Cooper Financial Group Buys PIMCO Enhanced Low Duration Active Exchange-Traded, JPMorgan Ultra-Short Income, iShares Core S&P Total U.S. Stock Market, Sells iShares Edge MSCI USA Momentum Factor, SPDR Series Trust Portfolio S&P 500 Growth, VanEck Vectors

Investment company Cooper Financial Group buys PIMCO Enhanced Low Duration Active Exchange-Traded, JPMorgan Ultra-Short Income, iShares Core S&P Total U.S. Stock Market, Vanguard Value, Invesco S&P 500 Top 50, Philip Morris International Inc, CyberArk Software, IAC/InterActiveCorp, Garmin, Realty Income Corp, Edwards Lifesciences Corp, PayPal Holdings Inc, WEC Energy Group Inc, iShares Core MSCI EAFE, Exxon Mobil Corp, The Home Depot Inc, American Finance Trust Inc, W.P. Carey Inc, Twilio Inc, BP PLC, Alerian MLP, sells iShares Edge MSCI USA Momentum Factor, SPDR Series Trust Portfolio S&P 500 Growth, VanEck Vectors Fallen Angel High Yield Bond, Vanguard Growth, Vanguard FTSE Developed Markets, Altria Group Inc, PNC Financial Services Group Inc, Fortinet Inc, iShares Russell 2000, iShares Core S&P Mid-Cap during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Cooper Financial Group. As of 2019Q1, Cooper Financial Group owns 95 stocks with a total value of $126 million. These are the details of the buys and sells.

For the details of Cooper Financial Group's stock buys and sells, go to https://www.gurufocus.com/guru/cooper+financial+group/current-portfolio/portfolio

These are the top 5 holdings of Cooper Financial Group
  1. iShares MSCI ACWI Index Fund (ACWI) - 330,706 shares, 18.87% of the total portfolio. Shares added by 11.53%
  2. SPDR Russell 1000 ETF (ELR) - 399,301 shares, 10.50% of the total portfolio. New Position
  3. (MTK) - 109,662 shares, 6.18% of the total portfolio. Shares added by 27.56%
  4. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 189,560 shares, 5.12% of the total portfolio. Shares added by 11.54%
  5. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 53,431 shares, 4.65% of the total portfolio. Shares added by 10.05%
New Purchase: JPMorgan Ultra-Short Income (JPST)

Cooper Financial Group initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.40. The impact to a portfolio due to this purchase was 0.76%. The holding were 19,090 shares as of .

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Cooper Financial Group initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $55.25 and $64.92, with an estimated average price of $61.82. The stock is now traded at around $65.56. The impact to a portfolio due to this purchase was 0.35%. The holding were 6,883 shares as of .

New Purchase: Vanguard Value (VTV)

Cooper Financial Group 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 $108.88. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,722 shares as of .

New Purchase: Invesco S&P 500 Top 50 (XLG)

Cooper Financial Group initiated holding in Invesco S&P 500 Top 50. The purchase prices were between $175.28 and $204.99, with an estimated average price of $193.93. The stock is now traded at around $207.27. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,346 shares as of .

New Purchase: Philip Morris International Inc (PM)

Cooper Financial Group initiated holding in Philip Morris International Inc. The purchase prices were between $66.44 and $91.91, with an estimated average price of $80.26. The stock is now traded at around $85.68. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,943 shares as of .

New Purchase: CyberArk Software Ltd (CYBR)

Cooper Financial Group initiated holding in CyberArk Software Ltd. The purchase prices were between $69.42 and $119.05, with an estimated average price of $95.08. The stock is now traded at around $130.70. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,100 shares as of .

Added: PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR)

Cooper Financial Group added to a holding in PIMCO Enhanced Low Duration Active Exchange-Traded by 530.15%. The purchase prices were between $98.55 and $99.8, with an estimated average price of $99.22. The stock is now traded at around $99.82. The impact to a portfolio due to this purchase was 1.36%. The holding were 20,587 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Cooper Financial Group added to a holding in iShares Core MSCI EAFE by 38.46%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $59.03. The stock is now traded at around $60.96. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,963 shares as of .

Added: Exxon Mobil Corp (XOM)

Cooper Financial Group added to a holding in Exxon Mobil Corp by 52.59%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $76.93. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,607 shares as of .

Added: The Home Depot Inc (HD)

Cooper Financial Group added to a holding in The Home Depot Inc by 20.17%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $194.34. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,059 shares as of .

Added: W.P. Carey Inc (WPC)

Cooper Financial Group added to a holding in W.P. Carey Inc by 32.91%. The purchase prices were between $64.14 and $78.88, with an estimated average price of $73.39. The stock is now traded at around $80.49. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,964 shares as of .

Added: Twilio Inc (TWLO)

Cooper Financial Group added to a holding in Twilio Inc by 31.27%. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $140.21. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,610 shares as of .

Sold Out: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Cooper Financial Group sold out a holding in SPDR Series Trust Portfolio S&P 500 Growth. The sale prices were between $31.61 and $37.41, with an estimated average price of $35.31.

Sold Out: VanEck Vectors Fallen Angel High Yield Bond (ANGL)

Cooper Financial Group sold out a holding in VanEck Vectors Fallen Angel High Yield Bond. The sale prices were between $26.27 and $28.48, with an estimated average price of $27.84.

Sold Out: Vanguard Growth (VUG)

Cooper Financial Group sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.

Sold Out: Vanguard FTSE Developed Markets (VEA)

Cooper Financial Group sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.

Sold Out: Altria Group Inc (MO)

Cooper Financial Group sold out a holding in Altria Group Inc. The sale prices were between $43.33 and $57.43, with an estimated average price of $51.

Sold Out: PNC Financial Services Group Inc (PNC)

Cooper Financial Group sold out a holding in PNC Financial Services Group Inc. The sale prices were between $116.91 and $131.88, with an estimated average price of $123.74.



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