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Strategic Point Investment Advisors, LLC Buys iShares U.S. ...


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Strategic Point Investment Advisors, LLC
  • New Purchases: PFF , IVW ,
  • Added Positions: AAXJ , IVV, IJH, ITOT, RYE, XLF,
  • Reduced Positions:SPY, VHT, IWF, TIP, VO, VTI,

For the details of Strategic Point Investment Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Strategic+Point+Investment+Advisors%2C+LLC

These are the top 5 holdings of Strategic Point Investment Advisors, LLC

  1. SPDR S&P 500 ( SPY ) - 304,889 shares, 29.52% of the total portfolio. Shares reduced by 10.89%
  2. SPDR Select Sector Fund - Technology ( XLK ) - 442,053 shares, 9.69% of the total portfolio. Shares reduced by 0.84%
  3. iShares S&P 500 Value ( IVE ) - 218,110 shares, 9.17% of the total portfolio. Shares added by 0.71%
  4. Vanguard Mid-Cap ETF - DNQ ( VO ) - 160,379 shares, 9.15% of the total portfolio. Shares reduced by 1.9%
  5. iShares MSCI All Country Asia ex Japan Index Fund ( AAXJ ) - 250,000 shares, 6.75% of the total portfolio. Shares added by 270.54%


New Purchase: iShares U.S. Preferred Stock ETF (PFF)

Strategic Point Investment Advisors, LLC initiated holdings in iShares U.S. Preferred Stock ETF. The purchase prices were between $38.6 and $39.22, with an estimated average price of $38.92. The stock is now traded at around $39.18. The impact to the portfolio due to this purchase was 5.33%. The holdings were 339,984 shares as of 2017-06-30.

New Purchase: iShares S&P 500 Growth (IVW)

Strategic Point Investment Advisors, LLC initiated holdings in iShares S&P 500 Growth. The purchase prices were between $130.04 and $139.62, with an estimated average price of $135.51. The stock is now traded at around $140.66. The impact to the portfolio due to this purchase was 0.09%. The holdings were 1,615 shares as of 2017-06-30.

Added: iShares MSCI All Country Asia ex Japan Index Fund ( AAXJ )

Strategic Point Investment Advisors, LLC added to the holdings in iShares MSCI All Country Asia ex Japan Index Fund by 270.54%. The purchase prices were between $62.07 and $68.41, with an estimated average price of $65.6. The stock is now traded at around $70.82. The impact to the portfolio due to this purchase was 4.93%. The holdings were 250,000 shares as of 2017-06-30.

Added: iShares Core S&P 500 (IVV)

Strategic Point Investment Advisors, LLC added to the holdings in iShares Core S&P 500 by 165.38%. The purchase prices were between $234.03 and $247.39, with an estimated average price of $241.23. The stock is now traded at around $248.77. The impact to the portfolio due to this purchase was 0.53%. The holdings were 8,699 shares as of 2017-06-30.

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

Strategic Point Investment Advisors, LLC added to the holdings in iShares Core S&P Mid-Cap by 261.61%. The purchase prices were between $167.43 and $176.9, with an estimated average price of $172.52. The stock is now traded at around $174.41. The impact to the portfolio due to this purchase was 0.16%. The holdings were 3,146 shares as of 2017-06-30.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: SPY , XLK , IVE , VO , AAXJ



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