Ibex Wealth Advisors Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares U.S. Preferred Stock ETF, Vanguard Intermediate-Term Corporate Bond ETF, Sells Comcast Corp, BlackRock Inc, MetLife Inc

Investment company Ibex Wealth Advisors buys PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares U.S. Preferred Stock ETF, Vanguard Intermediate-Term Corporate Bond ETF, SPDR Bloomberg Barclays Convertible Securities, SPDR S&P 500, Apple Inc, Helmerich & Payne Inc, SunTrust Banks Inc, iShares Edge MSCI Min Vol Emerging Markets, Citizens Financial Group Inc, sells Comcast Corp, BlackRock Inc, MetLife Inc, Alphabet Inc, US Bancorp during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Ibex Wealth Advisors. As of 2018-03-31, Ibex Wealth Advisors owns 82 stocks with a total value of $240 million. These are the details of the buys and sells.

For the details of IBEX WEALTH ADVISORS's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=IBEX+WEALTH+ADVISORS

These are the top 5 holdings of IBEX WEALTH ADVISORS
  1. Microsoft Corp (MSFT) - 106,288 shares, 3.92% of the total portfolio. Shares added by 0.41%
  2. Verizon Communications Inc (VZ) - 171,723 shares, 3.37% of the total portfolio. Shares reduced by 2.39%
  3. AT&T Inc (T) - 196,912 shares, 2.88% of the total portfolio. Shares reduced by 0.32%
  4. UnitedHealth Group Inc (UNH) - 29,109 shares, 2.63% of the total portfolio. Shares reduced by 5.03%
  5. NVIDIA Corp (NVDA) - 27,942 shares, 2.57% of the total portfolio. Shares reduced by 13.33%
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Ibex Wealth Advisors initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.45 and $101.71, with an estimated average price of $101.57. The stock is now traded at around $101.47. The impact to a portfolio due to this purchase was 1.75%. The holding were 41,520 shares as of 2018-03-31.

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

Ibex Wealth Advisors 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 $37.48. The impact to a portfolio due to this purchase was 1.67%. The holding were 107,278 shares as of 2018-03-31.

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Ibex Wealth Advisors initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $84.13 and $87.24, with an estimated average price of $85.46. The stock is now traded at around $83.32. The impact to a portfolio due to this purchase was 1.66%. The holding were 47,042 shares as of 2018-03-31.

New Purchase: SPDR Bloomberg Barclays Convertible Securities (CWB)

Ibex Wealth Advisors initiated holding in SPDR Bloomberg Barclays Convertible Securities. The purchase prices were between $49.67 and $53.7, with an estimated average price of $52.11. The stock is now traded at around $54.64. The impact to a portfolio due to this purchase was 1.66%. The holding were 78,808 shares as of 2018-03-31.

New Purchase: SPDR S&P 500 (SPY)

Ibex Wealth Advisors initiated holding in SPDR S&P 500. The purchase prices were between $256.6 and $285.44, with an estimated average price of $272.01. The stock is now traded at around $278.95. The impact to a portfolio due to this purchase was 1.63%. The holding were 15,226 shares as of 2018-03-31.

New Purchase: Apple Inc (AAPL)

Ibex Wealth Advisors initiated holding in Apple Inc. The purchase prices were between $155.15 and $181.72, with an estimated average price of $172.19. The stock is now traded at around $192.02. The impact to a portfolio due to this purchase was 1.27%. The holding were 18,254 shares as of 2018-03-31.

Added: Fiserv Inc (FISV)

Ibex Wealth Advisors added to a holding in Fiserv Inc by 101.42%. The purchase prices were between $64.59 and $74.22, with an estimated average price of $70.24. The stock is now traded at around $76.33. The impact to a portfolio due to this purchase was 0.6%. The holding were 41,026 shares as of 2018-03-31.

Added: Cisco Systems Inc (CSCO)

Ibex Wealth Advisors added to a holding in Cisco Systems Inc by 37.71%. The purchase prices were between $38.77 and $45.55, with an estimated average price of $42.41. The stock is now traded at around $44.44. The impact to a portfolio due to this purchase was 0.57%. The holding were 122,096 shares as of 2018-03-31.

