Crow Point Partners, LLC Buys iShares Core S&P 500, iShares Core U.S. Aggregate Bond, Monmouth Real Estate Investment Corp, Sells South Jersey Industries Inc, PG&E Corp, iShares iBoxx $ Investment Grade Corporate Bond

Scituate, MA, based Investment company Crow Point Partners, LLC buys iShares Core S&P 500, iShares Core U.S. Aggregate Bond, Monmouth Real Estate Investment Corp, iShares Core S&P Mid-Cap, Entergy Corp, iShares Core S&P Small-Cap, iShares 20+ Year Treasury Bond ETF, iShares Floating Rate Bond, iShares Core MSCI Emerging Markets, Vanguard FTSEEuropean, sells South Jersey Industries Inc, PG&E Corp, iShares iBoxx $ Investment Grade Corporate Bond, iShares 1-3 Year Credit Bond ETF, Schwab U.S. Broad Market during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Crow Point Partners, LLC. As of 2018-03-31, Crow Point Partners, LLC owns 258 stocks with a total value of $537 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Crow Point Partners, LLC
  1. Shenandoah Telecommunications Co (SHEN) - 990,000 shares, 6.64% of the total portfolio. Shares added by 1.54%
  2. Visa Inc (V) - 295,938 shares, 6.59% of the total portfolio. Shares added by 3.50%
  3. Sempra Energy (SRE) - 305,000 shares, 6.32% of the total portfolio.
  4. NextEra Energy Inc (NEE) - 200,370 shares, 6.1% of the total portfolio. Shares added by 0.19%
  5. Edison International (EIX) - 485,000 shares, 5.75% of the total portfolio.
New Purchase: iShares Core S&P 500 (IVV)

Crow Point Partners, LLC initiated holding in iShares Core S&P 500. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $266.15. The impact to a portfolio due to this purchase was 0.87%. The holding were 17,606 shares as of 2018-03-31.

New Purchase: iShares Core U.S. Aggregate Bond (AGG)

Crow Point Partners, LLC initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $106.35 and $108.94, with an estimated average price of $107.28. The stock is now traded at around $106.90. The impact to a portfolio due to this purchase was 0.57%. The holding were 28,656 shares as of 2018-03-31.

New Purchase: Monmouth Real Estate Investment Corp (MNRPC.PFD)

Crow Point Partners, LLC initiated holding in Monmouth Real Estate Investment Corp. The purchase prices were between $23.68 and $25.15, with an estimated average price of $24.41. The stock is now traded at around $23.80. The impact to a portfolio due to this purchase was 0.51%. The holding were 116,024 shares as of 2018-03-31.

New Purchase: iShares Core S&P Mid-Cap (IJH)

Crow Point Partners, LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $188.01. The impact to a portfolio due to this purchase was 0.45%. The holding were 12,965 shares as of 2018-03-31.

New Purchase: iShares Floating Rate Bond (FLOT)

Crow Point Partners, LLC initiated holding in iShares Floating Rate Bond. The purchase prices were between $50.86 and $51.02, with an estimated average price of $50.95. The stock is now traded at around $50.90. The impact to a portfolio due to this purchase was 0.28%. The holding were 29,700 shares as of 2018-03-31.

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Crow Point Partners, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $55.19 and $62.69, with an estimated average price of $59.14. The stock is now traded at around $57.80. The impact to a portfolio due to this purchase was 0.23%. The holding were 20,827 shares as of 2018-03-31.

Added: Entergy Corp (ETR)

Crow Point Partners, LLC added to a holding in Entergy Corp by 29.70%. The purchase prices were between $72.02 and $82.6, with an estimated average price of $77.39. The stock is now traded at around $78.53. The impact to a portfolio due to this purchase was 0.44%. The holding were 131,000 shares as of 2018-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Crow Point Partners, LLC added to a holding in iShares Core S&P Small-Cap by 363.06%. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $77.83. The impact to a portfolio due to this purchase was 0.38%. The holding were 33,785 shares as of 2018-03-31.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Crow Point Partners, LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 510.50%. The purchase prices were between $116.74 and $126.09, with an estimated average price of $120.85. The stock is now traded at around $121.03. The impact to a portfolio due to this purchase was 0.3%. The holding were 16,050 shares as of 2018-03-31.

Added: SPDR Select Sector Fund - Industrial (XLI)

Crow Point Partners, LLC added to a holding in SPDR Select Sector Fund - Industrial by 85.71%. The purchase prices were between $72.74 and $80.66, with an estimated average price of $77.06. The stock is now traded at around $73.47. The impact to a portfolio due to this purchase was 0.09%. The holding were 13,867 shares as of 2018-03-31.

Added: Vanguard FTSE Emerging Markets (VWO)

Crow Point Partners, LLC added to a holding in Vanguard FTSE Emerging Markets by 92.62%. The purchase prices were between $44.96 and $50.98, with an estimated average price of $47.95. The stock is now traded at around $46.64. The impact to a portfolio due to this purchase was 0.07%. The holding were 17,199 shares as of 2018-03-31.

Added: SPDR S&P 500 (SPY)

Crow Point Partners, LLC added to a holding in SPDR S&P 500 by 29.19%. The purchase prices were between $257.63 and $286.58, with an estimated average price of $272.85. The stock is now traded at around $264.34. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,683 shares as of 2018-03-31.

Sold Out: PG&E Corp (PCG)

Crow Point Partners, LLC sold out a holding in PG&E Corp. The sale prices were between $38.24 and $45.23, with an estimated average price of $42.43.

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Crow Point Partners, LLC sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $115.72 and $120.97, with an estimated average price of $118.16.

Sold Out: iShares 1-3 Year Credit Bond ETF (CSJ)

Crow Point Partners, LLC sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $103.62 and $104.51, with an estimated average price of $104.05.

Sold Out: Schwab U.S. Broad Market (SCHB)

Crow Point Partners, LLC sold out a holding in Schwab U.S. Broad Market. The sale prices were between $62.27 and $69.07, with an estimated average price of $65.91.

Sold Out: United States Short Oil Fund (DNO)

Crow Point Partners, LLC sold out a holding in United States Short Oil Fund. The sale prices were between $51 and $57.52, with an estimated average price of $53.89.

Sold Out: Direxion Small Cap Bull 3X Shares (TNA)

Crow Point Partners, LLC sold out a holding in Direxion Small Cap Bull 3X Shares. The sale prices were between $60.01 and $80.67, with an estimated average price of $71.98.



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