Financial Insights, Inc. Buys Exxon Mobil Corp, Cisco Systems Inc, Procter & Gamble Co, Sells Vanguard S&P 500, SPDR Select Sector Fund - Financial, Cohen & Steers Global Realty Majors

Investment company Financial Insights, Inc. buys Exxon Mobil Corp, Cisco Systems Inc, Procter & Gamble Co, United Technologies Corp, SPDR Wells Fargo Preferred Stock, iShares MSCI KLD 400 Social, sells Vanguard S&P 500, SPDR Select Sector Fund - Financial, Cohen & Steers Global Realty Majors during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Financial Insights, Inc.. As of 2019Q1, Financial Insights, Inc. owns 53 stocks with a total value of $68 million. These are the details of the buys and sells.

For the details of Financial Insights, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/financial+insights%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Financial Insights, Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 37,000 shares, 11.77% of the total portfolio. Shares added by 0.61%
  2. Microsoft Corp (MSFT) - 50,182 shares, 9.62% of the total portfolio. Shares reduced by 1.93%
  3. WisdomTree U.S. MidCap Dividend Fund (DON) - 146,171 shares, 7.87% of the total portfolio. Shares added by 1.02%
  4. ALPS Sector Dividend Dogs (SDOG) - 120,705 shares, 7.84% of the total portfolio. Shares added by 0.02%
  5. Vanguard Mortgage-Backed Securities ETF (VMBS) - 87,343 shares, 6.69% of the total portfolio. Shares added by 1.04%
New Purchase: Exxon Mobil Corp (XOM)

Financial Insights, Inc. initiated holding in Exxon Mobil Corp. 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 $73.79. The impact to a portfolio due to this purchase was 0.55%. The holding were 4,634 shares as of .

New Purchase: United Technologies Corp (UTX)

Financial Insights, Inc. initiated holding in United Technologies Corp. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $130.45. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,531 shares as of .

New Purchase: Cisco Systems Inc (CSCO)

Financial Insights, Inc. initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $54.19. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,872 shares as of .

New Purchase: Procter & Gamble Co (PG)

Financial Insights, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $106.76. The impact to a portfolio due to this purchase was 0.32%. The holding were 2,059 shares as of .

New Purchase: SPDR Wells Fargo Preferred Stock (PSK)

Financial Insights, Inc. initiated holding in SPDR Wells Fargo Preferred Stock. The purchase prices were between $39.56 and $42.68, with an estimated average price of $41.83. The stock is now traded at around $42.77. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,854 shares as of .

Added: iShares MSCI KLD 400 Social (DSI)

Financial Insights, Inc. added to a holding in iShares MSCI KLD 400 Social by 21.77%. The purchase prices were between $90.38 and $106.06, with an estimated average price of $101.07. The stock is now traded at around $105.39. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,242 shares as of .

Sold Out: Vanguard S&P 500 (VOO)

Financial Insights, Inc. sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.

Sold Out: SPDR Select Sector Fund - Financial (XLF)

Financial Insights, Inc. sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $23.48 and $26.9, with an estimated average price of $25.79.

Sold Out: Cohen & Steers Global Realty Majors (GRI)

Financial Insights, Inc. sold out a holding in Cohen & Steers Global Realty Majors. The sale prices were between $40.3 and $47.45, with an estimated average price of $44.9.



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