Professional Planning Buys PennyMac Financial Services Inc, Waste Management Inc, Invesco S&P 500 Low Volatility, Sells PennyMac Financial Services Inc, PennyMac Financial Services Inc, Berkshire Hathaway Inc

Investment company Professional Planning (Current Portfolio) buys PennyMac Financial Services Inc, Waste Management Inc, Invesco S&P 500 Low Volatility, The Walt Disney Co, First Financial Bankshares Inc, sells PennyMac Financial Services Inc, PennyMac Financial Services Inc, Berkshire Hathaway Inc, Invesco Ultra Short Duration, Pfizer Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Professional Planning. As of 2019Q2, Professional Planning owns 27 stocks with a total value of $85 million. These are the details of the buys and sells.

For the details of PROFESSIONAL PLANNING's stock buys and sells, go to https://www.gurufocus.com/guru/professional+planning/current-portfolio/portfolioportfolio

These are the top 5 holdings of PROFESSIONAL PLANNING
  1. Visa Inc (V) - 53,876 shares, 11.03% of the total portfolio. Shares added by 0.71%
  2. Mastercard Inc (MA) - 34,754 shares, 10.85% of the total portfolio. Shares added by 1.84%
  3. Apple Inc (AAPL) - 45,948 shares, 10.73% of the total portfolio. Shares added by 0.72%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 37,269 shares, 8.21% of the total portfolio. Shares reduced by 5.34%
  5. Boeing Co (BA) - 15,738 shares, 6.76% of the total portfolio. Shares reduced by 18.66%
New Purchase: PennyMac Financial Services Inc (PFSI)

Professional Planning initiated holding in PennyMac Financial Services Inc. The purchase prices were between $20.57 and $23.54, with an estimated average price of $22.28. The stock is now traded at around $23.33. The impact to a portfolio due to this purchase was 6.35%. The holding were 242,588 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Professional Planning initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $55.67. The impact to a portfolio due to this purchase was 1.07%. The holding were 16,557 shares as of .

Added: Waste Management Inc (WM)

Professional Planning added to a holding in Waste Management Inc by 61.31%. The purchase prices were between $100.57 and $116.97, with an estimated average price of $108.46. The stock is now traded at around $117.19. The impact to a portfolio due to this purchase was 1.28%. The holding were 24,739 shares as of .

Added: The Walt Disney Co (DIS)

Professional Planning added to a holding in The Walt Disney Co by 25.61%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $141.26. The impact to a portfolio due to this purchase was 0.75%. The holding were 22,254 shares as of .

Added: First Financial Bankshares Inc (FFIN)

Professional Planning added to a holding in First Financial Bankshares Inc by 100.00%. The purchase prices were between $28.33 and $31.44, with an estimated average price of $30.08. The stock is now traded at around $31.71. The impact to a portfolio due to this purchase was 0.63%. The holding were 34,802 shares as of .

Added: Invesco WilderHill Clean Energy (PBW)

Professional Planning added to a holding in Invesco WilderHill Clean Energy by 67.76%. The purchase prices were between $26.85 and $29.71, with an estimated average price of $28.22. The stock is now traded at around $30.24. The impact to a portfolio due to this purchase was 0.31%. The holding were 21,641 shares as of .

Sold Out: PennyMac Financial Services Inc (1AC)

Professional Planning sold out a holding in PennyMac Financial Services Inc. The sale prices were between $17.85 and $20.9, with an estimated average price of $19.55.

Sold Out: PennyMac Financial Services Inc (1AC)

Professional Planning sold out a holding in PennyMac Financial Services Inc. The sale prices were between $17.85 and $20.9, with an estimated average price of $19.55.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Professional Planning sold out a holding in Berkshire Hathaway Inc. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89.

Sold Out: Invesco Ultra Short Duration (GSY)

Professional Planning sold out a holding in Invesco Ultra Short Duration. The sale prices were between $49.9 and $50.37, with an estimated average price of $50.13.

Sold Out: Pfizer Inc (PFE)

Professional Planning sold out a holding in Pfizer Inc. The sale prices were between $38.98 and $43.76, with an estimated average price of $41.82.



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