Hapanowicz & Associates Financial Services, Inc Buys First Trust DJ Internet Index Fund, Kimberly-Clark Corp, Sells iShares MSCI ACWI ex US Index Fund, EVINE Live Inc

Apr 18, 2019

Investment company Hapanowicz & Associates Financial Services, Inc buys First Trust DJ Internet Index Fund, Kimberly-Clark Corp, sells iShares MSCI ACWI ex US Index Fund, EVINE Live Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Hapanowicz & Associates Financial Services, Inc. As of 2019Q1, Hapanowicz & Associates Financial Services, Inc owns 18 stocks with a total value of $125 million. These are the details of the buys and sells.

New Purchases: FDN, KMB,
Added Positions: BSV, EFV, BIV, BND, VONE,
Reduced Positions: ACWX, VONG, IWS, FYX, EEM,
Sold Out: EVLV,

For the details of Hapanowicz & Associates Financial Services, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/hapanowicz+%26+associates+financial+services%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Hapanowicz & Associates Financial Services, Inc

Vanguard Short-Term Bond (BSV) - 472,849 shares, 30.22% of the total portfolio. Shares added by 14.11%
Vanguard Russell 1000 Growth ETF (VONG) - 123,942 shares, 15.47% of the total portfolio. Shares reduced by 5.62%
Vanguard Intermediate-Term Bond (BIV) - 218,312 shares, 14.71% of the total portfolio. Shares added by 5.82%
iShares MSCI EAFE Value (EFV) - 290,184 shares, 11.38% of the total portfolio. Shares added by 7.96%
iShares Russell Mid-cap Value (IWS) - 125,333 shares, 8.74% of the total portfolio. Shares reduced by 2.37%

New Purchase: First Trust DJ Internet Index Fund (FDN)

Hapanowicz & Associates Financial Services, Inc initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $114.08 and $142.11, with an estimated average price of $132.96. The stock is now traded at around $141.37. The impact to a portfolio due to this purchase was 0.44%. The holding were 3,905 shares as of .

New Purchase: Kimberly-Clark Corp (KMB)

Hapanowicz & Associates Financial Services, Inc initiated holding in Kimberly-Clark Corp. The purchase prices were between $107.87 and $123.9, with an estimated average price of $116.23. The stock is now traded at around $124.24. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,635 shares as of .

Sold Out: EVINE Live Inc (EVLV)

Hapanowicz & Associates Financial Services, Inc sold out a holding in EVINE Live Inc. The sale prices were between $0.33 and $0.68, with an estimated average price of $0.49.

Here is the complete portfolio of Hapanowicz & Associates Financial Services, Inc. Also check out:

1. Hapanowicz & Associates Financial Services, Inc's Undervalued Stocks
2. Hapanowicz & Associates Financial Services, Inc's Top Growth Companies, and
3. Hapanowicz & Associates Financial Services, Inc's High Yield stocks
4. Stocks that Hapanowicz & Associates Financial Services, Inc keeps buying

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