- New Purchases: IGIB, IAU, KYN, SPSB, HRS, PSX, GG, ZAYO, MPC, BIV, NOC, MUB, LITE, CNXM, DXC, VTEB, KL, SPAB, SPLV, ILMN, PYPL, HYS, ASML, DGRO, VB, AVGO, PH, IGSB, ITOT, PTC, ADBE, NVTA, SCHC, XLY, SLV, GSK, CMCSA, USIG, WM, FB, TWTR, ADM, MO, CRSP, IEMG, ITM, PEP, ADT, CXE, F,
- Added Positions: USMV, VIG, DVY, VGSH, MTUM, ARES, ARCC, IVV, T, GDX, AMZN, NVS, BA, XOM, BAC, SHY, SPY, MRK, BXMT, VZ, VTI, DIS, MDT, QQQ, WMT, VEU, VYM, PFE, AGG, EOG, EEM, HD, JNJ, VEA, ARKW, BOND, ABR, PCI, V, VDC, MPW, CVX, INTC, SO, VCSH, UTF, JPM, VTR, PKW, WFC, IJH, IEFA, LAZ, MCD, AOR, IXUS, JPS, EVLV, XLV,
- Reduced Positions: NRG, GSY, VTIP, AMGN, AAPL, MSFT, VOE, DWDP, GOOG, PFF, FTEC, EEMV, XLK, VBR, XLNX, TIP, IVE, XLF, ATUS, GOOGL, RSP, PG, COP, FHLC, VT, VWO, ADP, SMH, SCHM, ITA, FDN, BSV,
- Sold Out: BIL, BK, ABT, AMD, TLT, IPKW, ZBH, NUE, BMY, SRPT, BLMT, CME, MINT,
For the details of Bay Colony Advisory Group, Inc d's stock buys and sells, go to https://www.gurufocus.com/guru/bay+colony+advisory+group%2C+inc+d/current-portfolio/portfolio
These are the top 5 holdings of Bay Colony Advisory Group, Inc d- iShares Edge MSCI Min Vol USA (USMV) - 171,272 shares, 7.99% of the total portfolio. Shares added by 26.57%
- iShares Core S&P 500 (IVV) - 20,723 shares, 4.68% of the total portfolio. Shares added by 4.98%
- Vanguard Div Appreciation (VIG) - 51,630 shares, 4.49% of the total portfolio. Shares added by 43.58%
- Microsoft Corp (MSFT) - 34,864 shares, 3.25% of the total portfolio. Shares reduced by 7.01%
- iShares Intermediate-Term Corporate Bond ETF (IGIB) - 44,842 shares, 1.97% of the total portfolio. New Position
Bay Colony Advisory Group, Inc d initiated holding in iShares Intermediate-Term Corporate Bond ETF. The purchase prices were between $52.42 and $55.17, with an estimated average price of $53.72. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 1.97%. The holding were 44,842 shares as of .
New Purchase: ishares Gold Trust (IAU)Bay Colony Advisory Group, Inc d initiated holding in ishares Gold Trust. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.29. The impact to a portfolio due to this purchase was 1.06%. The holding were 107,141 shares as of .
New Purchase: Kayne Anderson MLP/Midstream Investment Co (KYN)Bay Colony Advisory Group, Inc d initiated holding in Kayne Anderson MLP/Midstream Investment Co. The purchase prices were between $13.76 and $16.33, with an estimated average price of $15.68. The stock is now traded at around $15.78. The impact to a portfolio due to this purchase was 0.76%. The holding were 59,815 shares as of .
New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)Bay Colony Advisory Group, Inc d initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.12 and $30.57, with an estimated average price of $30.34. The stock is now traded at around $30.56. The impact to a portfolio due to this purchase was 0.71%. The holding were 29,263 shares as of .
New Purchase: Harris Corp (HRS)Bay Colony Advisory Group, Inc d initiated holding in Harris Corp. The purchase prices were between $130.05 and $165.88, with an estimated average price of $153.69. The stock is now traded at around $168.50. The impact to a portfolio due to this purchase was 0.69%. The holding were 5,400 shares as of .
New Purchase: Phillips 66 (PSX)Bay Colony Advisory Group, Inc d initiated holding in Phillips 66. The purchase prices were between $86.15 and $98.89, with an estimated average price of $94.94. The stock is now traded at around $94.27. The impact to a portfolio due to this purchase was 0.62%. The holding were 8,094 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Bay Colony Advisory Group, Inc d added to a holding in iShares Edge MSCI Min Vol USA by 26.57%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $60.08. The impact to a portfolio due to this purchase was 1.68%. The holding were 171,272 shares as of .
Added: Vanguard Div Appreciation (VIG)Bay Colony Advisory Group, Inc d added to a holding in Vanguard Div Appreciation by 43.58%. The purchase prices were between $95.15 and $109.87, with an estimated average price of $105.3. The stock is now traded at around $113.72. The impact to a portfolio due to this purchase was 1.36%. The holding were 51,630 shares as of .
Added: iShares Select Dividend ETF (DVY)Bay Colony Advisory Group, Inc d added to a holding in iShares Select Dividend ETF by 89.87%. The purchase prices were between $88.2 and $99.71, with an estimated average price of $95.67. The stock is now traded at around $101.06. The impact to a portfolio due to this purchase was 0.85%. The holding were 22,881 shares as of .
Added: Vanguard Short-Term Treasury ETF (VGSH)Bay Colony Advisory Group, Inc d added to a holding in Vanguard Short-Term Treasury ETF by 92.59%. The purchase prices were between $60 and $60.49, with an estimated average price of $60.15. The stock is now traded at around $60.43. The impact to a portfolio due to this purchase was 0.33%. The holding were 14,252 shares as of .
Added: iShares Edge MSCI USA Momentum Factor (MTUM)Bay Colony Advisory Group, Inc d added to a holding in iShares Edge MSCI USA Momentum Factor by 39.20%. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $114.71. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,357 shares as of .
Added: Ares Management Corp (ARES)Bay Colony Advisory Group, Inc d added to a holding in Ares Management Corp by 44.44%. The purchase prices were between $17.1 and $24.17, with an estimated average price of $21.77. The stock is now traded at around $24.45. The impact to a portfolio due to this purchase was 0.27%. The holding were 46,800 shares as of .
Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Bay Colony Advisory Group, Inc d sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $91.44 and $91.62, with an estimated average price of $91.53.
Sold Out: Bank of New York Mellon Corp (BK)Bay Colony Advisory Group, Inc d sold out a holding in Bank of New York Mellon Corp. The sale prices were between $46.56 and $53.98, with an estimated average price of $51.51.
Sold Out: Abbott Laboratories (ABT)Bay Colony Advisory Group, Inc d sold out a holding in Abbott Laboratories. The sale prices were between $66.22 and $80.06, with an estimated average price of $74.34.
Sold Out: Advanced Micro Devices Inc (AMD)Bay Colony Advisory Group, Inc d sold out a holding in Advanced Micro Devices Inc. The sale prices were between $17.05 and $27.89, with an estimated average price of $22.62.
Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)Bay Colony Advisory Group, Inc d sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $118.66 and $126.56, with an estimated average price of $121.58.
Sold Out: Invesco International BuyBack Achievers ETF (IPKW)Bay Colony Advisory Group, Inc d sold out a holding in Invesco International BuyBack Achievers ETF. The sale prices were between $28.65 and $31.95, with an estimated average price of $31.02.
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