Ibex Wealth Advisors Buys Merck Inc, Quest Diagnostics Inc, Accenture PLC, Sells Amazon.com Inc, Vanguard Intermediate-Term Corporate Bond ETF, ProShares Short S&P500

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Nov 13, 2019
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Investment company Ibex Wealth Advisors (Current Portfolio) buys Merck Inc, Quest Diagnostics Inc, Accenture PLC, Stag Industrial Inc, American Campus Communities Inc, sells Amazon.com Inc, Vanguard Intermediate-Term Corporate Bond ETF, ProShares Short S&P500, Alphabet Inc, Adobe Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Ibex Wealth Advisors. As of 2019Q3, Ibex Wealth Advisors owns 90 stocks with a total value of $292 million. These are the details of the buys and sells.

For the details of IBEX WEALTH ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/ibex+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of IBEX WEALTH ADVISORS
  1. Microsoft Corp (MSFT) - 79,775 shares, 3.79% of the total portfolio. Shares reduced by 1.95%
  2. Verizon Communications Inc (VZ) - 155,312 shares, 3.21% of the total portfolio. Shares added by 0.19%
  3. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 78,740 shares, 2.74% of the total portfolio. Shares reduced by 5.83%
  4. The Home Depot Inc (HD) - 33,773 shares, 2.68% of the total portfolio. Shares added by 1.76%
  5. JPMorgan Chase & Co (JPM) - 66,011 shares, 2.66% of the total portfolio. Shares added by 16.50%
New Purchase: Quest Diagnostics Inc (DGX)

Ibex Wealth Advisors initiated holding in Quest Diagnostics Inc. The purchase prices were between $97.85 and $107.42, with an estimated average price of $102.67. The stock is now traded at around $101.92. The impact to a portfolio due to this purchase was 1.05%. The holding were 28,729 shares as of .

New Purchase: Stag Industrial Inc (STAG)

Ibex Wealth Advisors initiated holding in Stag Industrial Inc. The purchase prices were between $28.05 and $31.06, with an estimated average price of $29.68. The stock is now traded at around $30.27. The impact to a portfolio due to this purchase was 0.74%. The holding were 73,738 shares as of .

New Purchase: American Campus Communities Inc (ACC)

Ibex Wealth Advisors initiated holding in American Campus Communities Inc. The purchase prices were between $46 and $49.11, with an estimated average price of $47.25. The stock is now traded at around $46.33. The impact to a portfolio due to this purchase was 0.68%. The holding were 41,600 shares as of .

New Purchase: Plains All American Pipeline LP (PAA)

Ibex Wealth Advisors initiated holding in Plains All American Pipeline LP. The purchase prices were between $20.75 and $25.04, with an estimated average price of $22.63. The stock is now traded at around $17.58. The impact to a portfolio due to this purchase was 0.52%. The holding were 72,721 shares as of .

Added: Merck & Co Inc (MRK)

Ibex Wealth Advisors added to a holding in Merck & Co Inc by 2130.24%. The purchase prices were between $79.73 and $86.91, with an estimated average price of $84.08. The stock is now traded at around $84.12. The impact to a portfolio due to this purchase was 1.19%. The holding were 43,445 shares as of .

Added: Accenture PLC (ACN)

Ibex Wealth Advisors added to a holding in Accenture PLC by 6086.19%. The purchase prices were between $185.55 and $201.12, with an estimated average price of $193.55. The stock is now traded at around $191.43. The impact to a portfolio due to this purchase was 0.95%. The holding were 14,785 shares as of .

Added: NVIDIA Corp (NVDA)

Ibex Wealth Advisors added to a holding in NVIDIA Corp by 46.27%. The purchase prices were between $148.77 and $184.33, with an estimated average price of $168.17. The stock is now traded at around $209.61. The impact to a portfolio due to this purchase was 0.56%. The holding were 29,525 shares as of .

Added: Amgen Inc (AMGN)

Ibex Wealth Advisors added to a holding in Amgen Inc by 60.90%. The purchase prices were between $174.11 and $208.62, with an estimated average price of $192.15. The stock is now traded at around $221.31. The impact to a portfolio due to this purchase was 0.56%. The holding were 22,431 shares as of .

Added: The Walt Disney Co (DIS)

Ibex Wealth Advisors added to a holding in The Walt Disney Co by 111.58%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $138.58. The impact to a portfolio due to this purchase was 0.55%. The holding were 23,502 shares as of .

Added: Lockheed Martin Corp (LMT)

Ibex Wealth Advisors added to a holding in Lockheed Martin Corp by 27.00%. The purchase prices were between $356.21 and $397.04, with an estimated average price of $376.12. The stock is now traded at around $386.30. The impact to a portfolio due to this purchase was 0.53%. The holding were 18,742 shares as of .

Sold Out: Amazon.com Inc (AMZN)

Ibex Wealth Advisors sold out a holding in Amazon.com Inc. The sale prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Ibex Wealth Advisors sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $89.11 and $92.09, with an estimated average price of $90.59.

Sold Out: ProShares Short S&P500 (SH)

Ibex Wealth Advisors sold out a holding in ProShares Short S&P500. The sale prices were between $25.89 and $27.51, with an estimated average price of $26.43.

Sold Out: Alphabet Inc (GOOGL)

Ibex Wealth Advisors sold out a holding in Alphabet Inc. The sale prices were between $1100 and $1245.94, with an estimated average price of $1183.58.

Sold Out: Adobe Inc (ADBE)

Ibex Wealth Advisors sold out a holding in Adobe Inc. The sale prices were between $272.47 and $311.27, with an estimated average price of $292.03.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Ibex Wealth Advisors sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $38.74 and $43.42, with an estimated average price of $41.29.



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