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 

Cambridge Advisors Inc. Buys Vanguard Total Bond Market ETF, Invesco S&P 500 Equal Weight, Berkshire Hathaway Inc, Sells Nike Inc, Weyerhaeuser Co, JPMorgan Chase

Omaha, NE, based Investment company Cambridge Advisors Inc. buys Vanguard Total Bond Market ETF, Invesco S&P 500 Equal Weight, Berkshire Hathaway Inc, Bausch Health Inc, First Trust DJ Internet Index Fund, Invesco Fundamental High Yield Corporate Bond, iShares MSCI Japan Index Fund, Schwab U.S. Large-Cap, sells Nike Inc, Weyerhaeuser Co, JPMorgan Chase, Baxter International Inc, Exelon Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Cambridge Advisors Inc.. As of 2018-09-30, Cambridge Advisors Inc. owns 136 stocks with a total value of $293 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Cambridge Advisors Inc.
  1. Vanguard S&P 500 (VOO) - 206,212 shares, 18.8% of the total portfolio. Shares reduced by 1.77%
  2. Vanguard Total Bond Market ETF (BND) - 440,932 shares, 11.85% of the total portfolio. New Position
  3. Vanguard FTSE Developed Markets (VEA) - 465,477 shares, 6.88% of the total portfolio. Shares added by 6.97%
  4. iShares Core S&P Mid-Cap (IJH) - 57,520 shares, 3.95% of the total portfolio. Shares reduced by 1.62%
  5. Vanguard Total International Bond ETF (BNDX) - 181,320 shares, 3.38% of the total portfolio. Shares added by 6.01%
New Purchase: Vanguard Total Bond Market ETF (BND)

Cambridge Advisors Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.44 and $79.51, with an estimated average price of $79.05. The stock is now traded at around $78.10. The impact to a portfolio due to this purchase was 11.85%. The holding were 440,932 shares as of 2018-09-30.

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

Cambridge 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 $99.43. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,781 shares as of 2018-09-30.

New Purchase: Berkshire Hathaway Inc (BRK.A)

Cambridge Advisors Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $282000 and $333415, with an estimated average price of $309675. The stock is now traded at around $304500.00. The impact to a portfolio due to this purchase was 0.11%. The holding were 1 shares as of 2018-09-30.

New Purchase: Bausch Health Companies Inc (BHC)

Cambridge Advisors Inc. initiated holding in Bausch Health Companies Inc. The purchase prices were between $20.64 and $25.67, with an estimated average price of $22.9. The stock is now traded at around $24.36. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,825 shares as of 2018-09-30.

New Purchase: First Trust DJ Internet Index Fund (FDN)

Cambridge Advisors Inc. initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $135.4 and $147.65, with an estimated average price of $141.81. The stock is now traded at around $127.41. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,677 shares as of 2018-09-30.

New Purchase: Invesco Fundamental High Yield Corporate Bond (PHB)

Cambridge Advisors Inc. initiated holding in Invesco Fundamental High Yield Corporate Bond. The purchase prices were between $18.31 and $18.57, with an estimated average price of $18.49. The stock is now traded at around $18.23. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,036 shares as of 2018-09-30.

Sold Out: Nike Inc (NKE)

Cambridge Advisors Inc. sold out a holding in Nike Inc. The sale prices were between $75.53 and $85.55, with an estimated average price of $80.32.

Sold Out: Weyerhaeuser Co (WY)

Cambridge Advisors Inc. sold out a holding in Weyerhaeuser Co. The sale prices were between $32.27 and $37.27, with an estimated average price of $34.72.

Sold Out: Exelon Corp (EXC)

Cambridge Advisors Inc. sold out a holding in Exelon Corp. The sale prices were between $41.61 and $44.62, with an estimated average price of $43.14.

Sold Out: Schwab US Aggregate Bond (SCHZ)

Cambridge Advisors Inc. sold out a holding in Schwab US Aggregate Bond. The sale prices were between $50.12 and $50.83, with an estimated average price of $50.52.

Sold Out: Baxter International Inc (BAX)

Cambridge Advisors Inc. sold out a holding in Baxter International Inc. The sale prices were between $70.71 and $77.75, with an estimated average price of $74.18.

Reduced: JPMorgan Chase & Co (JPM)

Cambridge Advisors Inc. reduced to a holding in JPMorgan Chase & Co by 26.2%. The sale prices were between $103.61 and $118.63, with an estimated average price of $113.52. The stock is now traded at around $104.56. The impact to a portfolio due to this sale was -0.09%. Cambridge Advisors Inc. still held 6,897 shares as of 2018-09-30.

Reduced: General Electric Co (GE)

Cambridge Advisors Inc. reduced to a holding in General Electric Co by 39.14%. The sale prices were between $11.27 and $14.17, with an estimated average price of $12.86. The stock is now traded at around $12.67. The impact to a portfolio due to this sale was -0.06%. Cambridge Advisors Inc. still held 19,037 shares as of 2018-09-30.

Reduced: Verizon Communications Inc (VZ)

Cambridge Advisors Inc. reduced to a holding in Verizon Communications Inc by 24.43%. The sale prices were between $50.42 and $54.97, with an estimated average price of $52.93. The stock is now traded at around $56.71. The impact to a portfolio due to this sale was -0.04%. Cambridge Advisors Inc. still held 7,037 shares as of 2018-09-30.



Here is the complete portfolio of Cambridge Advisors Inc.. Also check out:

1. Cambridge Advisors Inc.'s Undervalued Stocks
2. Cambridge Advisors Inc.'s Top Growth Companies, and
3. Cambridge Advisors Inc.'s High Yield stocks
4. Stocks that Cambridge Advisors Inc. 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