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 

Highwater Wealth Management, LLC Buys Nordson Corp, ProShares S&P 500 Dividend Aristocrats, Sells Procter & Gamble Co, Vanguard Small-Cap, iShares Russell 1000 Value

April 16, 2019 | About:

Investment company Highwater Wealth Management, LLC buys Nordson Corp, ProShares S&P 500 Dividend Aristocrats, sells Procter & Gamble Co, Vanguard Small-Cap, iShares Russell 1000 Value, iShares MSCI EAFE Small-Cap ETF, UnitedHealth Group Inc, Vanguard Mid-Cap, WisdomTree International LargeCap Dividend Fund, Mastercard Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Highwater Wealth Management, LLC. As of 2019Q1, Highwater Wealth Management, LLC owns 28 stocks with a total value of $24 million. These are the details of the buys and sells.

For the details of Highwater Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/highwater+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Highwater Wealth Management, LLC
  1. Nordson Corp (NDSN) - 57,196 shares, 31.75% of the total portfolio. Shares added by 28.54%
  2. Exxon Mobil Corp (XOM) - 20,120 shares, 6.81% of the total portfolio. Shares reduced by 5.73%
  3. ProShares S&P 500 Dividend Aristocrats (NOBL) - 22,675 shares, 6.44% of the total portfolio. New Position
  4. iShares Russell 1000 Value (IWD) - 9,568 shares, 4.95% of the total portfolio. Shares reduced by 22.91%
  5. iShares Core S&P 500 (IVV) - 3,367 shares, 4.01% of the total portfolio. Shares reduced by 7.17%
New Purchase: ProShares S&P 500 Dividend Aristocrats (NOBL)

Highwater Wealth Management, LLC initiated holding in ProShares S&P 500 Dividend Aristocrats. The purchase prices were between $59.06 and $67.78, with an estimated average price of $64.68. The stock is now traded at around $68.80. The impact to a portfolio due to this purchase was 6.44%. The holding were 22,675 shares as of .

Added: Nordson Corp (NDSN)

Highwater Wealth Management, LLC added to a holding in Nordson Corp by 28.54%. The purchase prices were between $112.76 and $139.67, with an estimated average price of $130.32. The stock is now traded at around $144.95. The impact to a portfolio due to this purchase was 7.05%. The holding were 57,196 shares as of .

Sold Out: Vanguard Small-Cap (VB)

Highwater Wealth Management, LLC sold out a holding in Vanguard Small-Cap. The sale prices were between $129.63 and $156, with an estimated average price of $148.44.

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

Highwater Wealth Management, LLC sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $51.31 and $58.06, with an estimated average price of $55.94.

Sold Out: UnitedHealth Group Inc (UNH)

Highwater Wealth Management, LLC sold out a holding in UnitedHealth Group Inc. The sale prices were between $236.02 and $271.13, with an estimated average price of $255.35.



Here is the complete portfolio of Highwater Wealth Management, LLC. Also check out:

1. Highwater Wealth Management, LLC's Undervalued Stocks
2. Highwater Wealth Management, LLC's Top Growth Companies, and
3. Highwater Wealth Management, LLC's High Yield stocks
4. Stocks that Highwater Wealth Management, 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