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 

Global Retirement Partners, LLC Buys SPDR Portfolio Total Stock Market, iShares Core MSCI Total International Stock ETF, iShares S&P SmallCap 600 Value, Sells iShares S&P Small-Cap 600 Growth ETF, VanEck Vectors Emerging Markets High Yield Bond, iShares M

Investment company Global Retirement Partners, LLC buys SPDR Portfolio Total Stock Market, iShares Core MSCI Total International Stock ETF, iShares S&P SmallCap 600 Value, iShares Core S&P Small-Cap, Invesco S&P 500 Equal Weight, Amazon.com Inc, iShares Core S&P 500, Invesco BulletShares 2019 Corporate Bond, Invesco BulletShares 2020 Corporate Bond, First Trust NASDAQ-100- Technology Index Fund, sells iShares S&P Small-Cap 600 Growth ETF, VanEck Vectors Emerging Markets High Yield Bond, iShares MSCI Netherlands Index Fund, iShares Inc MSCI Belgium, SPDR Dow Jones Industrial Average during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Global Retirement Partners, LLC. As of 2018-09-30, Global Retirement Partners, LLC owns 1405 stocks with a total value of $420 million. These are the details of the buys and sells.

For the details of Global Retirement Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Global+Retirement+Partners%2C+LLC

These are the top 5 holdings of Global Retirement Partners, LLC
  1. Arthur J. Gallagher & Co (AJG) - 628,869 shares, 11.15% of the total portfolio.
  2. iShares Core MSCI EAFE (IEFA) - 193,233 shares, 2.95% of the total portfolio. Shares added by 4.81%
  3. SPDR S&P 500 (SPY) - 40,500 shares, 2.8% of the total portfolio. Shares added by 1.38%
  4. iShares Core S&P Small-Cap (IJR) - 116,441 shares, 2.42% of the total portfolio. Shares added by 20.94%
  5. Vanguard Total Stock Market (VTI) - 65,622 shares, 2.34% of the total portfolio. Shares added by 8.35%
New Purchase: SPDR Portfolio Total Stock Market (SPTM)

Global Retirement Partners, LLC initiated holding in SPDR Portfolio Total Stock Market. The purchase prices were between $33.97 and $36.58, with an estimated average price of $35.57. The stock is now traded at around $34.68. The impact to a portfolio due to this purchase was 1.5%. The holding were 173,447 shares as of 2018-09-30.

New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

Global Retirement Partners, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $58.41 and $61.77, with an estimated average price of $60.21. The stock is now traded at around $57.05. The impact to a portfolio due to this purchase was 1%. The holding were 69,955 shares as of 2018-09-30.

New Purchase: Invesco S&P 500 Equal Weight (RSP)

Global Retirement Partners, LLC 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 $102.04. The impact to a portfolio due to this purchase was 0.31%. The holding were 12,125 shares as of 2018-09-30.

New Purchase: Invesco BulletShares 2019 Corporate Bond (BSCJ)

Global Retirement Partners, LLC initiated holding in Invesco BulletShares 2019 Corporate Bond. The purchase prices were between $20.98 and $21.11, with an estimated average price of $21.05. The stock is now traded at around $21.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 35,957 shares as of 2018-09-30.

New Purchase: Invesco BulletShares 2020 Corporate Bond (BSCK)

Global Retirement Partners, LLC initiated holding in Invesco BulletShares 2020 Corporate Bond. The purchase prices were between $21.01 and $21.11, with an estimated average price of $21.07. The stock is now traded at around $21.06. The impact to a portfolio due to this purchase was 0.18%. The holding were 35,438 shares as of 2018-09-30.

New Purchase: Invesco BulletShares 2018 Corporate Bond (BSCI)

Global Retirement Partners, LLC initiated holding in Invesco BulletShares 2018 Corporate Bond. The purchase prices were between $21.13 and $21.18, with an estimated average price of $21.15. The stock is now traded at around $21.18. The impact to a portfolio due to this purchase was 0.14%. The holding were 28,076 shares as of 2018-09-30.

Added: iShares S&P SmallCap 600 Value (IJS)

Global Retirement Partners, LLC added to a holding in iShares S&P SmallCap 600 Value by 173.86%. The purchase prices were between $164.56 and $173.25, with an estimated average price of $168.97. The stock is now traded at around $156.92. The impact to a portfolio due to this purchase was 0.44%. The holding were 17,327 shares as of 2018-09-30.

Added: iShares Core S&P Small-Cap (IJR)

Global Retirement Partners, LLC added to a holding in iShares Core S&P Small-Cap by 20.94%. The purchase prices were between $84.33 and $90.31, with an estimated average price of $87.6. The stock is now traded at around $81.09. The impact to a portfolio due to this purchase was 0.42%. The holding were 116,441 shares as of 2018-09-30.

Added: Amazon.com Inc (AMZN)

Global Retirement Partners, LLC added to a holding in Amazon.com Inc by 33.75%. 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 $1816.55. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,053 shares as of 2018-09-30.

Added: iShares Core S&P 500 (IVV)

Global Retirement Partners, LLC added to a holding in iShares Core S&P 500 by 21.80%. 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 $281.12. The impact to a portfolio due to this purchase was 0.2%. The holding were 15,747 shares as of 2018-09-30.

