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3d Asset Management, Inc Buys SPDR Portfolio Short Term Corporate Bond, iShares Cohen & Steers REIT, Sells PIMCO Enhanced Short Maturity Active Exchange-Trad, WisdomTree Investments Inc

February 13, 2018 | About:

Investment company 3d Asset Management, Inc buys SPDR Portfolio Short Term Corporate Bond, iShares Cohen & Steers REIT, sells PIMCO Enhanced Short Maturity Active Exchange-Trad, WisdomTree Investments Inc during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, 3d Asset Management, Inc. As of 2017-12-31, 3d Asset Management, Inc owns 34 stocks with a total value of $172 million. These are the details of the buys and sells.

For the details of 3D ASSET MANAGEMENT, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=3D+ASSET+MANAGEMENT%2C+INC

These are the top 5 holdings of 3D ASSET MANAGEMENT, INC
  1. WisdomTree International SmallCap Fund (DLS) - 524,174 shares, 23.47% of the total portfolio. Shares reduced by 1.97%
  2. WisdomTree U.S. SmallCap Earnings Fund (EES) - 952,958 shares, 20.13% of the total portfolio. Shares reduced by 2.39%
  3. iShares Edge MSCI USA Momentum Factor (MTUM) - 323,997 shares, 19.48% of the total portfolio. Shares reduced by 4.19%
  4. Vanguard Value (VTV) - 302,377 shares, 18.75% of the total portfolio. Shares reduced by 1.52%
  5. iShares National Muni Bond (MUB) - 82,697 shares, 5.34% of the total portfolio. Shares added by 4.24%
New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

3d Asset Management, Inc 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 $30.28. The impact to the portfolio due to this purchase was 0.84%. The holdings were 47,648 shares as of 2017-12-31.

New Purchase: iShares Cohen & Steers REIT (ICF)

3d Asset Management, Inc initiated holdings in iShares Cohen & Steers REIT. The purchase prices were between $98.9 and $104.03, with an estimated average price of $101.72. The stock is now traded at around $91.17. The impact to the portfolio due to this purchase was 0.19%. The holdings were 3,211 shares as of 2017-12-31.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

3d Asset Management, Inc sold out the holdings in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.56 and $101.87, with an estimated average price of $101.73.

Sold Out: WisdomTree Investments Inc (WETF)

3d Asset Management, Inc sold out the holdings in WisdomTree Investments Inc. The sale prices were between $10.27 and $12.66, with an estimated average price of $11.48.



Here is the complete portfolio of 3D ASSET MANAGEMENT, INC. Also check out:

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

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