Single Point Partners, LLC Buys SPDR S&P 500, iShares Russell 2000, Goldman Sachs Access Treasury 0-1 Year, Sells iShares MSCI EAFE, Procter & Gamble Co, Visa Inc

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Jul 30, 2020
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Investment company Single Point Partners, LLC (Current Portfolio) buys SPDR S&P 500, iShares Russell 2000, Goldman Sachs Access Treasury 0-1 Year, Schwab U.S. Mid Cap, iShares Core S&P Total U.S. Stock Market, sells iShares MSCI EAFE, Procter & Gamble Co, Visa Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Single Point Partners, LLC. As of 2020Q2, Single Point Partners, LLC owns 65 stocks with a total value of $171 million. These are the details of the buys and sells.

For the details of Single Point Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/single+point+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Single Point Partners, LLC
  1. iShares Core S&P 500 (IVV) - 126,630 shares, 22.97% of the total portfolio. Shares added by 2.99%
  2. iShares Core U.S. Aggregate Bond (AGG) - 149,212 shares, 10.33% of the total portfolio. Shares reduced by 0.44%
  3. iShares Core S&P Mid-Cap (IJH) - 80,837 shares, 8.42% of the total portfolio. Shares reduced by 0.34%
  4. iShares National Muni Bond (MUB) - 96,756 shares, 6.54% of the total portfolio. Shares added by 8.15%
  5. iShares Core S&P Small-Cap (IJR) - 138,028 shares, 5.52% of the total portfolio. Shares added by 4.33%
New Purchase: Goldman Sachs Access Treasury 0-1 Year (GBIL)

Single Point Partners, LLC initiated holding in Goldman Sachs Access Treasury 0-1 Year. The purchase prices were between $100.48 and $100.77, with an estimated average price of $100.56. The stock is now traded at around $100.45. The impact to a portfolio due to this purchase was 0.75%. The holding were 12,718 shares as of .

New Purchase: SPDR MidCap Trust Series I (MDY)

Single Point Partners, LLC initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $243.09 and $355.21, with an estimated average price of $302.49. The stock is now traded at around $344.27. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,167 shares as of .

New Purchase: Adobe Inc (ADBE)

Single Point Partners, LLC initiated holding in Adobe Inc. The purchase prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $436.30. The impact to a portfolio due to this purchase was 0.13%. The holding were 514 shares as of .

New Purchase: S&P Global Inc (SPGI)

Single Point Partners, LLC initiated holding in S&P Global Inc. The purchase prices were between $234.33 and $333.38, with an estimated average price of $299.77. The stock is now traded at around $359.86. The impact to a portfolio due to this purchase was 0.12%. The holding were 646 shares as of .

New Purchase: Exxon Mobil Corp (XOM)

Single Point Partners, LLC initiated holding in Exxon Mobil Corp. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $44.03. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,603 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Single Point Partners, LLC initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.57. The impact to a portfolio due to this purchase was 0.05%. The holding were 31,888 shares as of .

Added: SPDR S&P 500 (SPY)

Single Point Partners, LLC added to a holding in SPDR S&P 500 by 690.16%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $325.12. The impact to a portfolio due to this purchase was 1.28%. The holding were 61,980 shares as of .

Added: iShares Russell 2000 (IWM)

Single Point Partners, LLC added to a holding in iShares Russell 2000 by 96.90%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $149.35. The impact to a portfolio due to this purchase was 0.86%. The holding were 38,048 shares as of .

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

Single Point Partners, LLC added to a holding in Schwab U.S. Mid Cap by 80.29%. The purchase prices were between $39.01 and $57.03, with an estimated average price of $48.76. The stock is now traded at around $55.69. The impact to a portfolio due to this purchase was 0.28%. The holding were 20,211 shares as of .

Added: iShares Russell 1000 Growth (IWF)

Single Point Partners, LLC added to a holding in iShares Russell 1000 Growth by 2619.59%. The purchase prices were between $143.88 and $193.61, with an estimated average price of $175.61. The stock is now traded at around $203.00. The impact to a portfolio due to this purchase was 0.25%. The holding were 55,262 shares as of .

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

Single Point Partners, LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 22.74%. The purchase prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $73.33. The impact to a portfolio due to this purchase was 0.25%. The holding were 33,470 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Single Point Partners, LLC added to a holding in Vanguard FTSE Developed Markets by 33.81%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $41.15. The impact to a portfolio due to this purchase was 0.24%. The holding were 42,212 shares as of .

Sold Out: iShares MSCI EAFE (EFA)

Single Point Partners, LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11.

Sold Out: Procter & Gamble Co (PG)

Single Point Partners, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $109.33 and $124.69, with an estimated average price of $116.42.



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