Altfest L J & Co Inc Buys Schwab U.S. Large-Cap Value, Schwab Short-Term U.S. Treasury, iShares 7-10 Year Treasury Bond ETF, Sells iShares 3-7 Year Treasury Bond ETF, Vanguard Health Care, SPDR Series Trust S&P Biotech

New York, NY, based Investment company Altfest L J & Co Inc buys Schwab U.S. Large-Cap Value, Schwab Short-Term U.S. Treasury, iShares 7-10 Year Treasury Bond ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, Amazon.com Inc, Apple Inc, Coca-Cola Co, Bank of America Corporation, Berkshire Hathaway Inc, BRT Apartments Corp, Boeing Co, WisdomTree Emerging Market SmallCap Fund, Amgen Inc, Abbott Laboratories, SAP SE, Pinduoduo Inc, Humana Inc, DXC Technology Co, Delta Air Lines Inc, Ishares MSCI India Small Cap, BP PLC, Centric Brands Inc, Akamai Technologies Inc, American Express Co, LKQ Corp, Discover Financial Services, AT&T Inc, Magna International Inc, Qualcomm Inc, Bank of New York Mellon Corp, Alphabet Inc, Twitter Inc, NetApp Inc, JD.com Inc, American Electric Power Co Inc, PagSeguro Digital, iShares MSCI KLD 400 Social, Green Dot Corp, Schwab U.S. Small-Cap, Turkcell Iletisim Hizmetleri AS, Illumina Inc, Schwab U.S. TIPs, Cemex SAB de CV, Marvell Technology Group, Schwab US Aggregate Bond, Vanguard Mortgage-Backed Securities ETF, Automatic Data Processing Inc, E.I. du Pont de Nemours, E.I. du Pont de Nemours, Gilead Sciences Inc, Nektar Therapeutics Inc, United Parcel Service Inc, Leidos Holdings Inc, Schwab International Equity, iShares Core U.S. Aggregate Bond, Consolidated Edison Inc, sells iShares 3-7 Year Treasury Bond ETF, Vanguard Health Care, SPDR Series Trust S&P Biotech, Universal Health Realty Income Trust, SPDR Select Sector Fund - Financial, iShares Core MSCI Emerging Markets, Chubb, McDonald's Corp, iShares U.S. Medical Devices, Caterpillar Inc, Total SA, Taiwan Semiconductor Manufacturing Co, Citigroup Inc, Lam Research Corp, Cisco Systems Inc, Royal Dutch Shell PLC, SPDR S&P Regional Banking, United Rentals Inc, Momo Inc, IQVIA Holdings Inc, Celgene Corp, SPDR Select Sector Fund - Consumer Discretionary, American Tower Corp, Phillips 66, Centric Brands Inc, The Travelers Inc, ASML Holding NV, SPDR Select Sector Fund - Health Care, VMware Inc, Nuveen Mortgage Opportunity Term Fund 2, Cerner Corp, iShares U.S. Oil Equipment & Services, SPDR Select Sector Fund - Utilities during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Altfest L J & Co Inc. As of 2019Q1, Altfest L J & Co Inc owns 174 stocks with a total value of $354 million. These are the details of the buys and sells.

For the details of ALTFEST L J & CO INC's stock buys and sells, go to https://www.gurufocus.com/guru/altfest+l+j+%26+co+inc/current-portfolio/portfolio

These are the top 5 holdings of ALTFEST L J & CO INC
  1. iShares 3-7 Year Treasury Bond ETF (IEI) - 450,137 shares, 15.66% of the total portfolio. Shares reduced by 22.15%
  2. iShares 0-5 Year TIPS Bond (STIP) - 417,854 shares, 11.76% of the total portfolio. Shares reduced by 0.19%
  3. First Trust North American Energy Infrastructure F (EMLP) - 1,082,477 shares, 7.56% of the total portfolio. Shares reduced by 1.96%
  4. Schwab Short-Term U.S. Treasury (SCHO) - 411,746 shares, 5.83% of the total portfolio. Shares added by 59.16%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 165,506 shares, 4.75% of the total portfolio. Shares added by 42.46%
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Altfest L J & Co Inc initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $102.4 and $106.2, with an estimated average price of $103.74. The stock is now traded at around $108.69. The impact to a portfolio due to this purchase was 1.51%. The holding were 50,186 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Altfest L J & Co Inc initiated holding in Amazon.com Inc. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1860.63. The impact to a portfolio due to this purchase was 1.26%. The holding were 2,516 shares as of .

New Purchase: Apple Inc (AAPL)

Altfest L J & Co Inc initiated holding in Apple Inc. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $192.58. The impact to a portfolio due to this purchase was 0.9%. The holding were 16,762 shares as of .

New Purchase: Bank of America Corporation (BAC)

Altfest L J & Co Inc initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $28.07. The impact to a portfolio due to this purchase was 0.38%. The holding were 49,947 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Altfest L J & Co Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $207.16. The impact to a portfolio due to this purchase was 0.37%. The holding were 6,567 shares as of .

New Purchase: BRT Apartments Corp (BRT)

Altfest L J & Co Inc initiated holding in BRT Apartments Corp. The purchase prices were between $11.44 and $13.91, with an estimated average price of $13.12. The stock is now traded at around $13.05. The impact to a portfolio due to this purchase was 0.34%. The holding were 86,905 shares as of .

