Strategic Wealth Management Inc Buys SPDR Dow Jones Industrial Average, iShares Russell 1000 Value, Sells SPDR S&P International Dividend, Global X China Consumer

Oct 05, 2018

Investment company Strategic Wealth Management Inc buys SPDR Dow Jones Industrial Average, iShares Russell 1000 Value, sells SPDR S&P International Dividend, Global X China Consumer during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Strategic Wealth Management Inc . As of 2018-09-30, Strategic Wealth Management Inc owns 14 stocks with a total value of $61 million. These are the details of the buys and sells.

New Purchases: DIA, IWD,
Sold Out: DWX, CHIQ,

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

These are the top 5 holdings of STRATEGIC WEALTH MANAGEMENT INC

iShares Russell Mid-cap Value (IWS) - 81,500 shares, 12.15% of the total portfolio. Shares reduced by 0.5%
Ishares MSCI India (INDA) - 196,252 shares, 10.53% of the total portfolio. Shares reduced by 0.5%
SPDR Dow Jones Industrial Average (DIA) - 22,807 shares, 9.96% of the total portfolio. New Position
First Trust DJ Internet Index Fund (FDN) - 39,926 shares, 9.34% of the total portfolio. Shares reduced by 0.5%
iShares U.S. Aerospace & Defense (ITA) - 23,809 shares, 8.51% of the total portfolio.

New Purchase: SPDR Dow Jones Industrial Average (DIA)

Strategic Wealth Management Inc initiated holding in SPDR Dow Jones Industrial Average. The purchase prices were between $241.66 and $267.12, with an estimated average price of $255.81. The stock is now traded at around $266.25. The impact to a portfolio due to this purchase was 9.96%. The holding were 22,807 shares as of 2018-09-30.

New Purchase: iShares Russell 1000 Value (IWD)

Strategic Wealth Management Inc initiated holding in iShares Russell 1000 Value. The purchase prices were between $120.54 and $129.51, with an estimated average price of $125.54. The stock is now traded at around $127.19. The impact to a portfolio due to this purchase was 7.74%. The holding were 37,019 shares as of 2018-09-30.

Sold Out: SPDR S&P International Dividend (DWX)

Strategic Wealth Management Inc sold out a holding in SPDR S&P International Dividend. The sale prices were between $37.59 and $39.32, with an estimated average price of $38.52.

Sold Out: Global X China Consumer (CHIQ)

Strategic Wealth Management Inc sold out a holding in Global X China Consumer. The sale prices were between $14.49 and $17.8, with an estimated average price of $16.19.

Here is the complete portfolio of STRATEGIC WEALTH MANAGEMENT INC . Also check out:

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

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