Great Lakes Retirement, Inc. Buys iShares Core U.S. Aggregate Bond, iShares Intermediate Credit Bond ETF, iShares Short Maturity Bond, Sells PIMCO 0-5 Year High Yield Corporat Bond Index Exch, SPDR Bloomberg Barclays Investment Grade Floating , Invesco S&

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Jun 04, 2020
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Investment company Great Lakes Retirement, Inc. (Current Portfolio) buys iShares Core U.S. Aggregate Bond, iShares Intermediate Credit Bond ETF, iShares Short Maturity Bond, PowerShares QQQ Trust Ser 1, Welltower Inc, sells PIMCO 0-5 Year High Yield Corporat Bond Index Exch, SPDR Bloomberg Barclays Investment Grade Floating , Invesco S&P 500 Low Volatility, iShares Edge MSCI Min Vol USA, Lululemon Athletica Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Great Lakes Retirement, Inc.. As of 2020Q1, Great Lakes Retirement, Inc. owns 141 stocks with a total value of $217 million. These are the details of the buys and sells.

For the details of Great Lakes Retirement, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/great+lakes+retirement%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Great Lakes Retirement, Inc.
  1. iShares Core U.S. Aggregate Bond (AGG) - 212,280 shares, 11.25% of the total portfolio. Shares added by 1540.11%
  2. iShares Intermediate Credit Bond ETF (IGIB) - 411,421 shares, 10.40% of the total portfolio. Shares added by 100.61%
  3. iShares Russell Top 200 Growth (IWY) - 220,689 shares, 8.57% of the total portfolio. Shares reduced by 13.86%
  4. Invesco Ultra Short Duration (GSY) - 340,879 shares, 7.75% of the total portfolio. Shares reduced by 2.77%
  5. iShares Short Maturity Bond (NEAR) - 235,690 shares, 5.26% of the total portfolio. Shares added by 232.33%
New Purchase: Welltower Inc (WELL)

Great Lakes Retirement, Inc. initiated holding in Welltower Inc. The purchase prices were between $33.22 and $89.84, with an estimated average price of $74.34. The stock is now traded at around $58.67. The impact to a portfolio due to this purchase was 0.99%. The holding were 46,811 shares as of .

New Purchase: Xilinx Inc (XLNX)

Great Lakes Retirement, Inc. initiated holding in Xilinx Inc. The purchase prices were between $68.98 and $102.89, with an estimated average price of $87.57. The stock is now traded at around $96.45. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,025 shares as of .

New Purchase: Ameriprise Financial Inc (AMP)

Great Lakes Retirement, Inc. initiated holding in Ameriprise Financial Inc. The purchase prices were between $82.88 and $179.72, with an estimated average price of $149.29. The stock is now traded at around $154.36. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,077 shares as of .

New Purchase: Seagate Technology PLC (STX)

Great Lakes Retirement, Inc. initiated holding in Seagate Technology PLC. The purchase prices were between $40.73 and $63.23, with an estimated average price of $53.61. The stock is now traded at around $54.48. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,789 shares as of .

New Purchase: CVS Health Corp (CVS)

Great Lakes Retirement, Inc. initiated holding in CVS Health Corp. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $66.54. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,166 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Great Lakes Retirement, Inc. added to a holding in iShares Core U.S. Aggregate Bond by 1540.11%. The purchase prices were between $106.13 and $117.37, with an estimated average price of $113.26. The stock is now traded at around $116.97. The impact to a portfolio due to this purchase was 10.56%. The holding were 212,280 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

Great Lakes Retirement, Inc. added to a holding in iShares Intermediate Credit Bond ETF by 100.61%. The purchase prices were between $50.15 and $59.86, with an estimated average price of $57.27. The stock is now traded at around $59.30. The impact to a portfolio due to this purchase was 5.22%. The holding were 411,421 shares as of .

