Sterling Investment Advisors Llc Buys ISHARES TRUST, ISHARES TRUST, ISHARES INC, Sells ISHARES TRUST, Xcel Energy Inc

Oct 14, 2020

Investment company Sterling Investment Advisors Llc (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST, ISHARES INC, sells ISHARES TRUST, Xcel Energy Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Sterling Investment Advisors Llc . As of 2020Q3, Sterling Investment Advisors Llc owns 21 stocks with a total value of $131 million. These are the details of the buys and sells.

New Purchases: QLTA,
Added Positions: IVE, LEMB, ISTB, AGG, TIP, HYG, IJR, IAU, IYR,
Reduced Positions: STIP, IVV, IEMG, IEFA, IJH, EFA, IVW,
Sold Out: XEL,

For the details of STERLING INVESTMENT ADVISORS LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/sterling+investment+advisors+llc+/current-portfolio/portfolio

These are the top 5 holdings of STERLING INVESTMENT ADVISORS LLC

ISHARES TRUST (IEFA) - 399,875 shares, 18.46% of the total portfolio. Shares reduced by 1.03%
ISHARES TRUST (IVV) - 59,744 shares, 15.38% of the total portfolio. Shares reduced by 14.13%
ISHARES TRUST (QLTA) - 282,600 shares, 12.52% of the total portfolio. New Position
ISHARES INC (IEMG) - 214,587 shares, 8.68% of the total portfolio. Shares reduced by 8.07%
ISHARES TRUST (IVE) - 71,107 shares, 6.13% of the total portfolio. Shares added by 61.90%

New Purchase: ISHARES TRUST (QLTA)

Sterling Investment Advisors Llc initiated holding in ISHARES TRUST. The purchase prices were between $57.71 and $59.45, with an estimated average price of $58.44. The stock is now traded at around $58.01. The impact to a portfolio due to this purchase was 12.52%. The holding were 282,600 shares as of .

Added: ISHARES TRUST (IVE)

Sterling Investment Advisors Llc added to a holding in ISHARES TRUST by 61.90%. The purchase prices were between $106.01 and $117.38, with an estimated average price of $112.59. The stock is now traded at around $116.43. The impact to a portfolio due to this purchase was 2.34%. The holding were 71,107 shares as of .

Added: ISHARES INC (LEMB)

Sterling Investment Advisors Llc added to a holding in ISHARES INC by 42.85%. The purchase prices were between $41.03 and $42.78, with an estimated average price of $41.97. The stock is now traded at around $42.05. The impact to a portfolio due to this purchase was 1.64%. The holding were 170,985 shares as of .

Sold Out: Xcel Energy Inc (XEL)

Sterling Investment Advisors Llc sold out a holding in Xcel Energy Inc. The sale prices were between $63.24 and $72.45, with an estimated average price of $68.19.

Here is the complete portfolio of STERLING INVESTMENT ADVISORS LLC . Also check out:

1. STERLING INVESTMENT ADVISORS LLC 's Undervalued Stocks
2. STERLING INVESTMENT ADVISORS LLC 's Top Growth Companies, and
3. STERLING INVESTMENT ADVISORS LLC 's High Yield stocks
4. Stocks that STERLING INVESTMENT ADVISORS LLC keeps buying

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