- New Purchases: IGIB, ITM, USMV, ZION, IWR, LIN, PCAR, PID, HDV, FITB,
- Added Positions: VDC, PSA, CWI, KHC, CSJ, PG, GOOGL, INTU, SBUX, DAKT,
- Reduced Positions: ITW, TGT, MSFT, ACN, IJH, IVV, SCHG, BMI, WM, CLX,
- Sold Out: GLD, SLV, CEF, DY, IBN, VCOYY, PFF, PRSP, SYY, VALE,
For the details of First Personal Financial Services's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=First+Personal+Financial+Services
These are the top 5 holdings of First Personal Financial Services- iShares Core S&P Mid-Cap (IJH) - 44,661 shares, 2.9% of the total portfolio. Shares reduced by 3.11%
- iShares Core S&P 500 (IVV) - 29,032 shares, 2.74% of the total portfolio. Shares reduced by 2.81%
- Microsoft Corp (MSFT) - 71,725 shares, 2.65% of the total portfolio. Shares reduced by 5.28%
- Accenture PLC (ACN) - 44,034 shares, 2.42% of the total portfolio. Shares reduced by 4.26%
- ProShares S&P 500 Dividend Aristocrats (NOBL) - 108,302 shares, 2.34% of the total portfolio. Shares reduced by 1.84%
First Personal Financial Services initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $52.89 and $106.69, with an estimated average price of $74.51. The stock is now traded at around $52.28. The impact to a portfolio due to this purchase was 1.87%. The holding were 108,931 shares as of 2018-09-30.
New Purchase: VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM)First Personal Financial Services initiated holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The purchase prices were between $23.28 and $23.65, with an estimated average price of $23.52. The stock is now traded at around $46.12. The impact to a portfolio due to this purchase was 0.1%. The holding were 13,727 shares as of 2018-09-30.
New Purchase: iShares Edge MSCI Min Vol USA (USMV)First Personal Financial Services initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $53.24 and $57.58, with an estimated average price of $55.7. The stock is now traded at around $54.90. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,561 shares as of 2018-09-30.
New Purchase: Zions Bancorp NA (ZION)First Personal Financial Services initiated holding in Zions Bancorp NA. The purchase prices were between $50.15 and $54.22, with an estimated average price of $52.8. The stock is now traded at around $47.58. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,800 shares as of 2018-09-30.
New Purchase: Linde PLC (LIN)First Personal Financial Services initiated holding in Linde PLC. The purchase prices were between $154.32 and $167.5, with an estimated average price of $160.53. The stock is now traded at around $162.00. The impact to a portfolio due to this purchase was 0.03%. The holding were 519 shares as of 2018-09-30.
New Purchase: iShares Russell Mid-Cap (IWR)First Personal Financial Services initiated holding in iShares Russell Mid-Cap. The purchase prices were between $211.46 and $224.09, with an estimated average price of $219.16. The stock is now traded at around $51.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 375 shares as of 2018-09-30.
Added: Vanguard Consumer Staples (VDC)First Personal Financial Services added to a holding in Vanguard Consumer Staples by 49.17%. The purchase prices were between $133.62 and $143.65, with an estimated average price of $139.43. The stock is now traded at around $143.19. The impact to a portfolio due to this purchase was 0.36%. The holding were 23,781 shares as of 2018-09-30.
Added: Public Storage (PSA)First Personal Financial Services added to a holding in Public Storage by 26.71%. The purchase prices were between $199.49 and $232.71, with an estimated average price of $215.82. The stock is now traded at around $206.11. The impact to a portfolio due to this purchase was 0.3%. The holding were 22,176 shares as of 2018-09-30.
Added: SPDR MSCI ACWI ex-US (CWI)First Personal Financial Services added to a holding in SPDR MSCI ACWI ex-US by 71.98%. The purchase prices were between $36.09 and $38.07, with an estimated average price of $37.2. The stock is now traded at around $34.94. The impact to a portfolio due to this purchase was 0.29%. The holding were 57,933 shares as of 2018-09-30.
Added: The Kraft Heinz Co (KHC)First Personal Financial Services added to a holding in The Kraft Heinz Co by 20.82%. The purchase prices were between $55.04 and $64.48, with an estimated average price of $59.78. The stock is now traded at around $56.20. The impact to a portfolio due to this purchase was 0.2%. The holding were 66,480 shares as of 2018-09-30.
Added: iShares Trust (CSJ)First Personal Financial Services added to a holding in iShares Trust by 164.30%. The purchase prices were between $103.5 and $103.71, with an estimated average price of $103.63. The stock is now traded at around $103.71. The impact to a portfolio due to this purchase was 0.19%. The holding were 17,840 shares as of 2018-09-30.
Added: Intuit Inc (INTU)First Personal Financial Services added to a holding in Intuit Inc by 264.42%. The purchase prices were between $202.68 and $228.18, with an estimated average price of $214.75. The stock is now traded at around $212.36. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,212 shares as of 2018-09-30.
Sold Out: iShares Silver Trust (SLV)First Personal Financial Services sold out a holding in iShares Silver Trust. The sale prices were between $13.23 and $15.17, with an estimated average price of $14.11.
Sold Out: SPDR Gold Trust (GLD)First Personal Financial Services sold out a holding in SPDR Gold Trust. The sale prices were between $111.1 and $119.15, with an estimated average price of $114.76.
Sold Out: Sprott Physical Gold and Silver Trust (CEF)First Personal Financial Services sold out a holding in Sprott Physical Gold and Silver Trust. The sale prices were between $11.54 and $12.6, with an estimated average price of $11.97.
Sold Out: Dycom Industries Inc (DY)First Personal Financial Services sold out a holding in Dycom Industries Inc. The sale prices were between $68.09 and $99.26, with an estimated average price of $86.61.
Sold Out: Elbit Systems Ltd (ESLT)First Personal Financial Services sold out a holding in Elbit Systems Ltd. The sale prices were between $115.52 and $135, with an estimated average price of $123.55.
Sold Out: Vale SA (VALE)First Personal Financial Services sold out a holding in Vale SA. The sale prices were between $12.49 and $15.25, with an estimated average price of $13.5.
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