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Shakespeare Wealth Management, Inc. Buys Alliant Energy Corp, iShares Core S&P 500, Sells iShares Core Aggressive Allocation, SPDR DJ Wilshire Global Real Estate

May 13, 2019 | About:

Investment company Shakespeare Wealth Management, Inc. buys Alliant Energy Corp, iShares Core S&P 500, sells iShares Core Aggressive Allocation, SPDR DJ Wilshire Global Real Estate during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Shakespeare Wealth Management, Inc.. As of 2019Q1, Shakespeare Wealth Management, Inc. owns 34 stocks with a total value of $93 million. These are the details of the buys and sells.

For the details of SHAKESPEARE WEALTH MANAGEMENT, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/shakespeare+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SHAKESPEARE WEALTH MANAGEMENT, INC.
  1. iShares Core U.S. Aggregate Bond (AGG) - 113,124 shares, 13.32% of the total portfolio. Shares added by 0.37%
  2. WisdomTree International Equity Fund (DWM) - 146,588 shares, 8.01% of the total portfolio. Shares added by 3.28%
  3. Vanguard Mid-Cap Value (VOE) - 68,216 shares, 7.95% of the total portfolio. Shares added by 2.67%
  4. iShares MSCI EAFE Small-Cap ETF (SCZ) - 126,852 shares, 7.87% of the total portfolio. Shares added by 3.92%
  5. WisdomTree International SmallCap Fund (DLS) - 95,412 shares, 6.78% of the total portfolio. Shares added by 3.30%
New Purchase: Alliant Energy Corp (LNT)

Shakespeare Wealth Management, Inc. initiated holding in Alliant Energy Corp. The purchase prices were between $41.15 and $47.86, with an estimated average price of $44.71. The stock is now traded at around $47.18. The impact to a portfolio due to this purchase was 0.45%. The holding were 8,936 shares as of .

New Purchase: iShares Core S&P 500 (IVV)

Shakespeare Wealth Management, Inc. initiated holding in iShares Core S&P 500. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $290.00. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,000 shares as of .

Sold Out: iShares Core Aggressive Allocation (AOA)

Shakespeare Wealth Management, Inc. sold out a holding in iShares Core Aggressive Allocation. The sale prices were between $47.8 and $53.71, with an estimated average price of $51.68.

Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)

Shakespeare Wealth Management, Inc. sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $43.53 and $50.26, with an estimated average price of $48.15.



Here is the complete portfolio of SHAKESPEARE WEALTH MANAGEMENT, INC.. Also check out:

1. SHAKESPEARE WEALTH MANAGEMENT, INC.'s Undervalued Stocks
2. SHAKESPEARE WEALTH MANAGEMENT, INC.'s Top Growth Companies, and
3. SHAKESPEARE WEALTH MANAGEMENT, INC.'s High Yield stocks
4. Stocks that SHAKESPEARE WEALTH MANAGEMENT, INC. keeps buying

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