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Colorado Capital Management, Inc. Buys iShares MSCI USA ESG Select, Schwab U.S. Mid Cap, iShares Core S&P U.S. Growth ETF, Sells Vanguard Value, iShares National Muni Bond, iShares Core S&P Mid-Cap

Investment company Colorado Capital Management, Inc. (Current Portfolio) buys iShares MSCI USA ESG Select, Schwab U.S. Mid Cap, iShares Core S&P U.S. Growth ETF, Tesla Inc, Catalyst Biosciences Inc, sells Vanguard Value, iShares National Muni Bond, iShares Core S&P Mid-Cap, Xtrackers MSCI EAFE Hedged Equity, WisdomTree Emerging Market SmallCap Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Colorado Capital Management, Inc.. As of 2020Q1, Colorado Capital Management, Inc. owns 66 stocks with a total value of $97 million. These are the details of the buys and sells.

For the details of Colorado Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/colorado+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Colorado Capital Management, Inc.
  1. Vanguard Short-Term Bond (BSV) - 66,667 shares, 5.66% of the total portfolio. Shares reduced by 2.93%
  2. SPDR S&P 500 (SPY) - 20,733 shares, 5.52% of the total portfolio. Shares reduced by 5.6%
  3. Schwab U.S. Mid Cap (SCHM) - 122,130 shares, 5.32% of the total portfolio. Shares added by 26.96%
  4. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 57,023 shares, 5.13% of the total portfolio. Shares reduced by 8.53%
  5. iShares Russell 1000 Growth (IWF) - 30,767 shares, 4.79% of the total portfolio. Shares reduced by 5.42%
New Purchase: iShares MSCI USA ESG Select (SUSA)

Colorado Capital Management, Inc. initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $125.12. The impact to a portfolio due to this purchase was 2.36%. The holding were 31,084 shares as of .

New Purchase: Tesla Inc (TSLA)

Colorado Capital Management, Inc. initiated holding in Tesla Inc. The purchase prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $819.42. The impact to a portfolio due to this purchase was 0.27%. The holding were 498 shares as of .

New Purchase: Catalyst Biosciences Inc (CBIO)

Colorado Capital Management, Inc. initiated holding in Catalyst Biosciences Inc. The purchase prices were between $3.5 and $8.51, with an estimated average price of $6.16. The stock is now traded at around $6.36. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,712 shares as of .

Added: Schwab U.S. Mid Cap (SCHM)

Colorado Capital Management, Inc. added to a holding in Schwab U.S. Mid Cap by 26.96%. The purchase prices were between $35.83 and $62.24, with an estimated average price of $55.51. The stock is now traded at around $49.21. The impact to a portfolio due to this purchase was 1.13%. The holding were 122,130 shares as of .

Added: iShares Core S&P U.S. Growth ETF (IUSG)

Colorado Capital Management, Inc. added to a holding in iShares Core S&P U.S. Growth ETF by 23.03%. The purchase prices were between $49.46 and $73.11, with an estimated average price of $65.61. The stock is now traded at around $66.58. The impact to a portfolio due to this purchase was 0.48%. The holding were 43,025 shares as of .

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

Colorado Capital Management, Inc. added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 22.26%. The purchase prices were between $15.9 and $28.74, with an estimated average price of $24.66. The stock is now traded at around $20.02. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,526 shares as of .

Sold Out: Vanguard FTSE Developed Markets (VEA)

Colorado Capital Management, Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $28.78 and $44.66, with an estimated average price of $40.48.

Sold Out: Vanguard Growth (VUG)

Colorado Capital Management, Inc. sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.

Sold Out: Boeing Co (BA)

Colorado Capital Management, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: JPMorgan Chase & Co (JPM)

Colorado Capital Management, Inc. sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.

Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)

Colorado Capital Management, Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $38.34 and $62.84, with an estimated average price of $56.15.

Sold Out: iShares Russell Midcap Growth (IWP)

Colorado Capital Management, Inc. sold out a holding in iShares Russell Midcap Growth. The sale prices were between $104.45 and $162.86, with an estimated average price of $145.49.



Here is the complete portfolio of Colorado Capital Management, Inc.. Also check out:

1. Colorado Capital Management, Inc.'s Undervalued Stocks
2. Colorado Capital Management, Inc.'s Top Growth Companies, and
3. Colorado Capital Management, Inc.'s High Yield stocks
4. Stocks that Colorado Capital Management, Inc. keeps buying

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