Hochman Cole Investment Advisors, Inc. Buys JPMorgan Ultra-Short Income ETF, Global X MLP ETF, VanEck Vectors ETF Trust - VanEck Vectors Mornings, Sells iShares Short-Term National Muni Bond ETF, Schwab Short-Term U.S. Treasury ETF, Nuveen AMT-Free Munici

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Feb 03, 2020
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Investment company Hochman Cole Investment Advisors, Inc. (Current Portfolio) buys JPMorgan Ultra-Short Income ETF, Global X MLP ETF, VanEck Vectors ETF Trust - VanEck Vectors Mornings, Amazon.com Inc, Nuveen S&P 500 Buy-Write Income Fund, sells iShares Short-Term National Muni Bond ETF, Schwab Short-Term U.S. Treasury ETF, Nuveen AMT-Free Municipal Value Fund, Alerian MLP ETF, First Trust Emerging Markets AlphaDEX Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Hochman Cole Investment Advisors, Inc.. As of 2019Q4, Hochman Cole Investment Advisors, Inc. owns 95 stocks with a total value of $160 million. These are the details of the buys and sells.

For the details of Hochman Cole Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/hochman+cole+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Hochman Cole Investment Advisors, Inc.
  1. Health Care Select Sector SPDR Fund (XLV) - 128,782 shares, 8.22% of the total portfolio. Shares reduced by 0.8%
  2. Technology Select Sector SPDR Fund (XLK) - 138,713 shares, 7.96% of the total portfolio. Shares reduced by 4.97%
  3. First Trust Technology AlphaDEX Fund (FXL) - 171,763 shares, 7.81% of the total portfolio. Shares reduced by 4.8%
  4. Consumer Staples Select Sector SPDR Fund (XLP) - 124,276 shares, 4.90% of the total portfolio. Shares reduced by 2.21%
  5. First Trust Financial AlphaDEX Fund (FXO) - 188,222 shares, 3.95% of the total portfolio. Shares reduced by 4.86%
New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Hochman Cole Investment Advisors, Inc. initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.51. The impact to a portfolio due to this purchase was 0.81%. The holding were 25,759 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Hochman Cole Investment Advisors, Inc. initiated holding in Amazon.com Inc. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $2004.20. The impact to a portfolio due to this purchase was 0.22%. The holding were 186 shares as of .

New Purchase: Nuveen S&P 500 Buy-Write Income Fund (BXMX)

Hochman Cole Investment Advisors, Inc. initiated holding in Nuveen S&P 500 Buy-Write Income Fund. The purchase prices were between $12.92 and $13.9, with an estimated average price of $13.54. The stock is now traded at around $13.51. The impact to a portfolio due to this purchase was 0.21%. The holding were 24,033 shares as of .

New Purchase: The India Fund Inc (IFN)

Hochman Cole Investment Advisors, Inc. initiated holding in The India Fund Inc. The purchase prices were between $19.78 and $21.18, with an estimated average price of $20.62. The stock is now traded at around $20.15. The impact to a portfolio due to this purchase was 0.17%. The holding were 13,412 shares as of .

New Purchase: The Communication Services Select Sector SPDR Fund (XLC)

Hochman Cole Investment Advisors, Inc. initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $48.28 and $54.19, with an estimated average price of $51.61. The stock is now traded at around $54.55. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,810 shares as of .

New Purchase: Schwab U.S. Small-Cap ETF (SCHA)

Hochman Cole Investment Advisors, Inc. initiated holding in Schwab U.S. Small-Cap ETF. The purchase prices were between $67.26 and $76.07, with an estimated average price of $72.52. The stock is now traded at around $74.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,738 shares as of .

Added: Global X MLP ETF (MLPA)

Hochman Cole Investment Advisors, Inc. added to a holding in Global X MLP ETF by 100.47%. The purchase prices were between $7.2 and $8.32, with an estimated average price of $7.76. The stock is now traded at around $7.39. The impact to a portfolio due to this purchase was 0.26%. The holding were 104,493 shares as of .

Added: VanEck Vectors ETF Trust - VanEck Vectors Mornings (MOAT)

Hochman Cole Investment Advisors, Inc. added to a holding in VanEck Vectors ETF Trust - VanEck Vectors Mornings by 40.90%. The purchase prices were between $48.49 and $55.64, with an estimated average price of $53.03. The stock is now traded at around $54.41. The impact to a portfolio due to this purchase was 0.25%. The holding were 24,711 shares as of .

Added: Verizon Communications Inc (VZ)

Hochman Cole Investment Advisors, Inc. added to a holding in Verizon Communications Inc by 25.93%. The purchase prices were between $58.91 and $62.07, with an estimated average price of $60.34. The stock is now traded at around $58.05. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,060 shares as of .

Sold Out: iShares Short-Term National Muni Bond ETF (SUB)

Hochman Cole Investment Advisors, Inc. sold out a holding in iShares Short-Term National Muni Bond ETF. The sale prices were between $106.46 and $106.81, with an estimated average price of $106.65.

Sold Out: Schwab Short-Term U.S. Treasury ETF (SCHO)

Hochman Cole Investment Advisors, Inc. sold out a holding in Schwab Short-Term U.S. Treasury ETF. The sale prices were between $50.38 and $50.71, with an estimated average price of $50.53.

Sold Out: Nuveen AMT-Free Municipal Value Fund (NUW)

Hochman Cole Investment Advisors, Inc. sold out a holding in Nuveen AMT-Free Municipal Value Fund. The sale prices were between $16.21 and $17.02, with an estimated average price of $16.67.

Sold Out: Alerian MLP ETF (AMLP)

Hochman Cole Investment Advisors, Inc. sold out a holding in Alerian MLP ETF. The sale prices were between $7.68 and $8.83, with an estimated average price of $8.28.



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