Access Financial Services, Inc. Buys Schwab U.S. Large-Cap, Xtrackers MSCI EAFE Hedged Equity, Schwab International Equity, Sells Cummins Inc, General Dynamics Corp, AmeriGas Partners LP

• New Purchases: SCHX, DBEF, SCHF, VOO, SCHA, VYM, MINT, SCHM, IVV, XLV, OEF, EFA, XLU, BND, XLE, IWM, SCHB, TIP, SCHG, GLD, JPM, SCHZ, AMLP, XLK, XLI, CVX, FNDA, IWB, DVY, MUA,
• Added Positions: UNH, T, AAPL, RFI, JNJ, AMGN, LMT,
• Reduced Positions: WFC, XOM, IP, BBN, UPS, JCI, NXP, INTC, ABT, BA, SO, MSFT, PG, KO, CSCO, MMM,
• Sold Out: CMI, GD, APU, UMPQ, PACW, VMM, AMZN, HP,

For the details of ACCESS FINANCIAL SERVICES, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/access+financial+services%2C+inc./current-portfolio/portfolio

1. Schwab U.S. Large-Cap (SCHX) - 411,864 shares, 22.74% of the total portfolio. New Position
2. Xtrackers MSCI EAFE Hedged Equity (DBEF) - 260,985 shares, 6.73% of the total portfolio. New Position
3. Schwab International Equity (SCHF) - 190,939 shares, 5.01% of the total portfolio. New Position
4. Vanguard S&P 500 (VOO) - 20,613 shares, 4.38% of the total portfolio. New Position
5. Schwab U.S. Small-Cap (SCHA) - 74,617 shares, 4.19% of the total portfolio. New Position

Access Financial Services, Inc. initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $56.03 and $69.8, with an estimated average price of $64.16. The stock is now traded at around $66.40. The impact to a portfolio due to this purchase was 22.74%. The holding were 411,864 shares as of .

Access Financial Services, Inc. initiated holding in Xtrackers MSCI EAFE Hedged Equity. The purchase prices were between $27.1 and $32.43, with an estimated average price of $29.94. The stock is now traded at around $30.48. The impact to a portfolio due to this purchase was 6.73%. The holding were 260,985 shares as of .

Access Financial Services, Inc. initiated holding in Schwab International Equity. The purchase prices were between $27.44 and $33.39, with an estimated average price of $30.51. The stock is now traded at around $30.80. The impact to a portfolio due to this purchase was 5.01%. The holding were 190,939 shares as of .

Access Financial Services, Inc. initiated holding in Vanguard S&P 500. The purchase prices were between $215.07 and $268.24, with an estimated average price of $246.83. The stock is now traded at around $254.95. The impact to a portfolio due to this purchase was 4.38%. The holding were 20,613 shares as of .

Access Financial Services, Inc. initiated holding in Schwab U.S. Small-Cap. The purchase prices were between $57.06 and $75.21, with an estimated average price of $67.29. The stock is now traded at around $71.10. The impact to a portfolio due to this purchase was 4.19%. The holding were 74,617 shares as of .

Access Financial Services, Inc. initiated holding in Vanguard High Dividend Yield. The purchase prices were between $73.71 and $87.98, with an estimated average price of $83.23. The stock is now traded at around $85.07. The impact to a portfolio due to this purchase was 3.86%. The holding were 53,558 shares as of .

Access Financial Services, Inc. added to a holding in UnitedHealth Group Inc by 23.61%. The purchase prices were between $232.94 and $286.33, with an estimated average price of $263.77. The stock is now traded at around $270.87. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,665 shares as of .

Access Financial Services, Inc. sold out a holding in Cummins Inc. The sale prices were between $125.49 and $152.84, with an estimated average price of $140.98.

Access Financial Services, Inc. sold out a holding in General Dynamics Corp. The sale prices were between $148.21 and $207.16, with an estimated average price of $178.18.

Access Financial Services, Inc. sold out a holding in AmeriGas Partners LP. The sale prices were between $22.91 and $40.5, with an estimated average price of $34.51.

Access Financial Services, Inc. sold out a holding in Umpqua Holdings Corp. The sale prices were between $15.24 and $21.26, with an estimated average price of $18.71.

Access Financial Services, Inc. sold out a holding in PacWest Bancorp. The sale prices were between $31.49 and $48.83, with an estimated average price of $39.58.

Access Financial Services, Inc. sold out a holding in Delaware Investments MN Muni Inc Fund II. The sale prices were between $11.56 and $11.99, with an estimated average price of $11.77.