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 

Symmetry Partner, LLC Buys iShares Edge MSCI Min Vol Global, Procter & Gamble Co, Apple Inc, Sells Vanguard Total International Bond ETF, Vanguard Total Bond Market ETF, Vanguard Small-Cap Value

Investment company Symmetry Partner, LLC buys iShares Edge MSCI Min Vol Global, Procter & Gamble Co, Apple Inc, SPDR Select Sector Fund - Utilities, Vanguard Short-Term Inflation-Protected Securities, McDonald's Corp, SPDR Select Sector Fund - Consumer Staples, Real Estate Select Sector SPDR Fund (The), Merck Inc, Chevron Corp, NextEra Energy Inc, Starbucks Corp, Duke Energy Corp, Eli Lilly and Co, American Electric Power Co Inc, Exxon Mobil Corp, Xcel Energy Inc, Exelon Corp, Chubb, Equity Residential, VMware Inc, Ameren Corp, CMS Energy Corp, Welltower Inc, Vanguard FTSEEuropean, Pinnacle West Capital Corp, Ventas Inc, VeriSign Inc, DTE Energy Co, Taiwan Semiconductor Manufacturing Co, Xilinx Inc, iShares 1-3 Year Treasury Bond ETF, Clorox Co, Ecolab Inc, Progressive Corp, Public Service Enterprise Group Inc, Amgen Inc, Atmos Energy Corp, Church & Dwight Co Inc, Danaher Corp, HCP Inc, Marsh & McLennan Inc, Thermo Fisher Scientific Inc, Apartment Investment & Management Co, Lamb Weston Holdings Inc, Bank Bradesco SA, Boston Scientific Corp, CME Group Inc, Credit Acceptance Corp, Entergy Corp, EPR Properties, Hormel Foods Corp, Nike Inc, Salesforce.com Inc, WR Berkley Corp, Waste Management Inc, Workday Inc, Assured Guaranty, Automatic Data Processing Inc, Axis Capital Holdings, Honeywell International Inc, Medical Properties Trust Inc, OGE Energy Corp, Omega Healthcare Investors Inc, STERIS, UGI Corp, Walgreens Boots Alliance Inc, Cable One Inc, Okta Inc, PIMCO Enhanced Short Maturity Active Exchange-Trad, Alleghany Corp, Autodesk Inc, Casey's General Stores Inc, DexCom Inc, Everest Re Group, The Hershey Co, Kimco Realty Corp, McCormick Inc, O'Reilly Automotive Inc, Republic Services Inc, Sun Communities Inc, Yum Brands Inc, Booz Allen Hamilton Holding Corp, Post Holdings Inc, Vistra Energy Corp, The AES Corp, Analog Devices Inc, Assurant Inc, Ball Corp, Biogen Inc, CenterPoint Energy Inc, Columbia Sportswear Co, Darden Restaurants Inc, Edwards Lifesciences Corp, Erie Indemnity Co, Extra Space Storage Inc, Equity Commonwealth, The Hanover Insurance Group Inc, Hawaiian Electric Industries Inc, Encompass Health Corp, Eversource Energy, RenaissanceRe Holdings, Sonoco Products Co, Life Storage Inc, Sysco Corp, Telephone and Data Systems Inc, United Continental Holdings Inc, Graham Holdings Co, Lululemon Athletica Inc, Masimo Corp, Ubiquiti Networks Inc, TripAdvisor Inc, Zendesk Inc, Keysight Technologies Inc, Abiomed Inc, Air Products & Chemicals Inc, Anglogold Ashanti, Aon PLC, Arch Capital Group, Charles River Laboratories International Inc, Chemed Corp, Cincinnati Financial Corp, National Retail Properties Inc, Corning Inc, Domino's Pizza Inc, Euronet Worldwide Inc, Expedia Group Inc, Garmin, H&R Block Inc, Heico Corp, Henry Schein Inc, IAC/InterActiveCorp, Mercury General Corp, Motorola Solutions Inc, NRG Energy Inc, Old Republic International Corp, Rollins Inc, Teledyne Technologies Inc, Tractor Supply Co, Treehouse Foods Inc, United Parcel Service Inc, United States Cellular Corp, Weingarten Realty Investors, Zebra Technologies Corp, Fortinet Inc, Kinder Morgan Inc, AMC