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 

Mather Group, Inc. Buys iShares Core MSCI Europe ETF, Walgreens Boots Alliance Inc, iShares Core U.S. Aggregate Bond ETF, Sells VanEck Vectors Fallen Angel High Yield Bond ETF, SPDR Nuveen Barclays Short Term Municipal Bond ETF, iShares U.S. Aerospace & D

Oakbrook Terrace, IL, based Investment company Mather Group, Inc. (Current Portfolio) buys iShares Core MSCI Europe ETF, Walgreens Boots Alliance Inc, iShares Core U.S. Aggregate Bond ETF, iShares Core S&P 500 ETF, iShares MSCI ACWI Index Fund, sells VanEck Vectors Fallen Angel High Yield Bond ETF, SPDR Nuveen Barclays Short Term Municipal Bond ETF, iShares U.S. Aerospace & Defense ETF, Cisco Systems Inc, Johnson & Johnson during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Mather Group, Inc.. As of 2019Q2, Mather Group, Inc. owns 65 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of MATHER GROUP, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/mather+group%2C+inc./current-portfolio/portfolioportfolio

These are the top 5 holdings of MATHER GROUP, INC.
  1. Vanguard FTSE Europe ETF (VGK) - 2,453,741 shares, 10.92% of the total portfolio. Shares added by 8.46%
  2. Schwab U.S. Large-Cap Growth ETF (SCHG) - 1,556,604 shares, 10.50% of the total portfolio. Shares added by 7.63%
  3. Schwab U.S. Large-Cap Value ETF (SCHV) - 2,198,954 shares, 10.00% of the total portfolio. Shares added by 6.84%
  4. Vanguard Mortgage-Backed Securities ETF (VMBS) - 2,135,020 shares, 9.14% of the total portfolio. Shares added by 5.50%
  5. Vanguard FTSE Pacific ETF (VPL) - 1,503,304 shares, 8.05% of the total portfolio. Shares added by 9.63%
New Purchase: iShares Core MSCI Europe ETF (IEUR)

Mather Group, Inc. initiated holding in iShares Core MSCI Europe ETF. The purchase prices were between $43.78 and $46.6, with an estimated average price of $45.52. The stock is now traded at around $44.45. The impact to a portfolio due to this purchase was 0.75%. The holding were 198,807 shares as of .

New Purchase: iShares Core High Dividend ETF (HDV)

Mather Group, Inc. initiated holding in iShares Core High Dividend ETF. The purchase prices were between $88.8 and $95.23, with an estimated average price of $93.16. The stock is now traded at around $93.01. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,489 shares as of .

New Purchase: iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

Mather Group, Inc. initiated holding in iShares iBoxx $ High Yield Corporate Bond ETF. The purchase prices were between $83.78 and $86.85, with an estimated average price of $85.2. The stock is now traded at around $86.33. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,373 shares as of .

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

Mather Group, Inc. initiated holding in iShares Core S&P Total U.S. Stock Market ETF. The purchase prices were between $62.13 and $66.91, with an estimated average price of $65.23. The stock is now traded at around $66.32. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,294 shares as of .

New Purchase: iShares International Select Dividend ETF (IDV)

Mather Group, Inc. initiated holding in iShares International Select Dividend ETF. The purchase prices were between $29.35 and $31.29, with an estimated average price of $30.39. The stock is now traded at around $29.45. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,333 shares as of .

New Purchase: iShares Core S&P Mid-Cap ETF (IJH)

Mather Group, Inc. initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $189.28. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,037 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

Mather Group, Inc. added to a holding in Walgreens Boots Alliance Inc by 30.60%. The purchase prices were between $49.34 and $63.49, with an estimated average price of $53.16. The stock is now traded at around $53.07. The impact to a portfolio due to this purchase was 0.07%. The holding were 72,112 shares as of .

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Mather Group, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 33.77%. The purchase prices were between $107.04 and $110.9, with an estimated average price of $108.58. The stock is now traded at around $112.89. The impact to a portfolio due to this purchase was 0.05%. The holding were 23,077 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

Mather Group, Inc. added to a holding in iShares Core S&P 500 ETF by 177.11%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $294.28. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,494 shares as of .

Added: iShares MSCI ACWI Index Fund (ACWI)

Mather Group, Inc. added to a holding in iShares MSCI ACWI Index Fund by 97.22%. The purchase prices were between $70.09 and $74.72, with an estimated average price of $72.93. The stock is now traded at around $72.21. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,764 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

Mather Group, Inc. added to a holding in iShares Core S&P Small-Cap ETF by 41.70%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $76.52. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,491 shares as of .

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

Mather Group, Inc. sold out a holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The sale prices were between $27.98 and $29.04, with an estimated average price of $28.47.

Sold Out: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

Mather Group, Inc. sold out a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF. The sale prices were between $48.39 and $48.94, with an estimated average price of $48.61.

Sold Out: iShares U.S. Aerospace & Defense ETF (ITA)

Mather Group, Inc. sold out a holding in iShares U.S. Aerospace & Defense ETF. The sale prices were between $198.66 and $215.91, with an estimated average price of $206.63.

Sold Out: Cisco Systems Inc (CSCO)

Mather Group, Inc. sold out a holding in Cisco Systems Inc. The sale prices were between $51.3 and $57.41, with an estimated average price of $55.23.

Sold Out: SPDR S&P Bank ETF (KBE)

Mather Group, Inc. sold out a holding in SPDR S&P Bank ETF. The sale prices were between $40.66 and $45.7, with an estimated average price of $43.18.

Sold Out: Microsoft Corp (MSFT)

Mather Group, Inc. sold out a holding in Microsoft Corp. The sale prices were between $119.02 and $137.78, with an estimated average price of $126.89.



Here is the complete portfolio of MATHER GROUP, INC.. Also check out:

1. MATHER GROUP, INC.'s Undervalued Stocks
2. MATHER GROUP, INC.'s Top Growth Companies, and
3. MATHER GROUP, INC.'s High Yield stocks
4. Stocks that MATHER GROUP, INC. 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