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Elmwood Wealth Management, Inc. Buys Shopify Inc, Alibaba Group Holding, iShares MSCI Pacific Ex-Japan Index Fund, Sells iShares S&P Global Clean Energy Index Fund, Vanguard Total International Bond ETF, Xenon Pharmaceuticals Inc

Investment company Elmwood Wealth Management, Inc. buys Shopify Inc, Alibaba Group Holding, iShares MSCI Pacific Ex-Japan Index Fund, SPDR Bloomberg Barclays Short Term International T, Schwab U.S. TIPs, Schlumberger, SPDR Bloomberg Barclays Investment Grade Floating , Microsoft Corp, Zillow Group Inc, SPDR Nuveen Bloomberg Barclays Short Term Municipa, sells iShares S&P Global Clean Energy Index Fund, Vanguard Total International Bond ETF, Xenon Pharmaceuticals Inc, Vanguard Intermediate-Term Corporate Bond ETF, Realty Income Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Elmwood Wealth Management, Inc.. As of 2018-09-30, Elmwood Wealth Management, Inc. owns 258 stocks with a total value of $110 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Elmwood Wealth Management, Inc.
  1. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 77,031 shares, 7.26% of the total portfolio. Shares added by 2.40%
  2. Shopify Inc (SHOP) - 25,000 shares, 3.82% of the total portfolio. Shares added by 66.67%
  3. Apple Inc (AAPL) - 15,075 shares, 3.16% of the total portfolio. Shares added by 1.17%
  4. Vanguard FTSE All World Ex US (VEU) - 61,820 shares, 2.99% of the total portfolio. Shares added by 5.38%
  5. Schwab U.S. Large-Cap (SCHX) - 45,923 shares, 2.96% of the total portfolio. Shares added by 1.57%
New Purchase: iShares MSCI Pacific Ex-Japan Index Fund (EPP)

Elmwood Wealth Management, Inc. initiated holding in iShares MSCI Pacific Ex-Japan Index Fund. The purchase prices were between $43.93 and $46.92, with an estimated average price of $45.87. The stock is now traded at around $41.94. The impact to a portfolio due to this purchase was 0.9%. The holding were 21,255 shares as of 2018-09-30.

New Purchase: SPDR Bloomberg Barclays Short Term International T (BWZ)

Elmwood Wealth Management, Inc. initiated holding in SPDR Bloomberg Barclays Short Term International T. The purchase prices were between $30.83 and $31.51, with an estimated average price of $31.24. The stock is now traded at around $31.11. The impact to a portfolio due to this purchase was 0.65%. The holding were 22,585 shares as of 2018-09-30.

New Purchase: Schwab U.S. TIPs (SCHP)

Elmwood Wealth Management, Inc. initiated holding in Schwab U.S. TIPs. The purchase prices were between $53.88 and $55.04, with an estimated average price of $54.46. The stock is now traded at around $53.42. The impact to a portfolio due to this purchase was 0.47%. The holding were 9,475 shares as of 2018-09-30.

New Purchase: Zillow Group Inc (ZG)

Elmwood Wealth Management, Inc. initiated holding in Zillow Group Inc. The purchase prices were between $42.46 and $64.33, with an estimated average price of $52.31. The stock is now traded at around $38.07. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,385 shares as of 2018-09-30.

New Purchase: Corporate Property Associates 17 - Global Inc (CPPY)

Elmwood Wealth Management, Inc. initiated holding in Corporate Property Associates 17 - Global Inc. The purchase prices were between $8.5 and $8.5, with an estimated average price of $8.5. The stock is now traded at around $8.50. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,096 shares as of 2018-09-30.

New Purchase: Lumentum Holdings Inc (LITE)

Elmwood Wealth Management, Inc. initiated holding in Lumentum Holdings Inc. The purchase prices were between $52.1 and $68.8, with an estimated average price of $59.82. The stock is now traded at around $56.95. The impact to a portfolio due to this purchase was 0.02%. The holding were 404 shares as of 2018-09-30.

