Wedbush Morgan Securities Inc Buys iShares Short Treasury Bond ETF, iShares 1-3 Year Treasury Bond ETF, Zoom Video Communications Inc, Sells Virco Manufacturing Corp, Dominion Energy Inc, PAR Technology Corp

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Apr 17, 2020
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Los Angeles, CA, based Investment company Wedbush Morgan Securities Inc (Current Portfolio) buys iShares Short Treasury Bond ETF, iShares 1-3 Year Treasury Bond ETF, Zoom Video Communications Inc, VanEck Vectors AMT-Free Intermediate Municipal Ind, First Trust Enhanced Short Maturity ETF, sells Virco Manufacturing Corp, Dominion Energy Inc, PAR Technology Corp, Willdan Group Inc, Union Pacific Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wedbush Morgan Securities Inc. As of 2020Q1, Wedbush Morgan Securities Inc owns 813 stocks with a total value of $760 million. These are the details of the buys and sells.

For the details of WEDBUSH MORGAN SECURITIES INC's stock buys and sells, go to https://www.gurufocus.com/guru/wedbush+morgan+securities+inc/current-portfolio/portfolio

These are the top 5 holdings of WEDBUSH MORGAN SECURITIES INC
  1. Apple Inc (AAPL) - 177,277 shares, 5.93% of the total portfolio. Shares reduced by 5.16%
  2. Amazon.com Inc (AMZN) - 12,895 shares, 3.31% of the total portfolio. Shares added by 6.68%
  3. Microsoft Corp (MSFT) - 136,942 shares, 2.84% of the total portfolio. Shares added by 6.26%
  4. Alphabet Inc (GOOGL) - 8,615 shares, 1.32% of the total portfolio. Shares added by 4.92%
  5. SPDR S&P 500 (SPY) - 36,465 shares, 1.24% of the total portfolio. Shares added by 9.06%
New Purchase: VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM)

Wedbush Morgan Securities Inc initiated holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The purchase prices were between $39.12 and $51.99, with an estimated average price of $49.89. The stock is now traded at around $49.55. The impact to a portfolio due to this purchase was 0.1%. The holding were 15,206 shares as of .

New Purchase: Invesco National AMT-Free Municipal Bond ETFo (PZA)

Wedbush Morgan Securities Inc initiated holding in Invesco National AMT-Free Municipal Bond ETFo. The purchase prices were between $21.55 and $27.52, with an estimated average price of $26.48. The stock is now traded at around $26.06. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,173 shares as of .

New Purchase: First Trust Enhanced Short Maturity ETF (FTSM)

Wedbush Morgan Securities Inc initiated holding in First Trust Enhanced Short Maturity ETF. The purchase prices were between $58.04 and $60.22, with an estimated average price of $59.91. The stock is now traded at around $59.44. The impact to a portfolio due to this purchase was 0.09%. The holding were 12,187 shares as of .

New Purchase: KraneShares Trust CSI China Internet (KWEB)

Wedbush Morgan Securities Inc initiated holding in KraneShares Trust CSI China Internet. The purchase prices were between $40.37 and $54.58, with an estimated average price of $49.48. The stock is now traded at around $48.85. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,150 shares as of .

New Purchase: Roper Technologies Inc (ROP)

Wedbush Morgan Securities Inc initiated holding in Roper Technologies Inc. The purchase prices were between $254.3 and $392.73, with an estimated average price of $355.33. The stock is now traded at around $310.10. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,206 shares as of .

New Purchase: Lyft Inc (LYFT)

Wedbush Morgan Securities Inc initiated holding in Lyft Inc. The purchase prices were between $16.05 and $53.94, with an estimated average price of $39.96. The stock is now traded at around $27.14. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,081 shares as of .

Added: iShares Short Treasury Bond ETF (SHV)

Wedbush Morgan Securities Inc added to a holding in iShares Short Treasury Bond ETF by 163.35%. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.91. The impact to a portfolio due to this purchase was 0.63%. The holding were 70,118 shares as of .

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

Wedbush Morgan Securities Inc added to a holding in iShares 1-3 Year Treasury Bond ETF by 256.73%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.68. The impact to a portfolio due to this purchase was 0.54%. The holding were 65,753 shares as of .

Added: Zoom Video Communications Inc (ZM)

Wedbush Morgan Securities Inc added to a holding in Zoom Video Communications Inc by 168.40%. The purchase prices were between $67.28 and $159.56, with an estimated average price of $97.73. The stock is now traded at around $150.26. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,590 shares as of .

Added: Uber Technologies Inc (UBER)

Wedbush Morgan Securities Inc added to a holding in Uber Technologies Inc by 168.54%. The purchase prices were between $14.82 and $41.27, with an estimated average price of $33. The stock is now traded at around $27.03. The impact to a portfolio due to this purchase was 0.08%. The holding were 32,284 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

Wedbush Morgan Securities Inc added to a holding in Walgreens Boots Alliance Inc by 94.28%. The purchase prices were between $41.02 and $59.59, with an estimated average price of $50.97. The stock is now traded at around $43.23. The impact to a portfolio due to this purchase was 0.07%. The holding were 22,511 shares as of .

Added: DNP Select Income Fund Inc (DNP)

Wedbush Morgan Securities Inc added to a holding in DNP Select Income Fund Inc by 30.62%. The purchase prices were between $7.89 and $13.12, with an estimated average price of $12.04. The stock is now traded at around $10.58. The impact to a portfolio due to this purchase was 0.07%. The holding were 238,132 shares as of .

Sold Out: PAR Technology Corp (PAR)

Wedbush Morgan Securities Inc sold out a holding in PAR Technology Corp. The sale prices were between $10.72 and $34.8, with an estimated average price of $26.4.

Sold Out: SPDR Portfolio S&P 1500 Composite Stock Market (SPTM)

Wedbush Morgan Securities Inc sold out a holding in SPDR Portfolio S&P 1500 Composite Stock Market. The sale prices were between $27.12 and $41.81, with an estimated average price of $37.92.

Sold Out: Unifi Inc (UFI)

Wedbush Morgan Securities Inc sold out a holding in Unifi Inc. The sale prices were between $7.98 and $27.31, with an estimated average price of $20.74.

Sold Out: LyondellBasell Industries NV (LYB)

Wedbush Morgan Securities Inc sold out a holding in LyondellBasell Industries NV. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29.

Sold Out: United Community Financial Corp (UCFC)

Wedbush Morgan Securities Inc sold out a holding in United Community Financial Corp. The sale prices were between $10.93 and $11.81, with an estimated average price of $11.46.

Sold Out: Schwab Emerging Markets Equity (SCHE)

Wedbush Morgan Securities Inc sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $18.68 and $28.22, with an estimated average price of $25.22.



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