- New Purchases: TMO,
- Added Positions: VTIP, IVV, MSFT, MRK, IVW, PBD, IDV, DES, QCLN,
- Reduced Positions: BSV, MUB, IWF, MDY, SPY, VTV, VNQ, BND, FTSL, VCIT, SCHM, DBEF, SCHX, EEM, TIP, VBR, ET, EPD, VWO, VEA, BOND, AAPL, ICF, IWS, AGG, DGS, EFA, PRF, SCZ, DGRW, RWX, JNJ, INTC, VUG, IYR,
- Sold Out: KO, SPHD,
For the details of Colorado Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/colorado+capital+management%2C+inc./current-portfolio/portfolioportfolio
These are the top 5 holdings of Colorado Capital Management, Inc.- SPDR S&P 500 (SPY) - 22,467 shares, 5.33% of the total portfolio. Shares reduced by 2.23%
- SPDR MidCap Trust Series I (MDY) - 18,073 shares, 5.19% of the total portfolio. Shares reduced by 3.16%
- Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 57,966 shares, 4.94% of the total portfolio. Shares reduced by 0.27%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 67,412 shares, 4.90% of the total portfolio. Shares reduced by 1.69%
- Vanguard Short-Term Bond (BSV) - 72,753 shares, 4.74% of the total portfolio. Shares reduced by 4.58%
Colorado Capital Management, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $295.55. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,403 shares as of .
Added: Microsoft Corp (MSFT)Colorado Capital Management, Inc. added to a holding in Microsoft Corp by 34.79%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $138.40. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,642 shares as of .
Sold Out: Coca-Cola Co (KO)Colorado Capital Management, Inc. sold out a holding in Coca-Cola Co. The sale prices were between $46.18 and $51.92, with an estimated average price of $49.
Sold Out: Invesco S&P 500 High Dividend Low Volatility (SPHD)Colorado Capital Management, Inc. sold out a holding in Invesco S&P 500 High Dividend Low Volatility. The sale prices were between $39.89 and $43.31, with an estimated average price of $42.06.
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