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Scottrade Investment Management Buys iShares Core MSCI EAFE, iShares Core S&P Mid-Cap, ...

Scottrade Investment ManagementScottrade

  • New Purchases: IEFA , IJH ,
  • Added Positions: IVW , AGG, IVE,

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

These are the top 5 holdings of Scottrade Investment Management

  1. iShares S&P 500 Growth ( IVW ) - 1,894,878 shares, 27.81% of the total portfolio. Shares added by 18.45%
  2. iShares S&P 500 Value ( IVE ) - 1,975,903 shares, 22.63% of the total portfolio. Shares added by 18.13%
  3. iShares Core U.S. Aggregate Bond ( AGG ) - 1,632,842 shares, 22.14% of the total portfolio. Shares added by 22.30%
  4. iShares Core MSCI EAFE ( IEFA ) - 2,192,781 shares, 14.58% of the total portfolio. New Position
  5. iShares Core S&P Mid-Cap ( IJH ) - 643,781 shares, 12.84% of the total portfolio. New Position

New Purchase: iShares Core MSCI EAFE ( IEFA )

Scottrade Investment Management 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 $55.60. The impact to the portfolio due to this purchase was 14.58%. The holdings were 2,192,781 shares as of 2016-12-31.

New Purchase: iShares Core S&P Mid-Cap ( IJH )

Scottrade Investment Management initiated holdings in iShares Core S&P Mid-Cap. The purchase prices were between $147.25 and $169.57, with an estimated average price of $158.75. The stock is now traded at around $167.92. The impact to the portfolio due to this purchase was 12.84%. The holdings were 643,781 shares as of 2016-12-31.

Added: iShares Core U.S. Aggregate Bond ( AGG )

Scottrade Investment Management added to the holdings in iShares Core U.S. Aggregate Bond by 22.30%. The purchase prices were between $107.16 and $112.09, with an estimated average price of $109.51. The stock is now traded at around $108.01. The impact to the portfolio due to this purchase was 4.04%. The holdings were 1,632,842 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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IEFA IVW IJH IVE AGG

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