In This Article:
- By insider
Investment company Relaxing Retirement Coach buys The Travelers Inc, sells Vanguard Growth during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Relaxing Retirement Coach. As of 2019Q1, Relaxing Retirement Coach owns 42 stocks with a total value of $259 million. These are the details of the buys and sells.
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New Purchases: TRV,
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Added Positions: IJR, FNDA, EWX, SCHH, SPDW, VOE,
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Reduced Positions: SCHO, SCHC, VTV, SCHV, SCHE, BWZ, VOT, SCHR, FLRN, SCHM, IVV, SCHA, SCHG, EFG, SUB, VBK, VWO, VOOG, VSS,
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Sold Out: VUG,
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Warning! GuruFocus has detected 3 Warning Signs with WFC. Click here to check it out.
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The intrinsic value of TRV
For the details of Relaxing Retirement Coach's stock buys and sells,
go to https://www.gurufocus.com/guru/relaxing+retirement+coach/current-portfolio/portfolio
These are the top 5 holdings of Relaxing Retirement Coach
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iShares Core S&P Mid-Cap (IJH) - 122,505 shares, 8.96% of the total portfolio. Shares added by 0.12%
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Schwab U.S. Large-Cap (SCHX) - 291,129 shares, 7.60% of the total portfolio. Shares reduced by 0.93%
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iShares Core S&P 500 (IVV) - 57,375 shares, 6.31% of the total portfolio. Shares reduced by 1.19%
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SPDR Bloomberg Barclays Short Term International T (BWZ) - 476,332 shares, 5.62% of the total portfolio. Shares reduced by 1.73%
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Schwab Short-Term U.S. Treasury (SCHO) - 280,995 shares, 5.45% of the total portfolio. Shares reduced by 7.16%
New Purchase: The Travelers Companies Inc (TRV)
Relaxing Retirement Coach initiated holding in The Travelers Companies Inc. The purchase prices were between $115.26 and $137.16, with an estimated average price of $127.77. The stock is now traded at around $136.61. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,600 shares as of .
Sold Out: Vanguard Growth (VUG)
Relaxing Retirement Coach sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.
Here is the complete portfolio of Relaxing Retirement Coach. Also check out:
1. Relaxing Retirement Coach's Undervalued Stocks
2. Relaxing Retirement Coach's Top Growth Companies, and
3. Relaxing Retirement Coach's High Yield stocks
4. Stocks that Relaxing Retirement Coach keeps buyingThis article first appeared on GuruFocus.
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Warning! GuruFocus has detected 3 Warning Signs with WFC. Click here to check it out.
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The intrinsic value of TRV