McNamara Financial Services, Inc. Buys WisdomTree International Equity Fund, Sells Blue Hills Bancorp Inc, Union Bankshares Inc

Jul 12, 2019

Marshfield, MA, based Investment company McNamara Financial Services, Inc. (current portfolio) buys WisdomTree International Equity Fund, sells Blue Hills Bancorp Inc, Union Bankshares Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, McNamara Financial Services, Inc.. As of 2019Q2, McNamara Financial Services, Inc. owns 35 stocks with a total value of $186 million. These are the details of the buys and sells.

New Purchases: DWM,
Added Positions: SPDW, SPEM, IVV, BIL, SPSM, VEA, VWO, XOM, VGK, VB, VBR, PG, MUB,
Reduced Positions: DEM, BND, IEFA, VTV,
Sold Out: BHBK, UNB,

For the details of McNamara Financial Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/mcnamara+financial+services%2C+inc./current-portfolio/portfolioportfolio

These are the top 5 holdings of McNamara Financial Services, Inc.

iShares Core S&P 500 (IVV) - 191,520 shares, 29.29% of the total portfolio. Shares added by 1.07%
SPDR Index Shares Fund Portfolio Emerging Markets (SPEM) - 972,643 shares, 18.69% of the total portfolio. Shares added by 2.60%
SPDR Portfolio Developed World ex-US (SPDW) - 982,631 shares, 15.43% of the total portfolio. Shares added by 3.69%
SPDR Portfolio Small Cap (SPSM) - 365,254 shares, 5.93% of the total portfolio. Shares added by 2.97%
SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL) - 99,521 shares, 4.90% of the total portfolio. Shares added by 6.57%

New Purchase: WisdomTree International Equity Fund (DWM)

McNamara Financial Services, Inc. initiated holding in WisdomTree International Equity Fund. The purchase prices were between $48.34 and $51.03, with an estimated average price of $50.04. The stock is now traded at around $51.10. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,961 shares as of .

Sold Out: Blue Hills Bancorp Inc (BHBK)

McNamara Financial Services, Inc. sold out a holding in Blue Hills Bancorp Inc. The sale prices were between $23.9 and $23.9, with an estimated average price of $23.9.

Sold Out: Union Bankshares Inc (UNB)

McNamara Financial Services, Inc. sold out a holding in Union Bankshares Inc. The sale prices were between $32.92 and $45.77, with an estimated average price of $37.62.

Here is the complete portfolio of McNamara Financial Services, Inc.. Also check out:

1. McNamara Financial Services, Inc.'s Undervalued Stocks
2. McNamara Financial Services, Inc.'s Top Growth Companies, and
3. McNamara Financial Services, Inc.'s High Yield stocks
4. Stocks that McNamara Financial Services, Inc. keeps buying

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