- New Purchases: EGOV, ISBC,
- Added Positions: VTEB, IJH, IJR, EMB, VSS, MSFT, VTI, VT, VWO, VEU,
- Reduced Positions: VCSH, PRF, VIG, VO, VXUS, FDN, IWF, AAXJ, THD, ITB,
- Sold Out: AGG, MUB, WFC, BPFH,
For the details of Leonard Rickey Investment Advisors P.L.L.C.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Leonard+Rickey+Investment+Advisors+P.L.L.C.
These are the top 5 holdings of Leonard Rickey Investment Advisors P.L.L.C.- iShares Core S&P Mid-Cap (IJH) - 146,072 shares, 23.22% of the total portfolio. Shares added by 2.96%
- Vanguard Tax-Exempt Bond (VTEB) - 456,819 shares, 19.68% of the total portfolio. Shares added by 7.82%
- Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 104,422 shares, 10.55% of the total portfolio. Shares added by 2.01%
- Vanguard Total World Stock Index (VT) - 99,187 shares, 6.19% of the total portfolio. Shares added by 1.83%
- iShares Core S&P Small-Cap (IJR) - 79,556 shares, 5.19% of the total portfolio. Shares added by 5.97%
Leonard Rickey Investment Advisors P.L.L.C. initiated holding in NIC Inc. The purchase prices were between $12.9 and $17.45, with an estimated average price of $14.83. The stock is now traded at around $14.45. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,347 shares as of 2018-03-31.
New Purchase: Investors Bancorp Inc (ISBC)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Investors Bancorp Inc. The purchase prices were between $13.05 and $14.43, with an estimated average price of $13.87. The stock is now traded at around $13.61. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,380 shares as of 2018-03-31.
Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 64.60%. The purchase prices were between $111.09 and $116.72, with an estimated average price of $113.59. The stock is now traded at around $110.31. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,998 shares as of 2018-03-31.
Sold Out: iShares Core U.S. Aggregate Bond (AGG)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $106.35 and $108.94, with an estimated average price of $107.28.
Sold Out: iShares National Muni Bond (MUB)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in iShares National Muni Bond. The sale prices were between $108.23 and $110.72, with an estimated average price of $109.09.
Sold Out: Wells Fargo & Co (WFC)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Wells Fargo & Co. The sale prices were between $50.98 and $65.93, with an estimated average price of $59.4.
Sold Out: Boston Private Financial Holdings Inc (BPFH)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Boston Private Financial Holdings Inc. The sale prices were between $14.45 and $15.9, with an estimated average price of $15.17.
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