Markets

Deane Retirement Strategies, Inc. Buys iShares 1-3 Year Treasury Bond, SPDR S&P 500, ...

Deane Retirement Strategies, Inc.

  • New Purchases: SHY , SPY , TIP , STPZ, DISCA, VTIP, MOS, VIAB, DOW, MKC,
  • Added Positions:ANET, DIS, SBUX, CVS, ZOES, BRK.B, MDT, UTX,
  • Reduced Positions:TLT, IEF, AAPL, IWF, IWD,
  • Sold Out:T, VZ, SO, PPL, KMI, SE, UNH, MSFT, GOOGL, V,

For the details of Deane Retirement Strategies, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Deane+Retirement+Strategies%2C+Inc.

These are the top 5 holdings of Deane Retirement Strategies, Inc.

  1. iShares 1-3 Year Treasury Bond ( SHY ) - 270,478 shares, 20.4% of the total portfolio. New Position
  2. SPDR S&P 500 ( SPY ) - 56,528 shares, 11.28% of the total portfolio. New Position
  3. Arista Networks Inc ( ANET ) - 56,018 shares, 4.84% of the total portfolio. Shares added by 130.36%
  4. iShares 7-10 Year Treasury Bond ( IEF ) - 46,333 shares, 4.34% of the total portfolio. Shares reduced by 78.74%
  5. iShares 20+ Year Treasury Bond ETF ( TLT ) - 40,581 shares, 4.32% of the total portfolio. Shares reduced by 79.1%

New Purchase: iShares 1-3 Year Treasury Bond ( SHY )

Deane Retirement Strategies, Inc. initiated holdings in iShares 1-3 Year Treasury Bond. The purchase prices were between $84.41 and $84.99, with an estimated average price of $84.73. The stock is now traded at around $84.54. The impact to the portfolio due to this purchase was 20.4%. The holdings were 270,478 shares as of 2016-12-31.

New Purchase: SPDR S&P 500 ( SPY )

Deane Retirement Strategies, Inc. initiated holdings in SPDR S&P 500. The purchase prices were between $208.55 and $227.22, with an estimated average price of $216.88. The stock is now traded at around $226.15. The impact to the portfolio due to this purchase was 11.28%. The holdings were 56,528 shares as of 2016-12-31.

New Purchase: iShares TIPS Bond (TIP)

Deane Retirement Strategies, Inc. initiated holdings in iShares TIPS Bond. The purchase prices were between $112.73 and $116.38, with an estimated average price of $114.65. The stock is now traded at around $114.17. The impact to the portfolio due to this purchase was 4.27%. The holdings were 42,245 shares as of 2016-12-31.

New Purchase: PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun (STPZ)

Deane Retirement Strategies, Inc. initiated holdings in PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun. The purchase prices were between $52.21 and $52.74, with an estimated average price of $52.49. The stock is now traded at around $52.64. The impact to the portfolio due to this purchase was 3.49%. The holdings were 74,589 shares as of 2016-12-31.

New Purchase: Discovery Communications Inc (DISCA)

Deane Retirement Strategies, Inc. initiated holdings in Discovery Communications Inc. The purchase prices were between $25.2 and $29.55, with an estimated average price of $27.13. The stock is now traded at around $28.27. The impact to the portfolio due to this purchase was 3.37%. The holdings were 137,668 shares as of 2016-12-31.

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Deane Retirement Strategies, Inc. initiated holdings in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $49.29 and $49.72, with an estimated average price of $49.52. The stock is now traded at around $49.27. The impact to the portfolio due to this purchase was 3.23%. The holdings were 73,693 shares as of 2016-12-31.

Added: Arista Networks Inc ( ANET )

Deane Retirement Strategies, Inc. added to the holdings in Arista Networks Inc by 130.36%. The purchase prices were between $80.45 and $98, with an estimated average price of $89.5. The stock is now traded at around $89.67. The impact to the portfolio due to this purchase was 2.74%. The holdings were 56,018 shares as of 2016-12-31.

Added: Walt Disney Co (DIS)

Deane Retirement Strategies, Inc. added to the holdings in Walt Disney Co by 4622.39%. The purchase prices were between $90.83 and $105.56, with an estimated average price of $97.5. The stock is now traded at around $107.12. The impact to the portfolio due to this purchase was 2.31%. The holdings were 25,312 shares as of 2016-12-31.

Added: Starbucks Corp (SBUX)

Deane Retirement Strategies, Inc. added to the holdings in Starbucks Corp by 2364.40%. The purchase prices were between $51.77 and $59.31, with an estimated average price of $55.4. The stock is now traded at around $57.76. The impact to the portfolio due to this purchase was 2.12%. The holdings were 44,507 shares as of 2016-12-31.

Added: CVS Health Corp (CVS)

Deane Retirement Strategies, Inc. added to the holdings in CVS Health Corp by 79.72%. The purchase prices were between $73.53 and $88.8, with an estimated average price of $80.91. The stock is now traded at around $81.25. The impact to the portfolio due to this purchase was 0.79%. The holdings were 25,154 shares as of 2016-12-31.

Added: Zoe's Kitchen Inc (ZOES)

Deane Retirement Strategies, Inc. added to the holdings in Zoe's Kitchen Inc by 47.60%. The purchase prices were between $20.66 and $26.89, with an estimated average price of $23.62. The stock is now traded at around $21.36. The impact to the portfolio due to this purchase was 0.63%. The holdings were 91,240 shares as of 2016-12-31.

Sold Out: AT&T Inc (T)

Deane Retirement Strategies, Inc. sold out the holdings in AT&T Inc. The sale prices were between $36.13 and $42.73, with an estimated average price of $39.07.

Sold Out: Verizon Communications Inc (VZ)

Deane Retirement Strategies, Inc. sold out the holdings in Verizon Communications Inc. The sale prices were between $46.18 and $53.74, with an estimated average price of $49.98.

Sold Out: Southern Co (SO)

Deane Retirement Strategies, Inc. sold out the holdings in Southern Co. The sale prices were between $46.59 and $51.57, with an estimated average price of $49.13.

Sold Out: PPL Corp (PPL)

Deane Retirement Strategies, Inc. sold out the holdings in PPL Corp. The sale prices were between $32.19 and $34.74, with an estimated average price of $33.54.

Sold Out: Kinder Morgan Inc (KMI)

Deane Retirement Strategies, Inc. sold out the holdings in Kinder Morgan Inc. The sale prices were between $19.71 and $23.01, with an estimated average price of $21.14.

Sold Out: Spectra Energy Corp (SE)

Deane Retirement Strategies, Inc. sold out the holdings in Spectra Energy Corp. The sale prices were between $38.88 and $43.33, with an estimated average price of $41.44.

Premium Members

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.


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

In This Story

SPY ANET IEF TLT SHY

Other Topics

Stocks

Latest Markets Videos