Sym Financial Corporation Buys Vanguard Total World Stock Index, Schwab Short-Term U.S. Treasury, Lincoln National Corp, Sells Vanguard Total Stock Market, Corteva Inc, iShares Edge MSCI Min Vol USA

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Apr 28, 2020
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Investment company Sym Financial Corporation (Current Portfolio) buys Vanguard Total World Stock Index, Schwab Short-Term U.S. Treasury, Lincoln National Corp, JPMorgan Chase, Vanguard Total International Stock, sells Vanguard Total Stock Market, Corteva Inc, iShares Edge MSCI Min Vol USA, iShares Edge MSCI USA Momentum Factor, Vanguard Intermediate-Term Corporate Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Sym Financial Corporation. As of 2020Q1, Sym Financial Corporation owns 55 stocks with a total value of $94 million. These are the details of the buys and sells.

For the details of SYM FINANCIAL CORPORATION's stock buys and sells, go to https://www.gurufocus.com/guru/sym+financial+corporation/current-portfolio/portfolio

These are the top 5 holdings of SYM FINANCIAL CORPORATION
  1. Schwab U.S. Broad Market (SCHB) - 400,827 shares, 25.78% of the total portfolio.
  2. Vanguard Total Stock Market (VTI) - 131,345 shares, 18.02% of the total portfolio. Shares reduced by 21.77%
  3. Dow Inc (DOW) - 534,202 shares, 16.63% of the total portfolio. Shares added by 18.93%
  4. DuPont de Nemours Inc (DD) - 449,119 shares, 16.30% of the total portfolio. Shares reduced by 0.01%
  5. Corteva Inc (CTVA) - 259,830 shares, 6.50% of the total portfolio. Shares reduced by 41.91%
New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

Sym Financial Corporation initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.69. The impact to a portfolio due to this purchase was 1.18%. The holding were 21,379 shares as of .

New Purchase: Lincoln National Corp (LNC)

Sym Financial Corporation initiated holding in Lincoln National Corp. The purchase prices were between $17.06 and $61.17, with an estimated average price of $48.04. The stock is now traded at around $32.78. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,737 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

Sym Financial Corporation initiated holding in JPMorgan Chase & Co. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $95.21. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,726 shares as of .

New Purchase: Vanguard Total International Stock (VXUS)

Sym Financial Corporation initiated holding in Vanguard Total International Stock. The purchase prices were between $36.75 and $56.64, with an estimated average price of $51.24. The stock is now traded at around $44.86. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,435 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Sym Financial Corporation initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2321.42. The impact to a portfolio due to this purchase was 0.23%. The holding were 111 shares as of .

New Purchase: iShares MSCI Emerging Index Fund (EEM)

Sym Financial Corporation initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.40. The impact to a portfolio due to this purchase was 0.03%. The holding were 811 shares as of .

Added: Vanguard Total World Stock Index (VT)

Sym Financial Corporation added to a holding in Vanguard Total World Stock Index by 49.19%. The purchase prices were between $54.48 and $83.17, with an estimated average price of $76. The stock is now traded at around $68.54. The impact to a portfolio due to this purchase was 1.67%. The holding were 75,994 shares as of .

Added: Eli Lilly and Co (LLY)

Sym Financial Corporation added to a holding in Eli Lilly and Co by 28.78%. The purchase prices were between $119.05 and $147.35, with an estimated average price of $137.4. The stock is now traded at around $158.87. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,974 shares as of .

Added: General Electric Co (GE)

Sym Financial Corporation added to a holding in General Electric Co by 101.49%. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,202 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

Sym Financial Corporation added to a holding in Vanguard FTSE All World Ex US by 530.51%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $43.57. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,087 shares as of .

Added: iShares iBoxx $ High Yield Corporate Bond (HYG)

Sym Financial Corporation added to a holding in iShares iBoxx $ High Yield Corporate Bond by 76.85%. The purchase prices were between $68.29 and $87.58, with an estimated average price of $83.68. The stock is now traded at around $78.55. The impact to a portfolio due to this purchase was 0.03%. The holding were 909 shares as of .

Added: iShares Russell 2000 (IWM)

Sym Financial Corporation added to a holding in iShares Russell 2000 by 64.34%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $127.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 613 shares as of .

Sold Out: iShares Edge MSCI Min Vol USA (USMV)

Sym Financial Corporation sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $46.61 and $69.67, with an estimated average price of $63.87.

Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)

Sym Financial Corporation sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $90.36 and $137.08, with an estimated average price of $124.42.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Sym Financial Corporation sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $79.78 and $94.82, with an estimated average price of $91.21.

Sold Out: Walmart Inc (WMT)

Sym Financial Corporation sold out a holding in Walmart Inc. The sale prices were between $104.05 and $122.58, with an estimated average price of $115.48.

Sold Out: Chevron Corp (CVX)

Sym Financial Corporation sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Exxon Mobil Corp (XOM)

Sym Financial Corporation sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.



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