Wharton Business Group, LLC Buys iShares Edge MSCI USA Value Factor, Cincinnati Financial Corp, International Business Machines Corp, Sells iShares Edge MSCI Min Vol USA, Vanguard Small-Cap Value, BlackRock Inc

Malvern, PA, based Investment company Wharton Business Group, LLC buys iShares Edge MSCI USA Value Factor, Cincinnati Financial Corp, International Business Machines Corp, iShares Nasdaq Biotechnology Index Fund, Invesco QQQ Trust Series 1, Vanguard Value, sells iShares Edge MSCI Min Vol USA, Vanguard Small-Cap Value, BlackRock Inc, Vanguard Energy, General Motors Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Wharton Business Group, LLC. As of 2019Q1, Wharton Business Group, LLC owns 89 stocks with a total value of $700 million. These are the details of the buys and sells.

For the details of Wharton Business Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wharton+business+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wharton Business Group, LLC
  1. iShares Core MSCI Emerging Markets (IEMG) - 2,054,463 shares, 15.17% of the total portfolio. Shares added by 0.68%
  2. iShares Core S&P 500 (IVV) - 191,924 shares, 7.80% of the total portfolio. Shares reduced by 0.06%
  3. SPDR Select Sector Fund - Technology (XLK) - 729,743 shares, 7.71% of the total portfolio. Shares added by 4.19%
  4. iShares Core MSCI EAFE (IEFA) - 802,091 shares, 6.96% of the total portfolio. Shares reduced by 4.7%
  5. iShares Core High Dividend (HDV) - 359,543 shares, 4.79% of the total portfolio. Shares reduced by 19.1%
New Purchase: Vanguard Value (VTV)

Wharton Business Group, LLC initiated holding in Vanguard Value. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $110.40. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,858 shares as of .

New Purchase: Cincinnati Financial Corp (CINF)

Wharton Business Group, LLC initiated holding in Cincinnati Financial Corp. The purchase prices were between $74.4 and $86.99, with an estimated average price of $82.45. The stock is now traded at around $95.22. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,328 shares as of .

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Wharton Business Group, LLC initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $188.93. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,203 shares as of .

New Purchase: International Business Machines Corp (IBM)

Wharton Business Group, LLC initiated holding in International Business Machines Corp. The purchase prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $140.57. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,654 shares as of .

New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)

Wharton Business Group, LLC initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $96.43 and $115.11, with an estimated average price of $109.52. The stock is now traded at around $105.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,875 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Wharton Business Group, LLC added to a holding in iShares Edge MSCI USA Value Factor by 31.63%. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $82.14. The impact to a portfolio due to this purchase was 0.94%. The holding were 342,802 shares as of .

Sold Out: iShares Edge MSCI Min Vol USA (USMV)

Wharton Business Group, LLC sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $51.18 and $58.8, with an estimated average price of $55.95.

Sold Out: BlackRock Inc (BLK)

Wharton Business Group, LLC sold out a holding in BlackRock Inc. The sale prices were between $377.98 and $443.77, with an estimated average price of $419.31.



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