Petix & Botte Co Buys First Trust Low Duration Mortgage Opportunities ET, Vanguard Total International Bond ETF, SPDR Select Sector Fund - Energy Select Sector, Sells iShares Edge MSCI Min Vol USA, iShares U.S. Preferred Stock, Vanguard Value

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Apr 29, 2020
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Investment company Petix & Botte Co (Current Portfolio) buys First Trust Low Duration Mortgage Opportunities ET, Vanguard Total International Bond ETF, SPDR Select Sector Fund - Energy Select Sector, sells iShares Edge MSCI Min Vol USA, iShares U.S. Preferred Stock, Vanguard Value, iShares iBoxx $ High Yield Corporate Bond, Exxon Mobil Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Petix & Botte Co. As of 2020Q1, Petix & Botte Co owns 68 stocks with a total value of $103 million. These are the details of the buys and sells.

For the details of Petix & Botte Co's stock buys and sells, go to https://www.gurufocus.com/guru/petix+%26+botte+co/current-portfolio/portfolio

These are the top 5 holdings of Petix & Botte Co
  1. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 112,231 shares, 9.52% of the total portfolio. Shares reduced by 2.63%
  2. Vanguard Total Bond Market ETF (BND) - 113,865 shares, 9.47% of the total portfolio. Shares reduced by 3.12%
  3. iShares Core S&P U.S. Growth ETF (IUSG) - 89,943 shares, 5.00% of the total portfolio. Shares added by 7.78%
  4. Vanguard Growth (VUG) - 31,220 shares, 4.77% of the total portfolio. Shares reduced by 9.46%
  5. iShares TIPS Bond (TIP) - 40,440 shares, 4.65% of the total portfolio. Shares added by 18.83%
Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Petix & Botte Co added to a holding in First Trust Low Duration Mortgage Opportunities ET by 57.59%. The purchase prices were between $49.9 and $52.72, with an estimated average price of $51.94. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 1.2%. The holding were 65,981 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

Petix & Botte Co added to a holding in Vanguard Total International Bond ETF by 35.88%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.21. The impact to a portfolio due to this purchase was 0.43%. The holding were 29,969 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

Petix & Botte Co added to a holding in SPDR Select Sector Fund - Energy Select Sector by 49.30%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $38.46. The impact to a portfolio due to this purchase was 0.19%. The holding were 20,263 shares as of .

Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)

Petix & Botte Co sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $68.29 and $87.58, with an estimated average price of $83.68.

Sold Out: Exxon Mobil Corp (XOM)

Petix & Botte Co sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.

Sold Out: iShares Russell 1000 (IWB)

Petix & Botte Co sold out a holding in iShares Russell 1000. The sale prices were between $122.31 and $187.02, with an estimated average price of $168.18.

Sold Out: General Dynamics Corp (GD)

Petix & Botte Co sold out a holding in General Dynamics Corp. The sale prices were between $106.6 and $189.43, with an estimated average price of $166.85.

Sold Out: iShares MSCI EAFE (EFA)

Petix & Botte Co sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Sold Out: Vanguard Small-Cap Growth (VBK)

Petix & Botte Co sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $128.7 and $210.28, with an estimated average price of $187.33.



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