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Riverpoint Wealth Management Holdings, LLC Buys SPDR Select Sector Fund - Technology, Sells iShares U.S. Oil Equipment & Services, SPDR Select Sector Fund - Energy Select Sector, Celgene Corp

February 13, 2018 | About:

Investment company Riverpoint Wealth Management Holdings, LLC buys SPDR Select Sector Fund - Technology, sells iShares U.S. Oil Equipment & Services, SPDR Select Sector Fund - Energy Select Sector, Celgene Corp, General Electric Co, Walt Disney Co during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Riverpoint Wealth Management Holdings, LLC. As of 2017-12-31, Riverpoint Wealth Management Holdings, LLC owns 44 stocks with a total value of $123 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Riverpoint Wealth Management Holdings, LLC
  1. Schwab International Equity (SCHF) - 1,108,565 shares, 30.66% of the total portfolio. Shares added by 1.90%
  2. Vanguard Mid-Cap (VO) - 134,706 shares, 16.93% of the total portfolio. Shares added by 2.33%
  3. iShares Core S&P 500 (IVV) - 45,860 shares, 10.01% of the total portfolio. Shares reduced by 1.61%
  4. First Trust Large Cap Value AlphaDEX Fund (FTA) - 169,030 shares, 7.5% of the total portfolio. Shares reduced by 8.38%
  5. Vanguard Large-Cap (VV) - 39,865 shares, 3.97% of the total portfolio. Shares reduced by 0.39%
New Purchase: SPDR Select Sector Fund - Technology (XLK)

Riverpoint Wealth Management Holdings, LLC initiated holdings in SPDR Select Sector Fund - Technology. The purchase prices were between $59.19 and $65.13, with an estimated average price of $62.76. The stock is now traded at around $64.67. The impact to the portfolio due to this purchase was 0.79%. The holdings were 15,263 shares as of 2017-12-31.

Sold Out: iShares U.S. Oil Equipment & Services (IEZ)

Riverpoint Wealth Management Holdings, LLC sold out the holdings in iShares U.S. Oil Equipment & Services. The sale prices were between $31.68 and $36.07, with an estimated average price of $33.7.

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

Riverpoint Wealth Management Holdings, 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: General Electric Co (GE)

Riverpoint Wealth Management Holdings, LLC sold out the holdings in General Electric Co. The sale prices were between $17.36 and $24.8, with an estimated average price of $19.95.

Sold Out: Celgene Corp (CELG)

Riverpoint Wealth Management Holdings, 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.

Reduced: Walt Disney Co (DIS)

Riverpoint Wealth Management Holdings, LLC reduced to the holdings in Walt Disney Co by 34.58%. The sale prices were between $96.93 and $111.81, with an estimated average price of $102.99. The stock is now traded at around $103.39. The impact to the portfolio due to this sale was -0.08%. Riverpoint Wealth Management Holdings, LLC still held 1,865 shares as of 2017-12-31.

Reduced: FedEx Corp (FDX)

Riverpoint Wealth Management Holdings, LLC reduced to the holdings in FedEx Corp by 25.21%. The sale prices were between $214.45 and $251.07, with an estimated average price of $228.63. The stock is now traded at around $239.93. The impact to the portfolio due to this sale was -0.06%. Riverpoint Wealth Management Holdings, LLC still held 899 shares as of 2017-12-31.



Here is the complete portfolio of Riverpoint Wealth Management Holdings, LLC. Also check out:

1. Riverpoint Wealth Management Holdings, LLC's Undervalued Stocks
2. Riverpoint Wealth Management Holdings, LLC's Top Growth Companies, and
3. Riverpoint Wealth Management Holdings, LLC's High Yield stocks
4. Stocks that Riverpoint Wealth Management Holdings, LLC keeps buying

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