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 

Hillcrest Wealth Advisors - NY, LLC Buys Vanguard FTSE Developed Markets, Veritex Holdings Inc, Sells iShares TIPS Bond, Global Payments Inc, SPDR Select Sector Fund - Energy Select Sector

May 10, 2019 | About:

Investment company Hillcrest Wealth Advisors - NY, LLC buys Vanguard FTSE Developed Markets, Veritex Holdings Inc, sells iShares TIPS Bond, Global Payments Inc, SPDR Select Sector Fund - Energy Select Sector, Vanguard Information Tech, iShares China Large-Cap, Vanguard Short-Term Bond, Vanguard Real Estate, ishares Gold Trust, Green Bancorp Inc, Vanguard Large-Cap, iShares Core MSCI Emerging Markets during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Hillcrest Wealth Advisors - NY, LLC. As of 2019Q1, Hillcrest Wealth Advisors - NY, LLC owns 41 stocks with a total value of $114 million. These are the details of the buys and sells.

For the details of Hillcrest Wealth Advisors - NY, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hillcrest+wealth+advisors+-+ny%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Hillcrest Wealth Advisors - NY, LLC
  1. SPDR S&P 500 (SPY) - 66,770 shares, 16.55% of the total portfolio. Shares reduced by 1.73%
  2. Vanguard FTSE All World Ex US (VEU) - 227,541 shares, 10.01% of the total portfolio. Shares added by 1.11%
  3. Vanguard S&P 500 (VOO) - 35,790 shares, 8.15% of the total portfolio. Shares reduced by 0.62%
  4. iShares Russell 2000 Value (IWN) - 62,141 shares, 6.54% of the total portfolio. Shares reduced by 0.7%
  5. iShares Russell 2000 Growth (IWO) - 33,035 shares, 5.70% of the total portfolio. Shares added by 0.22%
New Purchase: Veritex Holdings Inc (VBTX)

Hillcrest Wealth Advisors - NY, LLC initiated holding in Veritex Holdings Inc. The purchase prices were between $21.38 and $28.33, with an estimated average price of $25.25. The stock is now traded at around $25.98. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,752 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Hillcrest Wealth Advisors - NY, LLC added to a holding in Vanguard FTSE Developed Markets by 22.18%. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $40.73. The impact to a portfolio due to this purchase was 0.35%. The holding were 54,264 shares as of .

Sold Out: iShares China Large-Cap (FXI)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in iShares China Large-Cap. The sale prices were between $38.09 and $45.17, with an estimated average price of $42.67.

Sold Out: Green Bancorp Inc (GNBC)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in Green Bancorp Inc. The sale prices were between $17.14 and $17.14, with an estimated average price of $17.14.



Here is the complete portfolio of Hillcrest Wealth Advisors - NY, LLC. Also check out:

1. Hillcrest Wealth Advisors - NY, LLC's Undervalued Stocks
2. Hillcrest Wealth Advisors - NY, LLC's Top Growth Companies, and
3. Hillcrest Wealth Advisors - NY, LLC's High Yield stocks
4. Stocks that Hillcrest Wealth Advisors - NY, 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)