Shulman DeMeo Asset Management LLC Buys Energy Select Sector SPDR Fund, Consumer Staples Select Sector SPDR Fund, Blackrock Core Bond Trust, Sells SPDR Dow Jones Industrial Average ETF Trust, SPDR S&P MidCap 400 ETF, Nuveen NASDAQ 100 Dynamic Overwrite Fu

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Jan 15, 2020
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Investment company Shulman DeMeo Asset Management LLC (Current Portfolio) buys Energy Select Sector SPDR Fund, Consumer Staples Select Sector SPDR Fund, Blackrock Core Bond Trust, Blackrock Enhanced Government Fund Inc, Nuveen Municipal Credit Income Fund, sells SPDR Dow Jones Industrial Average ETF Trust, SPDR S&P MidCap 400 ETF, Nuveen NASDAQ 100 Dynamic Overwrite Fund, Medidata Solutions Inc, Intel Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Shulman DeMeo Asset Management LLC. As of 2019Q4, Shulman DeMeo Asset Management LLC owns 131 stocks with a total value of $288 million. These are the details of the buys and sells.

For the details of Shulman DeMeo Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shulman+demeo+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Shulman DeMeo Asset Management LLC
  1. SPDR S&P 500 ETF Trust (SPY) - 443,481 shares, 49.51% of the total portfolio. Shares reduced by 1.31%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 52,096 shares, 3.84% of the total portfolio. Shares reduced by 3.64%
  3. iShares MSCI EAFE ETF (EFA) - 156,792 shares, 3.78% of the total portfolio. Shares reduced by 3.33%
  4. iShares Core S&P Small-Cap ETF (IJR) - 95,458 shares, 2.78% of the total portfolio. Shares reduced by 2.98%
  5. iShares Core S&P 500 ETF (IVV) - 20,503 shares, 2.30% of the total portfolio. Shares added by 0.16%
New Purchase: Energy Select Sector SPDR Fund (XLE)

Shulman DeMeo Asset Management LLC initiated holding in Energy Select Sector SPDR Fund. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $59.84. The impact to a portfolio due to this purchase was 0.41%. The holding were 19,888 shares as of .

New Purchase: Blackrock Core Bond Trust (BHK)

Shulman DeMeo Asset Management LLC initiated holding in Blackrock Core Bond Trust. The purchase prices were between $14.19 and $14.63, with an estimated average price of $14.44. The stock is now traded at around $14.64. The impact to a portfolio due to this purchase was 0.18%. The holding were 36,170 shares as of .

New Purchase: Blackrock Enhanced Government Fund Inc (EGF)

Shulman DeMeo Asset Management LLC initiated holding in Blackrock Enhanced Government Fund Inc. The purchase prices were between $12.9 and $13.17, with an estimated average price of $13.02. The stock is now traded at around $13.07. The impact to a portfolio due to this purchase was 0.16%. The holding were 35,662 shares as of .

New Purchase: Nuveen Municipal Credit Income Fund (NZF)

Shulman DeMeo Asset Management LLC initiated holding in Nuveen Municipal Credit Income Fund. The purchase prices were between $15.59 and $16.4, with an estimated average price of $16.12. The stock is now traded at around $16.22. The impact to a portfolio due to this purchase was 0.15%. The holding were 26,400 shares as of .

New Purchase: Wells Fargo & Co (WFC)

Shulman DeMeo Asset Management LLC initiated holding in Wells Fargo & Co. The purchase prices were between $47.82 and $54.46, with an estimated average price of $52.48. The stock is now traded at around $49.30. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,702 shares as of .

New Purchase: Blackstone Group Inc (BX)

Shulman DeMeo Asset Management LLC initiated holding in Blackstone Group Inc. The purchase prices were between $45.61 and $56.3, with an estimated average price of $52.04. The stock is now traded at around $58.11. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,292 shares as of .

Added: Consumer Staples Select Sector SPDR Fund (XLP)

Shulman DeMeo Asset Management LLC added to a holding in Consumer Staples Select Sector SPDR Fund by 157.29%. The purchase prices were between $60.03 and $63.25, with an estimated average price of $61.63. The stock is now traded at around $63.09. The impact to a portfolio due to this purchase was 0.2%. The holding were 15,252 shares as of .

Added: Financial Select Sector SPDR Fund (XLF)

Shulman DeMeo Asset Management LLC added to a holding in Financial Select Sector SPDR Fund by 40.10%. The purchase prices were between $26.78 and $30.94, with an estimated average price of $29.41. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,673 shares as of .

Added: Health Care Select Sector SPDR Fund (XLV)

Shulman DeMeo Asset Management LLC added to a holding in Health Care Select Sector SPDR Fund by 33.36%. The purchase prices were between $87.95 and $103.11, with an estimated average price of $96.42. The stock is now traded at around $103.06. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,948 shares as of .

Added: ONEOK Inc (OKE)

Shulman DeMeo Asset Management LLC added to a holding in ONEOK Inc by 30.84%. The purchase prices were between $68.2 and $76.13, with an estimated average price of $71.53. The stock is now traded at around $75.97. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,925 shares as of .

Sold Out: SPDR Dow Jones Industrial Average ETF Trust (DIA)

Shulman DeMeo Asset Management LLC sold out a holding in SPDR Dow Jones Industrial Average ETF Trust. The sale prices were between $259.28 and $286.33, with an estimated average price of $274.65.

Sold Out: SPDR S&P MidCap 400 ETF (MDY)

Shulman DeMeo Asset Management LLC sold out a holding in SPDR S&P MidCap 400 ETF. The sale prices were between $338.73 and $376.09, with an estimated average price of $362.04.

Sold Out: Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX)

Shulman DeMeo Asset Management LLC sold out a holding in Nuveen NASDAQ 100 Dynamic Overwrite Fund. The sale prices were between $21.85 and $24.12, with an estimated average price of $23.41.

Sold Out: Medidata Solutions Inc (MDSO)

Shulman DeMeo Asset Management LLC sold out a holding in Medidata Solutions Inc. The sale prices were between $91.48 and $92.24, with an estimated average price of $91.87.

Sold Out: Abbott Laboratories (ABT)

Shulman DeMeo Asset Management LLC sold out a holding in Abbott Laboratories. The sale prices were between $78.51 and $87.4, with an estimated average price of $83.86.

Sold Out: Coca-Cola European Partners PLC (CCEP)

Shulman DeMeo Asset Management LLC sold out a holding in Coca-Cola European Partners PLC. The sale prices were between $49.57 and $58.77, with an estimated average price of $52.6.



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