Fiduciary Financial Services Of The Southwest Inc Buys Welltower Inc, iShares U.S. Preferred Stock ETF, JPMorgan Chase, Sells General Electric Co, Ventas Inc, Government Properties Income Trust

Investment company Fiduciary Financial Services Of The Southwest Inc buys Welltower Inc, iShares U.S. Preferred Stock ETF, JPMorgan Chase, Caterpillar Inc, Tortoise Energy Infrastructure, Walmart Inc, iShares U.S. Aerospace & Defense, Annaly Capital Management Inc, sells General Electric Co, Ventas Inc, Government Properties Income Trust, Healthcare Realty Trust Inc, Tesla Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Fiduciary Financial Services Of The Southwest Inc . As of 2018-03-31, Fiduciary Financial Services Of The Southwest Inc owns 154 stocks with a total value of $327 million. These are the details of the buys and sells.

For the details of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIDUCIARY+FINANCIAL+SERVICES+OF+THE+SOUTHWEST+INC+

These are the top 5 holdings of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC
  1. Boeing Co (BA) - 42,758 shares, 4.29% of the total portfolio. Shares reduced by 3.45%
  2. American Tower Corp (AMT) - 63,670 shares, 2.83% of the total portfolio. Shares reduced by 0.39%
  3. Enterprise Products Partners LP (EPD) - 363,596 shares, 2.73% of the total portfolio. Shares reduced by 0.53%
  4. Bristol-Myers Squibb Company (BMY) - 137,805 shares, 2.67% of the total portfolio. Shares reduced by 1.5%
  5. Magellan Midstream Partners LP (MMP) - 146,885 shares, 2.62% of the total portfolio. Shares reduced by 1.3%
New Purchase: Welltower Inc (WELL)

Fiduciary Financial Services Of The Southwest Inc initiated holding in Welltower Inc. The purchase prices were between $52.03 and $64.14, with an estimated average price of $56.46. The stock is now traded at around $52.71. The impact to a portfolio due to this purchase was 1.29%. The holding were 77,193 shares as of 2018-03-31.

New Purchase: iShares U.S. Preferred Stock ETF (PFF)

Fiduciary Financial Services Of The Southwest Inc initiated holding in iShares U.S. Preferred Stock ETF. The purchase prices were between $36.79 and $38.19, with an estimated average price of $37.53. The stock is now traded at around $37.14. The impact to a portfolio due to this purchase was 0.39%. The holding were 34,267 shares as of 2018-03-31.

New Purchase: iShares U.S. Aerospace & Defense (ITA)

Fiduciary Financial Services Of The Southwest Inc initiated holding in iShares U.S. Aerospace & Defense. The purchase prices were between $188.35 and $205.3, with an estimated average price of $198.29. The stock is now traded at around $193.81. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,074 shares as of 2018-03-31.

New Purchase: Annaly Capital Management Inc (NLY)

Fiduciary Financial Services Of The Southwest Inc initiated holding in Annaly Capital Management Inc. The purchase prices were between $10.03 and $11.67, with an estimated average price of $10.65. The stock is now traded at around $10.41. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,255 shares as of 2018-03-31.

Added: JPMorgan Chase & Co (JPM)

Fiduciary Financial Services Of The Southwest Inc added to a holding in JPMorgan Chase & Co by 97.34%. The purchase prices were between $107.01 and $118.77, with an estimated average price of $113.23. The stock is now traded at around $109.81. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,585 shares as of 2018-03-31.

Added: Caterpillar Inc (CAT)

Fiduciary Financial Services Of The Southwest Inc added to a holding in Caterpillar Inc by 91.67%. The purchase prices were between $144.29 and $170.89, with an estimated average price of $158.07. The stock is now traded at around $145.49. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,168 shares as of 2018-03-31.

Added: Tortoise Energy Infrastructure Corp. (TYG)

Fiduciary Financial Services Of The Southwest Inc added to a holding in Tortoise Energy Infrastructure Corp. by 22.30%. The purchase prices were between $24.53 and $32.13, with an estimated average price of $29. The stock is now traded at around $28.31. The impact to a portfolio due to this purchase was 0.1%. The holding were 73,208 shares as of 2018-03-31.

Added: Walmart Inc (WMT)

Fiduciary Financial Services Of The Southwest Inc added to a holding in Walmart Inc by 45.70%. The purchase prices were between $85.42 and $109.55, with an estimated average price of $96.5. The stock is now traded at around $88.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,711 shares as of 2018-03-31.

Sold Out: General Electric Co (GE)

Fiduciary Financial Services Of The Southwest Inc sold out a holding in General Electric Co. The sale prices were between $12.89 and $19.02, with an estimated average price of $15.54.

Sold Out: Tesla Inc (TSLA)

Fiduciary Financial Services Of The Southwest Inc sold out a holding in Tesla Inc. The sale prices were between $257.78 and $357.42, with an estimated average price of $329.93.

Reduced: Ventas Inc (VTR)

Fiduciary Financial Services Of The Southwest Inc reduced to a holding in Ventas Inc by 31.72%. The sale prices were between $48.11 and $60.12, with an estimated average price of $52.44. The stock is now traded at around $51.31. The impact to a portfolio due to this sale was -0.16%. Fiduciary Financial Services Of The Southwest Inc still held 20,301 shares as of 2018-03-31.

Reduced: Government Properties Income Trust (GOV)

Fiduciary Financial Services Of The Southwest Inc reduced to a holding in Government Properties Income Trust by 22.51%. The sale prices were between $12.94 and $18.61, with an estimated average price of $15.75. The stock is now traded at around $12.45. The impact to a portfolio due to this sale was -0.1%. Fiduciary Financial Services Of The Southwest Inc still held 64,375 shares as of 2018-03-31.

Reduced: Healthcare Realty Trust Inc (HR)

Fiduciary Financial Services Of The Southwest Inc reduced to a holding in Healthcare Realty Trust Inc by 20.15%. The sale prices were between $26.55 and $32.03, with an estimated average price of $28.56. The stock is now traded at around $27.87. The impact to a portfolio due to this sale was -0.07%. Fiduciary Financial Services Of The Southwest Inc still held 29,994 shares as of 2018-03-31.



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