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 

Surevest Inc. Buys Nutanix Inc, Amazon.com Inc, WisdomTree U.S. SmallCap Fund, Sells Vanguard FTSE Developed Markets, Vanguard Real Estate, iShares Select Dividend ETF

Investment company Surevest Inc. buys Nutanix Inc, Amazon.com Inc, WisdomTree U.S. SmallCap Fund, WisdomTree International SmallCap Fund, WisdomTree Emerging Markets High Dividend Fund, WisdomTree U.S. MidCap Fund, Visa Inc, 3M Co, SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, WisdomTree India Earnings Fund, SPDR MidCap Trust Series I, Ryder System Inc, Philip Morris International Inc, Cummins Inc, Alibaba Group Holding, Unilever PLC, Chevron Corp, Dominion Energy Inc, Polaris Industries Inc, Blackstone Group LP, Genuine Parts Co, SPDR S&P 500, Exxon Mobil Corp, British American Tobacco PLC, Gilead Sciences Inc, Aflac Inc, AbbVie Inc, Salesforce.com Inc, Emerson Electric Co, People's United Financial Inc, Assurant Inc, Sherwin-Williams Co, Consolidated Edison Inc, Equity Lifestyle Properties Inc, Essex Property Trust Inc, United Technologies Corp, Waste Management Inc, Digital Realty Trust Inc, PepsiCo Inc, Coca-Cola Co, Johnson & Johnson, Kellogg Co, Medtronic PLC, Northrop Grumman Corp, The Toronto-Dominion Bank, General Dynamics Corp, Union Pacific Corp, Royal Caribbean Cruises, McDonald's Corp, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Magellan Midstream Partners LP, Procter & Gamble Co, Verizon Communications Inc, Enterprise Products Partners LP, Facebook Inc, AT&T Inc, CVS Health Corp, Bristol-Myers Squibb Company, sells Vanguard FTSE Developed Markets, Vanguard Real Estate, iShares Select Dividend ETF, iShares Russell Mid-Cap, Vanguard Total Stock Market, Vanguard FTSE Emerging Markets, The Travelers Inc, iShares Russell 1000, iShares Russell 2000, iShares S&P Mid-Cap 400 Value, American Express Co, Anheuser-Busch InBev SA/NV, Berkshire Hathaway Inc, SPDR DJ Wilshire Intl Real Estate, iShares Core S&P Small-Cap, iShares iBoxx $ Investment Grade Corporate Bond, iShares S&P Mid-Cap 400 Growth, Vanguard Health Care, Vanguard FTSE Pacific, Blackrock Floating Rate Inc Stra Fd Inc, WisdomTree Japan SmallCap Fund, Amerco Inc, Alliancebernstein Glb High Inc Fund Inc, BlackRock Corporate High Yield Fund Inc, New America High Income Fund Inc, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, SandRidge Mississippian Trust I, Aberdeen Asia-pacific Income Fund Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Surevest Inc.. As of 2019Q1, Surevest Inc. owns 109 stocks with a total value of $133 million. These are the details of the buys and sells.

For the details of Surevest Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/surevest+inc./current-portfolio/portfolio

These are the top 5 holdings of Surevest Inc.
  1. Vanguard FTSE All World Ex US (VEU) - 137,028 shares, 5.18% of the total portfolio. Shares reduced by 2.48%
  2. iShares 0-5 Year TIPS Bond (STIP) - 63,931 shares, 4.80% of the total portfolio. Shares added by 1.52%
  3. iShares Floating Rate Bond (FLOT) - 122,159 shares, 4.68% of the total portfolio. Shares added by 19.64%
  4. SPDR Portfolio Developed World ex-US (SPDW) - 150,662 shares, 3.32% of the total portfolio. Shares added by 5.98%
  5. Nutanix Inc (NTNX) - 100,000 shares, 2.84% of the total portfolio. New Position
New Purchase: Nutanix Inc (NTNX)

Surevest Inc. initiated holding in Nutanix Inc. The purchase prices were between $33.51 and $54.14, with an estimated average price of $45.91. The stock is now traded at around $39.26. The impact to a portfolio due to this purchase was 2.84%. The holding were 100,000 shares as of .

