Affiance Financial, LLC Buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Invesco Financial Preferred, Sells Twenty-First Century Fox Inc, Lear Corp, Chevron Corp

Investment company Affiance Financial, LLC buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Invesco Financial Preferred, Ecolab Inc, Prudential Financial Inc, sells Twenty-First Century Fox Inc, Lear Corp, Chevron Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Affiance Financial, LLC. As of 2018-09-30, Affiance Financial, LLC owns 86 stocks with a total value of $143 million. These are the details of the buys and sells.

For the details of Affiance Financial, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Affiance+Financial%2C+LLC

These are the top 5 holdings of Affiance Financial, LLC
  1. iShares Core S&P Mid-Cap (IJH) - 171,744 shares, 24.15% of the total portfolio. Shares added by 30.52%
  2. Vanguard Short-Term Bond (BSV) - 236,498 shares, 12.89% of the total portfolio. Shares reduced by 0.68%
  3. iShares Core S&P Small-Cap (IJR) - 93,122 shares, 5.68% of the total portfolio. Shares added by 2162.44%
  4. Vanguard Total Stock Market (VTI) - 53,797 shares, 5.62% of the total portfolio. Shares added by 3.27%
  5. Flaherty & Crumrine Preferred Securities Income Fu (FFC) - 335,321 shares, 4.27% of the total portfolio. Shares added by 1.90%
New Purchase: Invesco Financial Preferred (PGF)

Affiance Financial, LLC initiated holding in Invesco Financial Preferred. The purchase prices were between $18.13 and $18.69, with an estimated average price of $18.39. The stock is now traded at around $17.74. The impact to a portfolio due to this purchase was 0.32%. The holding were 25,455 shares as of 2018-09-30.

New Purchase: Ecolab Inc (ECL)

Affiance Financial, LLC initiated holding in Ecolab Inc. The purchase prices were between $139.97 and $159.4, with an estimated average price of $148.27. The stock is now traded at around $146.35. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,797 shares as of 2018-09-30.

New Purchase: Prudential Financial Inc (PRU)

Affiance Financial, LLC initiated holding in Prudential Financial Inc. The purchase prices were between $93.99 and $104.68, with an estimated average price of $98.57. The stock is now traded at around $97.40. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,098 shares as of 2018-09-30.

Added: iShares Core S&P Mid-Cap (IJH)

Affiance Financial, LLC added to a holding in iShares Core S&P Mid-Cap by 30.52%. The purchase prices were between $194.86 and $204.98, with an estimated average price of $200.94. The stock is now traded at around $187.28. The impact to a portfolio due to this purchase was 5.65%. The holding were 171,744 shares as of 2018-09-30.

Added: iShares Core S&P Small-Cap (IJR)

Affiance Financial, LLC added to a holding in iShares Core S&P Small-Cap by 2162.44%. The purchase prices were between $84.33 and $90.31, with an estimated average price of $87.6. The stock is now traded at around $79.67. The impact to a portfolio due to this purchase was 5.43%. The holding were 93,122 shares as of 2018-09-30.

Sold Out: Twenty-First Century Fox Inc (FOX)

Affiance Financial, LLC sold out a holding in Twenty-First Century Fox Inc. The sale prices were between $43.89 and $49.34, with an estimated average price of $45.39.

Sold Out: Lear Corp (LEA)

Affiance Financial, LLC sold out a holding in Lear Corp. The sale prices were between $145 and $192.47, with an estimated average price of $171.22.

Reduced: Chevron Corp (CVX)

Affiance Financial, LLC reduced to a holding in Chevron Corp by 42.7%. The sale prices were between $114.48 and $127.83, with an estimated average price of $121.32. The stock is now traded at around $116.94. The impact to a portfolio due to this sale was -0.15%. Affiance Financial, LLC still held 1,865 shares as of 2018-09-30.



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