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 

EisnerAmper Wealth Management Corporate Benefits, Buys Invesco Emerging Markets Sovereign Debt, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares MSCI EAFE, Sells PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Core Dividend Growth,

Investment company EisnerAmper Wealth Management Corporate Benefits, buys Invesco Emerging Markets Sovereign Debt, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares MSCI EAFE, iShares TIPS Bond, iShares MSCI Japan Index Fund, sells PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Core Dividend Growth, WisdomTree Emerging Markets High Dividend Fund, ishares Gold Trust during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, EisnerAmper Wealth Management Corporate Benefits, . As of 2018-09-30, EisnerAmper Wealth Management Corporate Benefits, owns 30 stocks with a total value of $122 million. These are the details of the buys and sells.

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

These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC
  1. iShares S&P 500 Growth (IVW) - 115,272 shares, 16.72% of the total portfolio. Shares reduced by 1.41%
  2. Vanguard FTSE Developed Markets (VEA) - 301,988 shares, 10.7% of the total portfolio. Shares added by 1.88%
  3. SPDR S&P Dividend (SDY) - 100,017 shares, 8.02% of the total portfolio. Shares added by 0.52%
  4. WisdomTree Emerging Market SmallCap Fund (DGS) - 208,644 shares, 7.8% of the total portfolio. Shares added by 4.71%
  5. WisdomTree U.S. SmallCap Dividend Fund (DES) - 315,288 shares, 7.67% of the total portfolio. Shares added by 0.13%
New Purchase: Invesco Emerging Markets Sovereign Debt (PCY)

EisnerAmper Wealth Management Corporate Benefits, initiated holding in Invesco Emerging Markets Sovereign Debt. The purchase prices were between $26.47 and $27.41, with an estimated average price of $26.95. The stock is now traded at around $27.04. The impact to a portfolio due to this purchase was 3.13%. The holding were 141,785 shares as of 2018-09-30.

New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

EisnerAmper Wealth Management Corporate Benefits, initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $67.37 and $70.88, with an estimated average price of $69.09. The stock is now traded at around $66.53. The impact to a portfolio due to this purchase was 0.88%. The holding were 15,836 shares as of 2018-09-30.

New Purchase: iShares MSCI EAFE (EFA)

EisnerAmper Wealth Management Corporate Benefits, initiated holding in iShares MSCI EAFE. The purchase prices were between $65.43 and $68.98, with an estimated average price of $67.51. The stock is now traded at around $67.72. The impact to a portfolio due to this purchase was 0.69%. The holding were 12,375 shares as of 2018-09-30.

New Purchase: iShares TIPS Bond (TIP)

EisnerAmper Wealth Management Corporate Benefits, initiated holding in iShares TIPS Bond. The purchase prices were between $110.43 and $113.01, with an estimated average price of $111.72. The stock is now traded at around $110.37. The impact to a portfolio due to this purchase was 0.44%. The holding were 4,883 shares as of 2018-09-30.

New Purchase: iShares MSCI Japan Index Fund (EWJ)

EisnerAmper Wealth Management Corporate Benefits, initiated holding in iShares MSCI Japan Index Fund. The purchase prices were between $56.67 and $60.51, with an estimated average price of $58.11. The stock is now traded at around $60.50. The impact to a portfolio due to this purchase was 0.38%. The holding were 7,725 shares as of 2018-09-30.

Sold Out: iShares Core Dividend Growth (DGRO)

EisnerAmper Wealth Management Corporate Benefits, sold out a holding in iShares Core Dividend Growth. The sale prices were between $34.25 and $37.86, with an estimated average price of $36.32.

Sold Out: WisdomTree Emerging Markets High Dividend Fund (DEM)

EisnerAmper Wealth Management Corporate Benefits, sold out a holding in WisdomTree Emerging Markets High Dividend Fund. The sale prices were between $41.97 and $45.29, with an estimated average price of $43.5.

Sold Out: ishares Gold Trust (IAU)

EisnerAmper Wealth Management Corporate Benefits, sold out a holding in ishares Gold Trust. The sale prices were between $11.26 and $12.06, with an estimated average price of $11.62.

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

EisnerAmper Wealth Management Corporate Benefits, reduced to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 36.32%. The sale prices were between $101.37 and $101.63, with an estimated average price of $101.52. The stock is now traded at around $101.44. The impact to a portfolio due to this sale was -0.56%. EisnerAmper Wealth Management Corporate Benefits, still held 10,908 shares as of 2018-09-30.



Here is the complete portfolio of EisnerAmper Wealth Management Corporate Benefits, LLC. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
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