JMG Financial Group, Ltd. Buys ISHARES TRUST, NexPoint Residential Trust Inc, VanEck Vectors Gold Miners ETF, Sells Berkshire Hathaway Inc, SPDR GOLD TRUST, Emerson Electric Co

Author's Avatar
Oct 23, 2020
Article's Main Image
Oak Brook, IL, based Investment company JMG Financial Group, Ltd. (Current Portfolio) buys ISHARES TRUST, NexPoint Residential Trust Inc, VanEck Vectors Gold Miners ETF, sells Berkshire Hathaway Inc, SPDR GOLD TRUST, Emerson Electric Co, Nokia Oyj, ISHARES INC during the 3-months ended 2020Q3, according to the most recent filings of the investment company, JMG Financial Group, Ltd.. As of 2020Q3, JMG Financial Group, Ltd. owns 70 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of JMG Financial Group, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/jmg+financial+group%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of JMG Financial Group, Ltd.
  1. VANGUARD INDEX FDS (VOO) - 960,949 shares, 23.96% of the total portfolio. Shares added by 2.66%
  2. VANGUARD INDEX FDS (VO) - 1,257,865 shares, 17.97% of the total portfolio. Shares added by 2.57%
  3. SSGA SPDR S&P 500 (SPY) - 315,208 shares, 8.55% of the total portfolio. Shares reduced by 0.94%
  4. ISHARES TRUST (IWR) - 1,329,041 shares, 6.18% of the total portfolio. Shares reduced by 0.98%
  5. SCHWAB STRATEGIC T (SCHX) - 766,248 shares, 5.01% of the total portfolio. Shares reduced by 0.46%
New Purchase: ISHARES TRUST (EFAV)

JMG Financial Group, Ltd. initiated holding in ISHARES TRUST. The purchase prices were between $66.21 and $69.64, with an estimated average price of $68.07. The stock is now traded at around $68.45. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,791 shares as of .

New Purchase: NexPoint Residential Trust Inc (NXRT)

JMG Financial Group, Ltd. initiated holding in NexPoint Residential Trust Inc. The purchase prices were between $33.44 and $44.63, with an estimated average price of $39.52. The stock is now traded at around $44.57. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,012 shares as of .

Added: VanEck Vectors Gold Miners ETF (GDX)

JMG Financial Group, Ltd. added to a holding in VanEck Vectors Gold Miners ETF by 23.30%. The purchase prices were between $36.17 and $44.53, with an estimated average price of $40.76. The stock is now traded at around $38.82. The impact to a portfolio due to this purchase was 0.01%. The holding were 20,453 shares as of .

Sold Out: Berkshire Hathaway Inc (BRK.B)

JMG Financial Group, Ltd. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $177.99 and $221.68, with an estimated average price of $204.37.

Sold Out: SPDR GOLD TRUST (GLD)

JMG Financial Group, Ltd. sold out a holding in SPDR GOLD TRUST. The sale prices were between $166.62 and $193.89, with an estimated average price of $179.71.

Sold Out: SPDR INDEX SHS FDS (RWX)

JMG Financial Group, Ltd. sold out a holding in SPDR INDEX SHS FDS. The sale prices were between $29.04 and $31.19, with an estimated average price of $29.91.

Sold Out: Emerson Electric Co (EMR)

JMG Financial Group, Ltd. sold out a holding in Emerson Electric Co. The sale prices were between $59.47 and $71.79, with an estimated average price of $65.86.

Sold Out: Nokia Oyj (NOKBF)

JMG Financial Group, Ltd. sold out a holding in Nokia Oyj. The sale prices were between $3.76 and $5.09, with an estimated average price of $4.5.



Here is the complete portfolio of JMG Financial Group, Ltd.. Also check out:

1. JMG Financial Group, Ltd.'s Undervalued Stocks
2. JMG Financial Group, Ltd.'s Top Growth Companies, and
3. JMG Financial Group, Ltd.'s High Yield stocks
4. Stocks that JMG Financial Group, Ltd. keeps buying
Rating:
0 / 5 (0 votes)