Cumberland Advisors Inc Buys SPDR Select Sector Fund - Technology, PowerShares KBW Bank ...

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Sarasota, FL, based Investment company Cumberland Advisors Inc buys SPDR Select Sector Fund - Technology, PowerShares KBW Bank Portfolio, SPDR S&P Metals & Mining, iShares Edge MSCI Min Vol Emerging Markets, ALPS Sector Dividend Dogs, sells Guggenheim S&P 500 Equal Weight, iShares Core S&P Small-Cap, SPDR S&P Regional Banking, SPDR Series Trust Homebuilders, SPDR S&P 500 during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Cumberland Advisors Inc. As of 2016-12-31, Cumberland Advisors Inc owns 50 stocks with a total value of $130 million. These are the details of the buys and sells.

  • New Purchases: XLK, KBWB, XME, EEMV, SDOG, EWH, SCJ,

  • Added Positions: ITB, QQQ, XOP, EPD, EQM, MMP, SXL,

  • Reduced Positions: RSP, IJR, SPY, DXJ, IGN, HEDJ, IHI, SCZ, AAXJ, EWA,

  • Sold Out: KRE, XHB, EWJ, XLV, SPXL, WNRL,


For the details of CUMBERLAND ADVISORS INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CUMBERLAND+ADVISORS+INC

These are the top 5 holdings of CUMBERLAND ADVISORS INC

  1. Guggenheim S&P 500 Equal Weight (RSP) - 266,015 shares, 17.79% of the total portfolio. Shares reduced by 39.13%

  2. SPDR Select Sector Fund - Technology (XLK) - 215,960 shares, 8.06% of the total portfolio. New Position

  3. iShares Core S&P Small-Cap (IJR) - 70,520 shares, 7.48% of the total portfolio. Shares reduced by 47.24%

  4. iShares North American Tech-Multimedia Networking (IGN) - 174,848 shares, 5.89% of the total portfolio. Shares reduced by 22.79%

  5. iShares U.S. Home Construction (ITB) - 268,380 shares, 5.69% of the total portfolio. Shares added by 17.07%

New Purchase: SPDR Select Sector Fund - Technology (XLK)

Cumberland Advisors Inc initiated holdings in SPDR Select Sector Fund - Technology. The purchase prices were between $46.02 and $49.14, with an estimated average price of $47.46. The stock is now traded at around $49.60. The impact to the portfolio due to this purchase was 8.06%. The holdings were 215,960 shares as of 2016-12-31.

New Purchase: PowerShares KBW Bank Portfolio (KBWB)

Cumberland Advisors Inc initiated holdings in PowerShares KBW Bank Portfolio. The purchase prices were between $36.38 and $48.42, with an estimated average price of $41.22. The stock is now traded at around $47.95. The impact to the portfolio due to this purchase was 5.07%. The holdings were 138,910 shares as of 2016-12-31.

New Purchase: SPDR S&P Metals & Mining (XME)

Cumberland Advisors Inc initiated holdings in SPDR S&P Metals & Mining. The purchase prices were between $24.43 and $33.73, with an estimated average price of $28.26. The stock is now traded at around $32.58. The impact to the portfolio due to this purchase was 2.81%. The holdings were 119,790 shares as of 2016-12-31.

New Purchase: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

Cumberland Advisors Inc initiated holdings in iShares Edge MSCI Min Vol Emerging Markets. The purchase prices were between $49.23 and $54.28, with an estimated average price of $51.77. The stock is now traded at around $50.20. The impact to the portfolio due to this purchase was 2.28%. The holdings were 60,380 shares as of 2016-12-31.

New Purchase: ALPS Sector Dividend Dogs (SDOG)

Cumberland Advisors Inc initiated holdings in ALPS Sector Dividend Dogs. The purchase prices were between $39.06 and $43.34, with an estimated average price of $41.27. The stock is now traded at around $42.57. The impact to the portfolio due to this purchase was 1.27%. The holdings were 39,140 shares as of 2016-12-31.

New Purchase: iShares MSCI Hong Kong Index Fund (EWH)

Cumberland Advisors Inc initiated holdings in iShares MSCI Hong Kong Index Fund. The purchase prices were between $20.29 and $22.25, with an estimated average price of $21.29. The stock is now traded at around $20.78. The impact to the portfolio due to this purchase was 1.09%. The holdings were 72,390 shares as of 2016-12-31.

Added: PowerShares QQQ Trust Series 1 (QQQ)

Cumberland Advisors Inc added to the holdings in PowerShares QQQ Trust Series 1 by 32.71%. The purchase prices were between $113.65 and $120.57, with an estimated average price of $117.53. The stock is now traded at around $122.93. The impact to the portfolio due to this purchase was 0.51%. The holdings were 22,680 shares as of 2016-12-31.

