Personal Resources Investment & Strategic Manageme Buys SPDR S&P China, Schwab U.S. Large-Cap Value, General Electric Co, Sells Anthem Inc, Spok Holdings Inc, Kohl's Corp

Investment company Personal Resources Investment & Strategic Manageme buys SPDR S&P China, Schwab U.S. Large-Cap Value, General Electric Co, CVS Health Corp, Exxon Mobil Corp, ZIOPHARM Oncology Inc, sells Anthem Inc, Spok Holdings Inc, Kohl's Corp, Teva Pharmaceutical Industries, iShares Core S&P 500 during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Personal Resources Investment & Strategic Manageme. As of 2018-03-31, Personal Resources Investment & Strategic Manageme owns 50 stocks with a total value of $174 million. These are the details of the buys and sells.

For the details of Personal Resources Investment & Strategic Management, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Personal+Resources+Investment+%26+Strategic+Management%2C+Inc.

These are the top 5 holdings of Personal Resources Investment & Strategic Management, Inc.
  1. Invesco QQQ Trust Series 1 (QQQ) - 157,887 shares, 15.4% of the total portfolio. Shares reduced by 12.18%
  2. SPDR S&P 500 (SPY) - 84,715 shares, 13.25% of the total portfolio. Shares reduced by 14.39%
  3. iShares MSCI EAFE (EFA) - 243,417 shares, 10.02% of the total portfolio. Shares added by 1.84%
  4. iShares MSCI Emerging Index Fund (EEM) - 366,123 shares, 10% of the total portfolio. Shares reduced by 0.14%
  5. iShares Russell 1000 Value (IWD) - 104,288 shares, 7.34% of the total portfolio. Shares reduced by 16.22%
New Purchase: SPDR S&P China (GXC)

Personal Resources Investment & Strategic Manageme initiated holding in SPDR S&P China. The purchase prices were between $105.78 and $123.84, with an estimated average price of $114.49. The stock is now traded at around $115.45. The impact to a portfolio due to this purchase was 3.45%. The holding were 53,043 shares as of 2018-03-31.

New Purchase: Schwab U.S. Large-Cap Value (SCHV)

Personal Resources Investment & Strategic Manageme initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $51.54 and $58, with an estimated average price of $54.95. The stock is now traded at around $54.04. The impact to a portfolio due to this purchase was 1.8%. The holding were 58,120 shares as of 2018-03-31.

New Purchase: General Electric Co (GE)

Personal Resources Investment & Strategic Manageme initiated holding in General Electric Co. The purchase prices were between $12.89 and $19.02, with an estimated average price of $15.54. The stock is now traded at around $13.80. The impact to a portfolio due to this purchase was 1.53%. The holding were 181,377 shares as of 2018-03-31.

New Purchase: CVS Health Corp (CVS)

Personal Resources Investment & Strategic Manageme initiated holding in CVS Health Corp. The purchase prices were between $60.6 and $83.63, with an estimated average price of $71.75. The stock is now traded at around $63.33. The impact to a portfolio due to this purchase was 0.85%. The holding were 23,722 shares as of 2018-03-31.

Added: Exxon Mobil Corp (XOM)

Personal Resources Investment & Strategic Manageme added to a holding in Exxon Mobil Corp by 30.44%. The purchase prices were between $72.81 and $89.07, with an estimated average price of $80.06. The stock is now traded at around $80.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,285 shares as of 2018-03-31.

Added: ZIOPHARM Oncology Inc (ZIOP)

Personal Resources Investment & Strategic Manageme added to a holding in ZIOPHARM Oncology Inc by 27.71%. The purchase prices were between $3.46 and $5.14, with an estimated average price of $4.15. The stock is now traded at around $4.42. The impact to a portfolio due to this purchase was 0.01%. The holding were 18,812 shares as of 2018-03-31.

Sold Out: iShares Core Aggressive Allocation (AOA)

Personal Resources Investment & Strategic Manageme sold out a holding in iShares Core Aggressive Allocation. The sale prices were between $52.32 and $56.92, with an estimated average price of $54.58.

Sold Out: iShares TIPS Bond (TIP)

Personal Resources Investment & Strategic Manageme sold out a holding in iShares TIPS Bond. The sale prices were between $111.39 and $113.94, with an estimated average price of $112.57.



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