Optimum Investment Advisors Buys Truist Financial Corp, GlaxoSmithKline PLC, DoubleLine Income Solutions Fund, Sells Adobe Inc, SunTrust Banks Inc, iShares Russell Mid-Cap ETF

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Jan 22, 2020
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Chicago, IL, based Investment company Optimum Investment Advisors (Current Portfolio) buys Truist Financial Corp, GlaxoSmithKline PLC, DoubleLine Income Solutions Fund, Vanguard FTSE Emerging Markets ETF, iShares 1-3 Year Treasury Bond ETF, sells Adobe Inc, SunTrust Banks Inc, iShares Russell Mid-Cap ETF, Celgene Corp, Expedia Group Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Optimum Investment Advisors. As of 2019Q4, Optimum Investment Advisors owns 907 stocks with a total value of $333 million. These are the details of the buys and sells.

For the details of OPTIMUM INVESTMENT ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/optimum+investment+advisors/current-portfolio/portfolio

These are the top 5 holdings of OPTIMUM INVESTMENT ADVISORS
  1. Apple Inc (AAPL) - 62,065 shares, 5.48% of the total portfolio. Shares reduced by 2.01%
  2. SPDR S&P 500 ETF Trust (SPY) - 26,523 shares, 2.57% of the total portfolio. Shares reduced by 1.19%
  3. Microsoft Corp (MSFT) - 42,223 shares, 2.00% of the total portfolio. Shares added by 3.19%
  4. Adobe Inc (ADBE) - 18,548 shares, 1.84% of the total portfolio. Shares reduced by 31.97%
  5. VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM) - 120,811 shares, 1.82% of the total portfolio. Shares added by 4.32%
New Purchase: Truist Financial Corp (BBK)

Optimum Investment Advisors initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.39%. The holding were 22,831 shares as of .

New Purchase: Healthpeak Properties Inc (HC5)

Optimum Investment Advisors initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $32.81. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,842 shares as of .

New Purchase: Easterly Government Properties Inc (DEA)

Optimum Investment Advisors initiated holding in Easterly Government Properties Inc. The purchase prices were between $21.47 and $23.73, with an estimated average price of $22.61. The stock is now traded at around $24.00. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,300 shares as of .

New Purchase: Ladder Capital Corp (LADR)

Optimum Investment Advisors initiated holding in Ladder Capital Corp. The purchase prices were between $16.8 and $18.21, with an estimated average price of $17.27. The stock is now traded at around $18.52. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,600 shares as of .

New Purchase: Aimmune Therapeutics Inc (AIMT)

Optimum Investment Advisors initiated holding in Aimmune Therapeutics Inc. The purchase prices were between $22.43 and $33.53, with an estimated average price of $28.14. The stock is now traded at around $33.44. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,500 shares as of .

New Purchase: Methode Electronics Inc (MEI)

Optimum Investment Advisors initiated holding in Methode Electronics Inc. The purchase prices were between $31.6 and $40.96, with an estimated average price of $36.38. The stock is now traded at around $38.51. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,850 shares as of .

Added: GlaxoSmithKline PLC (GSK)

Optimum Investment Advisors added to a holding in GlaxoSmithKline PLC by 230.45%. The purchase prices were between $41.19 and $47.32, with an estimated average price of $44.58. The stock is now traded at around $47.64. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,975 shares as of .

Added: DoubleLine Income Solutions Fund (DSL)

Optimum Investment Advisors added to a holding in DoubleLine Income Solutions Fund by 55.33%. The purchase prices were between $19.14 and $20.18, with an estimated average price of $19.84. The stock is now traded at around $20.33. The impact to a portfolio due to this purchase was 0.14%. The holding were 66,523 shares as of .

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Optimum Investment Advisors added to a holding in Vanguard FTSE Emerging Markets ETF by 76.77%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $45.06. The impact to a portfolio due to this purchase was 0.12%. The holding were 20,739 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Optimum Investment Advisors added to a holding in iShares 1-3 Year Treasury Bond ETF by 48.81%. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.82. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,801 shares as of .

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

Optimum Investment Advisors added to a holding in iShares Core 1-5 Year USD Bond ETF by 176.62%. 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 $50.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,650 shares as of .

Added: The Trade Desk Inc (TTD)

Optimum Investment Advisors added to a holding in The Trade Desk Inc by 115.98%. The purchase prices were between $183.99 and $273.51, with an estimated average price of $226.92. The stock is now traded at around $282.85. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,095 shares as of .

Sold Out: SunTrust Banks Inc (STI)

Optimum Investment Advisors sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: Celgene Corp (CELG)

Optimum Investment Advisors sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)

Optimum Investment Advisors sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.

Sold Out: M.D.C. Holdings Inc (MDC)

Optimum Investment Advisors sold out a holding in M.D.C. Holdings Inc. The sale prices were between $36.83 and $46, with an estimated average price of $40.57.

Sold Out: GrubHub Inc (GRUB)

Optimum Investment Advisors sold out a holding in GrubHub Inc. The sale prices were between $33.11 and $59.02, with an estimated average price of $45.62.

Sold Out: iShares iBonds Dec 2019 Term Corporate ETF (IBDK)

Optimum Investment Advisors sold out a holding in iShares iBonds Dec 2019 Term Corporate ETF. The sale prices were between $24.82 and $24.87, with an estimated average price of $24.85.



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