1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Accredited Investors Inc. Buys iShares Core S&P Small-Cap, US Bancorp, Bank of New York Mellon Corp, Sells iShares MSCI EAFE Value, Vanguard Total World Stock Index, iShares Russell 1000 Value

Edina, MN, based Investment company Accredited Investors Inc. buys iShares Core S&P Small-Cap, US Bancorp, Bank of New York Mellon Corp, Abbott Laboratories, Zoetis Inc, Lockheed Martin Corp, Netflix Inc, Waters Corp, Vanguard FTSE Emerging Markets, Accenture PLC, United Technologies Corp, Texas Instruments Inc, FedEx Corp, Norfolk Southern Corp, Comcast Corp, iShares Russell Mid-Cap, Kimberly-Clark Corp, SPDR Select Sector Fund - Financial, iShares MSCI KLD 400 Social, Enterprise Products Partners LP, Viveve Medical Inc, Ford Motor Co, PayPal Holdings Inc, sells iShares MSCI EAFE Value, Vanguard Total World Stock Index, iShares Russell 1000 Value, iShares Russell 2000 Growth, Under Armour Inc, iShares 1-3 Year Treasury Bond ETF, Castle Brands Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Accredited Investors Inc.. As of 2019Q1, Accredited Investors Inc. owns 131 stocks with a total value of $446 million. These are the details of the buys and sells.

For the details of Accredited Investors Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/accredited+investors+inc./current-portfolio/portfolio

These are the top 5 holdings of Accredited Investors Inc.
  1. iShares Russell 2000 (IWM) - 291,876 shares, 10.02% of the total portfolio. Shares reduced by 0.51%
  2. iShares Core S&P Small-Cap (IJR) - 538,875 shares, 9.33% of the total portfolio. Shares added by 37.46%
  3. iShares Core S&P 500 (IVV) - 142,298 shares, 9.08% of the total portfolio. Shares reduced by 1.12%
  4. Schwab U.S. Broad Market (SCHB) - 473,534 shares, 7.23% of the total portfolio. Shares reduced by 3.59%
  5. iShares Russell 1000 Growth (IWF) - 158,687 shares, 5.39% of the total portfolio. Shares reduced by 1.69%
New Purchase: Bank of New York Mellon Corp (BK)

Accredited Investors Inc. initiated holding in Bank of New York Mellon Corp. The purchase prices were between $46.56 and $53.98, with an estimated average price of $51.51. The stock is now traded at around $48.54. The impact to a portfolio due to this purchase was 0.18%. The holding were 16,291 shares as of .

New Purchase: Zoetis Inc (ZTS)

Accredited Investors Inc. initiated holding in Zoetis Inc. The purchase prices were between $81.56 and $100.67, with an estimated average price of $90.69. The stock is now traded at around $97.58. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,563 shares as of .

New Purchase: Netflix Inc (NFLX)

Accredited Investors Inc. initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $357.24. The impact to a portfolio due to this purchase was 0.06%. The holding were 769 shares as of .

New Purchase: Lockheed Martin Corp (LMT)

Accredited Investors Inc. initiated holding in Lockheed Martin Corp. The purchase prices were between $258.08 and $309.47, with an estimated average price of $292.83. The stock is now traded at around $309.95. The impact to a portfolio due to this purchase was 0.06%. The holding were 887 shares as of .

New Purchase: Accenture PLC (ACN)

Accredited Investors Inc. initiated holding in Accenture PLC. The purchase prices were between $135.79 and $176.02, with an estimated average price of $156.8. The stock is now traded at around $179.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,344 shares as of .

New Purchase: Comcast Corp (CMCSA)

Accredited Investors Inc. initiated holding in Comcast Corp. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.41. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,644 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Accredited Investors Inc. added to a holding in iShares Core S&P Small-Cap by 37.46%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $79.25. The impact to a portfolio due to this purchase was 2.54%. The holding were 538,875 shares as of .

Added: US Bancorp (USB)

Accredited Investors Inc. added to a holding in US Bancorp by 264.75%. The purchase prices were between $45.7 and $52.45, with an estimated average price of $50.1. The stock is now traded at around $50.47. The impact to a portfolio due to this purchase was 0.28%. The holding were 36,304 shares as of .

Added: Abbott Laboratories (ABT)

Accredited Investors Inc. added to a holding in Abbott Laboratories by 86.02%. The purchase prices were between $66.22 and $80.06, with an estimated average price of $74.34. The stock is now traded at around $73.38. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,466 shares as of .

Added: SPDR Select Sector Fund - Financial (XLF)

Accredited Investors Inc. added to a holding in SPDR Select Sector Fund - Financial by 25.56%. The purchase prices were between $23.48 and $26.9, with an estimated average price of $25.79. The stock is now traded at around $27.32. The impact to a portfolio due to this purchase was 0.03%. The holding were 29,330 shares as of .

Added: iShares MSCI KLD 400 Social (DSI)

Accredited Investors Inc. added to a holding in iShares MSCI KLD 400 Social by 23.66%. The purchase prices were between $90.75 and $106.06, with an estimated average price of $101.3. The stock is now traded at around $108.45. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,909 shares as of .

Added: PayPal Holdings Inc (PYPL)

Accredited Investors Inc. added to a holding in PayPal Holdings Inc by 22.33%. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $108.65. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,561 shares as of .

Sold Out: Under Armour Inc (UA)

Accredited Investors Inc. sold out a holding in Under Armour Inc. The sale prices were between $15.96 and $20.41, with an estimated average price of $18.86.

Sold Out: Castle Brands Inc (ROX)

Accredited Investors Inc. sold out a holding in Castle Brands Inc. The sale prices were between $0.7 and $0.91, with an estimated average price of $0.84.



Here is the complete portfolio of Accredited Investors Inc.. Also check out:

1. Accredited Investors Inc.'s Undervalued Stocks
2. Accredited Investors Inc.'s Top Growth Companies, and
3. Accredited Investors Inc.'s High Yield stocks
4. Stocks that Accredited Investors Inc. keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK