Pinnacle Wealth Planning Services, Inc. Buys Accenture PLC, Vanguard Total Bond Market ETF, Schwab U.S. Large-Cap, Sells iShares MSCI EAFE, iShares S&P 500 Growth, iShares Russell 2000

Investment company Pinnacle Wealth Planning Services, Inc. buys Accenture PLC, Vanguard Total Bond Market ETF, Schwab U.S. Large-Cap, Vanguard FTSE Developed Markets, Takeda Pharmaceutical Co, Philip Morris International Inc, Shopify Inc, STERIS, Taiwan Semiconductor Manufacturing Co, British American Tobacco PLC, Alibaba Group Holding, Altria Group Inc, BlackRock Inc, ASML Holding NV, ABB, Schwab U.S. Small-Cap, SPDR S&P International SmallCap, US Bancorp, Mondelez International Inc, Prologis Inc, United Parcel Service Inc, Ameriprise Financial Inc, Phillips 66, Raytheon Co, Invesco QQQ Trust Series 1, Lowe's Inc, SPDR Gold Trust, Cadence Design Systems Inc, Encana Corp, Western Asset Emg Markets Debt Fund Inc, Blackrock Core Bond Trust, Manulife Financial Corp, Honeywell International Inc, Nuveen AMT-Free Municipal Income Fund, Wells Fargo, Blackrock Muni Interm Duration Fund Inc, Ford Motor Co, Exxon Mobil Corp, Canadian Pacific Railway, Barclays PLC, Linde PLC, Allianzgi NFJ Dividend, Interest & Premium Strateg, Prudential Financial Inc, Prudential PLC, Vanguard FTSE Emerging Markets, Nuveen Credit Strategies Income Fund, Blackrock Enhanced Global Dividend Trust, Blackrock Credit Allocation Income Trust, Aberdeen Global Premier Properties Fund, Wells Fargo Global Dividend Opportunity Fund, Western Asset High Income Oppor Fd Inc, Royce Value Trust Inc, Lloyds Banking Group PLC, MFS Charter Income Trust, MFS Multimarket Income Trust, Hecla Mining Co, Xenia Hotels & Resorts Inc, sells iShares MSCI EAFE, iShares S&P 500 Growth, iShares Russell 2000, iShares S&P 500 Value, iShares Russell 3000, iShares Core U.S. Aggregate Bond, iShares National Muni Bond, First Trust High Yield Long/Short ETF, First Trust Senior Loan Fund ETF, Invesco CEF Income Composite, iShares J.P. Morgan USD Emerging Markets Bond ETF, Biogen Inc, PayPal Holdings Inc, SPDR Blackstone GSO Senior Loan, Mastercard Inc, iShares Floating Rate Bond, Verizon Communications Inc, Deckers Outdoor Corp, Intuitive Surgical Inc, Celgene Corp, PNC Financial Services Group Inc, SPDR S&P 500, Salesforce.com Inc, ConocoPhillips, Eli Lilly and Co, SPDR Portfolio Developed World ex-US, Merck Inc, Coca-Cola Co, Alphabet Inc, Intuit Inc, Adobe Inc, Crown Castle International Corp, UnitedHealth Group Inc, Intercontinental Exchange Inc, Anthem Inc, Zoetis Inc, Walmart Inc, Amgen Inc, Costco Wholesale Corp, Red Hat Inc, Comcast Corp, Electronic Arts Inc, Equinix Inc, Citigroup Inc, American Express Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Pinnacle Wealth Planning Services, Inc.. As of 2019Q1, Pinnacle Wealth Planning Services, Inc. owns 161 stocks with a total value of $103 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Pinnacle Wealth Planning Services, Inc.
  1. SPDR Portfolio Aggregate Bond (SPAB) - 251,128 shares, 6.99% of the total portfolio. Shares reduced by 19.27%
  2. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 180,509 shares, 6.55% of the total portfolio. Shares added by 1.35%
  3. SPDR Russell 1000 ETF (ELR) - 121,244 shares, 3.93% of the total portfolio. Shares added by 0.52%
  4. iShares MSCI EAFE (EFA) - 52,896 shares, 3.35% of the total portfolio. Shares reduced by 70.6%
  5. WisdomTree International Equity Fund (DWM) - 65,026 shares, 3.21% of the total portfolio. Shares reduced by 19.35%
New Purchase: Accenture PLC (ACN)

Pinnacle Wealth Planning Services, 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 $173.82. The impact to a portfolio due to this purchase was 0.56%. The holding were 3,288 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Pinnacle Wealth Planning Services, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $80.90. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,358 shares as of .

