- New Purchases: LBRDA, JEF, DIS, GOOGL, AMJ, VBR, VOT, HBNC, FB, INBK,
- Added Positions: AAPL, AXTA, SCHA,
- Reduced Positions: BRK.B, VTV, WFC, SCHX, SPY, JPM, BK, FISV, VGT, WRB,
- Sold Out: VEU, VWO, MMM,
For the details of AMI INVESTMENT MANAGEMENT INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=AMI+INVESTMENT+MANAGEMENT+INC
These are the top 5 holdings of AMI INVESTMENT MANAGEMENT INC- Berkshire Hathaway Inc (BRK.B) - 82,400 shares, 8.16% of the total portfolio. Shares reduced by 46.95%
- Schwab U.S. Large-Cap (SCHX) - 221,573 shares, 7.64% of the total portfolio. Shares reduced by 35.08%
- SPDR S&P 500 (SPY) - 33,830 shares, 4.87% of the total portfolio. Shares reduced by 42.65%
- Wells Fargo & Co (WFC) - 158,620 shares, 4.67% of the total portfolio. Shares reduced by 47.54%
- Vanguard Information Tech (VGT) - 39,757 shares, 3.83% of the total portfolio. Shares reduced by 44.49%
Ami Investment Management Inc initiated holding in Liberty Broadband Corp. The purchase prices were between $68.27 and $83.84, with an estimated average price of $75.41. The stock is now traded at around $79.90. The impact to a portfolio due to this purchase was 1.87%. The holding were 46,650 shares as of 2018-06-30.
New Purchase: Jefferies Financial Group Inc (JEF)Ami Investment Management Inc initiated holding in Jefferies Financial Group Inc. The purchase prices were between $21.77 and $24.79, with an estimated average price of $23.42. The stock is now traded at around $23.77. The impact to a portfolio due to this purchase was 1.85%. The holding were 153,565 shares as of 2018-06-30.
New Purchase: Walt Disney Co (DIS)Ami Investment Management Inc initiated holding in Walt Disney Co. The purchase prices were between $98.66 and $108.85, with an estimated average price of $102.31. The stock is now traded at around $112.75. The impact to a portfolio due to this purchase was 1.74%. The holding were 31,301 shares as of 2018-06-30.
New Purchase: Alphabet Inc (GOOGL)Ami Investment Management Inc initiated holding in Alphabet Inc. The purchase prices were between $1009.95 and $1184.07, with an estimated average price of $1087.78. The stock is now traded at around $1258.14. The impact to a portfolio due to this purchase was 1.42%. The holding were 2,405 shares as of 2018-06-30.
New Purchase: JPMorgan Chase Capital XVI JP Morgan Alerian MLP E (AMJ)Ami Investment Management Inc initiated holding in JPMorgan Chase Capital XVI JP Morgan Alerian MLP E. The purchase prices were between $23.79 and $27.44, with an estimated average price of $26.17. The stock is now traded at around $29.12. The impact to a portfolio due to this purchase was 0.67%. The holding were 47,800 shares as of 2018-06-30.
New Purchase: Vanguard Small-Cap Value (VBR)Ami Investment Management Inc initiated holding in Vanguard Small-Cap Value. The purchase prices were between $126.42 and $139.77, with an estimated average price of $134.2. The stock is now traded at around $140.14. The impact to a portfolio due to this purchase was 0.41%. The holding were 5,620 shares as of 2018-06-30.
Added: Apple Inc (AAPL)Ami Investment Management Inc added to a holding in Apple Inc by 69.07%. The purchase prices were between $162.32 and $193.98, with an estimated average price of $181.31. The stock is now traded at around $209.75. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,504 shares as of 2018-06-30.
Added: Schwab U.S. Small-Cap (SCHA)Ami Investment Management Inc added to a holding in Schwab U.S. Small-Cap by 55.46%. The purchase prices were between $67.51 and $76.4, with an estimated average price of $72.38. The stock is now traded at around $76.01. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,628 shares as of 2018-06-30.
Sold Out: Vanguard FTSE All World Ex US (VEU)Ami Investment Management Inc sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $51.14 and $55.49, with an estimated average price of $54.2.
Sold Out: Vanguard FTSE Emerging Markets (VWO)Ami Investment Management Inc sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $41.13 and $47.04, with an estimated average price of $45.16.
Sold Out: 3M Co (MMM)Ami Investment Management Inc sold out a holding in 3M Co. The sale prices were between $194.39 and $220.09, with an estimated average price of $204.21.
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