Networks Inc, Capri Holdings, ServiceNow Inc, Spirit Realty Capital Inc, Bright Horizons Family Solutions Inc, Tableau Software Inc, CDW Corp, Burlington Stores Inc, Veeva Systems Inc, Alaska Air Group Inc, American Financial Group Inc, Bank of New York Mellon Corp, Cadence Design Systems Inc, Celanese Corp, Clean Harbors Inc, Companhia De Saneamento Basico Do Estado De Sao Pa, Domtar Corp, Fair Isaac Corp, Hill-Rom Holdings Inc, Hospitality Properties Trust, Ionis Pharmaceuticals Inc, Lennox International Inc, Liberty Property Trust, Nasdaq Inc, Omnicom Group Inc, PPL Corp, Paychex Inc, PulteGroup Inc, Robert Half International Inc, Pool Corp, Southwest Airlines Co, Under Armour Inc, Penske Automotive Group Inc, Williams-Sonoma Inc, Cinemark Holdings Inc, Grand Canyon Education Inc, Banco Santander (Brasil) SA, EPAM Systems Inc, Premier Inc, Sabre Corp, Conduent Inc, Quest Diagnostics Inc, Acadia Healthcare Co Inc, Virtu Financial Inc, sells Vanguard Total International Bond ETF, Vanguard Total Bond Market ETF, Vanguard Small-Cap Value, iShares MSCI EAFE Value, iShares Edge MSCI USA Momentum Factor, Vanguard Value, Vanguard FTSE All-Wld ex-US SmCp Idx, Vanguard FTSE Developed Markets, Vanguard Mid-Cap Value, Vanguard Short-Term Bond, Amazon.com Inc, Vanguard FTSE Emerging Markets, SPDR Bloomberg Barclays High Yield Bond, iShares National Muni Bond, iShares Preferred and Income Securities ETF, Vanguard Real Estate, iShares Edge MSCI Min Vol USA, iShares J.P. Morgan USD Emerging Markets Bond ETF, Vanguard Mortgage-Backed Securities ETF, SPDR Bloomberg Barclays Short Term High Yield Bond, SPDR Nuveen Bloomberg Barclays Short Term Municipa, SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Discretionary, Vanguard Short-Term Corporate Bond ETF, JPMorgan Chase, iShares MSCI Frontier 100 Fund, Vanguard Global ex-U.S. Real Estate ETF, SPDR S&P 500, SPDR S&P International SmallCap, The Home Depot Inc, iShares Short Treasury Bond ETF, Adobe Inc, Bank of America Corporation, Cisco Systems Inc, iShares Edge MSCI Min Vol Emerging Markets, Mastercard Inc, Vanguard Large-Cap, iShares Core U.S. Aggregate Bond, SunTrust Banks Inc, iShares Short-Term Corporate Bond ETF, Credicorp, iShares iBoxx $ High Yield Corporate Bond, iShares MSCI EAFE, Boeing Co, Micron Technology Inc, Vale SA, Cigna Corp, Qualcomm Inc, Marathon Petroleum Corp, Vanguard Intermediate-Term Bond, EOG Resources Inc, United Technologies Corp, Dun & Bradstreet Corp, Marathon Oil Corp, Whiting Petroleum Corp, Accenture PLC, NetApp Inc, Continental Resources Inc, STERIS, Regions Financial Corp, Nektar Therapeutics Inc, Palo Alto Networks Inc, Intuitive Surgical Inc, Fastenal Co, XPO Logistics Inc, Capital One Financial Corp, Dell Technologies Inc, Best Buy Co Inc, KeyCorp, Kirby Corp, Tapestry Inc, DXC Technology Co, Align Technology Inc, Occidental Petroleum Corp, Mednax Inc, SM Energy Co, Westlake Chemical Corp, WPX Energy Inc, Twitter Inc, Hewlett Packard Enterprise Co, Citizens Financial Group Inc, Associated Banc-Corp, Covetrus Inc, CNX Resources Corp, GrubHub Inc, Helmerich & Payne Inc, John Wiley & Sons Inc, Tim Participacoes SA, First American Financial Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Symmetry Partner, LLC. As of 2019Q1, Symmetry Partner, LLC owns 418 stocks with a total value of $580 million. These are the details of the buys and sells.

