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Capital Planning Advisors, LLC Buys ARK Investment Management LLC - ARK Genomic Revolu, T-Mobile US Inc, Activision Blizzard Inc, Sells JPMorgan Ultra-Short Income, iShares Core S&P Mid-Cap, iShares MSCI Emerging Index Fund

Sacramento, CA, based Investment company Capital Planning Advisors, LLC (Current Portfolio) buys ARK Investment Management LLC - ARK Genomic Revolu, T-Mobile US Inc, Activision Blizzard Inc, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, Manhattan Bridge Capital Inc, sells JPMorgan Ultra-Short Income, iShares Core S&P Mid-Cap, iShares MSCI Emerging Index Fund, iShares Core S&P Small-Cap, SPDR MidCap Trust Series I during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Capital Planning Advisors, LLC. As of 2020Q1, Capital Planning Advisors, LLC owns 107 stocks with a total value of $245 million. These are the details of the buys and sells.

For the details of Capital Planning Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capital+planning+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Capital Planning Advisors, LLC
  1. iShares Russell 1000 Growth (IWF) - 132,699 shares, 8.15% of the total portfolio. Shares reduced by 3.95%
  2. SPDR Gold MiniShares Trust (GLDM) - 1,043,564 shares, 6.68% of the total portfolio. Shares reduced by 0.97%
  3. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 100,083 shares, 3.94% of the total portfolio. Shares reduced by 4.1%
  4. Microsoft Corp (MSFT) - 54,536 shares, 3.50% of the total portfolio. Shares added by 1.13%
  5. Vanguard Growth (VUG) - 51,320 shares, 3.28% of the total portfolio. Shares reduced by 3.28%
New Purchase: ARK Investment Management LLC - ARK Genomic Revolu (ARKG)

Capital Planning Advisors, LLC initiated holding in ARK Investment Management LLC - ARK Genomic Revolu. The purchase prices were between $24.5 and $37.69, with an estimated average price of $33.41. The stock is now traded at around $45.66. The impact to a portfolio due to this purchase was 1.84%. The holding were 144,389 shares as of .

New Purchase: T-Mobile US Inc (TMUS)

Capital Planning Advisors, LLC initiated holding in T-Mobile US Inc. The purchase prices were between $74.32 and $100.49, with an estimated average price of $84.66. The stock is now traded at around $96.85. The impact to a portfolio due to this purchase was 0.9%. The holding were 26,187 shares as of .

New Purchase: Activision Blizzard Inc (ATVI)

Capital Planning Advisors, LLC initiated holding in Activision Blizzard Inc. The purchase prices were between $52.05 and $64.37, with an estimated average price of $59.45. The stock is now traded at around $75.58. The impact to a portfolio due to this purchase was 0.25%. The holding were 10,308 shares as of .

New Purchase: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

Capital Planning Advisors, LLC initiated holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr. The purchase prices were between $100.37 and $112.61, with an estimated average price of $107.83. The stock is now traded at around $108.64. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,244 shares as of .

Added: Manhattan Bridge Capital Inc (LOAN)

Capital Planning Advisors, LLC added to a holding in Manhattan Bridge Capital Inc by 133.55%. The purchase prices were between $2.86 and $6.42, with an estimated average price of $5.65. The stock is now traded at around $4.80. The impact to a portfolio due to this purchase was 0.04%. The holding were 176,056 shares as of .

Sold Out: iShares Russell 2000 Growth (IWO)

Capital Planning Advisors, LLC sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: SPDR Portfolio Short Term Corporate Bond (SPSB)

Capital Planning Advisors, LLC sold out a holding in SPDR Portfolio Short Term Corporate Bond. The sale prices were between $27.48 and $31.14, with an estimated average price of $30.62.

Sold Out: United Parcel Service Inc (UPS)

Capital Planning Advisors, LLC sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.

Sold Out: Icon PLC (ICLR)

Capital Planning Advisors, LLC sold out a holding in Icon PLC. The sale prices were between $115.95 and $177.22, with an estimated average price of $160.75.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Capital Planning Advisors, LLC sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $106.13 and $117.37, with an estimated average price of $113.26.

Sold Out: Vanguard Intermediate-Term Bond (BIV)

Capital Planning Advisors, LLC sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $83.42 and $91.83, with an estimated average price of $88.16.



Here is the complete portfolio of Capital Planning Advisors, LLC. Also check out:

1. Capital Planning Advisors, LLC's Undervalued Stocks
2. Capital Planning Advisors, LLC's Top Growth Companies, and
3. Capital Planning Advisors, LLC's High Yield stocks
4. Stocks that Capital Planning Advisors, LLC keeps buying

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