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Compass Financial Group, Inc. Buys SPDR Index Shares Fund Portfolio Emerging Markets, SPDR Portfolio Aggregate Bond

April 30, 2019 | About:

Investment company Compass Financial Group, Inc. buys SPDR Index Shares Fund Portfolio Emerging Markets, SPDR Portfolio Aggregate Bond during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Compass Financial Group, Inc.. As of 2019Q1, Compass Financial Group, Inc. owns 18 stocks with a total value of $97 million. These are the details of the buys and sells.

For the details of Compass Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/compass+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Compass Financial Group, Inc.
  1. iShares Core S&P 500 (IVV) - 51,382 shares, 15.05% of the total portfolio. Shares reduced by 0.91%
  2. iShares Russell 3000 (IWV) - 75,773 shares, 13.00% of the total portfolio. Shares reduced by 1.03%
  3. SPDR Portfolio Short Term Corporate Bond (SPSB) - 368,292 shares, 11.58% of the total portfolio. Shares added by 2.57%
  4. JPMorgan Ultra-Short Income (JPST) - 221,285 shares, 11.46% of the total portfolio. Shares added by 0.51%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 101,151 shares, 10.57% of the total portfolio. Shares added by 4.34%
New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Compass Financial Group, Inc. initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $32 and $36.28, with an estimated average price of $34.78. The stock is now traded at around $36.39. The impact to a portfolio due to this purchase was 6.58%. The holding were 178,656 shares as of .

New Purchase: SPDR Portfolio Aggregate Bond (SPAB)

Compass Financial Group, Inc. initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.82 and $28.57, with an estimated average price of $28.06. The stock is now traded at around $28.44. The impact to a portfolio due to this purchase was 0.24%. The holding were 8,250 shares as of .



Here is the complete portfolio of Compass Financial Group, Inc.. Also check out:

1. Compass Financial Group, Inc.'s Undervalued Stocks
2. Compass Financial Group, Inc.'s Top Growth Companies, and
3. Compass Financial Group, Inc.'s High Yield stocks
4. Stocks that Compass Financial Group, Inc. keeps buying

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