Lowe fs, LLC Buys ISHARES TRUST, SPDR SERIES TRUST, VanEck Vectors Fallen Angel High Yield Bond ETF, Sells ISHARES TRUST, SPDR SERIES TRUST, iShares 7-10 Year Treasury Bond ETF

Article's Main Image
Investment company Lowe fs, LLC (Current Portfolio) buys ISHARES TRUST, SPDR SERIES TRUST, VanEck Vectors Fallen Angel High Yield Bond ETF, VANGUARD INDEX FDS, Invesco S P 500 Equal Weight ETF, sells ISHARES TRUST, SPDR SERIES TRUST, iShares 7-10 Year Treasury Bond ETF, Badger Meter Inc, Darden Restaurants Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Lowe fs, LLC. As of 2020Q3, Lowe fs, LLC owns 275 stocks with a total value of $180 million. These are the details of the buys and sells.

For the details of Lowe fs, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lowe+fs%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Lowe fs, LLC
  1. SSGA SPDR S&P 500 (SPY) - 147,391 shares, 27.41% of the total portfolio. Shares reduced by 0.65%
  2. ISHARES TRUST (USMV) - 343,062 shares, 12.14% of the total portfolio. Shares reduced by 3.12%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 74,906 shares, 11.56% of the total portfolio. Shares reduced by 5.38%
  4. ISHARES GOLD TRUST (IAU) - 829,917 shares, 8.29% of the total portfolio. Shares added by 4.01%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 135,955 shares, 6.25% of the total portfolio. Shares added by 5.40%
New Purchase: ISHARES TRUST (QLTA)

Lowe fs, LLC initiated holding in ISHARES TRUST. The purchase prices were between $57.71 and $59.45, with an estimated average price of $58.44. The stock is now traded at around $58.00. The impact to a portfolio due to this purchase was 3.01%. The holding were 93,794 shares as of .

New Purchase: SPDR SERIES TRUST (XAR)

Lowe fs, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $82.25 and $93.63, with an estimated average price of $88.71. The stock is now traded at around $92.91. The impact to a portfolio due to this purchase was 0.32%. The holding were 6,645 shares as of .

New Purchase: Arconic Corp (ARNC)

Lowe fs, LLC initiated holding in Arconic Corp. The purchase prices were between $13.07 and $23.08, with an estimated average price of $19.09. The stock is now traded at around $23.33. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,525 shares as of .

New Purchase: Enphase Energy Inc (ENPH)

Lowe fs, LLC initiated holding in Enphase Energy Inc. The purchase prices were between $48.86 and $82.59, with an estimated average price of $66.68. The stock is now traded at around $111.24. The impact to a portfolio due to this purchase was 0.01%. The holding were 159 shares as of .

New Purchase: Hilton Worldwide Holdings Inc (HLT)

Lowe fs, LLC initiated holding in Hilton Worldwide Holdings Inc. The purchase prices were between $73.51 and $94.03, with an estimated average price of $83.54. The stock is now traded at around $89.83. The impact to a portfolio due to this purchase was 0.01%. The holding were 255 shares as of .

New Purchase: Synopsys Inc (SNPS)

Lowe fs, LLC initiated holding in Synopsys Inc. The purchase prices were between $191.04 and $229.36, with an estimated average price of $203.58. The stock is now traded at around $228.94. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of .

Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Lowe fs, LLC added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 58.14%. The purchase prices were between $28.25 and $30.48, with an estimated average price of $29.73. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 0.27%. The holding were 44,145 shares as of .

Added: Invesco S P 500 Equal Weight ETF (RSP)

Lowe fs, LLC added to a holding in Invesco S P 500 Equal Weight ETF by 2033.33%. The purchase prices were between $100.38 and $113.96, with an estimated average price of $107.89. The stock is now traded at around $113.86. The impact to a portfolio due to this purchase was 0.04%. The holding were 640 shares as of .

Added: VANGUARD INDEX FDS (VTI)

Lowe fs, LLC added to a holding in VANGUARD INDEX FDS by 37.60%. The purchase prices were between $157.44 and $181.24, with an estimated average price of $168.12. The stock is now traded at around $178.71. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,343 shares as of .

