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MAI Wealth Advisors Buys iShares Core MSCI EAFE, Vulcan Materials Co, Xilinx Inc, Sells Fidelity National Financial Inc, Genesis Energy LP, Plains GP Holdings LP

Cleveland, OH, based Investment company MAI Wealth Advisors buys iShares Core MSCI EAFE, Vulcan Materials Co, Xilinx Inc, iShares Select Dividend ETF, Citigroup Inc, Andeavor Logistics LP, DowDuPont Inc, iShares S&P Small-Cap 600 Growth ETF, iShares U.S. Home Construction, iShares U.S. Aerospace & Defense, sells Fidelity National Financial Inc, Genesis Energy LP, Plains GP Holdings LP, Equifax Inc, The Middleby Corp during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, MAI Wealth Advisors. As of 2017-09-30, MAI Wealth Advisors owns 420 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of MAI Wealth Advisors's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=MAI+Wealth+Advisors

These are the top 5 holdings of MAI Wealth Advisors
  1. SPDR S&P 500 (SPY) - 426,915 shares, 7.13% of the total portfolio. Shares added by 0.44%
  2. SPDR MidCap Trust Series I (MDY) - 241,323 shares, 5.23% of the total portfolio. Shares reduced by 0.52%
  3. iShares Core S&P 500 (IVV) - 216,567 shares, 3.64% of the total portfolio. Shares added by 6.09%
  4. iShares Core S&P Mid-Cap (IJH) - 217,845 shares, 2.59% of the total portfolio. Shares added by 5.23%
  5. iShares Core MSCI Emerging Markets (IEMG) - 524,622 shares, 1.88% of the total portfolio. Shares added by 7.46%
New Purchase: iShares Core MSCI EAFE (IEFA)

MAI Wealth Advisors initiated holdings in iShares Core MSCI EAFE. The purchase prices were between $60.49 and $64.17, with an estimated average price of $62.53. The stock is now traded at around $62.24. The impact to the portfolio due to this purchase was 1.48%. The holdings were 346,427 shares as of 2017-09-30.

New Purchase: iShares Select Dividend ETF (DVY)

MAI Wealth Advisors initiated holdings in iShares Select Dividend ETF. The purchase prices were between $90.88 and $94.33, with an estimated average price of $92.49. The stock is now traded at around $95.04. The impact to the portfolio due to this purchase was 0.26%. The holdings were 42,221 shares as of 2017-09-30.

New Purchase: Andeavor Logistics LP (ANDX)

MAI Wealth Advisors initiated holdings in Andeavor Logistics LP. The purchase prices were between $46.82 and $54.1, with an estimated average price of $49.98. The stock is now traded at around $49.63. The impact to the portfolio due to this purchase was 0.22%. The holdings were 65,784 shares as of 2017-09-30.

New Purchase: DowDuPont Inc (DWDP)

MAI Wealth Advisors initiated holdings in DowDuPont Inc. The purchase prices were between $63.11 and $70.41, with an estimated average price of $65.88. The stock is now traded at around $71.54. The impact to the portfolio due to this purchase was 0.19%. The holdings were 40,528 shares as of 2017-09-30.

New Purchase: iShares S&P Small-Cap 600 Growth ETF (IJT)

MAI Wealth Advisors initiated holdings in iShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $150 and $164.49, with an estimated average price of $155.95. The stock is now traded at around $165.77. The impact to the portfolio due to this purchase was 0.13%. The holdings were 12,181 shares as of 2017-09-30.

New Purchase: iShares U.S. Home Construction (ITB)

MAI Wealth Advisors initiated holdings in iShares U.S. Home Construction. The purchase prices were between $33.17 and $36.54, with an estimated average price of $34.39. The stock is now traded at around $33.66. The impact to the portfolio due to this purchase was 0.1%. The holdings were 42,950 shares as of 2017-09-30.

Added: Vulcan Materials Co (VMC)

MAI Wealth Advisors added to the holdings in Vulcan Materials Co by 758.60%. The purchase prices were between $112.57 and $130, with an estimated average price of $120.12. The stock is now traded at around $117.69. The impact to the portfolio due to this purchase was 0.56%. The holdings were 79,584 shares as of 2017-09-30.

Added: Xilinx Inc (XLNX)

MAI Wealth Advisors added to the holdings in Xilinx Inc by 171.72%. The purchase prices were between $61.02 and $70.43, with an estimated average price of $65.21. The stock is now traded at around $72.64. The impact to the portfolio due to this purchase was 0.31%. The holdings were 104,503 shares as of 2017-09-30.

Added: Citigroup Inc (C)

MAI Wealth Advisors added to the holdings in Citigroup Inc by 93.43%. The purchase prices were between $65.95 and $72.74, with an estimated average price of $68.28. The stock is now traded at around $73.24. The impact to the portfolio due to this purchase was 0.24%. The holdings were 103,165 shares as of 2017-09-30.

Added: Vanguard Total Stock Market (VTI)

MAI Wealth Advisors added to the holdings in Vanguard Total Stock Market by 73.80%. The purchase prices were between $123.66 and $129.52, with an estimated average price of $126.62. The stock is now traded at around $131.41. The impact to the portfolio due to this purchase was 0.08%. The holdings were 20,910 shares as of 2017-09-30.

Added: Alphabet Inc (GOOGL)

MAI Wealth Advisors added to the holdings in Alphabet Inc by 26.14%. The purchase prices were between $919.46 and $998.31, with an estimated average price of $947.7. The stock is now traded at around $1005.76. The impact to the portfolio due to this purchase was 0.07%. The holdings were 5,304 shares as of 2017-09-30.

Added: PVH Corp (PVH)

MAI Wealth Advisors added to the holdings in PVH Corp by 158.00%. The purchase prices were between $110.88 and $129.6, with an estimated average price of $121.67. The stock is now traded at around $124.62. The impact to the portfolio due to this purchase was 0.07%. The holdings were 12,998 shares as of 2017-09-30.

Sold Out: Equifax Inc (EFX)

MAI Wealth Advisors sold out the holdings in Equifax Inc. The sale prices were between $92.98 and $146.26, with an estimated average price of $132.47.

Sold Out: The Middleby Corp (MIDD)

MAI Wealth Advisors sold out the holdings in The Middleby Corp. The sale prices were between $115.72 and $131.74, with an estimated average price of $123.19.

Sold Out: Scripps Networks Interactive Inc (SNI)

MAI Wealth Advisors sold out the holdings in Scripps Networks Interactive Inc. The sale prices were between $67.02 and $88.05, with an estimated average price of $82.03.

Sold Out: Core Laboratories NV (CLB)

MAI Wealth Advisors sold out the holdings in Core Laboratories NV. The sale prices were between $87.47 and $109.17, with an estimated average price of $96.92.

Sold Out: Manhattan Associates Inc (MANH)

MAI Wealth Advisors sold out the holdings in Manhattan Associates Inc. The sale prices were between $40.92 and $47.7, with an estimated average price of $43.88.

Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)

MAI Wealth Advisors sold out the holdings in Teva Pharmaceutical Industries Ltd. The sale prices were between $15.41 and $33.31, with an estimated average price of $22.57.



Here is the complete portfolio of MAI Wealth Advisors. Also check out:

1. MAI Wealth Advisors's Undervalued Stocks
2. MAI Wealth Advisors's Top Growth Companies, and
3. MAI Wealth Advisors's High Yield stocks
4. Stocks that MAI Wealth Advisors keeps buying

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