Tolleson Wealth Management, Inc. Buys VANGUARD INTL EQUI, SPDR GOLD TRUST, ISHARES TRUST, Sells SPDR S&P500 ETF TR, iShares MSCI Emerging Markets Asia Index Fund, ISHARES TRUST

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Aug 25, 2020
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Investment company Tolleson Wealth Management, Inc. (Current Portfolio) buys VANGUARD INTL EQUI, SPDR GOLD TRUST, ISHARES TRUST, Cousins Properties Inc, Energy Transfer LP, sells SPDR S&P500 ETF TR, iShares MSCI Emerging Markets Asia Index Fund, ISHARES TRUST, VANGUARD INTL EQUI, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Tolleson Wealth Management, Inc.. As of 2020Q2, Tolleson Wealth Management, Inc. owns 63 stocks with a total value of $151 million. These are the details of the buys and sells.

For the details of Tolleson Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/tolleson+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Tolleson Wealth Management, Inc.
  1. iShares MSCI Emerging Markets Asia Index Fund (EEMA) - 204,901 shares, 9.06% of the total portfolio. Shares reduced by 24.25%
  2. VANGUARD INTL EQUI (VPL) - 205,371 shares, 8.66% of the total portfolio. Shares reduced by 24.2%
  3. SPDR S&P500 ETF TR (SPY) - 40,083 shares, 8.23% of the total portfolio. Shares reduced by 51.12%
  4. ISHARES TRUST (ITOT) - 159,434 shares, 7.33% of the total portfolio. Shares added by 19.34%
  5. ISHARES TRUST (IWP) - 62,483 shares, 6.54% of the total portfolio. Shares reduced by 32.88%
New Purchase: SPDR GOLD TRUST (GLD)

Tolleson Wealth Management, Inc. initiated holding in SPDR GOLD TRUST. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $181.19. The impact to a portfolio due to this purchase was 0.68%. The holding were 6,127 shares as of .

New Purchase: ISHARES TRUST (MUB)

Tolleson Wealth Management, Inc. initiated holding in ISHARES TRUST. 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 $116.24. The impact to a portfolio due to this purchase was 0.49%. The holding were 6,438 shares as of .

New Purchase: Energy Transfer LP (ET)

Tolleson Wealth Management, Inc. initiated holding in Energy Transfer LP. The purchase prices were between $4.6 and $9.34, with an estimated average price of $7.36. The stock is now traded at around $6.55. The impact to a portfolio due to this purchase was 0.21%. The holding were 44,350 shares as of .

New Purchase: D.R. Horton Inc (DHI)

Tolleson Wealth Management, Inc. initiated holding in D.R. Horton Inc. The purchase prices were between $32.14 and $58.83, with an estimated average price of $48.22. The stock is now traded at around $75.44. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,445 shares as of .

New Purchase: Phillips 66 (PSX)

Tolleson Wealth Management, Inc. initiated holding in Phillips 66. The purchase prices were between $49.51 and $89.73, with an estimated average price of $70.48. The stock is now traded at around $61.52. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,425 shares as of .

New Purchase: Abbott Laboratories (ABT)

Tolleson Wealth Management, Inc. initiated holding in Abbott Laboratories. The purchase prices were between $76.57 and $98, with an estimated average price of $90.16. The stock is now traded at around $102.51. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,399 shares as of .

Added: VANGUARD INTL EQUI (VEU)

Tolleson Wealth Management, Inc. added to a holding in VANGUARD INTL EQUI by 23.90%. The purchase prices were between $39.28 and $49.82, with an estimated average price of $44.69. The stock is now traded at around $51.90. The impact to a portfolio due to this purchase was 0.82%. The holding were 134,313 shares as of .

Added: Cousins Properties Inc (CUZ)

Tolleson Wealth Management, Inc. added to a holding in Cousins Properties Inc by 33.87%. The purchase prices were between $24.33 and $36.11, with an estimated average price of $30.01. The stock is now traded at around $30.90. The impact to a portfolio due to this purchase was 0.24%. The holding were 48,222 shares as of .

Sold Out: The Home Depot Inc (HD)

Tolleson Wealth Management, Inc. sold out a holding in The Home Depot Inc. The sale prices were between $178.63 and $256.77, with an estimated average price of $228.05.

Sold Out: Texas Pacific Land Trust (TPL)

Tolleson Wealth Management, Inc. sold out a holding in Texas Pacific Land Trust. The sale prices were between $376.52 and $704.59, with an estimated average price of $549.91.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Tolleson Wealth Management, Inc. sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $182.31 and $248.84, with an estimated average price of $223.35.



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