Waterfront Wealth Inc. Buys Aberdeen Total Dynamic Dividend Fund, iShares MSCI Europe Financial Sector Index Fund, Trinseo PLC, Sells Eaton Vance Tax-Mgd Glbl Div Eq Inc, , Blackrock Municipal 2030 Target Term Trust

Investment company Waterfront Wealth Inc. (Current Portfolio) buys Aberdeen Total Dynamic Dividend Fund, iShares MSCI Europe Financial Sector Index Fund, Trinseo PLC, Allscripts Healthcare Solutions Inc, FIRST TR EXCH VII, sells Eaton Vance Tax-Mgd Glbl Div Eq Inc, , Blackrock Municipal 2030 Target Term Trust, Blackrock Duration Income Trust, Templeton Emerging Markets Income Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Waterfront Wealth Inc.. As of 2021Q3, Waterfront Wealth Inc. owns 177 stocks with a total value of $206 million. These are the details of the buys and sells.

For the details of Waterfront Wealth Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/waterfront+wealth+inc./current-portfolio/portfolio

These are the top 5 holdings of Waterfront Wealth Inc.
  1. Commerce Bancshares Inc (CBSH) - 128,071 shares, 4.32% of the total portfolio. Shares reduced by 0.01%
  2. Berkshire Hathaway Inc (BRK.B) - 31,222 shares, 4.13% of the total portfolio. Shares reduced by 0.68%
  3. Jefferies Financial Group Inc (JEF) - 219,363 shares, 3.94% of the total portfolio. Shares reduced by 7.47%
  4. United Parcel Service Inc (UPS) - 41,223 shares, 3.64% of the total portfolio. Shares added by 0.43%
  5. Apple Inc (AAPL) - 42,336 shares, 2.90% of the total portfolio. Shares added by 0.75%
New Purchase: Aberdeen Total Dynamic Dividend Fund (AOD)

Waterfront Wealth Inc. initiated holding in Aberdeen Total Dynamic Dividend Fund. The purchase prices were between $9.7 and $10.49, with an estimated average price of $10.23. The stock is now traded at around $10.110000. The impact to a portfolio due to this purchase was 1.08%. The holding were 228,502 shares as of 2021-09-30.

New Purchase: FIRST TR EXCH VII (FTGC)

Waterfront Wealth Inc. initiated holding in FIRST TR EXCH VII. The purchase prices were between $22.72 and $24.29, with an estimated average price of $23.64. The stock is now traded at around $25.179700. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,405 shares as of 2021-09-30.

New Purchase: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)

Waterfront Wealth Inc. initiated holding in First Trust NASDAQ Rising Dividend Achievers ETF. The purchase prices were between $46.3 and $49.77, with an estimated average price of $48.33. The stock is now traded at around $50.400000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,385 shares as of 2021-09-30.

New Purchase: Regal Rexnord Corp (RRX)

Waterfront Wealth Inc. initiated holding in Regal Rexnord Corp. The purchase prices were between $127.08 and $154.11, with an estimated average price of $143.43. The stock is now traded at around $158.585000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,466 shares as of 2021-09-30.

New Purchase: NextEra Energy Inc (NEE)

Waterfront Wealth Inc. initiated holding in NextEra Energy Inc. The purchase prices were between $74.19 and $86.48, with an estimated average price of $80.63. The stock is now traded at around $84.960000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,872 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co (JPM)

Waterfront Wealth Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $170.870000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,286 shares as of 2021-09-30.

Added: iShares MSCI Europe Financial Sector Index Fund (EUFN)

Waterfront Wealth Inc. added to a holding in iShares MSCI Europe Financial Sector Index Fund by 64.98%. The purchase prices were between $18.44 and $20.62, with an estimated average price of $19.8. The stock is now traded at around $21.190000. The impact to a portfolio due to this purchase was 0.74%. The holding were 199,236 shares as of 2021-09-30.

Added: Trinseo PLC (TSE)

Waterfront Wealth Inc. added to a holding in Trinseo PLC by 58.41%. The purchase prices were between $45.06 and $58.67, with an estimated average price of $52.11. The stock is now traded at around $57.000000. The impact to a portfolio due to this purchase was 0.27%. The holding were 27,985 shares as of 2021-09-30.

Added: Allscripts Healthcare Solutions Inc (MDRX)

Waterfront Wealth Inc. added to a holding in Allscripts Healthcare Solutions Inc by 30.23%. The purchase prices were between $13.37 and $18.48, with an estimated average price of $16.16. The stock is now traded at around $13.945000. The impact to a portfolio due to this purchase was 0.18%. The holding were 120,624 shares as of 2021-09-30.

Added: Embraer SA (ERJ)

Waterfront Wealth Inc. added to a holding in Embraer SA by 76.38%. The purchase prices were between $13.08 and $18.1, with an estimated average price of $15.54. The stock is now traded at around $15.420000. The impact to a portfolio due to this purchase was 0.15%. The holding were 42,336 shares as of 2021-09-30.

Added: Orange SA (ORAN)

Waterfront Wealth Inc. added to a holding in Orange SA by 31.46%. The purchase prices were between $10.83 and $11.53, with an estimated average price of $11.26. The stock is now traded at around $11.040000. The impact to a portfolio due to this purchase was 0.13%. The holding were 105,054 shares as of 2021-09-30.

Added: Baidu Inc (BIDU)

Waterfront Wealth Inc. added to a holding in Baidu Inc by 28.51%. The purchase prices were between $137.33 and $201.46, with an estimated average price of $164.72. The stock is now traded at around $162.135000. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,175 shares as of 2021-09-30.

Sold Out: (BPY)

Waterfront Wealth Inc. sold out a holding in . The sale prices were between $18.26 and $19.11, with an estimated average price of $18.8.

Sold Out: Oshkosh Corp (OSK)

Waterfront Wealth Inc. sold out a holding in Oshkosh Corp. The sale prices were between $102.37 and $125.59, with an estimated average price of $115.01.

Sold Out: Banco Bilbao Vizcaya Argentaria SA (BBVA)

Waterfront Wealth Inc. sold out a holding in Banco Bilbao Vizcaya Argentaria SA. The sale prices were between $5.72 and $6.93, with an estimated average price of $6.46.



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