First Personal Financial Services Buys iShares Intermediate Credit Bond ETF, Vanguard Consumer Staples, Public Storage, Sells iShares Silver Trust, SPDR Gold Trust, Illinois Tool Works Inc

Charlotte, NC, based Investment company First Personal Financial Services buys iShares Intermediate Credit Bond ETF, Vanguard Consumer Staples, Public Storage, SPDR MSCI ACWI ex-US, The Kraft Heinz Co, iShares Trust, Intuit Inc, Daktronics Inc, VanEck Vectors AMT-Free Intermediate Municipal Ind, Vanguard Utilities, sells iShares Silver Trust, SPDR Gold Trust, Illinois Tool Works Inc, Sprott Physical Gold and Silver Trust, AT&T Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, First Personal Financial Services. As of 2018-09-30, First Personal Financial Services owns 670 stocks with a total value of $310 million. These are the details of the buys and sells.

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
  1. iShares Core S&P Mid-Cap (IJH) - 44,661 shares, 2.9% of the total portfolio. Shares reduced by 3.11%
  2. iShares Core S&P 500 (IVV) - 29,032 shares, 2.74% of the total portfolio. Shares reduced by 2.81%
  3. Microsoft Corp (MSFT) - 71,725 shares, 2.65% of the total portfolio. Shares reduced by 5.28%
  4. Accenture PLC (ACN) - 44,034 shares, 2.42% of the total portfolio. Shares reduced by 4.26%
  5. ProShares S&P 500 Dividend Aristocrats (NOBL) - 108,302 shares, 2.34% of the total portfolio. Shares reduced by 1.84%
New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

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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