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 

Gould Asset Management Llc Buys Vanguard Short-Term Bond, Vanguard Short-Term Corporate Bond ETF, PowerShares Preferred Portfolio, Sells Vanguard Long-Term Bond, Vanguard FTSE Pacific, Vanguard FTSEEuropean

Investment company Gould Asset Management Llc buys Vanguard Short-Term Bond, Vanguard Short-Term Corporate Bond ETF, PowerShares Preferred Portfolio, iShares Core MSCI EAFE, PowerShares Financial Preferred, Berkshire Hathaway Inc, Vanguard Mortgage-Backed Securities ETF, Vale SA, SPDR Portfolio Short Term Corporate Bond, iShares MSCI South Africa Index Fund, sells Vanguard Long-Term Bond, Vanguard FTSE Pacific, Vanguard FTSEEuropean, Vale SA, International Business Machines Corp during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Gould Asset Management Llc . As of 2017-12-31, Gould Asset Management Llc owns 128 stocks with a total value of $225 million. These are the details of the buys and sells.

For the details of GOULD ASSET MANAGEMENT LLC 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=GOULD+ASSET+MANAGEMENT+LLC+

These are the top 5 holdings of GOULD ASSET MANAGEMENT LLC
  1. SPDR S&P 500 (SPY) - 345,270 shares, 40.88% of the total portfolio. Shares reduced by 2.56%
  2. iShares Core S&P 500 (IVV) - 39,415 shares, 4.7% of the total portfolio. Shares added by 0.51%
  3. iShares MSCI EAFE (EFA) - 128,587 shares, 4.01% of the total portfolio. Shares reduced by 0.15%
  4. Vanguard Real Estate (VNQ) - 101,371 shares, 3.73% of the total portfolio. Shares added by 5.46%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 88,562 shares, 3.12% of the total portfolio. Shares added by 23.64%
New Purchase: PowerShares Preferred Portfolio (PGX)

Gould Asset Management Llc initiated holdings in PowerShares Preferred Portfolio. The purchase prices were between $14.86 and $15.07, with an estimated average price of $14.98. The stock is now traded at around $14.35. The impact to the portfolio due to this purchase was 0.46%. The holdings were 69,826 shares as of 2017-12-31.

New Purchase: iShares Core MSCI EAFE (IEFA)

Gould Asset Management Llc initiated holdings in iShares Core MSCI EAFE. The purchase prices were between $64.09 and $66.44, with an estimated average price of $65.21. The stock is now traded at around $64.59. The impact to the portfolio due to this purchase was 0.42%. The holdings were 14,365 shares as of 2017-12-31.

New Purchase: PowerShares Financial Preferred (PGF)

Gould Asset Management Llc initiated holdings in PowerShares Financial Preferred. The purchase prices were between $18.79 and $19.09, with an estimated average price of $18.93. The stock is now traded at around $18.30. The impact to the portfolio due to this purchase was 0.27%. The holdings were 31,904 shares as of 2017-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Gould Asset Management Llc initiated holdings in Berkshire Hathaway Inc. The purchase prices were between $181.06 and $199.56, with an estimated average price of $189.83. The stock is now traded at around $196.02. The impact to the portfolio due to this purchase was 0.25%. The holdings were 2,869 shares as of 2017-12-31.

New Purchase: Vale SA (VALE)

Gould Asset Management Llc initiated holdings in Vale SA. The purchase prices were between $9.77 and $12.23, with an estimated average price of $10.61. The stock is now traded at around $12.91. The impact to the portfolio due to this purchase was 0.12%. The holdings were 22,059 shares as of 2017-12-31.

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Gould Asset Management Llc initiated holdings in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.37 and $30.66, with an estimated average price of $30.54. The stock is now traded at around $30.29. The impact to the portfolio due to this purchase was 0.12%. The holdings were 8,806 shares as of 2017-12-31.

Added: Vanguard Short-Term Bond (BSV)

Gould Asset Management Llc added to the holdings in Vanguard Short-Term Bond by 323.32%. The purchase prices were between $79 and $79.78, with an estimated average price of $79.45. The stock is now traded at around $78.57. The impact to the portfolio due to this purchase was 0.71%. The holdings were 26,356 shares as of 2017-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Gould Asset Management Llc added to the holdings in Vanguard Short-Term Corporate Bond ETF by 23.64%. The purchase prices were between $79.17 and $80.11, with an estimated average price of $79.72. The stock is now traded at around $78.74. The impact to the portfolio due to this purchase was 0.6%. The holdings were 88,562 shares as of 2017-12-31.

Added: Vanguard Mortgage-Backed Securities ETF (VMBS)

Gould Asset Management Llc added to the holdings in Vanguard Mortgage-Backed Securities ETF by 25.89%. The purchase prices were between $52.32 and $52.89, with an estimated average price of $52.63. The stock is now traded at around $51.41. The impact to the portfolio due to this purchase was 0.17%. The holdings were 35,645 shares as of 2017-12-31.

Added: Walgreens Boots Alliance Inc (WBA)

Gould Asset Management Llc added to the holdings in Walgreens Boots Alliance Inc by 118.32%. The purchase prices were between $64.48 and $76.95, with an estimated average price of $70.4. The stock is now traded at around $68.46. The impact to the portfolio due to this purchase was 0.1%. The holdings were 5,720 shares as of 2017-12-31.