Added: iShares Short Maturity Bond (NEAR)

Great Lakes Retirement, Inc. added to a holding in iShares Short Maturity Bond by 232.33%. 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 $49.71. The impact to a portfolio due to this purchase was 3.68%. The holding were 235,690 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Great Lakes Retirement, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 203.52%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $237.05. The impact to a portfolio due to this purchase was 2.41%. The holding were 40,981 shares as of .

Added: Deere & Co (DE)

Great Lakes Retirement, Inc. added to a holding in Deere & Co by 336.04%. The purchase prices were between $111.15 and $177.6, with an estimated average price of $158.85. The stock is now traded at around $159.00. The impact to a portfolio due to this purchase was 0.96%. The holding were 19,360 shares as of .

Added: Adobe Inc (ADBE)

Great Lakes Retirement, Inc. added to a holding in Adobe Inc by 139.57%. The purchase prices were between $285 and $383.28, with an estimated average price of $342.56. The stock is now traded at around $390.47. The impact to a portfolio due to this purchase was 0.74%. The holding were 8,500 shares as of .

Sold Out: iShares Edge MSCI Min Vol USA (USMV)

Great Lakes Retirement, Inc. sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $46.61 and $69.67, with an estimated average price of $63.87.

Sold Out: Constellation Brands Inc (STZ)

Great Lakes Retirement, Inc. sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.

Sold Out: First Trust Senior Loan Fund ETF (FTSL)

Great Lakes Retirement, Inc. sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $37 and $48.14, with an estimated average price of $46.1.

Sold Out: iShares Floating Rate Bond (FLOT)

Great Lakes Retirement, Inc. sold out a holding in iShares Floating Rate Bond. The sale prices were between $43.94 and $50.82, with an estimated average price of $49.76.

Sold Out: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Great Lakes Retirement, Inc. sold out a holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The sale prices were between $21.3 and $30.13, with an estimated average price of $28.21.

Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)

Great Lakes Retirement, Inc. sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $46.99 and $54.24, with an estimated average price of $52.84.

Reduced: PIMCO 0-5 Year High Yield Corporat Bond Index Exch (HYS)

Great Lakes Retirement, Inc. reduced to a holding in PIMCO 0-5 Year High Yield Corporat Bond Index Exch by 98.15%. The sale prices were between $78.12 and $98.77, with an estimated average price of $94.44. The stock is now traded at around $92.63. The impact to a portfolio due to this sale was -11.53%. Great Lakes Retirement, Inc. still held 7,025 shares as of .

Reduced: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Great Lakes Retirement, Inc. reduced to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 98.82%. The sale prices were between $26.18 and $30.68, with an estimated average price of $30.04. The stock is now traded at around $30.36. The impact to a portfolio due to this sale was -8.28%. Great Lakes Retirement, Inc. still held 10,385 shares as of .

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

Great Lakes Retirement, Inc. reduced to a holding in Invesco S&P 500 Low Volatility by 48.79%. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39. The stock is now traded at around $50.59. The impact to a portfolio due to this sale was -2.52%. Great Lakes Retirement, Inc. still held 146,200 shares as of .

Reduced: Lululemon Athletica Inc (LULU)

Great Lakes Retirement, Inc. reduced to a holding in Lululemon Athletica Inc by 84.52%. The sale prices were between $138.98 and $263.68, with an estimated average price of $224.6. The stock is now traded at around $322.47. The impact to a portfolio due to this sale was -1.24%. Great Lakes Retirement, Inc. still held 3,180 shares as of .

Reduced: The Home Depot Inc (HD)

Great Lakes Retirement, Inc. reduced to a holding in The Home Depot Inc by 82%. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $251.16. The impact to a portfolio due to this sale was -0.62%. Great Lakes Retirement, Inc. still held 2,027 shares as of .

Reduced: iShares Core S&P Total U.S. Stock Market (ITOT)

Great Lakes Retirement, Inc. reduced to a holding in iShares Core S&P Total U.S. Stock Market by 74.35%. The sale prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $70.28. The impact to a portfolio due to this sale was -0.53%. Great Lakes Retirement, Inc. still held 8,058 shares as of .



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