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Shakespeare Wealth Management, Inc. Buys Fidelity Total Bond, Vanguard S&P 500 Value, iShares Core MSCI Emerging Markets, Sells iShares Edge MSCI Min Vol Emerging Markets, Fifth Third Bancorp, Cantel Medical Corp

Investment company Shakespeare Wealth Management, Inc. (Current Portfolio) buys Fidelity Total Bond, Vanguard S&P 500 Value, iShares Core MSCI Emerging Markets, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, sells iShares Edge MSCI Min Vol Emerging Markets, Fifth Third Bancorp, Cantel Medical Corp, Parker Hannifin Corp, SPDR S&P 500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Shakespeare Wealth Management, Inc.. As of 2020Q1, Shakespeare Wealth Management, Inc. owns 51 stocks with a total value of $131 million. These are the details of the buys and sells.

For the details of SHAKESPEARE WEALTH MANAGEMENT, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/shakespeare+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SHAKESPEARE WEALTH MANAGEMENT, INC.
  1. iShares Core U.S. Aggregate Bond (AGG) - 103,876 shares, 9.12% of the total portfolio. Shares reduced by 16.1%
  2. Invesco S&P 500 Pure Growth (RPG) - 118,667 shares, 9.04% of the total portfolio. Shares added by 2.77%
  3. Fidelity Total Bond (FBND) - 211,804 shares, 8.34% of the total portfolio. New Position
  4. WisdomTree International Equity Fund (DWM) - 211,607 shares, 6.36% of the total portfolio. Shares added by 21.35%
  5. iShares MSCI EAFE Small-Cap ETF (SCZ) - 176,671 shares, 6.03% of the total portfolio. Shares added by 20.82%
New Purchase: Fidelity Total Bond (FBND)

Shakespeare Wealth Management, Inc. initiated holding in Fidelity Total Bond. The purchase prices were between $45.08 and $53.74, with an estimated average price of $51.66. The stock is now traded at around $50.81. The impact to a portfolio due to this purchase was 8.34%. The holding were 211,804 shares as of .

New Purchase: Vanguard S&P 500 Value (VOOV)

Shakespeare Wealth Management, Inc. initiated holding in Vanguard S&P 500 Value. The purchase prices were between $79.29 and $127.26, with an estimated average price of $115.85. The stock is now traded at around $88.97. The impact to a portfolio due to this purchase was 4.68%. The holding were 65,891 shares as of .

New Purchase: iShares TIPS Bond (TIP)

Shakespeare Wealth Management, Inc. initiated holding in iShares TIPS Bond. The purchase prices were between $108.81 and $122.54, with an estimated average price of $117.81. The stock is now traded at around $118.46. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,700 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Shakespeare Wealth Management, Inc. added to a holding in iShares Core MSCI Emerging Markets by 774.91%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $38.83. The impact to a portfolio due to this purchase was 4.43%. The holding were 162,225 shares as of .

Added: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Shakespeare Wealth Management, Inc. added to a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm by 384.48%. The purchase prices were between $39.85 and $66.69, with an estimated average price of $59.64. The stock is now traded at around $42.89. The impact to a portfolio due to this purchase was 2.89%. The holding were 103,606 shares as of .

Added: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Shakespeare Wealth Management, Inc. added to a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC by 71.25%. The purchase prices were between $35.95 and $59.38, with an estimated average price of $53.25. The stock is now traded at around $40.49. The impact to a portfolio due to this purchase was 1.82%. The holding were 134,534 shares as of .

Added: WisdomTree International Equity Fund (DWM)

Shakespeare Wealth Management, Inc. added to a holding in WisdomTree International Equity Fund by 21.35%. The purchase prices were between $34.36 and $53.56, with an estimated average price of $47.86. The stock is now traded at around $37.97. The impact to a portfolio due to this purchase was 1.12%. The holding were 211,607 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Shakespeare Wealth Management, Inc. added to a holding in iShares MSCI EAFE Small-Cap ETF by 20.82%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $42.85. The impact to a portfolio due to this purchase was 1.04%. The holding were 176,671 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Shakespeare Wealth Management, Inc. added to a holding in Vanguard Small-Cap Value by 28.35%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $83.19. The impact to a portfolio due to this purchase was 0.94%. The holding were 63,034 shares as of .

Sold Out: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

Shakespeare Wealth Management, Inc. sold out a holding in iShares Edge MSCI Min Vol Emerging Markets. The sale prices were between $42.59 and $59.58, with an estimated average price of $53.96.

Sold Out: Fifth Third Bancorp (FITB)

Shakespeare Wealth Management, Inc. sold out a holding in Fifth Third Bancorp. The sale prices were between $11.67 and $31.02, with an estimated average price of $25.17.

Sold Out: Cantel Medical Corp (CMD)

Shakespeare Wealth Management, Inc. sold out a holding in Cantel Medical Corp. The sale prices were between $21.76 and $70.9, with an estimated average price of $57.33.

Sold Out: Parker Hannifin Corp (PH)

Shakespeare Wealth Management, Inc. sold out a holding in Parker Hannifin Corp. The sale prices were between $97.56 and $215.28, with an estimated average price of $182.27.

Sold Out: SPDR S&P 500 (SPY)

Shakespeare Wealth Management, Inc. sold out a holding in SPDR S&P 500. The sale prices were between $222.95 and $338.34, with an estimated average price of $307.42.

Sold Out: Magna International Inc (MGA)

Shakespeare Wealth Management, Inc. sold out a holding in Magna International Inc. The sale prices were between $24.22 and $55.51, with an estimated average price of $46.47.



Here is the complete portfolio of SHAKESPEARE WEALTH MANAGEMENT, INC.. Also check out:

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3. SHAKESPEARE WEALTH MANAGEMENT, INC.'s High Yield stocks
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