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OptiFour Integrated Wealth Management, LLC Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, SPDR Bloomberg Barclays 1-3 Month T-Bill, Oracle Corp, Sells Pfizer Inc, Amazon.com Inc, Westinghouse Air Brake Technologies Corp

Investment company OptiFour Integrated Wealth Management, LLC buys PIMCO Enhanced Short Maturity Active Exchange-Trad, SPDR Bloomberg Barclays 1-3 Month T-Bill, Oracle Corp, Eaton Corp PLC, Brown-Forman Corp, iShares California Muni Bond, sells Pfizer Inc, Amazon.com Inc, Westinghouse Air Brake Technologies Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, OptiFour Integrated Wealth Management, LLC. As of 2019Q1, OptiFour Integrated Wealth Management, LLC owns 48 stocks with a total value of $112 million. These are the details of the buys and sells.

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

These are the top 5 holdings of OptiFour Integrated Wealth Management, LLC
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 298,392 shares, 17.09% of the total portfolio. Shares added by 3.41%
  2. Schwab U.S. Broad Market (SCHB) - 197,742 shares, 11.96% of the total portfolio. Shares reduced by 2.52%
  3. Vanguard Total Stock Market (VTI) - 82,763 shares, 10.65% of the total portfolio. Shares reduced by 4.07%
  4. Vanguard Tax-Exempt Bond (VTEB) - 206,962 shares, 9.60% of the total portfolio. Shares added by 4.19%
  5. iShares Core MSCI Total International Stock ETF (IXUS) - 151,129 shares, 7.80% of the total portfolio. Shares added by 6.66%
New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

OptiFour Integrated Wealth Management, LLC initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The purchase prices were between $90.75 and $91.25, with an estimated average price of $91.01. The stock is now traded at around $91.47. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,059 shares as of .

New Purchase: Oracle Corp (ORCL)

OptiFour Integrated Wealth Management, LLC initiated holding in Oracle Corp. The purchase prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.00. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,208 shares as of .

New Purchase: Eaton Corp PLC (ETN)

OptiFour Integrated Wealth Management, LLC initiated holding in Eaton Corp PLC. The purchase prices were between $66.63 and $82.22, with an estimated average price of $76.1. The stock is now traded at around $81.03. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,720 shares as of .

New Purchase: Brown-Forman Corp (BF.B)

OptiFour Integrated Wealth Management, LLC initiated holding in Brown-Forman Corp. The purchase prices were between $45.35 and $52.78, with an estimated average price of $48.47. The stock is now traded at around $52.46. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,048 shares as of .

New Purchase: iShares California Muni Bond (CMF)

OptiFour Integrated Wealth Management, LLC initiated holding in iShares California Muni Bond. The purchase prices were between $57.84 and $59.38, with an estimated average price of $58.39. The stock is now traded at around $59.90. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,395 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

OptiFour Integrated Wealth Management, LLC added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 148.41%. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.50. The impact to a portfolio due to this purchase was 0.55%. The holding were 10,237 shares as of .

Sold Out: Pfizer Inc (PFE)

OptiFour Integrated Wealth Management, LLC sold out a holding in Pfizer Inc. The sale prices were between $39.53 and $43.65, with an estimated average price of $42.24.

Sold Out: Westinghouse Air Brake Technologies Corp (WAB)

OptiFour Integrated Wealth Management, LLC sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $67.3 and $78.06, with an estimated average price of $72.15.

Reduced: Amazon.com Inc (AMZN)

OptiFour Integrated Wealth Management, LLC reduced to a holding in Amazon.com Inc by 24.5%. The sale prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1921.00. The impact to a portfolio due to this sale was -0.07%. OptiFour Integrated Wealth Management, LLC still held 151 shares as of .



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

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

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