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 

Rothschild Capital Partners, LLC Buys SPDR Select Sector Fund - Financial, SPDR S&P Regional Banking, SPDR Select Sector Fund - Health Care, Sells Celgene Corp, iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilities

Baltimore, MD, based Investment company Rothschild Capital Partners, LLC buys SPDR Select Sector Fund - Financial, SPDR S&P Regional Banking, SPDR Select Sector Fund - Health Care, SPDR Series Trust S&P Biotech, Burlington Stores Inc, US Foods Holding Corp, SPDR Select Sector Fund - Industrial, Dollar Tree Inc, SVB Financial Group, SPDR S&P Retail, sells Celgene Corp, iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilities, SPDR Gold Trust, SPDR Select Sector Fund - Energy Select Sector during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Rothschild Capital Partners, LLC. As of 2017-12-31, Rothschild Capital Partners, LLC owns 47 stocks with a total value of $215 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Rothschild Capital Partners, LLC
  1. Facebook Inc (FB) - 114,295 shares, 9.38% of the total portfolio. Shares reduced by 0.77%
  2. SPDR Select Sector Fund - Health Care (XLV) - 192,491 shares, 7.4% of the total portfolio. Shares added by 32.40%
  3. Alphabet Inc (GOOGL) - 13,269 shares, 6.5% of the total portfolio. Shares reduced by 0.84%
  4. JPMorgan Chase & Co (JPM) - 110,645 shares, 5.5% of the total portfolio. Shares reduced by 0.88%
  5. SPDR Select Sector Fund - Financial (XLF) - 347,076 shares, 4.51% of the total portfolio. Shares added by 87.55%
New Purchase: SPDR S&P Regional Banking (KRE)

Rothschild Capital Partners, LLC initiated holdings in SPDR S&P Regional Banking. The purchase prices were between $54.35 and $60.35, with an estimated average price of $57.47. The stock is now traded at around $62.30. The impact to the portfolio due to this purchase was 1.85%. The holdings were 67,460 shares as of 2017-12-31.

New Purchase: SPDR Series Trust S&P Biotech (XBI)

Rothschild Capital Partners, LLC initiated holdings in SPDR Series Trust S&P Biotech. The purchase prices were between $79.95 and $88.51, with an estimated average price of $83.8. The stock is now traded at around $93.37. The impact to the portfolio due to this purchase was 1.78%. The holdings were 45,196 shares as of 2017-12-31.

New Purchase: Burlington Stores Inc (BURL)

Rothschild Capital Partners, LLC initiated holdings in Burlington Stores Inc. The purchase prices were between $88.43 and $123.03, with an estimated average price of $101.73. The stock is now traded at around $121.81. The impact to the portfolio due to this purchase was 1.06%. The holdings were 18,519 shares as of 2017-12-31.

New Purchase: US Foods Holding Corp (USFD)

Rothschild Capital Partners, LLC initiated holdings in US Foods Holding Corp. The purchase prices were between $26.04 and $31.93, with an estimated average price of $28.31. The stock is now traded at around $32.09. The impact to the portfolio due to this purchase was 1%. The holdings were 67,253 shares as of 2017-12-31.

New Purchase: Dollar Tree Inc (DLTR)

Rothschild Capital Partners, LLC initiated holdings in Dollar Tree Inc. The purchase prices were between $86.47 and $109.46, with an estimated average price of $97.64. The stock is now traded at around $115.00. The impact to the portfolio due to this purchase was 0.97%. The holdings were 19,465 shares as of 2017-12-31.

New Purchase: SVB Financial Group (SIVB)

Rothschild Capital Partners, LLC initiated holdings in SVB Financial Group. The purchase prices were between $181.64 and $241.7, with an estimated average price of $212.85. The stock is now traded at around $247.02. The impact to the portfolio due to this purchase was 0.96%. The holdings were 8,843 shares as of 2017-12-31.

