Sentinel Pension Advisors Inc Buys Sprott Physical Gold Trust, SPDR Portfolio Short Term Treasury, Focus Financial Partners Inc, Sells Vanguard Growth, iShares Core U.S. Aggregate Bond, SPDR Bloomberg Barclays Investment Grade Floating

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Jul 17, 2020
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Investment company Sentinel Pension Advisors Inc (Current Portfolio) buys Sprott Physical Gold Trust, SPDR Portfolio Short Term Treasury, Focus Financial Partners Inc, Fidelity Total Bond, ishares Gold Trust, sells Vanguard Growth, iShares Core U.S. Aggregate Bond, SPDR Bloomberg Barclays Investment Grade Floating , iShares MSCI EAFE, Vanguard Small-Cap during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Sentinel Pension Advisors Inc. As of 2020Q2, Sentinel Pension Advisors Inc owns 55 stocks with a total value of $220 million. These are the details of the buys and sells.

For the details of SENTINEL PENSION ADVISORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/sentinel+pension+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of SENTINEL PENSION ADVISORS INC
  1. SPDR Portfolio Aggregate Bond (SPAB) - 999,267 shares, 14.01% of the total portfolio. Shares reduced by 7.1%
  2. SPDR Portfolio S&P 1500 Composite Stock Market (SPTM) - 573,257 shares, 9.84% of the total portfolio. Shares reduced by 11.99%
  3. SPDR Portfolio Short Term Treasury (SPTS) - 613,459 shares, 8.56% of the total portfolio. Shares added by 33.53%
  4. BioLife Solutions Inc (BLFS) - 1,100,000 shares, 8.17% of the total portfolio.
  5. SPDR Portfolio Developed World ex-US (SPDW) - 524,544 shares, 6.58% of the total portfolio. Shares reduced by 7.11%
New Purchase: Focus Financial Partners Inc (FOCS)

Sentinel Pension Advisors Inc initiated holding in Focus Financial Partners Inc. The purchase prices were between $18.66 and $33.05, with an estimated average price of $24.97. The stock is now traded at around $38.44. The impact to a portfolio due to this purchase was 0.72%. The holding were 47,744 shares as of .

New Purchase: Archer-Daniels Midland Co (ADM)

Sentinel Pension Advisors Inc initiated holding in Archer-Daniels Midland Co. The purchase prices were between $33.84 and $42.89, with an estimated average price of $37.37. The stock is now traded at around $40.96. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,624 shares as of .

Added: Sprott Physical Gold Trust (PHYS)

Sentinel Pension Advisors Inc added to a holding in Sprott Physical Gold Trust by 65.18%. The purchase prices were between $12.9 and $14.31, with an estimated average price of $13.78. The stock is now traded at around $14.48. The impact to a portfolio due to this purchase was 2.42%. The holding were 942,107 shares as of .

Added: SPDR Portfolio Short Term Treasury (SPTS)

Sentinel Pension Advisors Inc added to a holding in SPDR Portfolio Short Term Treasury by 33.53%. The purchase prices were between $30.66 and $30.74, with an estimated average price of $30.7. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 2.15%. The holding were 613,459 shares as of .

Added: Fidelity Total Bond (FBND)

Sentinel Pension Advisors Inc added to a holding in Fidelity Total Bond by 56.38%. The purchase prices were between $50.5 and $54.16, with an estimated average price of $52.97. The stock is now traded at around $54.71. The impact to a portfolio due to this purchase was 0.66%. The holding were 74,844 shares as of .

Added: ishares Gold Trust (IAU)

Sentinel Pension Advisors Inc added to a holding in ishares Gold Trust by 58.35%. The purchase prices were between $15.07 and $16.99, with an estimated average price of $16.36. The stock is now traded at around $17.15. The impact to a portfolio due to this purchase was 0.62%. The holding were 219,290 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Sentinel Pension Advisors Inc added to a holding in Schwab Short-Term U.S. Treasury by 21.27%. The purchase prices were between $51.53 and $51.73, with an estimated average price of $51.64. The stock is now traded at around $51.59. The impact to a portfolio due to this purchase was 0.46%. The holding were 111,004 shares as of .

Added: iShares North American Natural Resources (IGE)

Sentinel Pension Advisors Inc added to a holding in iShares North American Natural Resources by 38.85%. The purchase prices were between $15.92 and $24.71, with an estimated average price of $20.61. The stock is now traded at around $21.84. The impact to a portfolio due to this purchase was 0.18%. The holding were 65,894 shares as of .

Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Sentinel Pension Advisors Inc sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $29.24 and $30.45, with an estimated average price of $30.1.



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