360 Financial, Inc. Buys IBERIABANK Corp, Vanguard S&P 500, SPDR Portfolio Short Term Corporate Bond, Sells Invesco S&P 500 Equal Weight, Amazon.com Inc, Vanguard FTSE Emerging Markets

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Apr 17, 2020
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Investment company 360 Financial, Inc. (Current Portfolio) buys IBERIABANK Corp, Vanguard S&P 500, SPDR Portfolio Short Term Corporate Bond, Costco Wholesale Corp, The Mosaic Co, sells Invesco S&P 500 Equal Weight, Amazon.com Inc, Vanguard FTSE Emerging Markets, Splunk Inc, SPDR Select Sector Fund - Technology during the 3-months ended 2020Q1, according to the most recent filings of the investment company, 360 Financial, Inc.. As of 2020Q1, 360 Financial, Inc. owns 56 stocks with a total value of $95 million. These are the details of the buys and sells.

For the details of 360 Financial, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/360+financial%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of 360 Financial, Inc.
  1. SPDR Gold Trust (GLD) - 91,225 shares, 14.20% of the total portfolio. Shares added by 4.71%
  2. Vanguard High Dividend Yield (VYM) - 182,113 shares, 13.55% of the total portfolio. Shares reduced by 0.22%
  3. Vanguard Div Appreciation (VIG) - 83,720 shares, 9.10% of the total portfolio. Shares added by 12.81%
  4. iShares Expanded Tech-Software Sector (IGV) - 34,072 shares, 7.53% of the total portfolio. Shares added by 0.41%
  5. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 32,443 shares, 7.00% of the total portfolio. Shares added by 4.63%
New Purchase: IBERIABANK Corp (IBKC)

360 Financial, Inc. initiated holding in IBERIABANK Corp. The purchase prices were between $27.04 and $78.22, with an estimated average price of $62.88. The stock is now traded at around $35.97. The impact to a portfolio due to this purchase was 0.47%. The holding were 20,000 shares as of .

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

360 Financial, Inc. initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $27.48 and $31.14, with an estimated average price of $30.62. The stock is now traded at around $30.89. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,600 shares as of .

New Purchase: The Mosaic Co (MOS)

360 Financial, Inc. initiated holding in The Mosaic Co. The purchase prices were between $7.01 and $22.02, with an estimated average price of $17.15. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 10,369 shares as of .

Added: Vanguard S&P 500 (VOO)

360 Financial, Inc. added to a holding in Vanguard S&P 500 by 210.47%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $263.61. The impact to a portfolio due to this purchase was 0.35%. The holding were 2,046 shares as of .

Added: Costco Wholesale Corp (COST)

360 Financial, Inc. added to a holding in Costco Wholesale Corp by 27.72%. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $317.92. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,004 shares as of .

Sold Out: Vanguard FTSE Emerging Markets (VWO)

360 Financial, Inc. sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.

Sold Out: Splunk Inc (SPLK)

360 Financial, Inc. sold out a holding in Splunk Inc. The sale prices were between $95.71 and $174.17, with an estimated average price of $147.73.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

360 Financial, Inc. sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $70.4 and $102.79, with an estimated average price of $91.85.

Sold Out: Bank of America Corp (BAC)

360 Financial, Inc. sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: Nike Inc (NKE)

360 Financial, Inc. sold out a holding in Nike Inc. The sale prices were between $62.8 and $104.58, with an estimated average price of $93.5.

Sold Out: Medtronic PLC (MDT)

360 Financial, Inc. sold out a holding in Medtronic PLC. The sale prices were between $72.92 and $121.3, with an estimated average price of $106.86.



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