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WP Advisors, LLC Buys iShares 1-3 Year Credit Bond ETF, iShares U.S. ...

WP Advisors, LLC

  • New Purchases: CSJ , IEO , IYT , VOT,
  • Added Positions:XLE, VWO, VEU, XES, VEA, XOP, VUG, VTV, EWX, VBR,
  • Reduced Positions:MINT, GOOG, GOOGL, PFF, VTI, BSV, USO, EEM, XLP, VDE,
  • Sold Out:CVX, MDY,

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

These are the top 5 holdings of WP Advisors, LLC

  1. iShares U.S. Preferred Stock ETF ( PFF ) - 272,789 shares, 8.77% of the total portfolio. Shares reduced by 7.52%
  2. Apple Inc ( AAPL ) - 65,040 shares, 8.31% of the total portfolio. Shares reduced by 0.98%
  3. Berkshire Hathaway Inc (BRK.B) - 50,226 shares, 7.63% of the total portfolio. Shares reduced by 0.6%
  4. PIMCO Enhanced Short Maturity Active Exchange-Trad ( MINT ) - 89,977 shares, 7.59% of the total portfolio. Shares reduced by 33.45%
  5. Facebook Inc ( FB ) - 38,539 shares, 5.46% of the total portfolio. Shares reduced by 0.57%

New Purchase: iShares 1-3 Year Credit Bond ETF ( CSJ )

WP Advisors, LLC initiated holdings in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $105.12 and $105.57, with an estimated average price of $105.38. The stock is now traded at around $105.02. The impact to the portfolio due to this purchase was 5%. The holdings were 57,325 shares as of 2017-09-30.

New Purchase: iShares U.S. Oil & Gas Exploration & Production (IEO)

WP Advisors, LLC initiated holdings in iShares U.S. Oil & Gas Exploration & Production. The purchase prices were between $50.7 and $58.9, with an estimated average price of $54.32. The stock is now traded at around $51.16. The impact to the portfolio due to this purchase was 2%. The holdings were 41,012 shares as of 2017-09-30.

New Purchase: iShares Transportation Average (IYT)

WP Advisors, LLC initiated holdings in iShares Transportation Average. The purchase prices were between $162.6 and $178.42, with an estimated average price of $169.86. The stock is now traded at around $165.84. The impact to the portfolio due to this purchase was 0.2%. The holdings were 1,372 shares as of 2017-09-30.

New Purchase: Vanguard Mid-Cap Growth (VOT)

WP Advisors, LLC initiated holdings in Vanguard Mid-Cap Growth. The purchase prices were between $115.95 and $121.75, with an estimated average price of $119.16. The stock is now traded at around $123.94. The impact to the portfolio due to this purchase was 0.17%. The holdings were 1,643 shares as of 2017-09-30.

Sold Out: Chevron Corp (CVX)

WP Advisors, LLC sold out the holdings in Chevron Corp. The sale prices were between $103.04 and $117.99, with an estimated average price of $109.11.

Sold Out: SPDR MidCap Trust Series I (MDY)

WP Advisors, LLC sold out the holdings in SPDR MidCap Trust Series I. The sale prices were between $308.35 and $326.41, with an estimated average price of $317.86.

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

WP Advisors, LLC reduced to the holdings in PIMCO Enhanced Short Maturity Active Exchange-Trad by 33.45%. The sale prices were between $101.62 and $101.81, with an estimated average price of $101.72. The stock is now traded at around $101.72. The impact to the portfolio due to this sale was -3.67%. WP Advisors, LLC still held 89,977 shares as of 2017-09-30.

Reduced: Alphabet Inc (GOOG)

WP Advisors, LLC reduced to the holdings in Alphabet Inc by 86.99%. The sale prices were between $898.7 and $980.34, with an estimated average price of $930.63. The stock is now traded at around $1024.15. The impact to the portfolio due to this sale was -1.24%. WP Advisors, LLC still held 256 shares as of 2017-09-30.

Reduced: Alphabet Inc (GOOGL)

WP Advisors, LLC reduced to the holdings in Alphabet Inc by 65.14%. The sale prices were between $919.46 and $998.31, with an estimated average price of $947.7. The stock is now traded at around $1040.58. The impact to the portfolio due to this sale was -0.75%. WP Advisors, LLC still held 539 shares as of 2017-09-30.

Reduced: Vanguard Total Stock Market (VTI)

WP Advisors, LLC reduced to the holdings in Vanguard Total Stock Market by 35.95%. The sale prices were between $123.66 and $129.52, with an estimated average price of $126.62. The stock is now traded at around $132.26. The impact to the portfolio due to this sale was -0.15%. WP Advisors, LLC still held 2,786 shares as of 2017-09-30.

Reduced: Vanguard Short-Term Bond (BSV)

WP Advisors, LLC reduced to the holdings in Vanguard Short-Term Bond by 20.7%. The sale prices were between $79.68 and $80.21, with an estimated average price of $79.95. The stock is now traded at around $79.54. The impact to the portfolio due to this sale was -0.13%. WP Advisors, LLC still held 7,702 shares as of 2017-09-30.

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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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