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WESCAP Management Group, Inc. Buys SPDR S&P Global Natural Resources ETF, General Motors Co, Schwab Fundamental International Large Company Ind, Sells Kansas City Southern, Bristol-Myers Squibb Co, Nuveen Credit Strategies Income Fund

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Nov 13, 2021
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Investment company WESCAP Management Group, Inc. (Current Portfolio) buys SPDR S&P Global Natural Resources ETF, General Motors Co, Schwab Fundamental International Large Company Ind, Tapestry Inc, sells Kansas City Southern, Bristol-Myers Squibb Co, Nuveen Credit Strategies Income Fund, Templeton Emerging Markets Income Fund, Nuveen Mortgage And Income Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, WESCAP Management Group, Inc.. As of 2021Q3, WESCAP Management Group, Inc. owns 85 stocks with a total value of $344 million. These are the details of the buys and sells.

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

These are the top 5 holdings of WESCAP Management Group, Inc.
  1. Invesco S&P 500 Equal Weight ETF (RSP) - 207,232 shares, 9.03% of the total portfolio. Shares reduced by 0.97%
  2. WisdomTree International Hedged Quality Dividend G (IHDG) - 510,858 shares, 6.41% of the total portfolio. Shares added by 2.41%
  3. Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) - 532,570 shares, 5.85% of the total portfolio. Shares added by 0.35%
  4. SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) - 635,868 shares, 5.67% of the total portfolio. Shares added by 4.79%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 196,829 shares, 4.72% of the total portfolio. Shares reduced by 0.1%
New Purchase: SPDR S&P Global Natural Resources ETF (GNR)

WESCAP Management Group, Inc. initiated holding in SPDR S&P Global Natural Resources ETF. The purchase prices were between $49.31 and $53.73, with an estimated average price of $52.04. The stock is now traded at around $54.610000. The impact to a portfolio due to this purchase was 1.01%. The holding were 67,568 shares as of 2021-09-30.

New Purchase: General Motors Co (GM)

WESCAP Management Group, Inc. initiated holding in General Motors Co. The purchase prices were between $48.18 and $59.11, with an estimated average price of $53.17. The stock is now traded at around $63.400000. The impact to a portfolio due to this purchase was 0.35%. The holding were 22,517 shares as of 2021-09-30.

Added: Schwab Fundamental International Large Company Ind (FNDF)

WESCAP Management Group, Inc. added to a holding in Schwab Fundamental International Large Company Ind by 120.22%. The purchase prices were between $31.76 and $33.8, with an estimated average price of $33.15. The stock is now traded at around $33.810000. The impact to a portfolio due to this purchase was 0.29%. The holding were 55,427 shares as of 2021-09-30.

Added: Tapestry Inc (TPR)

WESCAP Management Group, Inc. added to a holding in Tapestry Inc by 24.65%. The purchase prices were between $37.02 and $44.7, with an estimated average price of $41.16. The stock is now traded at around $45.530000. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,008 shares as of 2021-09-30.

Sold Out: Bristol-Myers Squibb Co (BMY)

WESCAP Management Group, Inc. sold out a holding in Bristol-Myers Squibb Co. The sale prices were between $59.17 and $69.31, with an estimated average price of $65.87.

Sold Out: Nuveen Credit Strategies Income Fund (JQC)

WESCAP Management Group, Inc. sold out a holding in Nuveen Credit Strategies Income Fund. The sale prices were between $6.34 and $6.76, with an estimated average price of $6.52.

Sold Out: Templeton Emerging Markets Income Fund (TEI)

WESCAP Management Group, Inc. sold out a holding in Templeton Emerging Markets Income Fund. The sale prices were between $7.56 and $8.15, with an estimated average price of $7.89.

Sold Out: Nuveen Mortgage And Income Fund (JLS)

WESCAP Management Group, Inc. sold out a holding in Nuveen Mortgage And Income Fund. The sale prices were between $20.55 and $21.4, with an estimated average price of $21.06.



Here is the complete portfolio of WESCAP Management Group, Inc.. Also check out:

1. WESCAP Management Group, Inc.'s Undervalued Stocks
2. WESCAP Management Group, Inc.'s Top Growth Companies, and
3. WESCAP Management Group, Inc.'s High Yield stocks
4. Stocks that WESCAP Management Group, Inc. keeps buying
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