New Purchase: SPDR MidCap Trust Series I (MDY)

Surevest Inc. initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $296.63 and $352.26, with an estimated average price of $335.96. The stock is now traded at around $352.73. The impact to a portfolio due to this purchase was 0.36%. The holding were 1,400 shares as of .

New Purchase: Magellan Midstream Partners LP (MMP)

Surevest Inc. initiated holding in Magellan Midstream Partners LP. The purchase prices were between $56.64 and $63.65, with an estimated average price of $60.37. The stock is now traded at around $62.26. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,072 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Surevest Inc. initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $29.30. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,590 shares as of .

New Purchase: Facebook Inc (FB)

Surevest Inc. initiated holding in Facebook Inc. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $178.58. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,524 shares as of .

Added: Amazon.com Inc (AMZN)

Surevest Inc. added to a holding in Amazon.com Inc by 43.99%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1845.62. The impact to a portfolio due to this purchase was 0.71%. The holding were 1,748 shares as of .

Added: WisdomTree U.S. SmallCap Fund (EES)

Surevest Inc. added to a holding in WisdomTree U.S. SmallCap Fund by 41.30%. The purchase prices were between $32.04 and $38.39, with an estimated average price of $36.04. The stock is now traded at around $37.25. The impact to a portfolio due to this purchase was 0.53%. The holding were 66,044 shares as of .

Added: WisdomTree International SmallCap Fund (DLS)

Surevest Inc. added to a holding in WisdomTree International SmallCap Fund by 29.47%. The purchase prices were between $60.02 and $66.99, with an estimated average price of $64.7. The stock is now traded at around $66.72. The impact to a portfolio due to this purchase was 0.52%. The holding were 46,258 shares as of .

Added: WisdomTree Emerging Markets High Dividend Fund (DEM)

Surevest Inc. added to a holding in WisdomTree Emerging Markets High Dividend Fund by 20.46%. The purchase prices were between $39.71 and $44.79, with an estimated average price of $43.15. The stock is now traded at around $44.88. The impact to a portfolio due to this purchase was 0.47%. The holding were 82,994 shares as of .

Added: WisdomTree U.S. MidCap Fund (EZM)

Surevest Inc. added to a holding in WisdomTree U.S. MidCap Fund by 48.47%. The purchase prices were between $33.87 and $40.64, with an estimated average price of $38.6. The stock is now traded at around $40.36. The impact to a portfolio due to this purchase was 0.47%. The holding were 48,930 shares as of .

Added: Visa Inc (V)

Surevest Inc. added to a holding in Visa Inc by 131.05%. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $157.70. The impact to a portfolio due to this purchase was 0.42%. The holding were 6,250 shares as of .

Sold Out: Vanguard FTSE Developed Markets (VEA)

Surevest Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.

Sold Out: Vanguard Real Estate (VNQ)

Surevest Inc. sold out a holding in Vanguard Real Estate. The sale prices were between $72.95 and $87.02, with an estimated average price of $82.48.

Sold Out: iShares Select Dividend ETF (DVY)

Surevest Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $88.2 and $99.71, with an estimated average price of $95.67.

Sold Out: iShares Russell Mid-Cap (IWR)

Surevest Inc. sold out a holding in iShares Russell Mid-Cap. The sale prices were between $45.53 and $54.18, with an estimated average price of $51.73.

Sold Out: Vanguard Total Stock Market (VTI)

Surevest Inc. sold out a holding in Vanguard Total Stock Market. The sale prices were between $124.77 and $146.62, with an estimated average price of $139.34.

Sold Out: The Travelers Companies Inc (TRV)

Surevest Inc. sold out a holding in The Travelers Companies Inc. The sale prices were between $115.26 and $137.16, with an estimated average price of $127.77.



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

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