealth Partners. LLC added to a holding in SPDR S&P 400 Mid Cap Growth ETF by 20.29%. The purchase prices were between $51.98 and $57.24, with an estimated average price of $55.08. The stock is now traded at around $57.09. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,456 shares as of .

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Vista Private Wealth Partners. LLC added to a holding in iShares Core 1-5 Year USD Bond ETF by 40.02%. The purchase prices were between $50.03 and $50.4, with an estimated average price of $50.18. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,785 shares as of .

Sold Out: SPDR S&P 500 ETF Trust (SPY)

Vista Private Wealth Partners. LLC sold out a holding in SPDR S&P 500 ETF Trust. The sale prices were between $288.06 and $322.94, with an estimated average price of $308.48.

Sold Out: Vanguard Information Technology ETF (VGT)

Vista Private Wealth Partners. LLC sold out a holding in Vanguard Information Technology ETF. The sale prices were between $209.61 and $245.73, with an estimated average price of $229.58.

Sold Out: Invesco Ultra Short Duration ETF (GSY)

Vista Private Wealth Partners. LLC sold out a holding in Invesco Ultra Short Duration ETF. The sale prices were between $50.09 and $50.38, with an estimated average price of $50.23.

Sold Out: Schwab U.S. REIT ETF (SCHH)

Vista Private Wealth Partners. LLC sold out a holding in Schwab U.S. REIT ETF. The sale prices were between $44.47 and $48.13, with an estimated average price of $46.58.

Sold Out: Flowserve Corp (FLS)

Vista Private Wealth Partners. LLC sold out a holding in Flowserve Corp. The sale prices were between $42.5 and $50.9, with an estimated average price of $47.92.

Sold Out: Xcel Energy Inc (XEL)

Vista Private Wealth Partners. LLC sold out a holding in Xcel Energy Inc. The sale prices were between $60.07 and $64.63, with an estimated average price of $62.51.



Here is the complete portfolio of Vista Private Wealth Partners. LLC. Also check out:

1. Vista Private Wealth Partners. LLC's Undervalued Stocks
2. Vista Private Wealth Partners. LLC's Top Growth Companies, and
3. Vista Private Wealth Partners. LLC's High Yield stocks
4. Stocks that Vista Private Wealth Partners. LLC keeps buying