1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Franklin, Parlapiano, Turner & Welch, LLC Buys AU Optronics Corp, Sells iShares Russell 2000, Vanguard Total Bond Market, iShares MSCI ACWI ex US Index Fund

Investment company Franklin, Parlapiano, Turner & Welch, LLC buys AU Optronics Corp, sells iShares Russell 2000, Vanguard Total Bond Market, iShares MSCI ACWI ex US Index Fund, Goldman Sachs Group Inc, E.I. du Pont de Nemours during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Franklin, Parlapiano, Turner & Welch, LLC. As of 2017-06-30, Franklin, Parlapiano, Turner & Welch, LLC owns 46 stocks with a total value of $219 million. These are the details of the buys and sells.

For the details of Franklin, Parlapiano, Turner & Welch, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Franklin%2C+Parlapiano%2C+Turner+%26+Welch%2C+LLC

These are the top 5 holdings of Franklin, Parlapiano, Turner & Welch, LLC
  1. iShares Russell 1000 (IWB) - 270,232 shares, 16.71% of the total portfolio. Shares added by 0.62%
  2. Vanguard Intermediate-Term Bond (BIV) - 296,941 shares, 11.47% of the total portfolio. Shares added by 10.17%
  3. Exxon Mobil Corp (XOM) - 218,490 shares, 8.06% of the total portfolio. Shares added by 10.85%
  4. iShares Residential Real Estate Capped (REZ) - 268,113 shares, 7.97% of the total portfolio. Shares added by 2.22%
  5. Vanguard FTSE All World Ex US (VEU) - 187,989 shares, 4.3% of the total portfolio. Shares added by 6.56%
New Purchase: AU Optronics Corp (AUO)

Franklin, Parlapiano, Turner & Welch, LLC initiated holdings in AU Optronics Corp. The purchase prices were between $3.66 and $4.81, with an estimated average price of $4. The stock is now traded at around $4.07. The impact to the portfolio due to this purchase was 0.02%. The holdings were 10,000 shares as of 2017-06-30.

Sold Out: Vanguard Total Bond Market (BND)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in Vanguard Total Bond Market. The sale prices were between $81.03 and $82.34, with an estimated average price of $81.66.

Sold Out: Goldman Sachs Group Inc (GS)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in Goldman Sachs Group Inc. The sale prices were between $211.26 and $229.72, with an estimated average price of $222.32.

Sold Out: iShares MSCI ACWI ex US Index Fund (ACWX)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in iShares MSCI ACWI ex US Index Fund. The sale prices were between $43.11 and $46.67, with an estimated average price of $45.12.

Sold Out: Duke Realty Corp (DRE)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in Duke Realty Corp. The sale prices were between $26.27 and $29.18, with an estimated average price of $28.07.

Sold Out: iShares Cohen & Steers REIT (ICF)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in iShares Cohen & Steers REIT. The sale prices were between $98.45 and $103.67, with an estimated average price of $100.96.

Sold Out: E.I. du Pont de Nemours & Co (DD)

Franklin, Parlapiano, Turner & Welch, LLC sold out the holdings in E.I. du Pont de Nemours & Co. The sale prices were between $76.56 and $83.88, with an estimated average price of $79.93.

Reduced: iShares Russell 2000 (IWM)

Franklin, Parlapiano, Turner & Welch, LLC reduced to the holdings in iShares Russell 2000 by 21.27%. The sale prices were between $133.72 and $142.1, with an estimated average price of $138.33. The stock is now traded at around $142.22. The impact to the portfolio due to this sale was -0.39%. Franklin, Parlapiano, Turner & Welch, LLC still held 22,547 shares as of 2017-06-30.



Here is the complete portfolio of Franklin, Parlapiano, Turner & Welch, LLC. Also check out:

1. Franklin, Parlapiano, Turner & Welch, LLC's Undervalued Stocks
2. Franklin, Parlapiano, Turner & Welch, LLC's Top Growth Companies, and
3. Franklin, Parlapiano, Turner & Welch, LLC's High Yield stocks
4. Stocks that Franklin, Parlapiano, Turner & Welch, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


dosowsky1Fast Revenue Growth
Kbannon77All Stocks US
Kbannon77All Stocks
opadovaniP median2
carter2u2Small Cap No Debt
blake.howellvjj
bkw82Predictable/ebitda 10/52 week
pbarker46Hist. High Yield
opadovaniROA_DIV2
andrewgu999valleylink - gogogo
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK