1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Integrated Wealth Concepts LLC Buys iShares Core S&P 500, iShares Inc MSCI Taiwan, SPDR Select Sector Fund - Financial, Sells Vanguard Extended Duration Treasury, iShares 20+ Year Treasury Bond ETF, Aberdeen Standard Physical Platinum Shares

Investment company Integrated Wealth Concepts LLC (Current Portfolio) buys iShares Core S&P 500, iShares Inc MSCI Taiwan, SPDR Select Sector Fund - Financial, Vanguard FTSEEuropean, SPDR Select Sector Fund - Health Care, sells Vanguard Extended Duration Treasury, iShares 20+ Year Treasury Bond ETF, Aberdeen Standard Physical Platinum Shares, SPDR Gold Trust, Invesco BulletShares 2019 Corporate Bond ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Integrated Wealth Concepts LLC. As of 2019Q4, Integrated Wealth Concepts LLC owns 414 stocks with a total value of $928 million. These are the details of the buys and sells.

For the details of Integrated Wealth Concepts LLC's stock buys and sells, go to https://www.gurufocus.com/guru/integrated+wealth+concepts+llc/current-portfolio/portfolio

These are the top 5 holdings of Integrated Wealth Concepts LLC
  1. iShares Edge MSCI Min Vol USA (USMV) - 570,735 shares, 4.04% of the total portfolio. Shares added by 27.33%
  2. iShares Core S&P 500 (IVV) - 90,143 shares, 3.14% of the total portfolio. Shares added by 237.12%
  3. iShares Core S&P Total U.S. Stock Market (ITOT) - 370,347 shares, 2.90% of the total portfolio. Shares added by 36.27%
  4. iShares Edge MSCI USA Momentum Factor (MTUM) - 194,191 shares, 2.63% of the total portfolio. Shares reduced by 8.34%
  5. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 187,268 shares, 2.58% of the total portfolio. Shares added by 26.90%
New Purchase: iShares Inc MSCI Taiwan (EWT)

Integrated Wealth Concepts LLC initiated holding in iShares Inc MSCI Taiwan. The purchase prices were between $35.3 and $41.31, with an estimated average price of $38.64. The stock is now traded at around $40.25. The impact to a portfolio due to this purchase was 1.66%. The holding were 373,484 shares as of .

New Purchase: Invesco BulletShares 2021 High Yield Corporate Bon (BSJL)

Integrated Wealth Concepts LLC initiated holding in Invesco BulletShares 2021 High Yield Corporate Bon. The purchase prices were between $24.11 and $24.57, with an estimated average price of $24.33. The stock is now traded at around $24.73. The impact to a portfolio due to this purchase was 0.49%. The holding were 183,407 shares as of .

New Purchase: iShares International Aggregate Bond Fund (IAGG)

Integrated Wealth Concepts LLC initiated holding in iShares International Aggregate Bond Fund. The purchase prices were between $54.7 and $55.84, with an estimated average price of $55.09. The stock is now traded at around $55.80. The impact to a portfolio due to this purchase was 0.24%. The holding were 40,882 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Integrated Wealth Concepts LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.35. The impact to a portfolio due to this purchase was 0.17%. The holding were 31,343 shares as of .

New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Integrated Wealth Concepts LLC initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $65.75 and $67.26, with an estimated average price of $66.31. The stock is now traded at around $67.04. The impact to a portfolio due to this purchase was 0.12%. The holding were 17,344 shares as of .

New Purchase: Invesco Dynamic Large Cap Value (PWV)

Integrated Wealth Concepts LLC initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $36.63 and $41.64, with an estimated average price of $39.92. The stock is now traded at around $41.58. The impact to a portfolio due to this purchase was 0.11%. The holding were 24,068 shares as of .

Added: iShares Core S&P 500 (IVV)

Integrated Wealth Concepts LLC added to a holding in iShares Core S&P 500 by 237.12%. The purchase prices were between $287.78 and $324.32, with an estimated average price of $308.1. The stock is now traded at around $339.88. The impact to a portfolio due to this purchase was 2.21%. The holding were 90,143 shares as of .

Added: SPDR Select Sector Fund - Financial (XLF)

Integrated Wealth Concepts LLC added to a holding in SPDR Select Sector Fund - Financial by 257.83%. 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 $31.13. The impact to a portfolio due to this purchase was 1.66%. The holding were 692,848 shares as of .

Added: Vanguard FTSEEuropean (VGK)

Integrated Wealth Concepts LLC added to a holding in Vanguard FTSEEuropean by 1976.16%. The purchase prices were between $51.7 and $58.65, with an estimated average price of $55.99. The stock is now traded at around $58.59. The impact to a portfolio due to this purchase was 1.65%. The holding were 273,555 shares as of .

Added: SPDR Select Sector Fund - Health Care (XLV)

Integrated Wealth Concepts LLC added to a holding in SPDR Select Sector Fund - Health Care by 1552.07%. 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 $104.04. The impact to a portfolio due to this purchase was 1.61%. The holding were 155,823 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Integrated Wealth Concepts LLC added to a holding in iShares Core U.S. Aggregate Bond by 235.79%. The purchase prices were between $111.14 and $112.89, with an estimated average price of $112.02. The stock is now traded at around $114.41. The impact to a portfolio due to this purchase was 1.37%. The holding were 161,358 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Integrated Wealth Concepts LLC added to a holding in iShares Core MSCI EAFE by 104.63%. The purchase prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $64.82. The impact to a portfolio due to this purchase was 1.12%. The holding were 313,208 shares as of .

Sold Out: Vanguard Extended Duration Treasury (EDV)

Integrated Wealth Concepts LLC sold out a holding in Vanguard Extended Duration Treasury. The sale prices were between $128.47 and $143.05, with an estimated average price of $134.09.

Sold Out: Aberdeen Standard Physical Platinum Shares (PPLT)

Integrated Wealth Concepts LLC sold out a holding in Aberdeen Standard Physical Platinum Shares. The sale prices were between $82 and $90.93, with an estimated average price of $85.79.

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

Integrated Wealth Concepts LLC 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: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Integrated Wealth Concepts LLC sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $46.43 and $59.23, with an estimated average price of $53.22.

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

Integrated Wealth Concepts LLC sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $77.77 and $93.43, with an estimated average price of $83.04.

Sold Out: Nuveen High Income Dec 2019 Target Term Fund (JHD)

Integrated Wealth Concepts LLC sold out a holding in Nuveen High Income Dec 2019 Target Term Fund. The sale prices were between $9.84 and $9.9, with an estimated average price of $9.87.



Here is the complete portfolio of Integrated Wealth Concepts LLC. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)