Berman Capital Advisors, LLC Buys Ishares MSCI India, iShares Russell 2000, Berkshire Hathaway Inc, Sells Simmons First National Corp, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Mortgage-Backed Securities ETF

Investment company Berman Capital Advisors, LLC buys Ishares MSCI India, iShares Russell 2000, Berkshire Hathaway Inc, Philip Morris International Inc, Alphabet Inc, Merck Inc, The Home Depot Inc, AT&T Inc, PepsiCo Inc, Mastercard Inc, sells Simmons First National Corp, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Mortgage-Backed Securities ETF, WisdomTree Europe Hedged Equity Fund, RenaissanceRe Holdings during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Berman Capital Advisors, LLC. As of 2018-03-31, Berman Capital Advisors, LLC owns 105 stocks with a total value of $222 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Berman Capital Advisors, LLC
  1. Vanguard Total International Stock ETF (VXUS) - 675,915 shares, 17.23% of the total portfolio. Shares added by 9.81%
  2. iShares Russell 1000 Growth (IWF) - 166,096 shares, 10.19% of the total portfolio. Shares reduced by 6.59%
  3. Vanguard Mid-Cap (VO) - 127,288 shares, 8.85% of the total portfolio. Shares reduced by 1.99%
  4. Vanguard Value (VTV) - 168,853 shares, 7.86% of the total portfolio. Shares reduced by 0.99%
  5. iShares Russell 2000 Value (IWN) - 89,712 shares, 4.93% of the total portfolio. Shares reduced by 1.69%
New Purchase: iShares Russell 2000 (IWM)

Berman Capital Advisors, LLC initiated holding in iShares Russell 2000. The purchase prices were between $145.44 and $159.96, with an estimated average price of $154.44. The stock is now traded at around $154.43. The impact to a portfolio due to this purchase was 1.02%. The holding were 14,961 shares as of 2018-03-31.

New Purchase: Philip Morris International Inc (PM)

Berman Capital Advisors, LLC initiated holding in Philip Morris International Inc. The purchase prices were between $95.63 and $110.6, with an estimated average price of $104.15. The stock is now traded at around $82.49. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,109 shares as of 2018-03-31.

New Purchase: Merck & Co Inc (MRK)

Berman Capital Advisors, LLC initiated holding in Merck & Co Inc. The purchase prices were between $53.41 and $62.07, with an estimated average price of $56.63. The stock is now traded at around $60.09. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,883 shares as of 2018-03-31.

New Purchase: The Home Depot Inc (HD)

Berman Capital Advisors, LLC initiated holding in The Home Depot Inc. The purchase prices were between $171.8 and $207.23, with an estimated average price of $187.63. The stock is now traded at around $176.26. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,782 shares as of 2018-03-31.

New Purchase: PepsiCo Inc (PEP)

Berman Capital Advisors, LLC initiated holding in PepsiCo Inc. The purchase prices were between $106.15 and $121.76, with an estimated average price of $113.73. The stock is now traded at around $101.44. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,725 shares as of 2018-03-31.

New Purchase: AT&T Inc (T)

Berman Capital Advisors, LLC initiated holding in AT&T Inc. The purchase prices were between $34.69 and $39.16, with an estimated average price of $36.85. The stock is now traded at around $35.00. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,035 shares as of 2018-03-31.

Added: Ishares MSCI India (INDA)

Berman Capital Advisors, LLC added to a holding in Ishares MSCI India by 107.32%. The purchase prices were between $32.97 and $38.06, with an estimated average price of $35.49. The stock is now traded at around $34.35. The impact to a portfolio due to this purchase was 1.27%. The holding were 160,091 shares as of 2018-03-31.

Added: Berkshire Hathaway Inc (BRK.B)

Berman Capital Advisors, LLC added to a holding in Berkshire Hathaway Inc by 73.65%. The purchase prices were between $191.42 and $217.25, with an estimated average price of $205.28. The stock is now traded at around $196.80. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,008 shares as of 2018-03-31.

Added: Alphabet Inc (GOOGL)

Berman Capital Advisors, LLC added to a holding in Alphabet Inc by 94.84%. The purchase prices were between $1005.18 and $1187.56, with an estimated average price of $1108.89. The stock is now traded at around $1022.64. The impact to a portfolio due to this purchase was 0.16%. The holding were 680 shares as of 2018-03-31.

