James Hambro & Partners Buys Lockheed Martin Corp, Mondelez International Inc, Pfizer Inc, Sells Vanguard Short-Term Inflation-Protected Securities, Apple Inc, Bank of America Corporation

Investment company James Hambro & Partners buys Lockheed Martin Corp, Mondelez International Inc, Pfizer Inc, Ecolab Inc, Fidelity National Information Services Inc, S&P Global Inc, SPDR Gold Trust, Autodesk Inc, Vanguard FTSE Emerging Markets, Wells Fargo, iShares TIPS Bond, Insulet Corp, Cadiz Inc, sells Vanguard Short-Term Inflation-Protected Securities, Apple Inc, Bank of America Corporation, Salesforce.com Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, James Hambro & Partners. As of 2019Q1, James Hambro & Partners owns 45 stocks with a total value of $331 million. These are the details of the buys and sells.

For the details of James Hambro & Partners's stock buys and sells, go to https://www.gurufocus.com/guru/james+hambro+%26+partners/current-portfolio/portfolio

These are the top 5 holdings of James Hambro & Partners
  1. Microsoft Corp (MSFT) - 404,192 shares, 14.39% of the total portfolio. Shares added by 7.07%
  2. Visa Inc (V) - 249,584 shares, 11.77% of the total portfolio. Shares added by 8.07%
  3. United Technologies Corp (UTX) - 236,744 shares, 9.21% of the total portfolio. Shares added by 9.10%
  4. JPMorgan Chase & Co (JPM) - 298,555 shares, 9.13% of the total portfolio. Shares added by 1.27%
  5. Becton, Dickinson and Co (BDX) - 120,484 shares, 9.08% of the total portfolio. Shares added by 7.33%
New Purchase: SPDR Gold Trust (GLD)

James Hambro & Partners initiated holding in SPDR Gold Trust. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.15. The stock is now traded at around $120.61. The impact to a portfolio due to this purchase was 0.43%. The holding were 11,702 shares as of .

New Purchase: Autodesk Inc (ADSK)

James Hambro & Partners initiated holding in Autodesk Inc. The purchase prices were between $121.85 and $164.28, with an estimated average price of $149.2. The stock is now traded at around $174.64. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,444 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

James Hambro & Partners initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $43.18. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,900 shares as of .

New Purchase: iShares TIPS Bond (TIP)

James Hambro & Partners initiated holding in iShares TIPS Bond. The purchase prices were between $109.51 and $113.07, with an estimated average price of $110.88. The stock is now traded at around $113.22. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,391 shares as of .

New Purchase: Wells Fargo & Co (WFC)

James Hambro & Partners initiated holding in Wells Fargo & Co. The purchase prices were between $46.08 and $51.73, with an estimated average price of $49.15. The stock is now traded at around $47.89. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,426 shares as of .

New Purchase: Insulet Corp (PODD)

James Hambro & Partners initiated holding in Insulet Corp. The purchase prices were between $72.44 and $101.87, with an estimated average price of $85.49. The stock is now traded at around $82.98. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,389 shares as of .

Added: Lockheed Martin Corp (LMT)

James Hambro & Partners added to a holding in Lockheed Martin Corp by 387.31%. 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 $333.65. The impact to a portfolio due to this purchase was 3.37%. The holding were 46,826 shares as of .

Added: Mondelez International Inc (MDLZ)

James Hambro & Partners added to a holding in Mondelez International Inc by 112.22%. The purchase prices were between $39.74 and $49.92, with an estimated average price of $45.79. The stock is now traded at around $50.09. The impact to a portfolio due to this purchase was 3.34%. The holding were 419,446 shares as of .

Added: Pfizer Inc (PFE)

James Hambro & Partners added to a holding in Pfizer Inc by 1749.46%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $39.64. The impact to a portfolio due to this purchase was 3%. The holding were 247,088 shares as of .

Added: Ecolab Inc (ECL)

James Hambro & Partners added to a holding in Ecolab Inc by 52.63%. The purchase prices were between $141.54 and $176.54, with an estimated average price of $162.08. The stock is now traded at around $183.44. The impact to a portfolio due to this purchase was 0.77%. The holding were 41,580 shares as of .

Added: Fidelity National Information Services Inc (FIS)

James Hambro & Partners added to a holding in Fidelity National Information Services Inc by 23.59%. The purchase prices were between $98.31 and $113.1, with an estimated average price of $106.57. The stock is now traded at around $111.42. The impact to a portfolio due to this purchase was 0.72%. The holding were 110,270 shares as of .

Added: S&P Global Inc (SPGI)

James Hambro & Partners added to a holding in S&P Global Inc by 51.87%. The purchase prices were between $164.37 and $210.55, with an estimated average price of $193.28. The stock is now traded at around $218.46. The impact to a portfolio due to this purchase was 0.48%. The holding were 22,135 shares as of .

Sold Out: Vanguard Short-Term Inflation-Protected Securities (VTIP)

James Hambro & Partners sold out a holding in Vanguard Short-Term Inflation-Protected Securities. The sale prices were between $47.91 and $48.71, with an estimated average price of $48.27.

Sold Out: Bank of America Corporation (BAC)

James Hambro & Partners sold out a holding in Bank of America Corporation. The sale prices were between $24.56 and $29.82, with an estimated average price of $28.23.



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