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Moller Financial Services Buys iShares Core S&P 500, PowerShares High Yield Corporate Bond ...

Moller Financial Services

  • New Purchases: PDBC , CME ,
  • Added Positions: IVV , PHB, IWM, IGE, BND, SCHX,
  • Reduced Positions:VNQ, TLT, VWO, VB, VEA, VTIP, DEM, VPL, GNR, EFA,
  • Sold Out:PCY, VGK, VSS, GLD, SCHH, VSM,

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

These are the top 5 holdings of MOLLER FINANCIAL SERVICES

  1. Vanguard Small-Cap ETF - DNQ ( VB ) - 246,891 shares, 17.74% of the total portfolio. Shares reduced by 5.5%
  2. iShares Core S&P 500 ( IVV ) - 128,985 shares, 16.17% of the total portfolio. Shares added by 101.16%
  3. Vanguard FTSE Emerging Markets ( VWO ) - 542,013 shares, 10.81% of the total portfolio. Shares reduced by 11.78%
  4. PowerShares High Yield Corporate Bond Portfolio ( PHB ) - 892,724 shares, 9.35% of the total portfolio. Shares added by 643.47%
  5. Vanguard Large-Cap ETF - DNQ ( VV ) - 142,046 shares, 8.1% of the total portfolio. Shares reduced by 0.45%

New Purchase: PowerShares Optimum Yield Diversified Commodity St (PDBC)

Moller Financial Services initiated holdings in PowerShares Optimum Yield Diversified Commodity St. The purchase prices were between $16.79 and $18.32, with an estimated average price of $17.53. The stock is now traded at around $17.32. The impact to the portfolio due to this purchase was 0.74%. The holdings were 77,184 shares as of 2016-12-31.

New Purchase: CME Group Inc (CME)

Moller Financial Services initiated holdings in CME Group Inc. The purchase prices were between $99.64 and $123.43, with an estimated average price of $111.28. The stock is now traded at around $120.74. The impact to the portfolio due to this purchase was 0.12%. The holdings were 1,901 shares as of 2016-12-31.

Added: iShares Core S&P 500 ( IVV )

Moller Financial Services added to the holdings in iShares Core S&P 500 by 101.16%. 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 $230.75. The impact to the portfolio due to this purchase was 8.13%. The holdings were 128,985 shares as of 2016-12-31.

Added: PowerShares High Yield Corporate Bond Portfolio ( PHB )

Moller Financial Services added to the holdings in PowerShares High Yield Corporate Bond Portfolio by 643.47%. The purchase prices were between $18.35 and $18.97, with an estimated average price of $18.72. The stock is now traded at around $18.85. The impact to the portfolio due to this purchase was 8.09%. The holdings were 892,724 shares as of 2016-12-31.

Added: Schwab U.S. Large-Cap (SCHX)

Moller Financial Services added to the holdings in Schwab U.S. Large-Cap by 24.03%. The purchase prices were between $49.69 and $54.31, with an estimated average price of $52.14. The stock is now traded at around $54.74. The impact to the portfolio due to this purchase was 0.03%. The holdings were 5,859 shares as of 2016-12-31.

Sold Out: PowerShares Emerging Markets Sovereign Debt Portfo (PCY)

Moller Financial Services sold out the holdings in PowerShares Emerging Markets Sovereign Debt Portfo. The sale prices were between $27.76 and $30.76, with an estimated average price of $28.93.

Sold Out: Vanguard FTSEEuropean (VGK)

Moller Financial Services sold out the holdings in Vanguard FTSEEuropean. The sale prices were between $45.54 and $48.86, with an estimated average price of $47.07.

Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)

Moller Financial Services sold out the holdings in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $92.7 and $99.69, with an estimated average price of $95.65.

Sold Out: SPDR Gold Trust (GLD)

Moller Financial Services sold out the holdings in SPDR Gold Trust. The sale prices were between $107.34 and $125.32, with an estimated average price of $115.9.

Sold Out: Schwab U.S. REIT (SCHH)

Moller Financial Services sold out the holdings in Schwab U.S. REIT. The sale prices were between $38.61 and $41.82, with an estimated average price of $40.13.

Sold Out: Versum Materials Inc (VSM)

Moller Financial Services sold out the holdings in Versum Materials Inc. The sale prices were between $22.46 and $28.72, with an estimated average price of $24.89.

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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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