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.



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