Mountain Capital Investment Advisors, Inc Buys Invesco S&P 500 Equal Weight, iShares Edge MSCI USA Momentum Factor, Schwab U.S. Large-Cap Growth, Sells Schwab International Equity, Schwab U.S. TIPs, Schwab International Small-Cap Equity

Investment company Mountain Capital Investment Advisors, Inc buys Invesco S&P 500 Equal Weight, iShares Edge MSCI USA Momentum Factor, Schwab U.S. Large-Cap Growth, Schwab U.S. Large-Cap Value, Bank of America Corporation, Fidelity MSCI Information Technology Index, Vanguard Total Stock Market, iShares Core S&P 500, ConocoPhillips, Amazon.com Inc, sells Schwab International Equity, Schwab U.S. TIPs, Schwab International Small-Cap Equity, Aberdeen Standard Physical Swiss Gold Shares, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Mountain Capital Investment Advisors, Inc. As of 2018-09-30, Mountain Capital Investment Advisors, Inc owns 46 stocks with a total value of $96 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Mountain Capital Investment Advisors, Inc
  1. Invesco S&P 500 Equal Weight (RSP) - 293,573 shares, 32.68% of the total portfolio. New Position
  2. Schwab International Equity (SCHF) - 337,615 shares, 11.8% of the total portfolio. Shares reduced by 49.91%
  3. iShares Edge MSCI USA Momentum Factor (MTUM) - 89,899 shares, 11.15% of the total portfolio. New Position
  4. Schwab U.S. Mid Cap (SCHM) - 127,569 shares, 7.69% of the total portfolio. Shares added by 7.51%
  5. Schwab Emerging Markets Equity (SCHE) - 200,675 shares, 5.38% of the total portfolio. Shares added by 10.24%
New Purchase: Invesco S&P 500 Equal Weight (RSP)

Mountain Capital Investment Advisors, Inc initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $101.8 and $108.58, with an estimated average price of $105.64. The stock is now traded at around $100.60. The impact to a portfolio due to this purchase was 32.68%. The holding were 293,573 shares as of 2018-09-30.

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Mountain Capital Investment Advisors, Inc initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $109.27 and $119, with an estimated average price of $114.98. The stock is now traded at around $109.41. The impact to a portfolio due to this purchase was 11.15%. The holding were 89,899 shares as of 2018-09-30.

New Purchase: Schwab U.S. Large-Cap Growth (SCHG)

Mountain Capital Investment Advisors, Inc initiated holding in Schwab U.S. Large-Cap Growth. The purchase prices were between $75.64 and $82.07, with an estimated average price of $79.65. The stock is now traded at around $76.45. The impact to a portfolio due to this purchase was 3.33%. The holding were 38,984 shares as of 2018-09-30.

New Purchase: Schwab U.S. Large-Cap Value (SCHV)

Mountain Capital Investment Advisors, Inc initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $53.1 and $57.45, with an estimated average price of $55.58. The stock is now traded at around $53.61. The impact to a portfolio due to this purchase was 3.29%. The holding were 56,316 shares as of 2018-09-30.

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Mountain Capital Investment Advisors, Inc initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $55.17 and $60.66, with an estimated average price of $58.54. The stock is now traded at around $55.49. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,233 shares as of 2018-09-30.

New Purchase: Bank of America Corporation (BAC)

Mountain Capital Investment Advisors, Inc initiated holding in Bank of America Corporation. The purchase prices were between $27.78 and $31.8, with an estimated average price of $30.46. The stock is now traded at around $27.92. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,764 shares as of 2018-09-30.

Added: iShares Core S&P 500 (IVV)

Mountain Capital Investment Advisors, Inc added to a holding in iShares Core S&P 500 by 20.30%. The purchase prices were between $272.73 and $295.76, with an estimated average price of $286.69. The stock is now traded at around $276.53. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,054 shares as of 2018-09-30.

Added: Amazon.com Inc (AMZN)

Mountain Capital Investment Advisors, Inc added to a holding in Amazon.com Inc by 27.54%. The purchase prices were between $1693.96 and $2039.51, with an estimated average price of $1879.85. The stock is now traded at around $1760.95. The impact to a portfolio due to this purchase was 0.14%. The holding were 301 shares as of 2018-09-30.

Added: Chevron Corp (CVX)

Mountain Capital Investment Advisors, Inc added to a holding in Chevron Corp by 26.59%. The purchase prices were between $114.48 and $127.83, with an estimated average price of $121.32. The stock is now traded at around $116.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,223 shares as of 2018-09-30.

Sold Out: Schwab U.S. TIPs (SCHP)

Mountain Capital Investment Advisors, Inc sold out a holding in Schwab U.S. TIPs. The sale prices were between $53.88 and $55.04, with an estimated average price of $54.46.

Sold Out: Schwab International Small-Cap Equity (SCHC)

Mountain Capital Investment Advisors, Inc sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $34.64 and $36.41, with an estimated average price of $35.73.

Sold Out: Aberdeen Standard Physical Swiss Gold Shares (SGOL)

Mountain Capital Investment Advisors, Inc sold out a holding in Aberdeen Standard Physical Swiss Gold Shares. The sale prices were between $113.37 and $121.56, with an estimated average price of $117.08.

Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)

Mountain Capital Investment Advisors, Inc sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $60.38 and $63.97, with an estimated average price of $62.44.

Sold Out: SPDR Gold Trust (GLD)

Mountain Capital Investment Advisors, Inc sold out a holding in SPDR Gold Trust. The sale prices were between $111.1 and $119.15, with an estimated average price of $114.76.



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