Added: EQT Midstream Partners LP (EQM)

Cumberland Advisors Inc added to the holdings in EQT Midstream Partners LP by 57.14%. The purchase prices were between $69.7 and $78.44, with an estimated average price of $74.09. The stock is now traded at around $75.34. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 220 shares as of 2016-12-31.

Added: Sunoco Logistics Partners LP (SXL)

Cumberland Advisors Inc added to the holdings in Sunoco Logistics Partners LP by 50.00%. The purchase prices were between $22.52 and $28.09, with an estimated average price of $25.27. The stock is now traded at around $24.26. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 690 shares as of 2016-12-31.

Sold Out: SPDR S&P Regional Banking (KRE)

Cumberland Advisors Inc sold out the holdings in SPDR S&P Regional Banking. The sale prices were between $41.71 and $56.03, with an estimated average price of $47.48.

Sold Out: SPDR Series Trust Homebuilders (XHB)

Cumberland Advisors Inc sold out the holdings in SPDR Series Trust Homebuilders. The sale prices were between $30.95 and $35.65, with an estimated average price of $33.28.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Cumberland Advisors Inc sold out the holdings in iShares MSCI Japan Index Fund. The sale prices were between $48.79 and $50.76, with an estimated average price of $49.43.

Sold Out: SPDR Select Sector Fund - Health Care (XLV)

Cumberland Advisors Inc sold out the holdings in SPDR Select Sector Fund - Health Care. The sale prices were between $66.02 and $72.2, with an estimated average price of $69.45.

Sold Out: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Cumberland Advisors Inc sold out the holdings in Direxion Daily S&P 500 Bull 3X Shares. The sale prices were between $86.56 and $111.33, with an estimated average price of $97.42.

Sold Out: Western Refining Logistics LP (WNRL)

Cumberland Advisors Inc sold out the holdings in Western Refining Logistics LP. The sale prices were between $19.5 and $24.28, with an estimated average price of $21.66.

Reduced: Guggenheim S&P 500 Equal Weight (RSP)

Cumberland Advisors Inc reduced to the holdings in Guggenheim S&P 500 Equal Weight by 39.13%. The sale prices were between $80.04 and $88.51, with an estimated average price of $83.81. The stock is now traded at around $88.01. The impact to the portfolio due to this sale was -9.25%. Cumberland Advisors Inc still held 266,015 shares as of 2016-12-31.

Reduced: iShares Core S&P Small-Cap (IJR)

Cumberland Advisors Inc reduced to the holdings in iShares Core S&P Small-Cap by 47.24%. The sale prices were between $115.58 and $140.99, with an estimated average price of $126.85. The stock is now traded at around $138.29. The impact to the portfolio due to this sale was -5.07%. Cumberland Advisors Inc still held 70,520 shares as of 2016-12-31.

Reduced: SPDR S&P 500 (SPY)

Cumberland Advisors Inc reduced to the holdings in SPDR S&P 500 by 54.56%. The sale prices were between $208.55 and $227.22, with an estimated average price of $216.88. The stock is now traded at around $227.10. The impact to the portfolio due to this sale was -2.99%. Cumberland Advisors Inc still held 17,780 shares as of 2016-12-31.

Reduced: WisdomTree Japan Hedged Equity Fund (DXJ)

Cumberland Advisors Inc reduced to the holdings in WisdomTree Japan Hedged Equity Fund by 47.56%. The sale prices were between $42.79 and $51.46, with an estimated average price of $46.11. The stock is now traded at around $50.72. The impact to the portfolio due to this sale was -2.26%. Cumberland Advisors Inc still held 89,899 shares as of 2016-12-31.

Reduced: iShares North American Tech-Multimedia Networking (IGN)

Cumberland Advisors Inc reduced to the holdings in iShares North American Tech-Multimedia Networking by 22.79%. The sale prices were between $39.29 and $44.62, with an estimated average price of $41.79. The stock is now traded at around $43.95. The impact to the portfolio due to this sale was -1.37%. Cumberland Advisors Inc still held 174,848 shares as of 2016-12-31.

Reduced: WisdomTree Europe Hedged Equity Fund (HEDJ)

Cumberland Advisors Inc reduced to the holdings in WisdomTree Europe Hedged Equity Fund by 24.52%. The sale prices were between $52.2 and $57, with an estimated average price of $54.09. The stock is now traded at around $58.05. The impact to the portfolio due to this sale was -0.7%. Cumberland Advisors Inc still held 61,603 shares as of 2016-12-31.



Here is the complete portfolio of CUMBERLAND ADVISORS INC. Also check out:


1. CUMBERLAND ADVISORS INC's Undervalued Stocks

2. CUMBERLAND ADVISORS INC's Top Growth Companies, and

3. CUMBERLAND ADVISORS INC's High Yield stocks

4. Stocks that CUMBERLAND ADVISORS INC keeps buyingThis article first appeared on GuruFocus.


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