Key Financial Inc Buys Johnson & Johnson, iShares Convertible Bond, WISDOMTREE TRUST, Sells WISDOMTREE TRUST, The Walt Disney Co, Essential Utilities Inc

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Aug 07, 2020
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Investment company Key Financial Inc (Current Portfolio) buys Johnson & Johnson, iShares Convertible Bond, WISDOMTREE TRUST, WISDOMTREE TRUST, Essential Utilities Inc, sells WISDOMTREE TRUST, The Walt Disney Co, Essential Utilities Inc, Bristol-Myers Squibb Company, Invesco BulletShares 2022 Corporate Bond ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Key Financial Inc. As of 2020Q2, Key Financial Inc owns 98 stocks with a total value of $87 million. These are the details of the buys and sells.

For the details of Key Financial Inc\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/key+financial+inc/current-portfolio/portfolio

These are the top 5 holdings of Key Financial Inc
  1. Apple Inc (AAPL) - 21,216 shares, 8.80% of the total portfolio. Shares added by 1.13%
  2. The Walt Disney Co (DIS) - 49,598 shares, 6.34% of the total portfolio. Shares reduced by 34.25%
  3. Incyte Corp (INCY) - 52,533 shares, 6.17% of the total portfolio.
  4. Microsoft Corp (MSFT) - 21,999 shares, 5.00% of the total portfolio. Shares added by 6.27%
  5. Johnson & Johnson (JNJ) - 25,217 shares, 4.02% of the total portfolio. Shares added by 118.69%
New Purchase: iShares Convertible Bond (ICVT)
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Key Financial Inc initiated holding in iShares Convertible Bond. The purchase prices were between $51.72 and $71.01, with an estimated average price of $63.3. The stock is now traded at around $77.32. The impact to a portfolio due to this purchase was 1.27%. The holding were 15,849 shares as of .

New Purchase: Essential Utilities Inc (WTRG)
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Key Financial Inc initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $47.08. The impact to a portfolio due to this purchase was 0.74%. The holding were 15,569 shares as of .

Added: Johnson & Johnson (JNJ)

Key Financial Inc added to a holding in Johnson & Johnson by 118.69%. The purchase prices were between $128.81 and $155.51, with an estimated average price of $145.42. The stock is now traded at around $148.08. The impact to a portfolio due to this purchase was 2.18%. The holding were 25,217 shares as of .

Added: WISDOMTREE TRUST (DLN)

Key Financial Inc added to a holding in WISDOMTREE TRUST by 77.96%. The purchase prices were between $76.7 and $99.08, with an estimated average price of $89.25. The stock is now traded at around $97.92. The impact to a portfolio due to this purchase was 1.02%. The holding were 22,169 shares as of .

Added: WISDOMTREE TRUST (DES)

Key Financial Inc added to a holding in WISDOMTREE TRUST by 95.81%. The purchase prices were between $16.35 and $23.41, with an estimated average price of $19.68. The stock is now traded at around $22.59. The impact to a portfolio due to this purchase was 0.82%. The holding were 69,986 shares as of .

Added: SPDR SERIES TRUST (SPYV)

Key Financial Inc added to a holding in SPDR SERIES TRUST by 155.08%. The purchase prices were between $24.7 and $32.15, with an estimated average price of $28.45. The stock is now traded at around $30.72. The impact to a portfolio due to this purchase was 0.64%. The holding were 31,926 shares as of .

Added: Kimberly-Clark Corp (KMB)

Key Financial Inc added to a holding in Kimberly-Clark Corp by 314.27%. The purchase prices were between $125.66 and $143.96, with an estimated average price of $137.81. The stock is now traded at around $157.49. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,455 shares as of .

Added: ISHARES TRUST (MUB)

Key Financial Inc added to a holding in ISHARES TRUST by 70.90%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $117.15. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,847 shares as of .

Sold Out: Essential Utilities Inc (A2A)

Key Financial Inc sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: Bristol-Myers Squibb Company (BMY)

Key Financial Inc sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $54.82 and $64.09, with an estimated average price of $59.75.

Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Key Financial Inc sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $20.89 and $21.91, with an estimated average price of $21.62.

Sold Out: L3Harris Technologies Inc (LHX)

Key Financial Inc sold out a holding in L3Harris Technologies Inc. The sale prices were between $168.24 and $209.66, with an estimated average price of $187.74.

Sold Out: Edwards Lifesciences Corp (EW)

Key Financial Inc sold out a holding in Edwards Lifesciences Corp. The sale prices were between $57.54 and $76.95, with an estimated average price of $70.98.

Sold Out: Vanguard Total Bond Market ETF (BND)

Key Financial Inc sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.67 and $88.18, with an estimated average price of $87.06.



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