1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Clear Investment Research, Llc Buys iShares Core S&P Small-Cap, iShares MSCI ACWI ex US Index Fund, PIMCO 0-5 Year High Yieldorat Bond Index Exch

Investment company Clear Investment Research, Llc buys iShares Core S&P Small-Cap, iShares MSCI ACWI ex US Index Fund, PIMCO 0-5 Year High Yieldorat Bond Index Exch, Bank of Americaoration, Microsoft, iShares Silver Trust, Towne Bank, Walgreens Boots Alliance, Snap, Kimball Electronics during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Clear Investment Research, Llc. As of 2017-03-31, Clear Investment Research, Llc owns 43 stocks with a total value of $132 million. These are the details of the buys and sells.

For the details of CLEAR INVESTMENT RESEARCH, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CLEAR+INVESTMENT+RESEARCH%2C+LLC

These are the top 5 holdings of CLEAR INVESTMENT RESEARCH, LLC
  1. iShares Core S&P Mid-Cap (IJH) - 97,617 shares, 12.62% of the total portfolio. Shares added by 6.03%
  2. iShares Core U.S. Aggregate Bond (AGG) - 145,771 shares, 11.94% of the total portfolio. Shares added by 4.87%
  3. iShares Core S&P 500 (IVV) - 52,866 shares, 9.47% of the total portfolio. Shares added by 1.29%
  4. iShares iBoxx $ High Yield Corporate Bond (HYG) - 128,533 shares, 8.52% of the total portfolio. Shares added by 7.81%
  5. iShares S&P 500 Growth (IVW) - 74,009 shares, 7.35% of the total portfolio. Shares reduced by 1.06%
New Purchase: iShares MSCI ACWI ex US Index Fund (ACWX)

Clear Investment Research, Llc initiated holdings in iShares MSCI ACWI ex US Index Fund. The purchase prices were between $40.27 and $43.92, with an estimated average price of $42.34. The stock is now traded at around $43.51. The impact to the portfolio due to this purchase was 0.18%. The holdings were 5,333 shares as of 2017-03-31.

New Purchase: PIMCO 0-5 Year High Yield Corporat Bond Index Exch (HYS)

Clear Investment Research, Llc initiated holdings in PIMCO 0-5 Year High Yield Corporat Bond Index Exch. The purchase prices were between $99.42 and $101.5, with an estimated average price of $100.56. The stock is now traded at around $101.06. The impact to the portfolio due to this purchase was 0.05%. The holdings were 608 shares as of 2017-03-31.

New Purchase: Bank of America Corporation (BAC)

Clear Investment Research, Llc initiated holdings in Bank of America Corporation. The purchase prices were between $22.05 and $25.5, with an estimated average price of $23.73. The stock is now traded at around $22.96. The impact to the portfolio due to this purchase was 0.02%. The holdings were 1,000 shares as of 2017-03-31.

New Purchase: Towne Bank (TOWN)

Clear Investment Research, Llc initiated holdings in Towne Bank. The purchase prices were between $30.6 and $33.5, with an estimated average price of $32.43. The stock is now traded at around $32.40. The impact to the portfolio due to this purchase was 0.01%. The holdings were 300 shares as of 2017-03-31.

New Purchase: Walgreens Boots Alliance Inc (WBA)

Clear Investment Research, Llc initiated holdings in Walgreens Boots Alliance Inc. The purchase prices were between $80.47 and $87.61, with an estimated average price of $83.86. The stock is now traded at around $84.20. The impact to the portfolio due to this purchase was 0.01%. The holdings were 100 shares as of 2017-03-31.

New Purchase: Microsoft Corp (MSFT)

Clear Investment Research, Llc initiated holdings in Microsoft Corp. The purchase prices were between $62.3 and $65.86, with an estimated average price of $64.09. The stock is now traded at around $65.47. The impact to the portfolio due to this purchase was 0.01%. The holdings were 201 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Clear Investment Research, Llc added to the holdings in iShares Core S&P Small-Cap by 120.73%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $68.86. The impact to the portfolio due to this purchase was 1.42%. The holdings were 49,689 shares as of 2017-03-31.



Here is the complete portfolio of CLEAR INVESTMENT RESEARCH, LLC. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by insider


User Generated Screeners


Ranjit.desaiRanjit-08
Ranjit.desaiRanjit-07
Ranjit.desaiRanjit-06
pbarker46F Score & 3 year high
byron codillaFinal
byron codillaByron peg
byron codillaByron
Ranjit.desaiRanjit-05
grgrassoPrice steadily growing
LarsANDersenBig Returns With Dividend Grow
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK