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Morningstar Investment Services, Inc. Buys Alphabet Inc, Charles Schwab Corp, Anthem Inc, Sells Allergan PLC, SPDR Barclays High Yield Bond ETF, Oracle Corp

Chicago, IL, based Investment company Morningstar Investment Services, Inc. (Current Portfolio) buys Alphabet Inc, Charles Schwab Corp, Anthem Inc, Plains GP Holdings LP, Vanguard Mortgage-Backed Securities ETF, sells Allergan PLC, SPDR Barclays High Yield Bond ETF, Oracle Corp, Welltower Inc, SPDR Barclays Intermediate Term Corporate Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Morningstar Investment Services, Inc.. As of 2019Q2, Morningstar Investment Services, Inc. owns 201 stocks with a total value of $5.9 billion. These are the details of the buys and sells.

For the details of Morningstar Investment Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/morningstar+investment+services%2C+inc./current-portfolio/portfolioportfolio

These are the top 5 holdings of Morningstar Investment Services, Inc.
  1. Vanguard Total Bond Market ETF (BND) - 5,466,144 shares, 7.70% of the total portfolio. Shares added by 0.93%
  2. Vanguard Total Stock Market ETF (VTI) - 2,189,575 shares, 5.58% of the total portfolio. Shares added by 7.89%
  3. Vanguard Short-Term Bond ETF (BSV) - 2,648,696 shares, 3.62% of the total portfolio. Shares added by 5.10%
  4. Mastercard Inc (MA) - 562,674 shares, 2.53% of the total portfolio. Shares reduced by 8.12%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 3,519,634 shares, 2.49% of the total portfolio. Shares added by 8.62%
New Purchase: Plains GP Holdings LP (PAGP)

Morningstar Investment Services, Inc. initiated holding in Plains GP Holdings LP. The purchase prices were between $22.47 and $25.32, with an estimated average price of $24.15. The stock is now traded at around $22.20. The impact to a portfolio due to this purchase was 0.32%. The holding were 756,007 shares as of .

New Purchase: Lyft Inc (LYFT)

Morningstar Investment Services, Inc. initiated holding in Lyft Inc. The purchase prices were between $48.15 and $74.45, with an estimated average price of $60.05. The stock is now traded at around $58.08. The impact to a portfolio due to this purchase was 0.23%. The holding were 205,228 shares as of .

New Purchase: American International Group Inc (AIG)

Morningstar Investment Services, Inc. initiated holding in American International Group Inc. The purchase prices were between $43.55 and $54.25, with an estimated average price of $49.81. The stock is now traded at around $55.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 181,725 shares as of .

New Purchase: Corteva Inc (CTVA)

Morningstar Investment Services, Inc. initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.70. The impact to a portfolio due to this purchase was 0.15%. The holding were 297,931 shares as of .

New Purchase: Intel Corp (INTC)

Morningstar Investment Services, Inc. initiated holding in Intel Corp. The purchase prices were between $43.46 and $58.82, with an estimated average price of $49.65. The stock is now traded at around $46.92. The impact to a portfolio due to this purchase was 0.13%. The holding were 154,312 shares as of .

New Purchase: Caterpillar Inc (CAT)

Morningstar Investment Services, Inc. initiated holding in Caterpillar Inc. The purchase prices were between $119.81 and $143.36, with an estimated average price of $132.17. The stock is now traded at around $118.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 53,596 shares as of .

Added: Alphabet Inc (GOOGL)

Morningstar Investment Services, Inc. added to a holding in Alphabet Inc by 37.91%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1174.50. The impact to a portfolio due to this purchase was 0.45%. The holding were 89,659 shares as of .

Added: Anthem Inc (ANTM)

Morningstar Investment Services, Inc. added to a holding in Anthem Inc by 96.86%. The purchase prices were between $236.25 and $293.76, with an estimated average price of $272.71. The stock is now traded at around $286.90. The impact to a portfolio due to this purchase was 0.36%. The holding were 153,529 shares as of .

Added: Charles Schwab Corp (SCHW)

Morningstar Investment Services, Inc. added to a holding in Charles Schwab Corp by 195.20%. The purchase prices were between $39.15 and $46.26, with an estimated average price of $43.61. The stock is now traded at around $37.68. The impact to a portfolio due to this purchase was 0.36%. The holding were 807,278 shares as of .

Added: Vanguard Mortgage-Backed Securities ETF (VMBS)

Morningstar Investment Services, Inc. added to a holding in Vanguard Mortgage-Backed Securities ETF by 33.33%. The purchase prices were between $51.94 and $52.85, with an estimated average price of $52.31. The stock is now traded at around $52.96. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,455,356 shares as of .

Added: Spirit Realty Capital Inc (SRC)

Morningstar Investment Services, Inc. added to a holding in Spirit Realty Capital Inc by 92.75%. The purchase prices were between $39.37 and $45.14, with an estimated average price of $42.17. The stock is now traded at around $45.45. The impact to a portfolio due to this purchase was 0.2%. The holding were 568,398 shares as of .

Added: The Walt Disney Co (DIS)

Morningstar Investment Services, Inc. added to a holding in The Walt Disney Co by 160.49%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $137.31. The impact to a portfolio due to this purchase was 0.2%. The holding were 139,069 shares as of .

Sold Out: SPDR Barclays High Yield Bond ETF (JNK)

Morningstar Investment Services, Inc. sold out a holding in SPDR Barclays High Yield Bond ETF. The sale prices were between $105.16 and $108.96, with an estimated average price of $106.88.

Sold Out: PPL Corp (PPL)

Morningstar Investment Services, Inc. sold out a holding in PPL Corp. The sale prices were between $29.69 and $32.15, with an estimated average price of $31.

Sold Out: Polaris Inc (PII)

Morningstar Investment Services, Inc. sold out a holding in Polaris Inc. The sale prices were between $79.88 and $102.02, with an estimated average price of $91.11.

Sold Out: Cardinal Health Inc (CAH)

Morningstar Investment Services, Inc. sold out a holding in Cardinal Health Inc. The sale prices were between $42.07 and $50.14, with an estimated average price of $46.12.

Sold Out: Gilead Sciences Inc (GILD)

Morningstar Investment Services, Inc. sold out a holding in Gilead Sciences Inc. The sale prices were between $61.87 and $69.38, with an estimated average price of $65.76.

Sold Out: AmeriGas Partners LP (APU)

Morningstar Investment Services, Inc. sold out a holding in AmeriGas Partners LP. The sale prices were between $31.13 and $36.59, with an estimated average price of $35.



Here is the complete portfolio of Morningstar Investment Services, Inc.. Also check out:

1. Morningstar Investment Services, Inc.'s Undervalued Stocks
2. Morningstar Investment Services, Inc.'s Top Growth Companies, and
3. Morningstar Investment Services, Inc.'s High Yield stocks
4. Stocks that Morningstar Investment Services, Inc. keeps buying

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