Hillcrest Wealth Advisors - NY, LLC Buys Global Payments Inc, Vanguard REIT ETF, Onconova Therapeutics Inc, Sells Vanguard FTSE Emerging Markets ETF, Health Care Select Sector SPDR Fund, Financial Select Sector SPDR Fund

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Jan 30, 2020
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Investment company Hillcrest Wealth Advisors - NY, LLC (Current Portfolio) buys Global Payments Inc, Vanguard REIT ETF, Onconova Therapeutics Inc, sells Vanguard FTSE Emerging Markets ETF, Health Care Select Sector SPDR Fund, Financial Select Sector SPDR Fund, iShares China Large-Cap ETF, Energy Select Sector SPDR Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Hillcrest Wealth Advisors - NY, LLC. As of 2019Q4, Hillcrest Wealth Advisors - NY, LLC owns 36 stocks with a total value of $120 million. These are the details of the buys and sells.

For the details of Hillcrest Wealth Advisors - NY, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hillcrest+wealth+advisors+-+ny%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Hillcrest Wealth Advisors - NY, LLC
  1. SPDR S&P 500 ETF Trust (SPY) - 56,612 shares, 15.21% of the total portfolio. Shares reduced by 8.92%
  2. Vanguard S&P 500 ETF (VOO) - 43,880 shares, 10.84% of the total portfolio. Shares reduced by 0.47%
  3. Vanguard FTSE All-World ex-US ETF (VEU) - 221,280 shares, 9.93% of the total portfolio. Shares reduced by 3.6%
  4. iShares Russell 2000 Value ETF (IWN) - 62,855 shares, 6.75% of the total portfolio. Shares reduced by 0.83%
  5. iShares Russell 2000 Growth ETF (IWO) - 33,110 shares, 5.92% of the total portfolio. Shares reduced by 2.07%
New Purchase: Onconova Therapeutics Inc (ONTX)

Hillcrest Wealth Advisors - NY, LLC initiated holding in Onconova Therapeutics Inc. The purchase prices were between $0.12 and $1.11, with an estimated average price of $0.48. The stock is now traded at around $0.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 250,847 shares as of .

Added: Global Payments Inc (GPN)

Hillcrest Wealth Advisors - NY, LLC added to a holding in Global Payments Inc by 24.18%. The purchase prices were between $155.13 and $183.49, with an estimated average price of $172.18. The stock is now traded at around $199.28. The impact to a portfolio due to this purchase was 1.02%. The holding were 34,513 shares as of .

Added: Vanguard REIT ETF (VNQ)

Hillcrest Wealth Advisors - NY, LLC added to a holding in Vanguard REIT ETF by 38.89%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $94.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,250 shares as of .

Sold Out: SPDR S&P Biotech ETF (XBI)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in SPDR S&P Biotech ETF. The sale prices were between $74.72 and $98.46, with an estimated average price of $86.97.

Sold Out: Vanguard Total Stock Market ETF (VTI)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97.

Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $47.29 and $53.99, with an estimated average price of $50.63.



Here is the complete portfolio of Hillcrest Wealth Advisors - NY, LLC. Also check out:

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