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 

PDS Planning, Inc Buys iShares MSCI EAFE Value, iShares National Muni Bond, The Home Depot Inc, Sells Coca-Cola Co, Schwab U.S. Large-Cap, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E

Investment company PDS Planning, Inc buys iShares MSCI EAFE Value, iShares National Muni Bond, The Home Depot Inc, Invesco S&P 500 Low Volatility, Comcast Corp, iShares Core High Dividend, iShares MSCI ACWI Index Fund, Huntington Bancshares Inc, iShares International Select Dividend, AB Svensk Ekportkredit (Swedish Export Credit Corp, iShares Edge MSCI Min Vol Emerging Markets, United Microelectronics Corp, Turquoise Hill Resources, sells Coca-Cola Co, Schwab U.S. Large-Cap, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Amazon.com Inc, Altria Group Inc, Vanguard Small-Cap Value, General Electric Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, PDS Planning, Inc. As of 2019Q1, PDS Planning, Inc owns 80 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of PDS Planning, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/pds+planning%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of PDS Planning, Inc
  1. Vanguard FTSE Developed Markets (VEA) - 372,703 shares, 12.62% of the total portfolio. Shares added by 6.20%
  2. Vanguard Div Appreciation (VIG) - 74,642 shares, 6.78% of the total portfolio. Shares reduced by 1.46%
  3. Abbott Laboratories (ABT) - 99,181 shares, 6.57% of the total portfolio. Shares reduced by 0.9%
  4. AbbVie Inc (ABBV) - 81,242 shares, 5.43% of the total portfolio. Shares reduced by 0.42%
  5. iShares Russell 2000 Value (IWN) - 51,624 shares, 5.13% of the total portfolio. Shares added by 11.28%
New Purchase: iShares MSCI EAFE Value (EFV)

PDS Planning, Inc initiated holding in iShares MSCI EAFE Value. The purchase prices were between $44.87 and $49.81, with an estimated average price of $48.07. The stock is now traded at around $50.47. The impact to a portfolio due to this purchase was 0.52%. The holding were 12,754 shares as of .

New Purchase: The Home Depot Inc (HD)

PDS Planning, Inc initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $205.66. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,475 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

PDS Planning, Inc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.62. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,755 shares as of .

New Purchase: Comcast Corp (CMCSA)

PDS Planning, 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 $42.43. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,643 shares as of .

New Purchase: iShares Core High Dividend (HDV)

PDS Planning, Inc initiated holding in iShares Core High Dividend. The purchase prices were between $82.8 and $93.96, with an estimated average price of $89.67. The stock is now traded at around $94.71. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,268 shares as of .

New Purchase: iShares MSCI ACWI Index Fund (ACWI)

PDS Planning, Inc initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $63.05 and $72.85, with an estimated average price of $69.43. The stock is now traded at around $74.13. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,781 shares as of .

Added: iShares National Muni Bond (MUB)

PDS Planning, Inc added to a holding in iShares National Muni Bond by 29.50%. The purchase prices were between $108.82 and $111.36, with an estimated average price of $109.64. The stock is now traded at around $110.87. The impact to a portfolio due to this purchase was 0.28%. The holding were 13,591 shares as of .

Added: Huntington Bancshares Inc (HBAN)

PDS Planning, Inc added to a holding in Huntington Bancshares Inc by 79.64%. The purchase prices were between $11.92 and $14.41, with an estimated average price of $13.43. The stock is now traded at around $13.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 34,124 shares as of .

Added: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

PDS Planning, Inc added to a holding in iShares Edge MSCI Min Vol Emerging Markets by 23.72%. The purchase prices were between $55.11 and $59.93, with an estimated average price of $58.41. The stock is now traded at around $59.87. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,152 shares as of .

Sold Out: Schwab U.S. Large-Cap (SCHX)

PDS Planning, Inc sold out a holding in Schwab U.S. Large-Cap. The sale prices were between $58.26 and $68.11, with an estimated average price of $64.92.

Sold Out: JPMorgan Chase Capital XVI JP Morgan Alerian MLP E (AMJ)

PDS Planning, Inc sold out a holding in JPMorgan Chase Capital XVI JP Morgan Alerian MLP E. The sale prices were between $22.32 and $26.11, with an estimated average price of $24.94.

Sold Out: General Electric Co (GE)

PDS Planning, Inc sold out a holding in General Electric Co. The sale prices were between $7.28 and $10.88, with an estimated average price of $9.4.



Here is the complete portfolio of PDS Planning, Inc. Also check out:

1. PDS Planning, Inc's Undervalued Stocks
2. PDS Planning, Inc's Top Growth Companies, and
3. PDS Planning, Inc's High Yield stocks
4. Stocks that PDS Planning, 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