New Purchase: Schwab U.S. Large-Cap (SCHX)

Pinnacle Wealth Planning Services, Inc. initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $68.81. The impact to a portfolio due to this purchase was 0.49%. The holding were 7,399 shares as of .

New Purchase: Vanguard FTSE Developed Markets (VEA)

Pinnacle Wealth Planning Services, Inc. initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $41.04. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,297 shares as of .

New Purchase: Takeda Pharmaceutical Co Ltd (TAK)

Pinnacle Wealth Planning Services, Inc. initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $18.63. The impact to a portfolio due to this purchase was 0.37%. The holding were 18,685 shares as of .

New Purchase: Philip Morris International Inc (PM)

Pinnacle Wealth Planning Services, Inc. initiated holding in Philip Morris International Inc. The purchase prices were between $66.44 and $91.91, with an estimated average price of $80.26. The stock is now traded at around $84.14. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,258 shares as of .

Added: SPDR S&P International SmallCap (GWX)

Pinnacle Wealth Planning Services, Inc. added to a holding in SPDR S&P International SmallCap by 23.22%. The purchase prices were between $27.72 and $30.76, with an estimated average price of $29.84. The stock is now traded at around $30.12. The impact to a portfolio due to this purchase was 0.26%. The holding were 47,225 shares as of .

Added: SPDR Gold Trust (GLD)

Pinnacle Wealth Planning Services, Inc. added to a holding in SPDR Gold Trust by 59.50%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $120.91. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,458 shares as of .

Added: Honeywell International Inc (HON)

Pinnacle Wealth Planning Services, Inc. added to a holding in Honeywell International Inc by 52.46%. The purchase prices were between $130.07 and $158.92, with an estimated average price of $147.99. The stock is now traded at around $170.35. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,229 shares as of .

Added: Wells Fargo & Co (WFC)

Pinnacle Wealth Planning Services, Inc. added to a holding in Wells Fargo & Co by 34.73%. 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 $47.16. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,260 shares as of .

Added: Exxon Mobil Corp (XOM)

Pinnacle Wealth Planning Services, Inc. added to a holding in Exxon Mobil Corp by 39.07%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $76.87. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,340 shares as of .

Added: Barclays PLC (BCS)

Pinnacle Wealth Planning Services, Inc. added to a holding in Barclays PLC by 123.22%. The purchase prices were between $7.54 and $8.92, with an estimated average price of $8.32. The stock is now traded at around $8.26. The impact to a portfolio due to this purchase was 0.13%. The holding were 29,731 shares as of .

Sold Out: iShares National Muni Bond (MUB)

Pinnacle Wealth Planning Services, Inc. sold out a holding in iShares National Muni Bond. The sale prices were between $108.82 and $111.36, with an estimated average price of $109.64.

Sold Out: First Trust High Yield Long/Short ETF (HYLS)

Pinnacle Wealth Planning Services, Inc. sold out a holding in First Trust High Yield Long/Short ETF. The sale prices were between $44.85 and $48.02, with an estimated average price of $47.14.

Sold Out: First Trust Senior Loan Fund ETF (FTSL)

Pinnacle Wealth Planning Services, Inc. sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $45.5 and $47.68, with an estimated average price of $47.12.

Sold Out: Invesco CEF Income Composite (PCEF)

Pinnacle Wealth Planning Services, Inc. sold out a holding in Invesco CEF Income Composite. The sale prices were between $20.23 and $22.24, with an estimated average price of $21.7.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Pinnacle Wealth Planning Services, Inc. sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $102.22 and $109.29, with an estimated average price of $106.55.

Sold Out: Biogen Inc (BIIB)

Pinnacle Wealth Planning Services, Inc. sold out a holding in Biogen Inc. The sale prices were between $216.71 and $338.96, with an estimated average price of $315.3.



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