Ibex Wealth Advisors Buys Wyndham Destinations Inc, Energy Transfer Equity LP, Nuveen AMT-Free Municipal Income Fund, Sells Wyndham Hotels & Resorts Inc, Energy Transfer Partners LP, Nuveen AMT-Free Municipal Credit Income Fund

Investment company Ibex Wealth Advisors buys Wyndham Destinations Inc, Energy Transfer Equity LP, Nuveen AMT-Free Municipal Income Fund, sells Wyndham Hotels & Resorts Inc, Energy Transfer Partners LP, Nuveen AMT-Free Municipal Credit Income Fund during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Ibex Wealth Advisors. As of 2018-06-30, Ibex Wealth Advisors owns 80 stocks with a total value of $235 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, 4% of the total portfolio.
  2. Verizon Communications Inc (VZ) - 171,723 shares, 3.44% of the total portfolio.
  3. AT&T Inc (T) - 196,912 shares, 2.94% of the total portfolio.
  4. UnitedHealth Group Inc (UNH) - 29,109 shares, 2.69% of the total portfolio.
  5. NVIDIA Corp (NVDA) - 27,942 shares, 2.62% of the total portfolio.
New Purchase: Wyndham Destinations Inc (WYND)

Ibex Wealth Advisors initiated holding in Wyndham Destinations Inc. The purchase prices were between $44.27 and $53.14, with an estimated average price of $49.35. The stock is now traded at around $42.50. The impact to a portfolio due to this purchase was 0.76%. The holding were 16,151 shares as of 2018-06-30.

New Purchase: Energy Transfer Equity LP (ETE)

Ibex Wealth Advisors initiated holding in Energy Transfer Equity LP. The purchase prices were between $14.17 and $17.89, with an estimated average price of $16.41. The stock is now traded at around $17.60. The impact to a portfolio due to this purchase was 0.29%. The holding were 48,367 shares as of 2018-06-30.

New Purchase: Nuveen AMT-Free Municipal Income Fund (NEA)

Ibex Wealth Advisors initiated holding in Nuveen AMT-Free Municipal Income Fund. The purchase prices were between $12.7 and $13.04, with an estimated average price of $12.92. The stock is now traded at around $12.59. The impact to a portfolio due to this purchase was 0.13%. The holding were 23,566 shares as of 2018-06-30.

Sold Out: Wyndham Hotels & Resorts Inc (WH)

Ibex Wealth Advisors sold out a holding in Wyndham Hotels & Resorts Inc. The sale prices were between $57.65 and $66.43, with an estimated average price of $61.16.

Sold Out: Energy Transfer Partners LP (ETP)

Ibex Wealth Advisors sold out a holding in Energy Transfer Partners LP. The sale prices were between $16.15 and $19.56, with an estimated average price of $18.37.

Reduced: Nuveen AMT-Free Municipal Credit Income Fund (NVG)

Ibex Wealth Advisors reduced to a holding in Nuveen AMT-Free Municipal Credit Income Fund by 20.65%. The sale prices were between $14.45 and $15.08, with an estimated average price of $14.72. The stock is now traded at around $14.60. The impact to a portfolio due to this sale was -0.14%. Ibex Wealth Advisors still held 90,550 shares as of 2018-06-30.



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