Added: Shopify Inc (SHOP)

Elmwood Wealth Management, Inc. added to a holding in Shopify Inc by 66.67%. The purchase prices were between $133.44 and $173.78, with an estimated average price of $152.32. The stock is now traded at around $128.39. The impact to a portfolio due to this purchase was 1.53%. The holding were 25,000 shares as of 2018-09-30.

Added: Alibaba Group Holding Ltd (BABA)

Elmwood Wealth Management, Inc. added to a holding in Alibaba Group Holding Ltd by 12000.00%. The purchase prices were between $156.36 and $197.98, with an estimated average price of $176.96. The stock is now traded at around $141.90. The impact to a portfolio due to this purchase was 0.92%. The holding were 6,050 shares as of 2018-09-30.

Added: Schlumberger Ltd (SLB)

Elmwood Wealth Management, Inc. added to a holding in Schlumberger Ltd by 91.49%. The purchase prices were between $59.7 and $69.49, with an estimated average price of $64.38. The stock is now traded at around $59.12. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,601 shares as of 2018-09-30.

Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Elmwood Wealth Management, Inc. added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 64.30%. The purchase prices were between $30.68 and $30.79, with an estimated average price of $30.75. The stock is now traded at around $30.74. The impact to a portfolio due to this purchase was 0.23%. The holding were 21,170 shares as of 2018-09-30.

Added: Microsoft Corp (MSFT)

Elmwood Wealth Management, Inc. added to a holding in Microsoft Corp by 33.14%. The purchase prices were between $99.05 and $114.67, with an estimated average price of $108.41. The stock is now traded at around $105.92. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,633 shares as of 2018-09-30.

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Elmwood Wealth Management, Inc. added to a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 47.92%. The purchase prices were between $47.66 and $48.14, with an estimated average price of $47.94. The stock is now traded at around $47.57. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,550 shares as of 2018-09-30.

Sold Out: iShares S&P Global Clean Energy Index Fund (ICLN)

Elmwood Wealth Management, Inc. sold out a holding in iShares S&P Global Clean Energy Index Fund. The sale prices were between $8.38 and $9.2, with an estimated average price of $8.76.

Sold Out: Ingersoll-Rand PLC (IR)

Elmwood Wealth Management, Inc. sold out a holding in Ingersoll-Rand PLC. The sale prices were between $89.28 and $104.03, with an estimated average price of $97.75.

Sold Out: The Hershey Co (HSY)

Elmwood Wealth Management, Inc. sold out a holding in The Hershey Co. The sale prices were between $91.04 and $106.6, with an estimated average price of $98.84.

Sold Out: iShares Core S&P Mid-Cap (IJH)

Elmwood Wealth Management, Inc. sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $194.86 and $204.98, with an estimated average price of $200.94.

Sold Out: McKesson Corp (MCK)

Elmwood Wealth Management, Inc. sold out a holding in McKesson Corp. The sale prices were between $123.14 and $138.52, with an estimated average price of $130.4.

Sold Out: Bayer AG (BAYRY)

Elmwood Wealth Management, Inc. sold out a holding in Bayer AG. The sale prices were between $20.39 and $28.03, with an estimated average price of $24.82.

Reduced: Vanguard Total International Bond ETF (BNDX)

Elmwood Wealth Management, Inc. reduced to a holding in Vanguard Total International Bond ETF by 29.87%. The sale prices were between $54.46 and $54.99, with an estimated average price of $54.71. The stock is now traded at around $54.21. The impact to a portfolio due to this sale was -0.23%. Elmwood Wealth Management, Inc. still held 9,815 shares as of 2018-09-30.

Reduced: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Elmwood Wealth Management, Inc. reduced to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 44.19%. The sale prices were between $83.24 and $84.42, with an estimated average price of $83.79. The stock is now traded at around $82.74. The impact to a portfolio due to this sale was -0.14%. Elmwood Wealth Management, Inc. still held 2,090 shares as of 2018-09-30.



Here is the complete portfolio of Elmwood Wealth Management, Inc.. Also check out:

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

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