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Fft Wealth Management Llc Buys Vanguard S&P 500, iShares Russell Mid-Cap, iShares Russell ...

Fft Wealth Management Llc

  • New Purchases: VOO , IWO , DVY , PFF, ETP, CVX, BHP, RDS.A, SMFG, PFE,
  • Added Positions:IWR, DJP, SPY, HSNI, EFA, IJR, VEA, PGX, BLMN, IBM,
  • Reduced Positions:PRF, AMJ, IEFA, VNQ, IWM, JNK, HYG, INP, JD, INDA,
  • Sold Out:4ETA, SUN, TRP, BSMX, SBUX, RACE, SCPB, WTW, SRCI,

For the details of FFT WEALTH MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FFT+WEALTH+MANAGEMENT+LLC

These are the top 5 holdings of FFT WEALTH MANAGEMENT LLC

  1. SPDR S&P 500 ( SPY ) - 218,020 shares, 17.95% of the total portfolio. Shares added by 1.59%
  2. Vanguard FTSE Emerging Markets ( VWO ) - 630,221 shares, 8.76% of the total portfolio. Shares added by 0.13%
  3. iShares Core S&P Mid-Cap ( IJH ) - 137,511 shares, 8.15% of the total portfolio. Shares reduced by 0.58%
  4. iShares MSCI EAFE ( EFA ) - 267,274 shares, 5.93% of the total portfolio. Shares added by 2.90%
  5. JPMorgan Chase Capital XVI JP Morgan Alerian MLP E ( AMJ ) - 419,004 shares, 4.24% of the total portfolio. Shares reduced by 14.58%

New Purchase: Vanguard S&P 500 (VOO)

Fft Wealth Management Llc initiated holdings in Vanguard S&P 500. The purchase prices were between $213.47 and $225.7, with an estimated average price of $219.97. The stock is now traded at around $227.18. The impact to the portfolio due to this purchase was 4.2%. The holdings were 55,564 shares as of 2017-06-30.

New Purchase: iShares Russell 2000 Growth (IWO)

Fft Wealth Management Llc initiated holdings in iShares Russell 2000 Growth. The purchase prices were between $157.41 and $170.58, with an estimated average price of $164.5. The stock is now traded at around $168.29. The impact to the portfolio due to this purchase was 0.78%. The holdings were 13,636 shares as of 2017-06-30.

New Purchase: iShares Select Dividend ETF (DVY)

Fft Wealth Management Llc initiated holdings in iShares Select Dividend ETF. The purchase prices were between $90.06 and $94.5, with an estimated average price of $91.92. The stock is now traded at around $92.80. The impact to the portfolio due to this purchase was 0.57%. The holdings were 18,204 shares as of 2017-06-30.

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

Fft Wealth Management 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 $39.03. The impact to the portfolio due to this purchase was 0.46%. The holdings were 34,541 shares as of 2017-06-30.

New Purchase: Energy Transfer Partners LP (ETP)

Fft Wealth Management Llc initiated holdings in Energy Transfer Partners LP. The purchase prices were between $18.46 and $24.35, with an estimated average price of $22.29. The stock is now traded at around $19.33. The impact to the portfolio due to this purchase was 0.41%. The holdings were 58,816 shares as of 2017-06-30.

New Purchase: Chevron Corp (CVX)

Fft Wealth Management Llc initiated holdings in Chevron Corp. The purchase prices were between $103.11 and $109.43, with an estimated average price of $105.99. The stock is now traded at around $110.35. The impact to the portfolio due to this purchase was 0.16%. The holdings were 4,500 shares as of 2017-06-30.

Added: iShares Russell Mid-Cap (IWR)

Fft Wealth Management Llc added to the holdings in iShares Russell Mid-Cap by 97.02%. The purchase prices were between $184.22 and $194.07, with an estimated average price of $189.58. The stock is now traded at around $193.01. The impact to the portfolio due to this purchase was 1%. The holdings were 31,036 shares as of 2017-06-30.

Added: iPath Bloomberg Commodity Index Total Return ETN (DJP)

Fft Wealth Management Llc added to the holdings in iPath Bloomberg Commodity Index Total Return ETN by 27.62%. The purchase prices were between $21.62 and $23.8, with an estimated average price of $22.85. The stock is now traded at around $23.09. The impact to the portfolio due to this purchase was 0.58%. The holdings were 344,327 shares as of 2017-06-30.

Added: Bloomin Brands Inc (BLMN)

Fft Wealth Management Llc added to the holdings in Bloomin Brands Inc by 25.90%. The purchase prices were between $18.98 and $22.02, with an estimated average price of $20.59. The stock is now traded at around $17.34. The impact to the portfolio due to this purchase was 0.04%. The holdings were 24,555 shares as of 2017-06-30.

