Klingman & Associates, LLC Buys iShares PHLX SOX Semiconductor Sector Index Fund, Vanguard FTSE Developed Markets, First Trust North American Energy Infrastructure F, Sells Apple Inc, Harris Corp, Citizens Financial Group Inc

• New Purchases: SOXX, EMLP, CSX, FSIC,
• Added Positions: IVV, VTIP, IJH, AMJ, IJR, VEA, VNQ, VOO, JPM, MSFT,
• Reduced Positions: AAPL, CFG, JNJ, BRK.B, SPY, GOOG, XRAY, TJX, MA, SCHW,
• Sold Out: HRS, WFC, OMC, ORLY, V, FWONK, GOOGL, QQQ,

For the details of Klingman & Associates, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Klingman+%26+Associates%2C+LLC

1. iShares Core S&P 500 (IVV) - 245,952 shares, 17.52% of the total portfolio. Shares added by 6.02%
2. SPDR S&P 500 (SPY) - 143,329 shares, 10.12% of the total portfolio. Shares reduced by 1.12%
3. iShares Core S&P Mid-Cap (IJH) - 197,773 shares, 9.96% of the total portfolio. Shares added by 4.98%
4. JPMorgan Chase Capital XVI JP Morgan Alerian MLP E (AMJ) - 1,019,745 shares, 6.57% of the total portfolio. Shares added by 6.83%
5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 453,514 shares, 5.95% of the total portfolio. Shares added by 12.43%

Klingman & Associates, LLC initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $165.34 and $196.31, with an estimated average price of $182.63. The stock is now traded at around $168.35. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,400 shares as of 2018-03-31.

Klingman & Associates, LLC initiated holding in First Trust North American Energy Infrastructure F. The purchase prices were between $21.49 and $24.98, with an estimated average price of $23.47. The stock is now traded at around $22.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,696 shares as of 2018-03-31.

Klingman & Associates, LLC initiated holding in CSX Corp. The purchase prices were between $50.47 and $59.26, with an estimated average price of $56.06. The stock is now traded at around $59.99. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,605 shares as of 2018-03-31.

Klingman & Associates, LLC initiated holding in FS Investment Corp. The purchase prices were between $7.05 and $7.8, with an estimated average price of $7.44. The stock is now traded at around $7.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 22,280 shares as of 2018-03-31.

Klingman & Associates, LLC added to a holding in Vanguard FTSE Developed Markets by 36.33%. The purchase prices were between $43.31 and $47.88, with an estimated average price of $45.38. The stock is now traded at around $44.67. The impact to a portfolio due to this purchase was 0.11%. The holding were 35,060 shares as of 2018-03-31.

Klingman & Associates, LLC sold out a holding in Harris Corp. The sale prices were between $142.07 and $162.07, with an estimated average price of $152.75.

Klingman & Associates, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $50.98 and $65.93, with an estimated average price of $59.4.

Klingman & Associates, LLC sold out a holding in Omnicom Group Inc. The sale prices were between $70.19 and $82.78, with an estimated average price of $74.97.

Klingman & Associates, LLC sold out a holding in O'Reilly Automotive Inc. The sale prices were between $238.58 and $275.93, with an estimated average price of $253.71.

Klingman & Associates, LLC sold out a holding in Visa Inc. The sale prices were between $113.86 and $126.32, with an estimated average price of $121.2.

Klingman & Associates, LLC sold out a holding in PowerShares QQQ Trust Series 1. The sale prices were between $153.45 and $174.08, with an estimated average price of $165.12.