Added: Mastercard Inc (MA)

Berman Capital Advisors, LLC added to a holding in Mastercard Inc by 63.37%. The purchase prices were between $151.91 and $183.24, with an estimated average price of $170.92. The stock is now traded at around $173.24. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,978 shares as of 2018-03-31.

Added: Walt Disney Co (DIS)

Berman Capital Advisors, LLC added to a holding in Walt Disney Co by 88.89%. The purchase prices were between $98.54 and $112.47, with an estimated average price of $106.26. The stock is now traded at around $99.46. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,403 shares as of 2018-03-31.

Added: Visa Inc (V)

Berman Capital Advisors, LLC added to a holding in Visa Inc by 84.79%. The purchase prices were between $113.86 and $126.32, with an estimated average price of $121.2. The stock is now traded at around $121.27. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,487 shares as of 2018-03-31.

Sold Out: Simmons First National Corp (SFNC)

Berman Capital Advisors, LLC sold out a holding in Simmons First National Corp. The sale prices were between $28 and $30.75, with an estimated average price of $29.27.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Berman Capital Advisors, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $84.13 and $87.24, with an estimated average price of $85.46.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Berman Capital Advisors, LLC sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $51.25 and $52.42, with an estimated average price of $51.67.

Sold Out: RenaissanceRe Holdings Ltd (RNR)

Berman Capital Advisors, LLC sold out a holding in RenaissanceRe Holdings Ltd. The sale prices were between $116.61 and $138.79, with an estimated average price of $129.83.

Sold Out: iShares MSCI EAFE Value (EFV)

Berman Capital Advisors, LLC sold out a holding in iShares MSCI EAFE Value. The sale prices were between $53.17 and $59.57, with an estimated average price of $56.15.

Sold Out: Servisfirst Bancshares Inc (SFBS)

Berman Capital Advisors, LLC sold out a holding in Servisfirst Bancshares Inc. The sale prices were between $39.34 and $44.29, with an estimated average price of $41.91.

Reduced: WisdomTree Europe Hedged Equity Fund (HEDJ)

Berman Capital Advisors, LLC reduced to a holding in WisdomTree Europe Hedged Equity Fund by 77.22%. The sale prices were between $60.78 and $66.85, with an estimated average price of $63.87. The stock is now traded at around $64.16. The impact to a portfolio due to this sale was -1.93%. Berman Capital Advisors, LLC still held 23,798 shares as of 2018-03-31.

Reduced: Microsoft Corp (MSFT)

Berman Capital Advisors, LLC reduced to a holding in Microsoft Corp by 58.71%. The sale prices were between $85.01 and $96.77, with an estimated average price of $91.45. The stock is now traded at around $93.12. The impact to a portfolio due to this sale was -0.44%. Berman Capital Advisors, LLC still held 9,655 shares as of 2018-03-31.

Reduced: Vanguard Total Stock Market (VTI)

Berman Capital Advisors, LLC reduced to a holding in Vanguard Total Stock Market by 21.36%. The sale prices were between $132.41 and $146.86, with an estimated average price of $140.18. The stock is now traded at around $135.80. The impact to a portfolio due to this sale was -0.23%. Berman Capital Advisors, LLC still held 16,272 shares as of 2018-03-31.

Reduced: iShares Edge MSCI Min Vol Global (ACWV)

Berman Capital Advisors, LLC reduced to a holding in iShares Edge MSCI Min Vol Global by 52.07%. The sale prices were between $80.78 and $88.19, with an estimated average price of $84.51. The stock is now traded at around $83.11. The impact to a portfolio due to this sale was -0.12%. Berman Capital Advisors, LLC still held 3,482 shares as of 2018-03-31.

Reduced: SPDR Select Sector Fund - Financial (XLF)

Berman Capital Advisors, LLC reduced to a holding in SPDR Select Sector Fund - Financial by 29.86%. The sale prices were between $26.82 and $30.17, with an estimated average price of $28.79. The stock is now traded at around $27.67. The impact to a portfolio due to this sale was -0.06%. Berman Capital Advisors, LLC still held 14,266 shares as of 2018-03-31.

Reduced: Kimberly-Clark Corp (KMB)

Berman Capital Advisors, LLC reduced to a holding in Kimberly-Clark Corp by 21.71%. The sale prices were between $104.74 and $123.44, with an estimated average price of $113.84. The stock is now traded at around $100.40. The impact to a portfolio due to this sale was -0.04%. Berman Capital Advisors, LLC still held 3,292 shares as of 2018-03-31.



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