- New Purchases: VEA, CVX, VB, VO, GE,
- Added Positions: AGG, CSJ,
- Reduced Positions: ADBE, V, JPM, AAPL, GOOG, XOM, IEFA, AXP, IJT, ABT,
For the details of Family Capital Trust Co's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Family+Capital+Trust+Co
These are the top 5 holdings of Family Capital Trust Co- Adobe Inc (ADBE) - 398,092 shares, 46.95% of the total portfolio. Shares reduced by 1.27%
- iShares Core MSCI EAFE (IEFA) - 106,537 shares, 2.98% of the total portfolio. Shares reduced by 2.39%
- Visa Inc (V) - 44,303 shares, 2.9% of the total portfolio. Shares reduced by 8.83%
- JPMorgan Chase & Co (JPM) - 57,217 shares, 2.82% of the total portfolio. Shares reduced by 7.93%
- Abbott Laboratories (ABT) - 86,912 shares, 2.79% of the total portfolio. Shares reduced by 2.52%
Family Capital Trust Co initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $41.81 and $43.94, with an estimated average price of $43.1. The stock is now traded at around $40.30. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,647 shares as of 2018-09-30.
New Purchase: Vanguard Small-Cap (VB)Family Capital Trust Co initiated holding in Vanguard Small-Cap. The purchase prices were between $156.29 and $165.82, with an estimated average price of $161.75. The stock is now traded at around $150.60. The impact to a portfolio due to this purchase was 0.01%. The holding were 200 shares as of 2018-09-30.
New Purchase: Chevron Corp (CVX)Family Capital Trust Co initiated holding in Chevron Corp. The purchase prices were between $114.48 and $127.83, with an estimated average price of $121.32. The stock is now traded at around $117.47. The impact to a portfolio due to this purchase was 0.01%. The holding were 232 shares as of 2018-09-30.
New Purchase: Vanguard Mid-Cap (VO)Family Capital Trust Co initiated holding in Vanguard Mid-Cap. The purchase prices were between $157.71 and $166.55, with an estimated average price of $163.17. The stock is now traded at around $153.84. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of 2018-09-30.
New Purchase: General Electric Co (GE)Family Capital Trust Co initiated holding in General Electric Co. The purchase prices were between $11.27 and $14.17, with an estimated average price of $12.86. The stock is now traded at around $12.38. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 643 shares as of 2018-09-30.
Added: iShares Trust (CSJ)Family Capital Trust Co added to a holding in iShares Trust by 100.00%. The purchase prices were between $103.5 and $103.71, with an estimated average price of $103.63. The stock is now traded at around $103.71. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,620 shares as of 2018-09-30.
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