Added: SELECT SECTOR SPDR (XLB)

Lowe fs, LLC added to a holding in SELECT SECTOR SPDR by 5000.00%. The purchase prices were between $56.47 and $66.87, with an estimated average price of $62.09. The stock is now traded at around $66.53. The impact to a portfolio due to this purchase was 0.03%. The holding were 918 shares as of .

Added: SELECT SECTOR SPDR (XLU)

Lowe fs, LLC added to a holding in SELECT SECTOR SPDR by 71.00%. The purchase prices were between $56.7 and $61.49, with an estimated average price of $59.33. The stock is now traded at around $64.13. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,710 shares as of .

Added: VANGUARD INDEX FDS (VTV)

Lowe fs, LLC added to a holding in VANGUARD INDEX FDS by 421.52%. The purchase prices were between $98.37 and $109.49, with an estimated average price of $104.76. The stock is now traded at around $108.76. The impact to a portfolio due to this purchase was 0.02%. The holding were 412 shares as of .

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Lowe fs, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $121.01 and $122.89, with an estimated average price of $121.81.

Sold Out: Darden Restaurants Inc (DRI)

Lowe fs, LLC sold out a holding in Darden Restaurants Inc. The sale prices were between $71.34 and $100.8, with an estimated average price of $83.05.

Sold Out: Pfizer Inc (PFE)

Lowe fs, LLC sold out a holding in Pfizer Inc. The sale prices were between $33.46 and $39.26, with an estimated average price of $36.91.

Sold Out: Washington REIT (WRE)

Lowe fs, LLC sold out a holding in Washington REIT. The sale prices were between $19.21 and $23.54, with an estimated average price of $21.84.

Sold Out: Occidental Petroleum Corp (OXY)

Lowe fs, LLC sold out a holding in Occidental Petroleum Corp. The sale prices were between $9.99 and $18.18, with an estimated average price of $14.13.

Sold Out: FS KKR Capital Corp (FS5A)

Lowe fs, LLC sold out a holding in FS KKR Capital Corp. The sale prices were between $11.62 and $13.98, with an estimated average price of $13.15.

Reduced: ISHARES TRUST (IYY)

Lowe fs, LLC reduced to a holding in ISHARES TRUST by 30.86%. The sale prices were between $153.25 and $176.91, with an estimated average price of $163.9. The stock is now traded at around $174.45. The impact to a portfolio due to this sale was -0.97%. Lowe fs, LLC still held 23,336 shares as of .

Reduced: SPDR SERIES TRUST (SDY)

Lowe fs, LLC reduced to a holding in SPDR SERIES TRUST by 88.9%. The sale prices were between $88.24 and $98.33, with an estimated average price of $94.3. The stock is now traded at around $97.62. The impact to a portfolio due to this sale was -0.12%. Lowe fs, LLC still held 276 shares as of .

Reduced: Badger Meter Inc (BMI)

Lowe fs, LLC reduced to a holding in Badger Meter Inc by 20.21%. The sale prices were between $60.31 and $67.75, with an estimated average price of $63.83. The stock is now traded at around $81.73. The impact to a portfolio due to this sale was -0.02%. Lowe fs, LLC still held 2,467 shares as of .

Reduced: Merck & Co Inc (MRK)

Lowe fs, LLC reduced to a holding in Merck & Co Inc by 38.02%. The sale prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $79.92. The impact to a portfolio due to this sale was -0.02%. Lowe fs, LLC still held 489 shares as of .

Reduced: VANGUARD TAX MANAG (VEA)

Lowe fs, LLC reduced to a holding in VANGUARD TAX MANAG by 60.73%. The sale prices were between $38.92 and $42.44, with an estimated average price of $41.01. The stock is now traded at around $41.61. The impact to a portfolio due to this sale was -0.01%. Lowe fs, LLC still held 194 shares as of .

Reduced: ISHARES TRUST (IVV)

Lowe fs, LLC reduced to a holding in ISHARES TRUST by 22.22%. The sale prices were between $310.4 and $357.62, with an estimated average price of $331.43. The stock is now traded at around $350.67. The impact to a portfolio due to this sale was less than 0.01%. Lowe fs, LLC still held 84 shares as of .



Here is the complete portfolio of Lowe fs, LLC. Also check out:

1. Lowe fs, LLC's Undervalued Stocks
2. Lowe fs, LLC's Top Growth Companies, and
3. Lowe fs, LLC's High Yield stocks
4. Stocks that Lowe fs, LLC keeps buying