Clear Investment Research, Llc Buys Graphic Packaging Holding Co, iShares Core S&P Small-Cap, Fidelity Total Bond, Sells Truist Financial Corp, iShares 20+ Year Treasury Bond ETF, iShares Russell Mid-Cap

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May 05, 2020
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Investment company Clear Investment Research, Llc (Current Portfolio) buys Graphic Packaging Holding Co, iShares Core S&P Small-Cap, Fidelity Total Bond, Invesco S&P 500 Low Volatility, iShares Edge MSCI USA Momentum Factor, sells Truist Financial Corp, iShares 20+ Year Treasury Bond ETF, iShares Russell Mid-Cap, Conagra Brands Inc, Southwestern Energy Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Clear Investment Research, Llc. As of 2020Q1, Clear Investment Research, Llc owns 113 stocks with a total value of $38 million. These are the details of the buys and sells.

For the details of CLEAR INVESTMENT RESEARCH, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/clear+investment+research%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CLEAR INVESTMENT RESEARCH, LLC
  1. iShares iBoxx $ High Yield Corporate Bond (HYG) - 61,431 shares, 12.44% of the total portfolio. Shares reduced by 1.8%
  2. iShares Core S&P 500 (IVV) - 14,414 shares, 9.78% of the total portfolio. Shares added by 1.35%
  3. iShares Core S&P Mid-Cap (IJH) - 25,697 shares, 9.71% of the total portfolio. Shares added by 16.82%
  4. iShares Core MSCI EAFE (IEFA) - 54,177 shares, 7.10% of the total portfolio. Shares added by 3.72%
  5. iShares Core S&P Small-Cap (IJR) - 43,452 shares, 6.40% of the total portfolio. Shares added by 28.57%
New Purchase: Fidelity Total Bond (FBND)

Clear Investment Research, Llc initiated holding in Fidelity Total Bond. The purchase prices were between $44.97 and $53.61, with an estimated average price of $51.53. The stock is now traded at around $52.87. The impact to a portfolio due to this purchase was 0.57%. The holding were 4,213 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Clear Investment Research, Llc initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.22. The impact to a portfolio due to this purchase was 0.32%. The holding were 2,468 shares as of .

New Purchase: Truist Financial Corp (TFC)

Clear Investment Research, Llc initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $35.85. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,000 shares as of .

New Purchase: Schwab US Dividend Equity (SCHD)

Clear Investment Research, Llc initiated holding in Schwab US Dividend Equity. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $50.24. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3 shares as of .

New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Clear Investment Research, Llc initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $21.3 and $30.13, with an estimated average price of $28.21. The stock is now traded at around $26.96. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 6 shares as of .

Added: Graphic Packaging Holding Co (GPK)

Clear Investment Research, Llc added to a holding in Graphic Packaging Holding Co by 531.04%. The purchase prices were between $10.57 and $16.78, with an estimated average price of $14.8. The stock is now traded at around $12.85. The impact to a portfolio due to this purchase was 2.45%. The holding were 90,845 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Clear Investment Research, Llc added to a holding in iShares Core S&P Small-Cap by 28.57%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $61.56. The impact to a portfolio due to this purchase was 1.42%. The holding were 43,452 shares as of .

Added: Invesco S&P 500 Low Volatility (SPLV)

Clear Investment Research, Llc added to a holding in Invesco S&P 500 Low Volatility by 23.05%. The purchase prices were between $39.35 and $62.03, with an estimated average price of $56.39. The stock is now traded at around $49.56. The impact to a portfolio due to this purchase was 0.33%. The holding were 14,273 shares as of .

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Clear Investment Research, Llc added to a holding in iShares Edge MSCI USA Momentum Factor by 35.17%. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $120.51. The impact to a portfolio due to this purchase was 0.32%. The holding were 4,412 shares as of .

Added: iShares S&P SmallCap 600 Value (IJS)

Clear Investment Research, Llc added to a holding in iShares S&P SmallCap 600 Value by 31.36%. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $109.24. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,710 shares as of .

Added: Synopsys Inc (SNPS)

Clear Investment Research, Llc added to a holding in Synopsys Inc by 362.96%. The purchase prices were between $108.48 and $164.99, with an estimated average price of $142.66. The stock is now traded at around $154.95. The impact to a portfolio due to this purchase was 0.03%. The holding were 125 shares as of .

Sold Out: Truist Financial Corp (BBK)

Clear Investment Research, Llc sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Southwestern Energy Co (SWN)

Clear Investment Research, Llc sold out a holding in Southwestern Energy Co. The sale prices were between $1.26 and $2.42, with an estimated average price of $1.75.



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