Crewe Advisors LLC Buys iShares MSCI EAFE Small-Cap ETF, Vanguard S&P 500 ETF, Vanguard Mid-Cap ETF, Sells Semgroup Corp, iShares MSCI EAFE ETF, Apple Inc

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Feb 05, 2020
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Investment company Crewe Advisors LLC (Current Portfolio) buys iShares MSCI EAFE Small-Cap ETF, Vanguard S&P 500 ETF, Vanguard Mid-Cap ETF, International Business Machines Corp, Electronic Arts Inc, sells Semgroup Corp, iShares MSCI EAFE ETF, Apple Inc, iShares S&P 500 Value ETF, Alphabet Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Crewe Advisors LLC. As of 2019Q4, Crewe Advisors LLC owns 255 stocks with a total value of $224 million. These are the details of the buys and sells.

For the details of Crewe Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/crewe+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Crewe Advisors LLC
  1. Pluralsight Inc (PS) - 4,761,680 shares, 36.66% of the total portfolio. Shares reduced by 1.86%
  2. SPDR S&P 500 ETF Trust (SPY) - 73,322 shares, 10.56% of the total portfolio. Shares reduced by 0.5%
  3. iShares Core S&P 500 ETF (IVV) - 54,258 shares, 7.85% of the total portfolio. Shares added by 4.53%
  4. Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF) - 423,352 shares, 6.40% of the total portfolio. Shares reduced by 1.27%
  5. Chevron Corp (CVX) - 113,377 shares, 6.11% of the total portfolio. Shares added by 0.74%
New Purchase: Vanguard Mid-Cap ETF (VO)

Crewe Advisors LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $162.13 and $178.73, with an estimated average price of $172.01. The stock is now traded at around $183.13. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,307 shares as of .

New Purchase: Truist Financial Corp (BBK)

Crewe Advisors LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $48.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 394 shares as of .

New Purchase: Wells Fargo & Co (WFCPL.PFD)

Crewe Advisors LLC initiated holding in Wells Fargo & Co. The purchase prices were between $1439.21 and $1509.5, with an estimated average price of $1476.15. The stock is now traded at around $1541.35. The impact to a portfolio due to this purchase was 0.01%. The holding were 16 shares as of .

New Purchase: Texas Instruments Inc (TXN)

Crewe Advisors LLC initiated holding in Texas Instruments Inc. The purchase prices were between $116.1 and $131.69, with an estimated average price of $123.39. The stock is now traded at around $131.75. The impact to a portfolio due to this purchase was 0.01%. The holding were 112 shares as of .

New Purchase: Becton, Dickinson and Co (BDXA.PFD)

Crewe Advisors LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $58.86 and $65.99, with an estimated average price of $61.97. The stock is now traded at around $67.75. The impact to a portfolio due to this purchase was 0.01%. The holding were 223 shares as of .

New Purchase: New Oriental Education & Technology Group Inc (EDU)

Crewe Advisors LLC initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $108.38 and $127.52, with an estimated average price of $119.84. The stock is now traded at around $130.68. The impact to a portfolio due to this purchase was 0.01%. The holding were 197 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Crewe Advisors LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 389.41%. The purchase prices were between $55.92 and $62.67, with an estimated average price of $60.18. The stock is now traded at around $61.43. The impact to a portfolio due to this purchase was 0.43%. The holding were 19,508 shares as of .

Added: Vanguard S&P 500 ETF (VOO)

Crewe Advisors LLC added to a holding in Vanguard S&P 500 ETF by 3751.06%. 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 $304.99. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,810 shares as of .

Added: International Business Machines Corp (IBM)

Crewe Advisors LLC added to a holding in International Business Machines Corp by 1272.73%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $156.62. The impact to a portfolio due to this purchase was 0.05%. The holding were 755 shares as of .

Added: Electronic Arts Inc (EA)

Crewe Advisors LLC added to a holding in Electronic Arts Inc by 1703.64%. The purchase prices were between $92.53 and $108.55, with an estimated average price of $99.47. The stock is now traded at around $107.50. The impact to a portfolio due to this purchase was 0.05%. The holding were 992 shares as of .

Added: Sony Corp (SNE)

Crewe Advisors LLC added to a holding in Sony Corp by 1452.94%. The purchase prices were between $56.83 and $68.25, with an estimated average price of $62.51. The stock is now traded at around $70.60. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,584 shares as of .

Added: BP PLC (BP)

Crewe Advisors LLC added to a holding in BP PLC by 24.34%. The purchase prices were between $36.37 and $39.83, with an estimated average price of $37.97. The stock is now traded at around $37.73. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,454 shares as of .

Sold Out: Semgroup Corp (SEMG)

Crewe Advisors LLC sold out a holding in Semgroup Corp. The sale prices were between $14.85 and $16.42, with an estimated average price of $15.76.

Sold Out: Expedia Group Inc (EXPE)

Crewe Advisors LLC sold out a holding in Expedia Group Inc. The sale prices were between $94.31 and $138.48, with an estimated average price of $116.71.

Sold Out: Becton, Dickinson and Co (BDX)

Crewe Advisors LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $242.36 and $273.49, with an estimated average price of $255.96.

Sold Out: Broadridge Financial Solutions Inc (BR)

Crewe Advisors LLC sold out a holding in Broadridge Financial Solutions Inc. The sale prices were between $116.84 and $125.81, with an estimated average price of $122.26.

Sold Out: Zoetis Inc (ZTS)

Crewe Advisors LLC sold out a holding in Zoetis Inc. The sale prices were between $116.25 and $133.25, with an estimated average price of $124.34.

Sold Out: S&P Global Inc (SPGI)

Crewe Advisors LLC sold out a holding in S&P Global Inc. The sale prices were between $236.44 and $274.38, with an estimated average price of $260.36.



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