Added: SPDR Select Sector Fund - Financial (XLF)

Rothschild Capital Partners, LLC added to the holdings in SPDR Select Sector Fund - Financial by 87.55%. The purchase prices were between $26.05 and $28.22, with an estimated average price of $26.91. The stock is now traded at around $29.74. The impact to the portfolio due to this purchase was 2.11%. The holdings were 347,076 shares as of 2017-12-31.

Added: SPDR Select Sector Fund - Health Care (XLV)

Rothschild Capital Partners, LLC added to the holdings in SPDR Select Sector Fund - Health Care by 32.40%. The purchase prices were between $80.72 and $83.98, with an estimated average price of $82.47. The stock is now traded at around $88.10. The impact to the portfolio due to this purchase was 1.81%. The holdings were 192,491 shares as of 2017-12-31.

Added: SPDR Select Sector Fund - Industrial (XLI)

Rothschild Capital Partners, LLC added to the holdings in SPDR Select Sector Fund - Industrial by 101.83%. The purchase prices were between $70.23 and $75.81, with an estimated average price of $72.82. The stock is now traded at around $79.73. The impact to the portfolio due to this purchase was 1%. The holdings were 56,118 shares as of 2017-12-31.

Added: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Rothschild Capital Partners, LLC added to the holdings in SPDR Select Sector Fund - Consumer Discretionary by 32.46%. The purchase prices were between $90.25 and $99.27, with an estimated average price of $94.19. The stock is now traded at around $107.81. The impact to the portfolio due to this purchase was 0.71%. The holdings were 62,701 shares as of 2017-12-31.

Added: iShares U.S. Telecommunications (IYZ)

Rothschild Capital Partners, LLC added to the holdings in iShares U.S. Telecommunications by 24.72%. The purchase prices were between $27.56 and $31.9, with an estimated average price of $29.64. The stock is now traded at around $29.55. The impact to the portfolio due to this purchase was 0.19%. The holdings were 70,509 shares as of 2017-12-31.

Sold Out: Celgene Corp (CELG)

Rothschild Capital Partners, LLC sold out the holdings in Celgene Corp. The sale prices were between $98.17 and $146.52, with an estimated average price of $113.03.

Sold Out: SPDR Select Sector Fund - Utilities (XLU)

Rothschild Capital Partners, LLC sold out the holdings in SPDR Select Sector Fund - Utilities. The sale prices were between $52.14 and $56.87, with an estimated average price of $54.79.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Rothschild Capital Partners, LLC sold out the holdings in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $67.08 and $72.6, with an estimated average price of $68.9.

Sold Out: SPDR S&P Insurance (KIE)

Rothschild Capital Partners, LLC sold out the holdings in SPDR S&P Insurance. The sale prices were between $30.58 and $93.83, with an estimated average price of $71.16.

Sold Out: VanEck Vectors Oil Services (OIH)

Rothschild Capital Partners, LLC sold out the holdings in VanEck Vectors Oil Services. The sale prices were between $23.35 and $26.07, with an estimated average price of $24.82.

Sold Out: Comcast Corp (CMCSA)

Rothschild Capital Partners, LLC sold out the holdings in Comcast Corp. The sale prices were between $35.15 and $40.82, with an estimated average price of $37.59.



Here is the complete portfolio of Rothschild Capital Partners, LLC. Also check out:

1. Rothschild Capital Partners, LLC's Undervalued Stocks
2. Rothschild Capital Partners, LLC's Top Growth Companies, and
3. Rothschild Capital Partners, LLC's High Yield stocks
4. Stocks that Rothschild Capital Partners, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


blovedayShiller Cheap Basket not test
danccchanShort Selling
DBrizanall 2018Nov13 1130p
DBrizanall 2018Nov13 1118p
DBrizanall 2018Nov13 1109p
DBrizancdn 2018Nov13 1054p
DBrizancdn 2018Nov13 1047p
DBrizanall 2018Nov13 933p
maxerGD stock selection 2
maxerGD stock selection
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