- New Purchases: XOM, JCI, RUTH, WFC,
- Added Positions: VTEB, MINT, VCSH, VSS, VTI, VUG, VEU, VWO, BND, FBZ,
- Reduced Positions: VIG, IWF, AAXJ, IJJ, EMB, IVV, IJS, IJK, HD, FDN,
- Sold Out: PRF, MON, JPM,
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) - 145,278 shares, 23.51% of the total portfolio. Shares reduced by 0.54%
- Vanguard Tax-Exempt Bond (VTEB) - 474,346 shares, 20.09% of the total portfolio. Shares added by 3.84%
- Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 106,126 shares, 10.18% of the total portfolio. Shares added by 1.63%
- Vanguard Total World Stock Index (VT) - 98,969 shares, 6.03% of the total portfolio. Shares reduced by 0.22%
- iShares Core S&P Small-Cap (IJR) - 80,216 shares, 5.56% of the total portfolio. Shares added by 0.83%
Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Exxon Mobil Corp. The purchase prices were between $73.22 and $83.6, with an estimated average price of $79.65. The stock is now traded at around $82.59. The impact to a portfolio due to this purchase was 0.36%. The holding were 5,241 shares as of 2018-06-30.
New Purchase: Johnson Controls International PLC (JCI)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Johnson Controls International PLC. The purchase prices were between $33.26 and $36.72, with an estimated average price of $34.76. The stock is now traded at around $35.42. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,397 shares as of 2018-06-30.
New Purchase: Wells Fargo & Co (WFC)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Wells Fargo & Co. The purchase prices were between $50.39 and $56.18, with an estimated average price of $53.57. The stock is now traded at around $56.84. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,674 shares as of 2018-06-30.
New Purchase: Ruth's Hospitality Group Inc (RUTH)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Ruth's Hospitality Group Inc. The purchase prices were between $24.3 and $28.9, with an estimated average price of $26.93. The stock is now traded at around $29.30. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,467 shares as of 2018-06-30.
Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 57.35%. The purchase prices were between $101.41 and $101.68, with an estimated average price of $101.51. The stock is now traded at around $101.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 10,346 shares as of 2018-06-30.
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in Vanguard Short-Term Corporate Bond ETF by 26.45%. The purchase prices were between $77.85 and $78.49, with an estimated average price of $78.11. The stock is now traded at around $78.11. The impact to a portfolio due to this purchase was 0.26%. The holding were 18,939 shares as of 2018-06-30.
Sold Out: Invesco FTSE RAFI US 1000 (PRF)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Invesco FTSE RAFI US 1000. The sale prices were between $107.92 and $116.01, with an estimated average price of $112.71.
Sold Out: Monsanto Co (MON)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.
Sold Out: JPMorgan Chase & Co (JPM)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in JPMorgan Chase & Co. The sale prices were between $103.24 and $114.29, with an estimated average price of $109.74.
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