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 

Evolution Wealth Advisors, LLC Buys Bank of America Corporation, Freeport-McMoRan Inc, SPDR S&P 500, Sells Vanguard Value, SPDR Gold Trust, iShares MSCI Japan Index Fund

Investment company Evolution Wealth Advisors, LLC (current portfolio) buys Bank of America Corporation, Freeport-McMoRan Inc, SPDR S&P 500, Alibaba Group Holding, Citigroup Inc, sells Vanguard Value, SPDR Gold Trust, iShares MSCI Japan Index Fund, iShares TIPS Bond, Vanguard Short-Term Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Evolution Wealth Advisors, LLC. As of 2019Q2, Evolution Wealth Advisors, LLC owns 465 stocks with a total value of $231 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Evolution Wealth Advisors, LLC
  1. SPDR S&P 500 (SPY) - 127,582 shares, 16.16% of the total portfolio. Shares added by 24.34%
  2. SPDR Select Sector Fund - Technology (XLK) - 364,936 shares, 12.31% of the total portfolio. Shares added by 17.42%
  3. Bank of America Corporation (BAC) - 714,225 shares, 11.92% of the total portfolio. New Position
  4. SPDR Select Sector Fund - Health Care (XLV) - 196,344 shares, 7.86% of the total portfolio. Shares added by 6.84%
  5. SPDR Select Sector Fund - Financial (XLF) - 383,924 shares, 4.58% of the total portfolio. Shares added by 5.04%
New Purchase: Bank of America Corporation (BAC)

Evolution Wealth Advisors, LLC initiated holding in Bank of America Corporation. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $29.42. The impact to a portfolio due to this purchase was 11.92%. The holding were 714,225 shares as of .

New Purchase: Freeport-McMoRan Inc (FCX)

Evolution Wealth Advisors, LLC initiated holding in Freeport-McMoRan Inc. The purchase prices were between $9.71 and $14.2, with an estimated average price of $11.65. The stock is now traded at around $11.07. The impact to a portfolio due to this purchase was 4.44%. The holding were 884,433 shares as of .

New Purchase: Citigroup Inc (C)

Evolution Wealth Advisors, LLC initiated holding in Citigroup Inc. The purchase prices were between $62.15 and $71.03, with an estimated average price of $66.92. The stock is now traded at around $71.81. The impact to a portfolio due to this purchase was 1.92%. The holding were 63,404 shares as of .

New Purchase: Albemarle Corp (ALB)

Evolution Wealth Advisors, LLC initiated holding in Albemarle Corp. The purchase prices were between $63.3 and $86.94, with an estimated average price of $73.84. The stock is now traded at around $71.93. The impact to a portfolio due to this purchase was 0.81%. The holding were 26,675 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)

Evolution Wealth Advisors, LLC initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $39.89 and $43.31, with an estimated average price of $42.06. The stock is now traded at around $42.58. The impact to a portfolio due to this purchase was 0.55%. The holding were 30,000 shares as of .

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

Evolution Wealth Advisors, LLC initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $13.46 and $16.99, with an estimated average price of $15.24. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 0.34%. The holding were 50,504 shares as of .

Added: SPDR S&P 500 (SPY)

Evolution Wealth Advisors, LLC added to a holding in SPDR S&P 500 by 24.34%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $300.08. The impact to a portfolio due to this purchase was 3.16%. The holding were 127,582 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Evolution Wealth Advisors, LLC added to a holding in Alibaba Group Holding Ltd by 248.94%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $169.82. The impact to a portfolio due to this purchase was 2.04%. The holding were 39,019 shares as of .

Added: SPDR Select Sector Fund - Consumer Staples (XLP)

Evolution Wealth Advisors, LLC added to a holding in SPDR Select Sector Fund - Consumer Staples by 26.94%. The purchase prices were between $55.19 and $59.36, with an estimated average price of $57.25. The stock is now traded at around $59.84. The impact to a portfolio due to this purchase was 0.97%. The holding were 182,067 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Evolution Wealth Advisors, LLC added to a holding in Berkshire Hathaway Inc by 28.57%. The purchase prices were between $297060 and $327766, with an estimated average price of $310849. The stock is now traded at around $319435.00. The impact to a portfolio due to this purchase was 0.28%. The holding were 9 shares as of .