For the details of Symmetry Partner, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/symmetry+partner%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Symmetry Partner, LLC
  1. iShares Edge MSCI Min Vol Global (ACWV) - 617,510 shares, 9.53% of the total portfolio. New Position
  2. Vanguard Total Stock Market (VTI) - 291,146 shares, 7.27% of the total portfolio. Shares reduced by 11.84%
  3. Vanguard Total Bond Market ETF (BND) - 502,053 shares, 7.03% of the total portfolio. Shares reduced by 35.05%
  4. Vanguard Total International Bond ETF (BNDX) - 646,637 shares, 6.22% of the total portfolio. Shares reduced by 38%
  5. Vanguard Small-Cap Value (VBR) - 172,562 shares, 3.83% of the total portfolio. Shares reduced by 45.96%
New Purchase: iShares Edge MSCI Min Vol Global (ACWV)

Symmetry Partner, LLC initiated holding in iShares Edge MSCI Min Vol Global. The purchase prices were between $80.12 and $89.48, with an estimated average price of $85.92. The stock is now traded at around $90.15. The impact to a portfolio due to this purchase was 9.53%. The holding were 617,510 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

Symmetry Partner, LLC initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $59.41. The impact to a portfolio due to this purchase was 0.44%. The holding were 43,572 shares as of .

New Purchase: McDonald's Corp (MCD)

Symmetry Partner, LLC initiated holding in McDonald's Corp. The purchase prices were between $173.97 and $189.9, with an estimated average price of $181.41. The stock is now traded at around $199.96. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,578 shares as of .

New Purchase: SPDR Select Sector Fund - Consumer Staples (XLP)

Symmetry Partner, LLC initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $50.19 and $56.11, with an estimated average price of $53.44. The stock is now traded at around $57.75. The impact to a portfolio due to this purchase was 0.22%. The holding were 22,534 shares as of .

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

Symmetry Partner, LLC initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $30.29 and $36.23, with an estimated average price of $34.05. The stock is now traded at around $36.52. The impact to a portfolio due to this purchase was 0.22%. The holding were 34,609 shares as of .

New Purchase: NextEra Energy Inc (NEE)

Symmetry Partner, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $169.41 and $195, with an estimated average price of $182.66. The stock is now traded at around $201.93. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,708 shares as of .

Added: Procter & Gamble Co (PG)

Symmetry Partner, LLC added to a holding in Procter & Gamble Co by 394.28%. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $106.72. The impact to a portfolio due to this purchase was 0.47%. The holding were 32,998 shares as of .

Added: Apple Inc (AAPL)

Symmetry Partner, LLC added to a holding in Apple Inc by 37.03%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $182.78. The impact to a portfolio due to this purchase was 0.46%. The holding were 52,204 shares as of .

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Symmetry Partner, LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 42.65%. The purchase prices were between $47.91 and $48.71, with an estimated average price of $48.27. The stock is now traded at around $48.94. The impact to a portfolio due to this purchase was 0.41%. The holding were 164,071 shares as of .

Added: Merck & Co Inc (MRK)

Symmetry Partner, LLC added to a holding in Merck & Co Inc by 74.88%. The purchase prices were between $72.92 and $83.17, with an estimated average price of $78.33. The stock is now traded at around $80.98. The impact to a portfolio due to this purchase was 0.21%. The holding were 34,713 shares as of .

Added: Chevron Corp (CVX)

Symmetry Partner, LLC added to a holding in Chevron Corp by 80.63%. The purchase prices were between $108.57 and $125.88, with an estimated average price of $118.12. The stock is now traded at around $120.57. The impact to a portfolio due to this purchase was 0.2%. The holding were 20,888 shares as of .

Added: Starbucks Corp (SBUX)

Symmetry Partner, LLC added to a holding in Starbucks Corp by 202.90%. The purchase prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $77.25. The impact to a portfolio due to this purchase was 0.19%. The holding were 21,448 shares as of .

Sold Out: Amazon.com Inc (AMZN)

Symmetry Partner, LLC sold out a holding in Amazon.com Inc. The sale prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

Symmetry Partner, LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $58.89 and $75.09, with an estimated average price of $68.3.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Symmetry Partner, LLC sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $97.6 and $113.93, with an estimated average price of $108.29.

Sold Out: SPDR S&P 500 (SPY)

Symmetry Partner, LLC sold out a holding in SPDR S&P 500. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34.

Sold Out: SPDR S&P International SmallCap (GWX)

Symmetry Partner, LLC sold out a holding in SPDR S&P International SmallCap. The sale prices were between $27.72 and $30.76, with an estimated average price of $29.84.

Sold Out: iShares Short Treasury Bond ETF (SHV)

Symmetry Partner, LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.



Here is the complete portfolio of Symmetry Partner, LLC. Also check out:

1. Symmetry Partner, LLC's Undervalued Stocks
2. Symmetry Partner, LLC's Top Growth Companies, and
3. Symmetry Partner, LLC's High Yield stocks
4. Stocks that Symmetry Partner, 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)

GF Chat

{{numOfNotice}}
FEEDBACK