Added: International Business Machines Corp (IBM)

Fft Wealth Management Llc added to the holdings in International Business Machines Corp by 33.33%. The purchase prices were between $150.37 and $174.52, with an estimated average price of $158.02. The stock is now traded at around $142.11. The impact to the portfolio due to this purchase was 0.03%. The holdings were 2,000 shares as of 2017-06-30.

Added: Banco Bilbao Vizcaya Argentaria SA (BBVA)

Fft Wealth Management Llc added to the holdings in Banco Bilbao Vizcaya Argentaria SA by 41.63%. The purchase prices were between $7.29 and $8.7, with an estimated average price of $8.06. The stock is now traded at around $9.24. The impact to the portfolio due to this purchase was 0.02%. The holdings were 26,286 shares as of 2017-06-30.

Sold Out: Energy Transfer Partners LP (4ETA)

Fft Wealth Management Llc sold out the holdings in Energy Transfer Partners LP. The sale prices were between $32.37 and $35.04, with an estimated average price of $33.35.

Sold Out: Sunoco Logistics Partners LP (SUN)

Fft Wealth Management Llc sold out the holdings in Sunoco Logistics Partners LP. The sale prices were between $21.5 and $22.84, with an estimated average price of $22.09.

Sold Out: TransCanada Corp (TRP)

Fft Wealth Management Llc sold out the holdings in TransCanada Corp. The sale prices were between $45.45 and $48.24, with an estimated average price of $46.96.

Sold Out: Grupo Financiero Santander Mexico SAB de CV (BSMX)

Fft Wealth Management Llc sold out the holdings in Grupo Financiero Santander Mexico SAB de CV. The sale prices were between $8.75 and $9.84, with an estimated average price of $9.25.

Sold Out: Starbucks Corp (SBUX)

Fft Wealth Management Llc sold out the holdings in Starbucks Corp. The sale prices were between $57.51 and $64.57, with an estimated average price of $60.47.

Sold Out: Ferrari NV (RACE)

Fft Wealth Management Llc sold out the holdings in Ferrari NV. The sale prices were between $70.59 and $91.85, with an estimated average price of $81.72.

Reduced: Powershares FTSE RAFI US 1000 Portfolio (PRF)

Fft Wealth Management Llc reduced to the holdings in Powershares FTSE RAFI US 1000 Portfolio by 55.74%. The sale prices were between $100.85 and $104.7, with an estimated average price of $102.76. The stock is now traded at around $105.03. The impact to the portfolio due to this sale was -5.16%. Fft Wealth Management Llc still held 117,647 shares as of 2017-06-30.

Reduced: iShares Core MSCI EAFE (IEFA)

Fft Wealth Management Llc reduced to the holdings in iShares Core MSCI EAFE by 21.96%. The sale prices were between $57.34 and $62.76, with an estimated average price of $60.33. The stock is now traded at around $62.82. The impact to the portfolio due to this sale was -0.78%. Fft Wealth Management Llc still held 140,023 shares as of 2017-06-30.

Reduced: iShares Russell 2000 (IWM)

Fft Wealth Management Llc reduced to the holdings in iShares Russell 2000 by 20.03%. The sale prices were between $133.72 and $142.1, with an estimated average price of $138.33. The stock is now traded at around $140.00. The impact to the portfolio due to this sale was -0.2%. Fft Wealth Management Llc still held 16,998 shares as of 2017-06-30.

Reduced: SPDR Bloomberg Barclays High Yield Bond (JNK)

Fft Wealth Management Llc reduced to the holdings in SPDR Bloomberg Barclays High Yield Bond by 50.7%. The sale prices were between $36.7 and $37.4, with an estimated average price of $37.06. The stock is now traded at around $37.10. The impact to the portfolio due to this sale was -0.16%. Fft Wealth Management Llc still held 12,616 shares as of 2017-06-30.

Reduced: Barclays Bank Plc iPath ETNs linked to the MSCI In (INP)

Fft Wealth Management Llc reduced to the holdings in Barclays Bank Plc iPath ETNs linked to the MSCI In by 35.49%. The sale prices were between $73.71 and $78.72, with an estimated average price of $76.51. The stock is now traded at around $83.14. The impact to the portfolio due to this sale was -0.11%. Fft Wealth Management Llc still held 7,999 shares as of 2017-06-30.

Reduced: JD.com Inc (JD)

Fft Wealth Management Llc reduced to the holdings in JD.com Inc by 29.73%. The sale prices were between $31.11 and $43.08, with an estimated average price of $37.6. The stock is now traded at around $48.15. The impact to the portfolio due to this sale was -0.09%. Fft Wealth Management Llc still held 20,568 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.


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

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