- New Purchases: PTY, EEM, FXI, IYE, XLI, VBR,
- Added Positions: IJR, IWP, FGB, IWB, JNJ, AGG, AMLP, GLD, CVX, VOE,
- Reduced Positions: DWDP, MFSF, SPY, IWF, AAPL, XOM, INTC, MSFT, ZBH, LKFN,
- Sold Out: ADM, BRK.B, SRCE, BA, VEU, VXF, MCD, IWD, FB, PEP,
For the details of SYM FINANCIAL CORPORATION's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SYM+FINANCIAL+CORPORATION
These are the top 5 holdings of SYM FINANCIAL CORPORATION- DowDuPont Inc (DWDP) - 1,346,833 shares, 53.18% of the total portfolio. Shares reduced by 22.9%
- Vanguard Total Stock Market (VTI) - 275,454 shares, 23.17% of the total portfolio. Shares reduced by 0.33%
- Schwab U.S. Broad Market (SCHB) - 432,162 shares, 17.09% of the total portfolio.
- iShares MSCI ACWI Index Fund (ACWI) - 16,239 shares, 0.72% of the total portfolio. Shares reduced by 2.18%
- Eli Lilly and Co (LLY) - 10,687 shares, 0.51% of the total portfolio. Shares reduced by 2.81%
Sym Financial Corporation initiated holding in PIMCO Corporate & Income Oppurtunity Fds. The purchase prices were between $15.96 and $16.92, with an estimated average price of $16.53. The stock is now traded at around $17.77. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,068 shares as of 2018-03-31.
New Purchase: iShares MSCI Emerging Index Fund (EEM)Sym Financial Corporation initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $45.69 and $52.08, with an estimated average price of $49.03. The stock is now traded at around $46.48. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,476 shares as of 2018-03-31.
New Purchase: iShares China Large-Cap (FXI)Sym Financial Corporation initiated holding in iShares China Large-Cap. The purchase prices were between $45.97 and $54, with an estimated average price of $49.1. The stock is now traded at around $47.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,012 shares as of 2018-03-31.
New Purchase: iShares U.S. Energy (IYE)Sym Financial Corporation initiated holding in iShares U.S. Energy. The purchase prices were between $36.21 and $42.68, with an estimated average price of $38.78. The stock is now traded at around $42.47. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,154 shares as of 2018-03-31.
New Purchase: SPDR Select Sector Fund - Industrial (XLI)Sym Financial Corporation initiated holding in SPDR Select Sector Fund - Industrial. The purchase prices were between $72.74 and $80.66, with an estimated average price of $77.06. The stock is now traded at around $74.33. The impact to a portfolio due to this purchase was 0.01%. The holding were 273 shares as of 2018-03-31.
New Purchase: Vanguard Small-Cap Value (VBR)Sym Financial Corporation initiated holding in Vanguard Small-Cap Value. The purchase prices were between $125.45 and $138.26, with an estimated average price of $132.56. The stock is now traded at around $133.84. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 27 shares as of 2018-03-31.
Added: iShares Core S&P Small-Cap (IJR)Sym Financial Corporation added to a holding in iShares Core S&P Small-Cap by 3241.67%. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $80.82. The impact to a portfolio due to this purchase was 0.02%. The holding were 401 shares as of 2018-03-31.
Added: iShares Russell 1000 (IWB)Sym Financial Corporation added to a holding in iShares Russell 1000 by 33.95%. The purchase prices were between $143.4 and $159.28, with an estimated average price of $151.89. The stock is now traded at around $150.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 793 shares as of 2018-03-31.
Added: iShares Russell Midcap Growth (IWP)Sym Financial Corporation added to a holding in iShares Russell Midcap Growth by 171.54%. The purchase prices were between $117.26 and $129.86, with an estimated average price of $124.85. The stock is now traded at around $125.87. The impact to a portfolio due to this purchase was 0.02%. The holding were 334 shares as of 2018-03-31.
Added: Vanguard Mid-Cap Value (VOE)Sym Financial Corporation added to a holding in Vanguard Mid-Cap Value by 300.00%. The purchase prices were between $106.67 and $117.78, with an estimated average price of $112.47. The stock is now traded at around $110.51. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 36 shares as of 2018-03-31.
Sold Out: Archer-Daniels Midland Co (ADM)Sym Financial Corporation sold out a holding in Archer-Daniels Midland Co. The sale prices were between $39.78 and $44.53, with an estimated average price of $42.09.
Sold Out: Berkshire Hathaway Inc (BRK.B)Sym Financial Corporation sold out a holding in Berkshire Hathaway Inc. The sale prices were between $191.42 and $217.25, with an estimated average price of $205.28.
Sold Out: 1st Source Corp (SRCE)Sym Financial Corporation sold out a holding in 1st Source Corp. The sale prices were between $48.95 and $53.78, with an estimated average price of $51.31.
Sold Out: Boeing Co (BA)Sym Financial Corporation sold out a holding in Boeing Co. The sale prices were between $294.91 and $364.64, with an estimated average price of $337.41.
Sold Out: Vanguard FTSE All World Ex US (VEU)Sym Financial Corporation sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $52.99 and $58.89, with an estimated average price of $55.73.
Sold Out: Vanguard Extended Market (VXF)Sym Financial Corporation sold out a holding in Vanguard Extended Market. The sale prices were between $107.1 and $117.7, with an estimated average price of $113.55.
Reduced: DowDuPont Inc (DWDP)Sym Financial Corporation reduced to a holding in DowDuPont Inc by 22.9%. The sale prices were between $62.41 and $77.02, with an estimated average price of $71.42. The stock is now traded at around $67.15. The impact to a portfolio due to this sale was -13.05%. Sym Financial Corporation still held 1,346,833 shares as of 2018-03-31.
Reduced: MutualFirst Financial Inc (MFSF)Sym Financial Corporation reduced to a holding in MutualFirst Financial Inc by 82.17%. The sale prices were between $34.35 and $39.2, with an estimated average price of $36.71. The stock is now traded at around $36.00. The impact to a portfolio due to this sale was -0.54%. Sym Financial Corporation still held 6,698 shares as of 2018-03-31.
Reduced: SPDR S&P 500 (SPY)Sym Financial Corporation reduced to a holding in SPDR S&P 500 by 76.2%. The sale prices were between $256.6 and $285.44, with an estimated average price of $272.01. The stock is now traded at around $271.10. The impact to a portfolio due to this sale was -0.38%. Sym Financial Corporation still held 971 shares as of 2018-03-31.
Reduced: iShares Russell 1000 Growth (IWF)Sym Financial Corporation reduced to a holding in iShares Russell 1000 Growth by 90.35%. The sale prices were between $131.66 and $146.1, with an estimated average price of $140.17. The stock is now traded at around $141.06. The impact to a portfolio due to this sale was -0.14%. Sym Financial Corporation still held 234 shares as of 2018-03-31.
Reduced: Apple Inc (AAPL)Sym Financial Corporation reduced to a holding in Apple Inc by 27.79%. The sale prices were between $155.15 and $181.72, with an estimated average price of $172.19. The stock is now traded at around $186.44. The impact to a portfolio due to this sale was -0.12%. Sym Financial Corporation still held 4,035 shares as of 2018-03-31.
Reduced: Exxon Mobil Corp (XOM)Sym Financial Corporation reduced to a holding in Exxon Mobil Corp by 25.86%. The sale prices were between $72.81 and $89.07, with an estimated average price of $80.06. The stock is now traded at around $81.79. The impact to a portfolio due to this sale was -0.1%. Sym Financial Corporation still held 7,061 shares as of 2018-03-31.
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