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High Falls Advisors, Inc Buys iShares Core MSCI EAFE, iShares Core S&P 500, iShares ...

High Falls Advisors, Inc

  • New Purchases: IEFA , IVV , FLOT , IWM, XOP, SMH, XLI, IYT, BMY, SBUX,
  • Added Positions:XLF, AAPL, MSFT, KHC, CVX, DUK, PAYX, VCSH,
  • Reduced Positions:LQD, AGG, MBB, IYR, ACWV, PFF, RSP, IJH, XLK, SHY,
  • Sold Out:VNQ, XLB, EEM, IEF, WMT, CSJ, DIA, BCE, SO, KMI,

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

These are the top 5 holdings of High Falls Advisors, Inc

  1. SPDR Select Sector Fund - Technology ( XLK ) - 367,147 shares, 9.02% of the total portfolio. Shares reduced by 5.51%
  2. iShares Select Dividend ( DVY ) - 194,063 shares, 8.73% of the total portfolio. Shares reduced by 3.38%
  3. iShares iBoxx $ High Yield Corporate Bond ( HYG ) - 195,778 shares, 8.61% of the total portfolio. Shares reduced by 4.14%
  4. iShares Core MSCI EAFE ( IEFA ) - 301,542 shares, 8.22% of the total portfolio. New Position
  5. Guggenheim S&P 500 Equal Weight ( RSP ) - 184,614 shares, 8.13% of the total portfolio. Shares reduced by 7.76%

New Purchase: iShares Core MSCI EAFE ( IEFA )

High Falls Advisors, Inc initiated holdings in iShares Core MSCI EAFE. The purchase prices were between $52.32 and $55.24, with an estimated average price of $53.66. The stock is now traded at around $56.18. The impact to the portfolio due to this purchase was 8.22%. The holdings were 301,542 shares as of 2016-12-31.

New Purchase: iShares Core S&P 500 (IVV)

High Falls Advisors, Inc initiated holdings in iShares Core S&P 500. The purchase prices were between $209.67 and $229.05, with an estimated average price of $219.92. The stock is now traded at around $235.65. The impact to the portfolio due to this purchase was 7.95%. The holdings were 69,513 shares as of 2016-12-31.

New Purchase: iShares Floating Rate Bond (FLOT)

High Falls Advisors, Inc initiated holdings in iShares Floating Rate Bond. The purchase prices were between $50.67 and $50.84, with an estimated average price of $50.73. The stock is now traded at around $50.80. The impact to the portfolio due to this purchase was 4.99%. The holdings were 193,690 shares as of 2016-12-31.

New Purchase: iShares Russell 2000 (IWM)

High Falls Advisors, Inc initiated holdings in iShares Russell 2000. The purchase prices were between $115 and $138.31, with an estimated average price of $128.01. The stock is now traded at around $138.51. The impact to the portfolio due to this purchase was 0.33%. The holdings were 4,756 shares as of 2016-12-31.

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

High Falls Advisors, Inc initiated holdings in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $34.73 and $43.42, with an estimated average price of $39.28. The stock is now traded at around $39.27. The impact to the portfolio due to this purchase was 0.25%. The holdings were 11,959 shares as of 2016-12-31.

New Purchase: VanEck Vectors Semiconductor (SMH)

High Falls Advisors, Inc initiated holdings in VanEck Vectors Semiconductor. The purchase prices were between $66.59 and $73.76, with an estimated average price of $69.86. The stock is now traded at around $76.38. The impact to the portfolio due to this purchase was 0.25%. The holdings were 6,786 shares as of 2016-12-31.

Added: SPDR Select Sector Fund - Financial (XLF)

High Falls Advisors, Inc added to the holdings in SPDR Select Sector Fund - Financial by 174.87%. The purchase prices were between $19.21 and $23.75, with an estimated average price of $21.5. The stock is now traded at around $24.32. The impact to the portfolio due to this purchase was 0.25%. The holdings were 33,839 shares as of 2016-12-31.

Sold Out: Vanguard REIT ETF - DNQ (VNQ)

High Falls Advisors, Inc sold out the holdings in Vanguard REIT ETF - DNQ. The sale prices were between $78.07 and $85.12, with an estimated average price of $81.41.

Sold Out: iShares MSCI Emerging Index Fund (EEM)

High Falls Advisors, Inc sold out the holdings in iShares MSCI Emerging Index Fund. The sale prices were between $34.08 and $38.1, with an estimated average price of $36.03.

Sold Out: Materials Select Sector SPDR (XLB)

High Falls Advisors, Inc sold out the holdings in Materials Select Sector SPDR. The sale prices were between $46.17 and $51.5, with an estimated average price of $48.58.

Sold Out: Wal-Mart Stores Inc (WMT)

High Falls Advisors, Inc sold out the holdings in Wal-Mart Stores Inc. The sale prices were between $67.39 and $72.01, with an estimated average price of $70.02.

Sold Out: iShares 7-10 Year Treasury Bond (IEF)

High Falls Advisors, Inc sold out the holdings in iShares 7-10 Year Treasury Bond. The sale prices were between $103.51 and $111.47, with an estimated average price of $107.34.

Sold Out: iShares 1-3 Year Credit Bond (CSJ)

High Falls Advisors, Inc sold out the holdings in iShares 1-3 Year Credit Bond. The sale prices were between $104.61 and $105.68, with an estimated average price of $105.17.

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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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