Added: Apple Inc (AAPL)

Evolution Wealth Advisors, LLC added to a holding in Apple Inc by 46.90%. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $203.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,064 shares as of .

Added: Costco Wholesale Corp (COST)

Evolution Wealth Advisors, LLC added to a holding in Costco Wholesale Corp by 521.20%. The purchase prices were between $239.58 and $267.35, with an estimated average price of $249.14. The stock is now traded at around $279.10. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,553 shares as of .

Sold Out: Vanguard Value (VTV)

Evolution Wealth Advisors, LLC sold out a holding in Vanguard Value. The sale prices were between $104.21 and $111.67, with an estimated average price of $109.16.

Sold Out: SPDR Gold Trust (GLD)

Evolution Wealth Advisors, LLC sold out a holding in SPDR Gold Trust. The sale prices were between $119.94 and $134.2, with an estimated average price of $123.59.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Evolution Wealth Advisors, LLC sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $52.24 and $55.46, with an estimated average price of $54.

Sold Out: iShares TIPS Bond (TIP)

Evolution Wealth Advisors, LLC sold out a holding in iShares TIPS Bond. The sale prices were between $112.34 and $115.84, with an estimated average price of $113.7.

Sold Out: Vanguard Short-Term Bond (BSV)

Evolution Wealth Advisors, LLC sold out a holding in Vanguard Short-Term Bond. The sale prices were between $78.75 and $80.44, with an estimated average price of $79.44.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Evolution Wealth Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89.

Reduced: PayPal Holdings Inc (PYPL)

Evolution Wealth Advisors, LLC reduced to a holding in PayPal Holdings Inc by 91.02%. The sale prices were between $104.46 and $118.79, with an estimated average price of $110.76. The stock is now traded at around $120.06. The impact to a portfolio due to this sale was -0.08%. Evolution Wealth Advisors, LLC still held 161 shares as of .

Reduced: Micron Technology Inc (MU)

Evolution Wealth Advisors, LLC reduced to a holding in Micron Technology Inc by 98.37%. The sale prices were between $32.43 and $43.9, with an estimated average price of $38.12. The stock is now traded at around $44.33. The impact to a portfolio due to this sale was -0.06%. Evolution Wealth Advisors, LLC still held 47 shares as of .

Reduced: Salesforce.com Inc (CRM)

Evolution Wealth Advisors, LLC reduced to a holding in Salesforce.com Inc by 86.75%. The sale prices were between $145.1 and $165.96, with an estimated average price of $156.67. The stock is now traded at around $158.08. The impact to a portfolio due to this sale was -0.05%. Evolution Wealth Advisors, LLC still held 104 shares as of .

Reduced: AT&T Inc (T)

Evolution Wealth Advisors, LLC reduced to a holding in AT&T Inc by 29.29%. The sale prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $33.57. The impact to a portfolio due to this sale was -0.03%. Evolution Wealth Advisors, LLC still held 4,374 shares as of .

Reduced: Laboratory Corp of America Holdings (LH)

Evolution Wealth Advisors, LLC reduced to a holding in Laboratory Corp of America Holdings by 83.91%. The sale prices were between $144.16 and $172.9, with an estimated average price of $162.22. The stock is now traded at around $174.54. The impact to a portfolio due to this sale was -0.02%. Evolution Wealth Advisors, LLC still held 37 shares as of .

Reduced: Dropbox Inc (DBX)

Evolution Wealth Advisors, LLC reduced to a holding in Dropbox Inc by 46.16%. The sale prices were between $21.15 and $25.05, with an estimated average price of $23.07. The stock is now traded at around $26.10. The impact to a portfolio due to this sale was -0.02%. Evolution Wealth Advisors, LLC still held 2,355 shares as of .



Here is the complete portfolio of Evolution Wealth Advisors, LLC. Also check out:

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