Added: BRF SA (BRFS)

Gould Asset Management Llc added to the holdings in BRF SA by 56.02%. The purchase prices were between $10.79 and $15.26, with an estimated average price of $12.79. The stock is now traded at around $9.21. The impact to the portfolio due to this purchase was 0.04%. The holdings were 19,621 shares as of 2017-12-31.

Added: United Parcel Service Inc (UPS)

Gould Asset Management Llc added to the holdings in United Parcel Service Inc by 27.78%. The purchase prices were between $112.55 and $123.72, with an estimated average price of $117.46. The stock is now traded at around $106.39. The impact to the portfolio due to this purchase was 0.03%. The holdings were 2,300 shares as of 2017-12-31.

Sold Out: Vale SA (VALEPR.PFD)

Gould Asset Management Llc sold out the holdings in Vale SA. The sale prices were between $9.07 and $10.24, with an estimated average price of $9.46.

Sold Out: International Business Machines Corp (IBM)

Gould Asset Management Llc sold out the holdings in International Business Machines Corp. The sale prices were between $146.48 and $162.07, with an estimated average price of $152.07.

Sold Out: MetLife Inc (MET)

Gould Asset Management Llc sold out the holdings in MetLife Inc. The sale prices were between $50.56 and $55.73, with an estimated average price of $52.66.

Sold Out: Verizon Communications Inc (VZ)

Gould Asset Management Llc sold out the holdings in Verizon Communications Inc. The sale prices were between $44.11 and $53.43, with an estimated average price of $49.15.

Sold Out: JPMorgan Chase & Co (JPM)

Gould Asset Management Llc sold out the holdings in JPMorgan Chase & Co. The sale prices were between $95.86 and $107.83, with an estimated average price of $101.2.

Sold Out: Capital One Financial Corp (COF)

Gould Asset Management Llc sold out the holdings in Capital One Financial Corp. The sale prices were between $84.59 and $100.5, with an estimated average price of $91.24.

Reduced: Vanguard Long-Term Bond (BLV)

Gould Asset Management Llc reduced to the holdings in Vanguard Long-Term Bond by 64.89%. The sale prices were between $92.52 and $95.76, with an estimated average price of $94.07. The stock is now traded at around $89.37. The impact to the portfolio due to this sale was -0.87%. Gould Asset Management Llc still held 11,005 shares as of 2017-12-31.

Reduced: Vanguard FTSE Pacific (VPL)

Gould Asset Management Llc reduced to the holdings in Vanguard FTSE Pacific by 45.47%. The sale prices were between $68.23 and $73.42, with an estimated average price of $71.42. The stock is now traded at around $70.79. The impact to the portfolio due to this sale was -0.78%. Gould Asset Management Llc still held 29,950 shares as of 2017-12-31.

Reduced: Vanguard FTSEEuropean (VGK)

Gould Asset Management Llc reduced to the holdings in Vanguard FTSEEuropean by 58.18%. The sale prices were between $57.27 and $59.15, with an estimated average price of $58.37. The stock is now traded at around $57.85. The impact to the portfolio due to this sale was -0.16%. Gould Asset Management Llc still held 4,395 shares as of 2017-12-31.

Reduced: Coca-Cola Co (KO)

Gould Asset Management Llc reduced to the holdings in Coca-Cola Co by 51.12%. The sale prices were between $44.8 and $47.43, with an estimated average price of $45.97. The stock is now traded at around $43.13. The impact to the portfolio due to this sale was -0.12%. Gould Asset Management Llc still held 5,403 shares as of 2017-12-31.

Reduced: Apple Inc (AAPL)

Gould Asset Management Llc reduced to the holdings in Apple Inc by 20.39%. The sale prices were between $153.48 and $176.42, with an estimated average price of $167.07. The stock is now traded at around $156.41. The impact to the portfolio due to this sale was -0.1%. Gould Asset Management Llc still held 5,564 shares as of 2017-12-31.

Reduced: ONEOK Inc (OKE)

Gould Asset Management Llc reduced to the holdings in ONEOK Inc by 23.51%. The sale prices were between $50.02 and $56.7, with an estimated average price of $53.39. The stock is now traded at around $54.33. The impact to the portfolio due to this sale was -0.08%. Gould Asset Management Llc still held 9,675 shares as of 2017-12-31.



Here is the complete portfolio of GOULD ASSET MANAGEMENT LLC . Also check out:

1. GOULD ASSET MANAGEMENT LLC 's Undervalued Stocks
2. GOULD ASSET MANAGEMENT LLC 's Top Growth Companies, and
3. GOULD ASSET MANAGEMENT LLC 's High Yield stocks
4. Stocks that GOULD ASSET MANAGEMENT LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


NorvasValDivid
mjspencerhiccups
DBrizan20Jul2018 DIV 1025p
DBrizan20Jul2018 927p
chetanj_pvgcj1534
mgr1929sd
haldrobekPredictablePriceUnder50NoOTC
haldrobekPredictablePriceUnder50
chrislphillipsf score
chandra3_16No Debt Graham
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