- New Purchases: AMZN, FB, IYY, ENR,
- Added Positions: SRLN, EFA, LQD, IVE, IJJ, IJH, EMB, PBP, IVW, VIG,
- Reduced Positions: EGOV, FTSM, CERN, BWG, MAC,
- Sold Out: DWDP, VTI, VTV,
For the details of Edmonds Duncan Registered Investment Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Edmonds+Duncan+Registered+Investment+Advisors%2C+LLC
These are the top 5 holdings of Edmonds Duncan Registered Investment Advisors, LLC- iShares S&P 500 Growth (IVW) - 77,698 shares, 5.63% of the total portfolio. Shares added by 2.03%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 93,555 shares, 5.12% of the total portfolio. Shares added by 4.83%
- iShares S&P 500 Value (IVE) - 98,721 shares, 5.03% of the total portfolio. Shares added by 3.50%
- iShares Core MSCI EAFE (IEFA) - 162,626 shares, 4.99% of the total portfolio. Shares added by 1.26%
- iShares MSCI EAFE (EFA) - 144,777 shares, 4.7% of the total portfolio. Shares added by 5.96%
Edmonds Duncan Registered Investment Advisors, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19. The stock is now traded at around $1601.86. The impact to a portfolio due to this purchase was 0.14%. The holding were 214 shares as of 2018-03-31.
New Purchase: iShares Dow Jones U.S. (IYY)Edmonds Duncan Registered Investment Advisors, LLC initiated holding in iShares Dow Jones U.S.. The purchase prices were between $129.37 and $143.05, with an estimated average price of $136.61. The stock is now traded at around $137.06. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,992 shares as of 2018-03-31.
New Purchase: Facebook Inc (FB)Edmonds Duncan Registered Investment Advisors, LLC initiated holding in Facebook Inc. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $186.90. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,576 shares as of 2018-03-31.
New Purchase: Energizer Holdings Inc (ENR)Edmonds Duncan Registered Investment Advisors, LLC initiated holding in Energizer Holdings Inc. The purchase prices were between $47.88 and $59.58, with an estimated average price of $53.91. The stock is now traded at around $58.77. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,025 shares as of 2018-03-31.
Added: SPDR Blackstone GSO Senior Loan (SRLN)Edmonds Duncan Registered Investment Advisors, LLC added to a holding in SPDR Blackstone GSO Senior Loan by 66.43%. The purchase prices were between $47.23 and $47.65, with an estimated average price of $47.41. The stock is now traded at around $47.29. The impact to a portfolio due to this purchase was 1.05%. The holding were 188,898 shares as of 2018-03-31.
Added: Brown-Forman Corp (BF.B)Edmonds Duncan Registered Investment Advisors, LLC added to a holding in Brown-Forman Corp by 25.00%. The purchase prices were between $50.66 and $56.52, with an estimated average price of $54.33. The stock is now traded at around $58.55. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,375 shares as of 2018-03-31.
Added: Alphabet Inc (GOOG)Edmonds Duncan Registered Investment Advisors, LLC added to a holding in Alphabet Inc by 41.41%. The purchase prices were between $1001.52 and $1175.84, with an estimated average price of $1103.99. The stock is now traded at around $1079.69. The impact to a portfolio due to this purchase was 0.04%. The holding were 280 shares as of 2018-03-31.
Sold Out: DowDuPont Inc (DWDP)Edmonds Duncan Registered Investment Advisors, LLC sold out a holding in DowDuPont Inc. The sale prices were between $62.41 and $77.02, with an estimated average price of $71.42.
Sold Out: Vanguard Value (VTV)Edmonds Duncan Registered Investment Advisors, LLC sold out a holding in Vanguard Value. The sale prices were between $100.47 and $113.26, with an estimated average price of $107.33.
Sold Out: Vanguard Total Stock Market (VTI)Edmonds Duncan Registered Investment Advisors, LLC sold out a holding in Vanguard Total Stock Market. The sale prices were between $132.41 and $146.86, with an estimated average price of $140.18.
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