Highland Private Wealth Management Buys Schwab International Equity, Microsoft Corp, Amazon.com Inc, Sells iShares S&P 500 Growth, iShares MSCI EAFE Growth, iShares MSCI EAFE Value

Investment company Highland Private Wealth Management buys Schwab International Equity, Microsoft Corp, Amazon.com Inc, SPDR S&P 500, Vanguard Total International Stock ETF, Vanguard FTSE All World Ex US, ishares Gold Trust, iShares Core MSCI Emerging Markets, Vanguard Div Appreciation, iShares J.P. Morgan USD Emerging Markets Bond ETF, sells iShares S&P 500 Growth, iShares MSCI EAFE Growth, iShares MSCI EAFE Value, SPDR Dow Jones Industrial Average, iShares MSCI Emerging Index Fund during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Highland Private Wealth Management. As of 2018-06-30, Highland Private Wealth Management owns 98 stocks with a total value of $271 million. These are the details of the buys and sells.

For the details of Highland Private Wealth Management's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Highland+Private+Wealth+Management

These are the top 5 holdings of Highland Private Wealth Management
  1. Microsoft Corp (MSFT) - 330,130 shares, 12.01% of the total portfolio. Shares added by 461.41%
  2. Schwab International Equity (SCHF) - 923,363 shares, 11.25% of the total portfolio. New Position
  3. Amazon.com Inc (AMZN) - 16,741 shares, 10.49% of the total portfolio. Shares added by 423.16%
  4. SPDR S&P 500 (SPY) - 78,996 shares, 7.9% of the total portfolio. Shares added by 295.73%
  5. Vanguard Total International Stock ETF (VXUS) - 292,370 shares, 5.83% of the total portfolio. New Position
New Purchase: Schwab International Equity (SCHF)

Highland Private Wealth Management initiated holding in Schwab International Equity. The purchase prices were between $32.76 and $34.74, with an estimated average price of $33.98. The stock is now traded at around $33.42. The impact to a portfolio due to this purchase was 11.25%. The holding were 923,363 shares as of 2018-06-30.

New Purchase: Vanguard Total International Stock ETF (VXUS)

Highland Private Wealth Management initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $53.33 and $57.74, with an estimated average price of $56.43. The stock is now traded at around $54.70. The impact to a portfolio due to this purchase was 5.83%. The holding were 292,370 shares as of 2018-06-30.

New Purchase: Vanguard FTSE All World Ex US (VEU)

Highland Private Wealth Management initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $51.14 and $55.49, with an estimated average price of $54.2. The stock is now traded at around $52.57. The impact to a portfolio due to this purchase was 4.7%. The holding were 246,032 shares as of 2018-06-30.

New Purchase: ishares Gold Trust (IAU)

Highland Private Wealth Management initiated holding in ishares Gold Trust. The purchase prices were between $11.97 and $12.97, with an estimated average price of $12.54. The stock is now traded at around $11.58. The impact to a portfolio due to this purchase was 3.96%. The holding were 893,607 shares as of 2018-06-30.

New Purchase: Vanguard Div Appreciation (VIG)

Highland Private Wealth Management initiated holding in Vanguard Div Appreciation. The purchase prices were between $98.53 and $104.85, with an estimated average price of $101.94. The stock is now traded at around $106.67. The impact to a portfolio due to this purchase was 3.12%. The holding were 83,330 shares as of 2018-06-30.

New Purchase: Vanguard Intermediate-Term Bond (BIV)

Highland Private Wealth Management initiated holding in Vanguard Intermediate-Term Bond. The purchase prices were between $79.95 and $81.64, with an estimated average price of $80.78. The stock is now traded at around $80.84. The impact to a portfolio due to this purchase was 2.51%. The holding were 84,010 shares as of 2018-06-30.

Added: Microsoft Corp (MSFT)

Highland Private Wealth Management added to a holding in Microsoft Corp by 461.41%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $108.13. The impact to a portfolio due to this purchase was 9.87%. The holding were 330,130 shares as of 2018-06-30.

Added: Amazon.com Inc (AMZN)

Highland Private Wealth Management added to a holding in Amazon.com Inc by 423.16%. The purchase prices were between $1371.99 and $1750.08, with an estimated average price of $1586.76. The stock is now traded at around $1847.75. The impact to a portfolio due to this purchase was 8.48%. The holding were 16,741 shares as of 2018-06-30.

Added: SPDR S&P 500 (SPY)

Highland Private Wealth Management added to a holding in SPDR S&P 500 by 295.73%. The purchase prices were between $257.47 and $278.92, with an estimated average price of $270.08. The stock is now traded at around $284.64. The impact to a portfolio due to this purchase was 5.9%. The holding were 78,996 shares as of 2018-06-30.

Added: iShares Core MSCI Emerging Markets (IEMG)

Highland Private Wealth Management added to a holding in iShares Core MSCI Emerging Markets by 305.41%. The purchase prices were between $51.25 and $58.27, with an estimated average price of $56.08. The stock is now traded at around $53.10. The impact to a portfolio due to this purchase was 3.28%. The holding were 225,379 shares as of 2018-06-30.

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Highland Private Wealth Management added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 272.53%. The purchase prices were between $106.18 and $112.57, with an estimated average price of $109.13. The stock is now traded at around $108.13. The impact to a portfolio due to this purchase was 2.85%. The holding were 99,083 shares as of 2018-06-30.

Added: iShares MSCI EAFE (EFA)

Highland Private Wealth Management added to a holding in iShares MSCI EAFE by 194.84%. The purchase prices were between $66.35 and $71.9, with an estimated average price of $70.11. The stock is now traded at around $67.83. The impact to a portfolio due to this purchase was 2.5%. The holding were 153,659 shares as of 2018-06-30.

Sold Out: iShares S&P 500 Growth (IVW)

Highland Private Wealth Management sold out a holding in iShares S&P 500 Growth. The sale prices were between $151.32 and $168.05, with an estimated average price of $160.69.

Sold Out: iShares MSCI EAFE Growth (EFG)

Highland Private Wealth Management sold out a holding in iShares MSCI EAFE Growth. The sale prices were between $78.09 and $82.76, with an estimated average price of $81.03.

Sold Out: iShares MSCI EAFE Value (EFV)

Highland Private Wealth Management sold out a holding in iShares MSCI EAFE Value. The sale prices were between $50.85 and $56.38, with an estimated average price of $54.6.

Sold Out: iShares MSCI Emerging Index Fund (EEM)

Highland Private Wealth Management sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $42.33 and $48.14, with an estimated average price of $46.29.

Sold Out: Kohl's Corp (KSS)

Highland Private Wealth Management sold out a holding in Kohl's Corp. The sale prices were between $58.38 and $78.32, with an estimated average price of $66.67.

Sold Out: SPDR Select Sector Fund - Industrial (XLI)

Highland Private Wealth Management sold out a holding in SPDR Select Sector Fund - Industrial. The sale prices were between $71.26 and $76.59, with an estimated average price of $74.19.



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