Global Retirement Partners, LLC Buys SPDR Russell 3000 ETF, iShares Edge MSCI Min Volatility USA ETF, SPDR Portfolio World ex- US ETF, Sells Vanguard Total Stock Market ETF, iShares Core S&P Mid-Cap ETF, SPDR Blackstone/GSO Senior Loan ETF

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Nov 19, 2019
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Investment company Global Retirement Partners, LLC (Current Portfolio) buys SPDR Russell 3000 ETF, iShares Edge MSCI Min Volatility USA ETF, SPDR Portfolio World ex- US ETF, Microsoft Corp, Honeywell International Inc, sells Vanguard Total Stock Market ETF, iShares Core S&P Mid-Cap ETF, SPDR Blackstone/GSO Senior Loan ETF, Citigroup Inc, SPDR Barclays High Yield Bond ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Global Retirement Partners, LLC. As of 2019Q3, Global Retirement Partners, LLC owns 1505 stocks with a total value of $573 million. These are the details of the buys and sells.

For the details of Global Retirement Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/global+retirement+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Global Retirement Partners, LLC
  1. Arthur J. Gallagher & Co (AJG) - 558,811 shares, 8.73% of the total portfolio. Shares added by 3.09%
  2. iShares Core MSCI EAFE ETF (IEFA) - 322,807 shares, 3.44% of the total portfolio. Shares added by 7.75%
  3. Vanguard Total Stock Market ETF (VTI) - 76,705 shares, 2.02% of the total portfolio. Shares reduced by 31.27%
  4. SPDR S&P 500 ETF Trust (SPY) - 37,480 shares, 1.94% of the total portfolio. Shares added by 0.88%
  5. SPDR Russell 3000 ETF (SPTM) - 280,593 shares, 1.80% of the total portfolio. Shares added by 37920.73%
New Purchase: SPDR Portfolio World ex- US ETF (SPDW)

Global Retirement Partners, LLC initiated holding in SPDR Portfolio World ex- US ETF. The purchase prices were between $27.63 and $29.98, with an estimated average price of $29.01. The stock is now traded at around $30.77. The impact to a portfolio due to this purchase was 0.61%. The holding were 118,429 shares as of .

New Purchase: Blackstone Group Inc (BX)

Global Retirement Partners, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $44.53 and $53.55, with an estimated average price of $48.76. The stock is now traded at around $52.10. The impact to a portfolio due to this purchase was 0.33%. The holding were 39,299 shares as of .

New Purchase: Cinemark Holdings Inc (CNK)

Global Retirement Partners, LLC initiated holding in Cinemark Holdings Inc. The purchase prices were between $36.12 and $41.1, with an estimated average price of $38.19. The stock is now traded at around $34.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,224 shares as of .

New Purchase: First Solar Inc (FSLR)

Global Retirement Partners, LLC initiated holding in First Solar Inc. The purchase prices were between $58.01 and $67.31, with an estimated average price of $64.07. The stock is now traded at around $54.22. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,798 shares as of .

New Purchase: iShares U.S. Oil Equipment & Services ETF (IEZ)

Global Retirement Partners, LLC initiated holding in iShares U.S. Oil Equipment & Services ETF. The purchase prices were between $16.22 and $21.77, with an estimated average price of $19.11. The stock is now traded at around $16.95. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,228 shares as of .

New Purchase: Vulcan Materials Co (VMC)

Global Retirement Partners, LLC initiated holding in Vulcan Materials Co. The purchase prices were between $134.5 and $151.62, with an estimated average price of $141.17. The stock is now traded at around $141.09. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,104 shares as of .

Added: SPDR Russell 3000 ETF (SPTM)

Global Retirement Partners, LLC added to a holding in SPDR Russell 3000 ETF by 37920.73%. The purchase prices were between $35.23 and $37.53, with an estimated average price of $36.66. The stock is now traded at around $38.62. The impact to a portfolio due to this purchase was 1.8%. The holding were 280,593 shares as of .

Added: iShares Edge MSCI Min Volatility USA ETF (USMV)

Global Retirement Partners, LLC added to a holding in iShares Edge MSCI Min Volatility USA ETF by 251.88%. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $64.42. The impact to a portfolio due to this purchase was 0.82%. The holding were 102,968 shares as of .

Added: Microsoft Corp (MSFT)

Global Retirement Partners, LLC added to a holding in Microsoft Corp by 34.59%. The purchase prices were between $132.21 and $141.34, with an estimated average price of $137.52. The stock is now traded at around $150.98. The impact to a portfolio due to this purchase was 0.41%. The holding were 65,133 shares as of .

