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 

Summit X, LLC Buys iShares Global Tech ETF, AbbVie Inc, Exelon Corp, Sells Fidelity MSCI Information Technology Index ETF, Duke Energy Corp, iShares J.P. Morgan USD Emerging Markets Bond ETF

Investment company Summit X, LLC (Current Portfolio) buys iShares Global Tech ETF, AbbVie Inc, Exelon Corp, iShares Core MSCI Emerging Markets ETF, iShares MBS ETF, sells Fidelity MSCI Information Technology Index ETF, Duke Energy Corp, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares iBoxx $ Investment Grade Corporate Bond ET, Boeing Co during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Summit X, LLC. As of 2019Q2, Summit X, LLC owns 221 stocks with a total value of $224 million. These are the details of the buys and sells.

For the details of Summit X, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/summit+x%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Summit X, LLC
  1. iShares Core S&P 500 ETF (IVV) - 46,707 shares, 6.12% of the total portfolio. Shares added by 1.92%
  2. iShares Core MSCI EAFE ETF (IEFA) - 119,469 shares, 3.26% of the total portfolio. Shares added by 0.98%
  3. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 96,810 shares, 2.87% of the total portfolio. Shares added by 14.40%
  4. Apple Inc (AAPL) - 30,346 shares, 2.68% of the total portfolio. Shares added by 1.82%
  5. AT&T Inc (T) - 174,248 shares, 2.62% of the total portfolio. Shares added by 3.77%
New Purchase: iShares Global Tech ETF (IXN)

Summit X, LLC initiated holding in iShares Global Tech ETF. The purchase prices were between $162.48 and $180.33, with an estimated average price of $174.4. The stock is now traded at around $174.97. The impact to a portfolio due to this purchase was 1.28%. The holding were 15,874 shares as of .

New Purchase: Exelon Corp (EXC)

Summit X, LLC initiated holding in Exelon Corp. The purchase prices were between $47.56 and $50.95, with an estimated average price of $49.48. The stock is now traded at around $44.68. The impact to a portfolio due to this purchase was 0.84%. The holding were 39,048 shares as of .

New Purchase: Invesco S&P 500 Equal Weight Technology ETF (RYT)

Summit X, LLC initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $160.45 and $181.73, with an estimated average price of $173.32. The stock is now traded at around $170.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,007 shares as of .

New Purchase: Constellation Brands Inc (STZ)

Summit X, LLC initiated holding in Constellation Brands Inc. The purchase prices were between $176.45 and $212.54, with an estimated average price of $195.35. The stock is now traded at around $193.06. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,698 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Summit X, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $104.46 and $118.79, with an estimated average price of $110.76. The stock is now traded at around $103.01. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,085 shares as of .

New Purchase: Electronic Arts Inc (EA)

Summit X, LLC initiated holding in Electronic Arts Inc. The purchase prices were between $90.42 and $102.67, with an estimated average price of $95.19. The stock is now traded at around $87.74. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,142 shares as of .

Added: AbbVie Inc (ABBV)

Summit X, LLC added to a holding in AbbVie Inc by 100.43%. The purchase prices were between $65.7 and $83.98, with an estimated average price of $78.61. The stock is now traded at around $63.89. The impact to a portfolio due to this purchase was 0.94%. The holding were 57,741 shares as of .

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Summit X, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 60.23%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $46.80. The impact to a portfolio due to this purchase was 0.67%. The holding were 77,883 shares as of .

Added: iShares MBS ETF (MBB)

Summit X, LLC added to a holding in iShares MBS ETF by 75.29%. The purchase prices were between $105.63 and $107.66, with an estimated average price of $106.4. The stock is now traded at around $108.03. The impact to a portfolio due to this purchase was 0.6%. The holding were 28,620 shares as of .

Added: Facebook Inc (FB)

Summit X, LLC added to a holding in Facebook Inc by 56.47%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $180.86. The impact to a portfolio due to this purchase was 0.57%. The holding were 18,692 shares as of .

Added: iShares Edge MSCI USA Momentum Factor ETF (MTUM)

Summit X, LLC added to a holding in iShares Edge MSCI USA Momentum Factor ETF by 24.85%. The purchase prices were between $111.41 and $120.45, with an estimated average price of $114.43. The stock is now traded at around $117.74. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,093 shares as of .

Added: McDonald's Corp (MCD)

Summit X, LLC added to a holding in McDonald's Corp by 29.75%. The purchase prices were between $188.35 and $207.66, with an estimated average price of $198.03. The stock is now traded at around $217.72. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,908 shares as of .

Sold Out: BlackRock Inc (BLK)

Summit X, LLC sold out a holding in BlackRock Inc. The sale prices were between $415.56 and $485.24, with an estimated average price of $452.3.

Sold Out: Brookfield Infrastructure Partners LP (BIP)

Summit X, LLC sold out a holding in Brookfield Infrastructure Partners LP. The sale prices were between $41.1 and $42.94, with an estimated average price of $41.86.

Sold Out: SunTrust Banks Inc (STI)

Summit X, LLC sold out a holding in SunTrust Banks Inc. The sale prices were between $60.01 and $65.84, with an estimated average price of $62.84.

Sold Out: PulteGroup Inc (PHM)

Summit X, LLC sold out a holding in PulteGroup Inc. The sale prices were between $27.77 and $32.9, with an estimated average price of $31.21.

Sold Out: ARRIS International PLC (ARRS)

Summit X, LLC sold out a holding in ARRIS International PLC. The sale prices were between $31.61 and $31.66, with an estimated average price of $31.65.

Sold Out: Annaly Capital Management Inc (NLY)

Summit X, LLC sold out a holding in Annaly Capital Management Inc. The sale prices were between $8.81 and $10.14, with an estimated average price of $9.53.



Here is the complete portfolio of Summit X, LLC. Also check out:

1. Summit X, LLC's Undervalued Stocks
2. Summit X, LLC's Top Growth Companies, and
3. Summit X, LLC's High Yield stocks
4. Stocks that Summit X, 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