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McCutchen Group LLC Buys SPDR Gold Trust, Sells iShares Russell 2000

McCutchen Group LLC

  • Added Positions: GLD , VWO , IWV , DJP, IYR, ICF, IWB, EEM,
  • Reduced Positions:VEU, EFA, IWM, IVV, VV,

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

These are the top 5 holdings of McCutchen Group LLC

  1. Vanguard FTSE Developed Markets ( VEA ) - 1,466,057 shares, 22.63% of the total portfolio. Shares reduced by 0.23%
  2. Vanguard FTSE All World Ex US ( VEU ) - 992,979 shares, 18.54% of the total portfolio. Shares reduced by 3.37%
  3. Vanguard REIT ETF - DNQ ( VNQ ) - 375,396 shares, 13.09% of the total portfolio. Shares reduced by 0.3%
  4. iShares Russell 3000 ( IWV ) - 195,167 shares, 10.97% of the total portfolio. Shares added by 1.17%
  5. Vanguard Total Stock Market ( VTI ) - 207,772 shares, 10.12% of the total portfolio. Shares added by 0.83%

Added: SPDR Gold Trust (GLD)

McCutchen Group LLC added to the holdings in SPDR Gold Trust by 83.79%. The purchase prices were between $107.34 and $125.32, with an estimated average price of $115.9. The stock is now traded at around $113.49. The impact to the portfolio due to this purchase was 0.57%. The holdings were 26,673 shares as of 2016-12-31.

Reduced: iShares Russell 2000 (IWM)

McCutchen Group LLC reduced to the holdings in iShares Russell 2000 by 22.6%. The sale prices were between $115 and $138.31, with an estimated average price of $128.01. The stock is now traded at around $136.19. The impact to the portfolio due to this sale was -0.03%. McCutchen Group LLC still held 2,045 shares as of 2016-12-31.

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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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