Cetera Investment Advisers Buys Vanguard Mega Cap Growth ETF, Vanguard S&P 500 ETF, Vanguard Total World Stock Index Fund, Sells Colony Credit Real Estate Inc, Yum Brands Inc, iShares 7-10 Year Treasury Bond ETF

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Feb 10, 2020
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Investment company Cetera Investment Advisers (Current Portfolio) buys Vanguard Mega Cap Growth ETF, Vanguard S&P 500 ETF, Vanguard Total World Stock Index Fund, iShares Edge MSCI Min Volatility USA ETF, iShares 1-3 Year Credit Bond ETF, sells Colony Credit Real Estate Inc, Yum Brands Inc, iShares 7-10 Year Treasury Bond ETF, Canadian National Railway Co, SunTrust Banks Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Cetera Investment Advisers. As of 2019Q4, Cetera Investment Advisers owns 540 stocks with a total value of $921 million. These are the details of the buys and sells.

For the details of Cetera Investment Advisers's stock buys and sells, go to https://www.gurufocus.com/guru/cetera+investment+advisers/current-portfolio/portfolio

These are the top 5 holdings of Cetera Investment Advisers
  1. Vanguard Growth ETF (VUG) - 157,002 shares, 3.10% of the total portfolio. Shares added by 5.81%
  2. Apple Inc (AAPL) - 71,424 shares, 2.28% of the total portfolio. Shares added by 12.74%
  3. First Trust Value Line Dividend Index Fund (FVD) - 564,394 shares, 2.21% of the total portfolio. Shares added by 8.99%
  4. SPDR S&P Dividend ETF (SDY) - 174,134 shares, 2.04% of the total portfolio. Shares added by 3.08%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 88,097 shares, 2.03% of the total portfolio. Shares reduced by 1.17%
New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Cetera Investment Advisers initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $65.75 and $67.26, with an estimated average price of $66.31. The stock is now traded at around $66.97. The impact to a portfolio due to this purchase was 0.46%. The holding were 64,224 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)

Cetera Investment Advisers initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.61. The impact to a portfolio due to this purchase was 0.43%. The holding were 78,313 shares as of .

New Purchase: SPDR Barclays Aggregate Bond ETF (SPAB)

Cetera Investment Advisers initiated holding in SPDR Barclays Aggregate Bond ETF. The purchase prices were between $29.24 and $29.77, with an estimated average price of $29.47. The stock is now traded at around $29.86. The impact to a portfolio due to this purchase was 0.42%. The holding were 131,452 shares as of .

New Purchase: SPDR Blackstone/GSO Senior Loan ETF (SRLN)

Cetera Investment Advisers initiated holding in SPDR Blackstone/GSO Senior Loan ETF. The purchase prices were between $45.64 and $46.71, with an estimated average price of $46.09. The stock is now traded at around $46.37. The impact to a portfolio due to this purchase was 0.27%. The holding were 54,253 shares as of .

New Purchase: iShares S&P 100 ETF (OEF)

Cetera Investment Advisers initiated holding in iShares S&P 100 ETF. The purchase prices were between $127.66 and $144.69, with an estimated average price of $137.55. The stock is now traded at around $150.05. The impact to a portfolio due to this purchase was 0.14%. The holding were 8,725 shares as of .

New Purchase: VF Corp (VFC)

Cetera Investment Advisers initiated holding in VF Corp. The purchase prices were between $81.18 and $99.96, with an estimated average price of $89.78. The stock is now traded at around $82.96. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,351 shares as of .

Added: Vanguard Mega Cap Growth ETF (MGK)

Cetera Investment Advisers added to a holding in Vanguard Mega Cap Growth ETF by 2248.75%. The purchase prices were between $128.65 and $146.41, with an estimated average price of $138.37. The stock is now traded at around $156.80. The impact to a portfolio due to this purchase was 0.92%. The holding were 60,856 shares as of .

Added: Vanguard S&P 500 ETF (VOO)

Cetera Investment Advisers added to a holding in Vanguard S&P 500 ETF by 138.12%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $305.33. The impact to a portfolio due to this purchase was 0.79%. The holding were 42,641 shares as of .

Added: Vanguard Total World Stock Index Fund (VT)

Cetera Investment Advisers added to a holding in Vanguard Total World Stock Index Fund by 160.07%. The purchase prices were between $72.8 and $81.27, with an estimated average price of $77.92. The stock is now traded at around $81.82. The impact to a portfolio due to this purchase was 0.57%. The holding were 105,047 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Cetera Investment Advisers added to a holding in iShares 1-3 Year Credit Bond ETF by 615.96%. The purchase prices were between $53.05 and $53.54, with an estimated average price of $53.25. The stock is now traded at around $53.97. The impact to a portfolio due to this purchase was 0.52%. The holding were 102,568 shares as of .

Added: iShares Edge MSCI Min Volatility USA ETF (USMV)

Cetera Investment Advisers added to a holding in iShares Edge MSCI Min Volatility USA ETF by 85.36%. The purchase prices were between $62.68 and $65.67, with an estimated average price of $64.26. The stock is now traded at around $68.39. The impact to a portfolio due to this purchase was 0.52%. The holding were 160,164 shares as of .

Added: iShares Core Dividend Growth ETF (DGRO)

Cetera Investment Advisers added to a holding in iShares Core Dividend Growth ETF by 81.21%. The purchase prices were between $37.67 and $42.2, with an estimated average price of $40.29. The stock is now traded at around $42.65. The impact to a portfolio due to this purchase was 0.32%. The holding were 157,120 shares as of .

Sold Out: SunTrust Banks Inc (STI)

Cetera Investment Advisers sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: American Airlines Group Inc (AAL)

Cetera Investment Advisers sold out a holding in American Airlines Group Inc. The sale prices were between $25.27 and $31.36, with an estimated average price of $28.56.

Sold Out: BCE Inc (BCE)

Cetera Investment Advisers sold out a holding in BCE Inc. The sale prices were between $46.11 and $49.09, with an estimated average price of $47.85.

Sold Out: Canopy Growth Corp (CGC)

Cetera Investment Advisers sold out a holding in Canopy Growth Corp. The sale prices were between $14.22 and $23.38, with an estimated average price of $19.8.

Sold Out: Kimco Realty Corp (KIM)

Cetera Investment Advisers sold out a holding in Kimco Realty Corp. The sale prices were between $20.31 and $21.77, with an estimated average price of $20.99.

Sold Out: Slack Technologies Inc (WORK)

Cetera Investment Advisers sold out a holding in Slack Technologies Inc. The sale prices were between $20.13 and $26.05, with an estimated average price of $22.24.



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