Added: Honeywell International Inc (HON)

Global Retirement Partners, LLC added to a holding in Honeywell International Inc by 491.96%. The purchase prices were between $156.49 and $178.4, with an estimated average price of $168.85. The stock is now traded at around $179.33. The impact to a portfolio due to this purchase was 0.4%. The holding were 16,421 shares as of .

Added: McDonald's Corp (MCD)

Global Retirement Partners, LLC added to a holding in McDonald's Corp by 366.28%. The purchase prices were between $206.3 and $221.15, with an estimated average price of $214.42. The stock is now traded at around $193.84. The impact to a portfolio due to this purchase was 0.35%. The holding were 11,946 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Global Retirement Partners, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 53.87%. The purchase prices were between $108.23 and $113.91, with an estimated average price of $111.04. The stock is now traded at around $111.57. The impact to a portfolio due to this purchase was 0.32%. The holding were 47,065 shares as of .

Sold Out: iShares MSCI Taiwan ETF (EWT)

Global Retirement Partners, LLC sold out a holding in iShares MSCI Taiwan ETF. The sale prices were between $33.08 and $36.62, with an estimated average price of $35.26.

Sold Out: iShares MSCI South Africa ETF (EZA)

Global Retirement Partners, LLC sold out a holding in iShares MSCI South Africa ETF. The sale prices were between $45.52 and $55.5, with an estimated average price of $50.53.

Sold Out: iShares MSCI Turkey ETF (TUR)

Global Retirement Partners, LLC sold out a holding in iShares MSCI Turkey ETF. The sale prices were between $23.85 and $26.72, with an estimated average price of $25.24.

Sold Out: Vanguard S&P 500 Value ETF (VOOV)

Global Retirement Partners, LLC sold out a holding in Vanguard S&P 500 Value ETF. The sale prices were between $108 and $116.66, with an estimated average price of $113.17.

Sold Out: iShares Global Energy ETF (IXC)

Global Retirement Partners, LLC sold out a holding in iShares Global Energy ETF. The sale prices were between $28.4 and $32.76, with an estimated average price of $30.65.

Sold Out: iShares MSCI France ETF (EWQ)

Global Retirement Partners, LLC sold out a holding in iShares MSCI France ETF. The sale prices were between $28.44 and $30.97, with an estimated average price of $29.88.

Reduced: Vanguard Total Stock Market ETF (VTI)

Global Retirement Partners, LLC reduced to a holding in Vanguard Total Stock Market ETF by 31.27%. The sale prices were between $144.87 and $154.41, with an estimated average price of $150.74. The stock is now traded at around $158.62. The impact to a portfolio due to this sale was -1.06%. Global Retirement Partners, LLC still held 76,705 shares as of .

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

Global Retirement Partners, LLC reduced to a holding in iShares Core S&P Mid-Cap ETF by 26%. The sale prices were between $182.36 and $197.65, with an estimated average price of $191.38. The stock is now traded at around $200.32. The impact to a portfolio due to this sale was -0.7%. Global Retirement Partners, LLC still held 50,700 shares as of .

Reduced: SPDR Blackstone/GSO Senior Loan ETF (SRLN)

Global Retirement Partners, LLC reduced to a holding in SPDR Blackstone/GSO Senior Loan ETF by 55.92%. The sale prices were between $45.71 and $46.49, with an estimated average price of $46.12. The stock is now traded at around $45.98. The impact to a portfolio due to this sale was -0.41%. Global Retirement Partners, LLC still held 34,603 shares as of .

Reduced: Citigroup Inc (C)

Global Retirement Partners, LLC reduced to a holding in Citigroup Inc by 35.81%. The sale prices were between $61.32 and $73.01, with an estimated average price of $68.01. The stock is now traded at around $74.96. The impact to a portfolio due to this sale was -0.23%. Global Retirement Partners, LLC still held 28,755 shares as of .

Reduced: SPDR Barclays High Yield Bond ETF (JNK)

Global Retirement Partners, LLC reduced to a holding in SPDR Barclays High Yield Bond ETF by 85%. The sale prices were between $105.29 and $108.22, with an estimated average price of $106.96. The stock is now traded at around $107.81. The impact to a portfolio due to this sale was -0.19%. Global Retirement Partners, LLC still held 1,482 shares as of .

Reduced: SVB Financial Group (SIVB)

Global Retirement Partners, LLC reduced to a holding in SVB Financial Group by 99.26%. The sale prices were between $184.71 and $233.79, with an estimated average price of $209.47. The stock is now traded at around $230.10. The impact to a portfolio due to this sale was -0.17%. Global Retirement Partners, LLC still held 28 shares as of .



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