- New Purchases: GXC, SCHV, GE, CVS,
- Added Positions: AGG, EFA, FF, TGNA, PBI, XOM, TCRD, R, XRX, GBDC,
- Reduced Positions: SPY, QQQ, ANTM, IWD, SPOK, KSS, TEVA, ATGE, VIAB, IVV,
- Sold Out: AOA, TIP,
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.- Invesco QQQ Trust Series 1 (QQQ) - 157,887 shares, 15.4% of the total portfolio. Shares reduced by 12.18%
- SPDR S&P 500 (SPY) - 84,715 shares, 13.25% of the total portfolio. Shares reduced by 14.39%
- iShares MSCI EAFE (EFA) - 243,417 shares, 10.02% of the total portfolio. Shares added by 1.84%
- iShares MSCI Emerging Index Fund (EEM) - 366,123 shares, 10% of the total portfolio. Shares reduced by 0.14%
- iShares Russell 1000 Value (IWD) - 104,288 shares, 7.34% of the total portfolio. Shares reduced by 16.22%
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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