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Milestone Group, Inc. Buys PowerShares S&P 500 Low Volatility Portfolio, Wells Fargo, ...

Milestone Group, Inc.

  • New Purchases: SPLV , WFCPRL , MTUM , BACPRL, CMI, GOOGL, KR, SDY, SPG, CAT,
  • Added Positions:SCHH, SCHA,
  • Reduced Positions:CAB, IWB, IEMG, IWC, RWX, DBEF, VEA, VOO, VSS, SPY,
  • Sold Out:MINT, SCHO, CVX, VMBS, BAC, LLY, IWR, GOOG, AMJ, EMR,

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

These are the top 5 holdings of Milestone Group, Inc.

  1. Deutsche X-trackers MSCI EAFE Hedged Equity ( DBEF ) - 2,305,460 shares, 12.13% of the total portfolio. Shares reduced by 1.44%
  2. iShares Core S&P 500 ( IVV ) - 252,977 shares, 10.79% of the total portfolio. Shares added by 0.66%
  3. Union Pacific Corp ( UNP ) - 529,001 shares, 10.09% of the total portfolio. Shares added by 0.54%
  4. iShares Core MSCI Emerging Markets ( IEMG ) - 892,667 shares, 7.83% of the total portfolio. Shares reduced by 5.85%
  5. Vanguard REIT ETF - DNQ ( VNQ ) - 518,316 shares, 7.56% of the total portfolio. Shares added by 0.62%

New Purchase: PowerShares S&P 500 Low Volatility Portfolio (SPLV)

Milestone Group, Inc. initiated holdings in PowerShares S&P 500 Low Volatility Portfolio. The purchase prices were between $43.19 and $45.69, with an estimated average price of $44.29. The stock is now traded at around $45.22. The impact to the portfolio due to this purchase was 0.43%. The holdings were 55,232 shares as of 2017-06-30.

New Purchase: Wells Fargo & Co (WFCPRL)

Milestone Group, Inc. initiated holdings in Wells Fargo & Co. The purchase prices were between $1239.02 and $1317.95, with an estimated average price of $1271.8. The stock is now traded at around $1325.00. The impact to the portfolio due to this purchase was 0.1%. The holdings were 425 shares as of 2017-06-30.

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Milestone Group, Inc. initiated holdings in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $81.8 and $90.79, with an estimated average price of $86.46. The stock is now traded at around $91.75. The impact to the portfolio due to this purchase was 0.08%. The holdings were 5,085 shares as of 2017-06-30.

New Purchase: Bank of America Corporation (BACPRL)

Milestone Group, Inc. initiated holdings in Bank of America Corporation. The purchase prices were between $1195.06 and $1302, with an estimated average price of $1233.17. The stock is now traded at around $1300.21. The impact to the portfolio due to this purchase was 0.06%. The holdings were 250 shares as of 2017-06-30.

New Purchase: SPDR S&P Dividend (SDY)

Milestone Group, Inc. initiated holdings in SPDR S&P Dividend. The purchase prices were between $86.77 and $90.78, with an estimated average price of $88.59. The stock is now traded at around $90.18. The impact to the portfolio due to this purchase was 0.04%. The holdings were 2,676 shares as of 2017-06-30.

New Purchase: The Kroger Co (KR)

Milestone Group, Inc. initiated holdings in The Kroger Co. The purchase prices were between $22.29 and $30.78, with an estimated average price of $28.42. The stock is now traded at around $23.95. The impact to the portfolio due to this purchase was 0.04%. The holdings were 10,764 shares as of 2017-06-30.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Milestone Group, Inc. sold out the holdings in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.54 and $101.73, with an estimated average price of $101.63.

Sold Out: Schwab Short-Term U.S. Treasury (SCHO)

Milestone Group, Inc. sold out the holdings in Schwab Short-Term U.S. Treasury. The sale prices were between $50.39 and $50.55, with an estimated average price of $50.47.

Sold Out: Chevron Corp (CVX)

Milestone Group, Inc. sold out the holdings in Chevron Corp. The sale prices were between $103.11 and $109.43, with an estimated average price of $105.99.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Milestone Group, Inc. sold out the holdings in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $52.46 and $52.99, with an estimated average price of $52.74.

Sold Out: Bank of America Corporation (BAC)

Milestone Group, Inc. sold out the holdings in Bank of America Corporation. The sale prices were between $22.23 and $24.32, with an estimated average price of $23.31.

Sold Out: iShares Russell Mid-Cap (IWR)

Milestone Group, Inc. sold out the holdings in iShares Russell Mid-Cap. The sale prices were between $184.22 and $194.07, with an estimated average price of $189.58.

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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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