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Colorado Capital Management, Inc. Buys Community Bank System Inc, WisdomTree Europe Quality ...

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·5 min read
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Investment company Colorado Capital Management, Inc. (Current Portfolio) buys Community Bank System Inc, WisdomTree Europe Quality Dividend Growth Fund, Abbott Laboratories, Novo Nordisk A/S, AbbVie Inc, sells JPMorgan Ultra-Short Income ETF, iShares 1-3 Year Treasury Bond ETF, iShares Russell Mid-Cap ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Colorado Capital Management, Inc.. As of 2021Q4, Colorado Capital Management, Inc. owns 78 stocks with a total value of $142 million. These are the details of the buys and sells.

  • New Purchases: CBU, EUDG, ABT, NVO, ABBV, ICF, PG, IJK,

  • Added Positions: NUSC, PBD, IUSG, NULV, QCLN, VTIP, DIS,

  • Reduced Positions: VTV, MUB, SPY, AAPL, JPST, IWF, IVW, IWR, EFA, SCHM, IWD, VCIT, IJR, PHB, MSFT, IVV, IWM, SUSA, EMLP, AMZN, PRF, RSP, IYR, IJH, GOOGL, VWO, SCHX, FB, IHDG, DGS, DGRW, TMO, HD, DES, BND,

  • Sold Out: SHY,


For the details of Colorado Capital Management, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/colorado+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Colorado Capital Management, Inc.

  1. S&P 500 ETF TRUST ETF (SPY) - 16,018 shares, 5.37% of the total portfolio. Shares reduced by 4.93%

  2. S&P MidCap 400 ETF (MDY) - 14,340 shares, 5.25% of the total portfolio. Shares reduced by 0.45%

  3. iShares Russell 1000 Growth ETF (IWF) - 20,773 shares, 4.48% of the total portfolio. Shares reduced by 3.77%

  4. Dimensional U.S. Small Cap ETF (DFAS) - 102,337 shares, 4.34% of the total portfolio. Shares reduced by 0.25%

  5. Apple Inc (AAPL) - 34,583 shares, 4.33% of the total portfolio. Shares reduced by 5.73%

New Purchase: Community Bank System Inc (CBU)

Colorado Capital Management, Inc. initiated holding in Community Bank System Inc. The purchase prices were between $70.11 and $76.17, with an estimated average price of $73. The stock is now traded at around $70.980000. The impact to a portfolio due to this purchase was 0.32%. The holding were 6,078 shares as of 2021-12-31.

New Purchase: WisdomTree Europe Quality Dividend Growth Fund (EUDG)

Colorado Capital Management, Inc. initiated holding in WisdomTree Europe Quality Dividend Growth Fund. The purchase prices were between $31.99 and $34.49, with an estimated average price of $33.25. The stock is now traded at around $32.341600. The impact to a portfolio due to this purchase was 0.29%. The holding were 11,818 shares as of 2021-12-31.

New Purchase: Abbott Laboratories (ABT)

Colorado Capital Management, Inc. initiated holding in Abbott Laboratories. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $120.440000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,554 shares as of 2021-12-31.

New Purchase: Novo Nordisk A/S (NVO)

Colorado Capital Management, Inc. initiated holding in Novo Nordisk A/S. The purchase prices were between $96.55 and $117.08, with an estimated average price of $108.55. The stock is now traded at around $95.440000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,831 shares as of 2021-12-31.

New Purchase: AbbVie Inc (ABBV)

Colorado Capital Management, Inc. initiated holding in AbbVie Inc. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $135.970000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,560 shares as of 2021-12-31.

New Purchase: BTC iShares Cohen & Steers REIT ETF (ICF)

Colorado Capital Management, Inc. initiated holding in BTC iShares Cohen & Steers REIT ETF. The purchase prices were between $65.07 and $76.08, with an estimated average price of $70.32. The stock is now traded at around $66.560000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,789 shares as of 2021-12-31.

Added: Nuveen ESG Large-Cap Value ETF (NULV)

Colorado Capital Management, Inc. added to a holding in Nuveen ESG Large-Cap Value ETF by 20.09%. The purchase prices were between $36.02 and $38.9, with an estimated average price of $37.59. The stock is now traded at around $36.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,680 shares as of 2021-12-31.

Added: The Walt Disney Co (DIS)

Colorado Capital Management, Inc. added to a holding in The Walt Disney Co by 30.03%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $135.420000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,719 shares as of 2021-12-31.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Colorado Capital Management, Inc. sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $85.49 and $86.06, with an estimated average price of $85.72.



Here is the complete portfolio of Colorado Capital Management, Inc.. Also check out:

1. Colorado Capital Management, Inc.'s Undervalued Stocks

2. Colorado Capital Management, Inc.'s Top Growth Companies, and

3. Colorado Capital Management, Inc.'s High Yield stocks

4. Stocks that Colorado Capital Management, Inc. keeps buyingThis article first appeared on GuruFocus.