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Cooper Financial Group Buys iShares Short Maturity Bond, iShares MSCI EM ESG Select ETF, iShares 0-5 Year High Yield Corporate Bond, Sells SPDR Index Shares Fund Portfolio Emerging Markets, PowerShares QQQ Trust Ser 1, iShares Agency Bond

Investment company Cooper Financial Group (Current Portfolio) buys iShares Short Maturity Bond, iShares MSCI EM ESG Select ETF, iShares 0-5 Year High Yield Corporate Bond, Fidelity MSCI Information Technology Index, Apple Inc, sells SPDR Index Shares Fund Portfolio Emerging Markets, PowerShares QQQ Trust Ser 1, iShares Agency Bond, UBS AG Exchange Traded Access Securities (E TRACS), iShares MSCI China ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Cooper Financial Group. As of 2020Q1, Cooper Financial Group owns 135 stocks with a total value of $178 million. These are the details of the buys and sells.

For the details of Cooper Financial Group's stock buys and sells, go to https://www.gurufocus.com/guru/cooper+financial+group/current-portfolio/portfolio

These are the top 5 holdings of Cooper Financial Group
  1. iShares MSCI ACWI Index Fund (ACWI) - 376,013 shares, 13.23% of the total portfolio. Shares added by 4.23%
  2. SPDR Russell 1000 ETF (ELR) - 608,924 shares, 10.36% of the total portfolio. Shares added by 12.94%
  3. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 244,813 shares, 4.68% of the total portfolio. Shares added by 12.39%
  4. Apple Inc (AAPL) - 32,216 shares, 4.61% of the total portfolio. Shares added by 24.58%
  5. iShares Short Maturity Bond (NEAR) - 162,553 shares, 4.43% of the total portfolio. New Position
New Purchase: iShares Short Maturity Bond (NEAR)

Cooper Financial Group 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 $49.49. The impact to a portfolio due to this purchase was 4.43%. The holding were 162,553 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Cooper Financial Group initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $24.66 and $37.05, with an estimated average price of $33.29. The stock is now traded at around $28.97. The impact to a portfolio due to this purchase was 3.21%. The holding were 208,817 shares as of .

New Purchase: iShares 0-5 Year High Yield Corporate Bond (SHYG)

Cooper Financial Group initiated holding in iShares 0-5 Year High Yield Corporate Bond. The purchase prices were between $37.54 and $46.72, with an estimated average price of $45. The stock is now traded at around $41.28. The impact to a portfolio due to this purchase was 3.08%. The holding were 134,004 shares as of .

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Cooper Financial Group initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $73.14. The impact to a portfolio due to this purchase was 2.07%. The holding were 58,604 shares as of .

New Purchase: International Business Machines Corp (IBM)

Cooper Financial Group initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $116.98. The impact to a portfolio due to this purchase was 0.58%. The holding were 9,250 shares as of .

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Cooper Financial Group initiated holding in iShares Edge MSCI USA Momentum Factor. 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 $122.46. The impact to a portfolio due to this purchase was 0.57%. The holding were 9,487 shares as of .

Added: Apple Inc (AAPL)

Cooper Financial Group added to a holding in Apple Inc by 24.58%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $307.71. The impact to a portfolio due to this purchase was 0.91%. The holding were 32,216 shares as of .

Added: Amazon.com Inc (AMZN)

Cooper Financial Group added to a holding in Amazon.com Inc by 21.31%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.78. The impact to a portfolio due to this purchase was 0.62%. The holding were 3,233 shares as of .

Added: iShares Core S&P 500 (IVV)

Cooper Financial Group added to a holding in iShares Core S&P 500 by 35.81%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $287.16. The impact to a portfolio due to this purchase was 0.59%. The holding were 15,474 shares as of .

Added: Microsoft Corp (MSFT)

Cooper Financial Group added to a holding in Microsoft Corp by 26.96%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $183.16. The impact to a portfolio due to this purchase was 0.54%. The holding were 28,729 shares as of .

Added: Boeing Co (BA)

Cooper Financial Group added to a holding in Boeing Co by 62.47%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $120.00. The impact to a portfolio due to this purchase was 0.35%. The holding were 10,882 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Cooper Financial Group added to a holding in Berkshire Hathaway Inc by 25.32%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $169.25. The impact to a portfolio due to this purchase was 0.35%. The holding were 16,692 shares as of .

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Cooper Financial Group sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $169.3 and $236.98, with an estimated average price of $212.89.

Sold Out: UBS AG Exchange Traded Access Securities (E TRACS) (BDCS)

Cooper Financial Group sold out a holding in UBS AG Exchange Traded Access Securities (E TRACS). The sale prices were between $8.65 and $19.76, with an estimated average price of $17.19.

Sold Out: iShares MSCI China ETF (MCHI)

Cooper Financial Group sold out a holding in iShares MSCI China ETF. The sale prices were between $52.36 and $67.78, with an estimated average price of $62.2.

Sold Out: Invesco S&P 500 Top 50 (XLG)

Cooper Financial Group sold out a holding in Invesco S&P 500 Top 50. The sale prices were between $171.98 and $248.68, with an estimated average price of $226.8.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Cooper Financial Group sold out a holding in Royal Dutch Shell PLC. The sale prices were between $21.62 and $60.96, with an estimated average price of $47.13.

Sold Out: First Trust Preferred Securities and Income ETF (FPE)

Cooper Financial Group sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $13.6 and $20.48, with an estimated average price of $19.31.



Here is the complete portfolio of Cooper Financial Group. Also check out:

1. Cooper Financial Group's Undervalued Stocks
2. Cooper Financial Group's Top Growth Companies, and
3. Cooper Financial Group's High Yield stocks
4. Stocks that Cooper Financial Group keeps buying

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