Added: PNC Financial Services Group Inc (PNC)

Ibex Wealth Advisors added to a holding in PNC Financial Services Group Inc by 53.88%. The purchase prices were between $144.59 and $162.45, with an estimated average price of $155.27. The stock is now traded at around $146.15. The impact to a portfolio due to this purchase was 0.53%. The holding were 24,537 shares as of 2018-03-31.

Added: Danaher Corp (DHR)

Ibex Wealth Advisors added to a holding in Danaher Corp by 219.72%. The purchase prices were between $92.16 and $103.8, with an estimated average price of $98.67. The stock is now traded at around $103.18. The impact to a portfolio due to this purchase was 0.45%. The holding were 16,261 shares as of 2018-03-31.

Added: Williams Partners LP (WPZ)

Ibex Wealth Advisors added to a holding in Williams Partners LP by 79.59%. The purchase prices were between $34.43 and $43.49, with an estimated average price of $39.05. The stock is now traded at around $40.09. The impact to a portfolio due to this purchase was 0.35%. The holding were 56,622 shares as of 2018-03-31.

Added: The Estee Lauder Companies Inc (EL)

Ibex Wealth Advisors added to a holding in The Estee Lauder Companies Inc by 20.83%. The purchase prices were between $127.24 and $149.72, with an estimated average price of $138.18. The stock is now traded at around $156.48. The impact to a portfolio due to this purchase was 0.14%. The holding were 13,288 shares as of 2018-03-31.

Sold Out: Comcast Corp (CMCSA)

Ibex Wealth Advisors sold out a holding in Comcast Corp. The sale prices were between $32.99 and $42.99, with an estimated average price of $38.79.

Sold Out: BlackRock Inc (BLK)

Ibex Wealth Advisors sold out a holding in BlackRock Inc. The sale prices were between $508.97 and $593.26, with an estimated average price of $548.38.

Sold Out: MetLife Inc (MET)

Ibex Wealth Advisors sold out a holding in MetLife Inc. The sale prices were between $44.08 and $54.77, with an estimated average price of $48.52.

Sold Out: Alphabet Inc (GOOGL)

Ibex Wealth Advisors sold out a holding in Alphabet Inc. The sale prices were between $1005.18 and $1187.56, with an estimated average price of $1108.89.

Sold Out: US Bancorp (USB)

Ibex Wealth Advisors sold out a holding in US Bancorp. The sale prices were between $49.25 and $58.11, with an estimated average price of $54.7.

Sold Out: Amgen Inc (AMGN)

Ibex Wealth Advisors sold out a holding in Amgen Inc. The sale prices were between $169.43 and $198, with an estimated average price of $183.57.

Reduced: Chevron Corp (CVX)

Ibex Wealth Advisors reduced to a holding in Chevron Corp by 32.1%. The sale prices were between $109.06 and $133.6, with an estimated average price of $119.74. The stock is now traded at around $126.80. The impact to a portfolio due to this sale was -0.63%. Ibex Wealth Advisors still held 23,495 shares as of 2018-03-31.

Reduced: The Home Depot Inc (HD)

Ibex Wealth Advisors reduced to a holding in The Home Depot Inc by 23.29%. The sale prices were between $171.8 and $207.23, with an estimated average price of $187.63. The stock is now traded at around $200.91. The impact to a portfolio due to this sale was -0.58%. Ibex Wealth Advisors still held 22,577 shares as of 2018-03-31.

Reduced: Facebook Inc (FB)

Ibex Wealth Advisors reduced to a holding in Facebook Inc by 20.99%. The sale prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $193.05. The impact to a portfolio due to this sale was -0.58%. Ibex Wealth Advisors still held 26,260 shares as of 2018-03-31.

Reduced: Accenture PLC (ACN)

Ibex Wealth Advisors reduced to a holding in Accenture PLC by 24.43%. The sale prices were between $147.35 and $164.74, with an estimated average price of $158.42. The stock is now traded at around $163.20. The impact to a portfolio due to this sale was -0.53%. Ibex Wealth Advisors still held 23,152 shares as of 2018-03-31.

Reduced: First American Financial Corp (FAF)

Ibex Wealth Advisors reduced to a holding in First American Financial Corp by 39.14%. The sale prices were between $54.32 and $62.09, with an estimated average price of $58.6. The stock is now traded at around $52.15. The impact to a portfolio due to this sale was -0.18%. Ibex Wealth Advisors still held 10,204 shares as of 2018-03-31.



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