Added: First Trust NASDAQ-100- Technology Index Fund (QTEC)

Global Retirement Partners, LLC added to a holding in First Trust NASDAQ-100- Technology Index Fund by 72.31%. The purchase prices were between $76.68 and $81.75, with an estimated average price of $79.51. The stock is now traded at around $74.81. The impact to a portfolio due to this purchase was 0.16%. The holding were 20,167 shares as of 2018-09-30.

Added: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Global Retirement Partners, LLC added to a holding in SPDR Select Sector Fund - Consumer Discretionary by 70.91%. The purchase prices were between $108.9 and $117.79, with an estimated average price of $113.86. The stock is now traded at around $109.06. The impact to a portfolio due to this purchase was 0.12%. The holding were 10,909 shares as of 2018-09-30.

Sold Out: First Trust Preferred Securities and Income ETF (FPE)

Global Retirement Partners, LLC sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $19.07 and $19.3, with an estimated average price of $19.19.

Sold Out: PIMCO Corporate & Income Strategy Fund (PCN)

Global Retirement Partners, LLC sold out a holding in PIMCO Corporate & Income Strategy Fund. The sale prices were between $17.47 and $18.9, with an estimated average price of $18.21.

Sold Out: Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY)

Global Retirement Partners, LLC sold out a holding in Eaton Vance Tax-mgd Dvsf Eq Inc Fd. The sale prices were between $12.16 and $12.98, with an estimated average price of $12.68.

Sold Out: Spectrum Pharmaceuticals Inc (SPPI)

Global Retirement Partners, LLC sold out a holding in Spectrum Pharmaceuticals Inc. The sale prices were between $16.52 and $24.82, with an estimated average price of $21.63.

Sold Out: Nuveen S&P 500 Buy-Write Income Fund (BXMX)

Global Retirement Partners, LLC sold out a holding in Nuveen S&P 500 Buy-Write Income Fund. The sale prices were between $14.13 and $14.55, with an estimated average price of $14.35.

Sold Out: iShares S&P 100 (OEF)

Global Retirement Partners, LLC sold out a holding in iShares S&P 100. The sale prices were between $119.39 and $130.65, with an estimated average price of $126.43.

Reduced: iShares S&P Small-Cap 600 Growth ETF (IJT)

Global Retirement Partners, LLC reduced to a holding in iShares S&P Small-Cap 600 Growth ETF by 60.46%. The sale prices were between $191.17 and $209.07, with an estimated average price of $200.99. The stock is now traded at around $185.82. The impact to a portfolio due to this sale was -0.21%. Global Retirement Partners, LLC still held 2,663 shares as of 2018-09-30.

Reduced: VanEck Vectors Emerging Markets High Yield Bond (HYEM)

Global Retirement Partners, LLC reduced to a holding in VanEck Vectors Emerging Markets High Yield Bond by 99.56%. The sale prices were between $22.05 and $23.13, with an estimated average price of $22.63. The stock is now traded at around $22.78. The impact to a portfolio due to this sale was -0.15%. Global Retirement Partners, LLC still held 107 shares as of 2018-09-30.

Reduced: iShares MSCI Netherlands Index Fund (EWN)

Global Retirement Partners, LLC reduced to a holding in iShares MSCI Netherlands Index Fund by 55.4%. The sale prices were between $29.89 and $31.97, with an estimated average price of $30.94. The stock is now traded at around $28.96. The impact to a portfolio due to this sale was -0.11%. Global Retirement Partners, LLC still held 10,177 shares as of 2018-09-30.

Reduced: iShares Inc MSCI Belgium (EWK)

Global Retirement Partners, LLC reduced to a holding in iShares Inc MSCI Belgium by 49.54%. The sale prices were between $19.03 and $20.58, with an estimated average price of $19.86. The stock is now traded at around $18.63. The impact to a portfolio due to this sale was -0.08%. Global Retirement Partners, LLC still held 14,439 shares as of 2018-09-30.

Reduced: SPDR Dow Jones Industrial Average (DIA)

Global Retirement Partners, LLC reduced to a holding in SPDR Dow Jones Industrial Average by 45.23%. The sale prices were between $241.66 and $267.12, with an estimated average price of $255.81. The stock is now traded at around $255.73. The impact to a portfolio due to this sale was -0.07%. Global Retirement Partners, LLC still held 1,223 shares as of 2018-09-30.

Reduced: iShares MSCI South Africa Index Fund (EZA)

Global Retirement Partners, LLC reduced to a holding in iShares MSCI South Africa Index Fund by 61.95%. The sale prices were between $50 and $61.19, with an estimated average price of $56.12. The stock is now traded at around $50.66. The impact to a portfolio due to this sale was -0.06%. Global Retirement Partners, LLC still held 2,477 shares as of 2018-09-30.



Here is the complete portfolio of Global Retirement Partners, LLC. Also check out:

1. Global Retirement Partners, LLC's Undervalued Stocks
2. Global Retirement Partners, LLC's Top Growth Companies, and
3. Global Retirement Partners, LLC's High Yield stocks
4. Stocks that Global Retirement Partners, 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