Added: Schwab U.S. Large-Cap Value (SCHV)

Altfest L J & Co Inc added to a holding in Schwab U.S. Large-Cap Value by 133.34%. The purchase prices were between $48.54 and $55.48, with an estimated average price of $53.19. The stock is now traded at around $55.51. The impact to a portfolio due to this purchase was 2.26%. The holding were 255,948 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Altfest L J & Co Inc added to a holding in Schwab Short-Term U.S. Treasury by 59.16%. The purchase prices were between $49.81 and $50.22, with an estimated average price of $49.94. The stock is now traded at around $50.41. The impact to a portfolio due to this purchase was 2.17%. The holding were 411,746 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Altfest L J & Co Inc added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 42.46%. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.55. The impact to a portfolio due to this purchase was 1.42%. The holding were 165,506 shares as of .

Added: Coca-Cola Co (KO)

Altfest L J & Co Inc added to a holding in Coca-Cola Co by 168.88%. The purchase prices were between $44.69 and $49.79, with an estimated average price of $46.77. The stock is now traded at around $51.38. The impact to a portfolio due to this purchase was 0.44%. The holding were 53,477 shares as of .

Added: AT&T Inc (T)

Altfest L J & Co Inc added to a holding in AT&T Inc by 26.61%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.93. The impact to a portfolio due to this purchase was 0.11%. The holding were 57,013 shares as of .

Added: Alphabet Inc (GOOG)

Altfest L J & Co Inc added to a holding in Alphabet Inc by 35.19%. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1080.38. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,168 shares as of .

Sold Out: Universal Health Realty Income Trust (UHT)

Altfest L J & Co Inc sold out a holding in Universal Health Realty Income Trust. The sale prices were between $60.24 and $76.6, with an estimated average price of $71.06.

Sold Out: iShares Core MSCI Emerging Markets (IEMG)

Altfest L J & Co Inc sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $46.41 and $52.64, with an estimated average price of $50.65.

Sold Out: Chubb Ltd (CB)

Altfest L J & Co Inc sold out a holding in Chubb Ltd. The sale prices were between $124.67 and $140.08, with an estimated average price of $132.97.

Sold Out: Total SA (TOT)

Altfest L J & Co Inc sold out a holding in Total SA. The sale prices were between $52.18 and $58.65, with an estimated average price of $55.58.

Sold Out: Caterpillar Inc (CAT)

Altfest L J & Co Inc sold out a holding in Caterpillar Inc. The sale prices were between $121.51 and $141.41, with an estimated average price of $132.85.

Sold Out: IQVIA Holdings Inc (IQV)

Altfest L J & Co Inc sold out a holding in IQVIA Holdings Inc. The sale prices were between $109.96 and $144.45, with an estimated average price of $133.07.

Reduced: iShares 3-7 Year Treasury Bond ETF (IEI)

Altfest L J & Co Inc reduced to a holding in iShares 3-7 Year Treasury Bond ETF by 22.15%. The sale prices were between $119.81 and $122.73, with an estimated average price of $120.85. The stock is now traded at around $124.76. The impact to a portfolio due to this sale was -5.03%. Altfest L J & Co Inc still held 450,137 shares as of .

Reduced: Vanguard Health Care (VHT)

Altfest L J & Co Inc reduced to a holding in Vanguard Health Care by 59.83%. The sale prices were between $154.88 and $175.58, with an estimated average price of $169.4. The stock is now traded at around $170.90. The impact to a portfolio due to this sale was -0.53%. Altfest L J & Co Inc still held 6,800 shares as of .

Reduced: SPDR Series Trust S&P Biotech (XBI)

Altfest L J & Co Inc reduced to a holding in SPDR Series Trust S&P Biotech by 88.39%. The sale prices were between $71.21 and $91.92, with an estimated average price of $84.86. The stock is now traded at around $82.09. The impact to a portfolio due to this sale was -0.52%. Altfest L J & Co Inc still held 2,949 shares as of .

Reduced: SPDR Select Sector Fund - Financial (XLF)

Altfest L J & Co Inc reduced to a holding in SPDR Select Sector Fund - Financial by 85.76%. The sale prices were between $23.48 and $26.9, with an estimated average price of $25.79. The stock is now traded at around $27.35. The impact to a portfolio due to this sale was -0.41%. Altfest L J & Co Inc still held 8,936 shares as of .

Reduced: McDonald's Corp (MCD)

Altfest L J & Co Inc reduced to a holding in McDonald's Corp by 62.94%. The sale prices were between $173.97 and $189.9, with an estimated average price of $181.41. The stock is now traded at around $201.30. The impact to a portfolio due to this sale was -0.21%. Altfest L J & Co Inc still held 2,113 shares as of .

Reduced: iShares U.S. Medical Devices (IHI)

Altfest L J & Co Inc reduced to a holding in iShares U.S. Medical Devices by 31.67%. The sale prices were between $188.43 and $233.49, with an estimated average price of $217.83. The stock is now traded at around $234.59. The impact to a portfolio due to this sale was -0.2%. Altfest L J & Co Inc still held 6,545 shares as of .



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