Girard Partners Ltd. Buys SPDR Portfolio Aggregate Bond, Illumina Inc, VanEck Vectors High Yield Municipal Index, Sells Apple Inc, Altria Group Inc, Amgen Inc

King Of Prussia, PA, based Investment company Girard Partners Ltd. buys SPDR Portfolio Aggregate Bond, Illumina Inc, VanEck Vectors High Yield Municipal Index, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Vanguard Total International Stock ETF, TransDigm Group Inc, Constellation Brands Inc, iShares Core S&P Mid-Cap, Intercontinental Exchange Inc, sells Apple Inc, Altria Group Inc, Amgen Inc, Amazon.com Inc, Abbott Laboratories during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Girard Partners Ltd.. As of 2018-03-31, Girard Partners Ltd. owns 240 stocks with a total value of $414 million. These are the details of the buys and sells.

For the details of GIRARD PARTNERS LTD.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=GIRARD+PARTNERS+LTD.

These are the top 5 holdings of GIRARD PARTNERS LTD.
  1. BlackRock Inc (BLK) - 21,770 shares, 2.85% of the total portfolio. Shares added by 0.10%
  2. Microsoft Corp (MSFT) - 124,050 shares, 2.73% of the total portfolio. Shares reduced by 0.21%
  3. Visa Inc (V) - 92,246 shares, 2.66% of the total portfolio. Shares reduced by 1.1%
  4. Johnson & Johnson (JNJ) - 84,517 shares, 2.62% of the total portfolio. Shares added by 2.68%
  5. Intel Corp (INTC) - 201,039 shares, 2.53% of the total portfolio. Shares added by 1.85%
New Purchase: SPDR Portfolio Aggregate Bond (SPAB)

Girard Partners Ltd. initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.94 and $28.64, with an estimated average price of $28.19. The stock is now traded at around $27.99. The impact to a portfolio due to this purchase was 2.47%. The holding were 363,188 shares as of 2018-03-31.

New Purchase: Illumina Inc (ILMN)

Girard Partners Ltd. initiated holding in Illumina Inc. The purchase prices were between $209.54 and $253.91, with an estimated average price of $235.6. The stock is now traded at around $250.14. The impact to a portfolio due to this purchase was 0.39%. The holding were 6,802 shares as of 2018-03-31.

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

Girard Partners Ltd. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $30.64 and $31.41, with an estimated average price of $30.98. The stock is now traded at around $31.09. The impact to a portfolio due to this purchase was 0.24%. The holding were 32,101 shares as of 2018-03-31.

New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Girard Partners Ltd. initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $219.49 and $241.32, with an estimated average price of $232.91. The stock is now traded at around $241.89. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,072 shares as of 2018-03-31.

New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Girard Partners Ltd. initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $118.95 and $130.78, with an estimated average price of $125.9. The stock is now traded at around $128.70. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,123 shares as of 2018-03-31.

New Purchase: Vanguard Total International Stock ETF (VXUS)

Girard Partners Ltd. initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $55.1 and $61.17, with an estimated average price of $57.9. The stock is now traded at around $57.74. The impact to a portfolio due to this purchase was 0.19%. The holding were 14,172 shares as of 2018-03-31.

Added: iShares Core S&P Mid-Cap (IJH)

Girard Partners Ltd. added to a holding in iShares Core S&P Mid-Cap by 27.51%. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $191.98. The impact to a portfolio due to this purchase was 0.18%. The holding were 18,250 shares as of 2018-03-31.

Added: Constellation Brands Inc (STZ)

Girard Partners Ltd. added to a holding in Constellation Brands Inc by 28.84%. The purchase prices were between $208.73 and $230.34, with an estimated average price of $220.24. The stock is now traded at around $232.14. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,940 shares as of 2018-03-31.

Added: Principal Financial Group Inc (PFG)

Girard Partners Ltd. added to a holding in Principal Financial Group Inc by 105.36%. The purchase prices were between $57.76 and $75.04, with an estimated average price of $65.8. The stock is now traded at around $60.89. The impact to a portfolio due to this purchase was 0.15%. The holding were 20,602 shares as of 2018-03-31.

Added: iShares National Muni Bond (MUB)

Girard Partners Ltd. added to a holding in iShares National Muni Bond by 24.24%. The purchase prices were between $108.23 and $110.72, with an estimated average price of $109.09. The stock is now traded at around $108.44. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,680 shares as of 2018-03-31.

Added: Equinix Inc (EQIX)

Girard Partners Ltd. added to a holding in Equinix Inc by 39.35%. The purchase prices were between $381.82 and $458.2, with an estimated average price of $420.76. The stock is now traded at around $414.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,454 shares as of 2018-03-31.

Added: Caterpillar Inc (CAT)

Girard Partners Ltd. added to a holding in Caterpillar Inc by 23.63%. The purchase prices were between $144.29 and $170.89, with an estimated average price of $158.07. The stock is now traded at around $156.08. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,142 shares as of 2018-03-31.

Sold Out: Apple Inc (AAPL)

Girard Partners Ltd. sold out a holding in Apple Inc. The sale prices were between $155.15 and $181.72, with an estimated average price of $172.19.

Sold Out: Altria Group Inc (MO)

Girard Partners Ltd. sold out a holding in Altria Group Inc. The sale prices were between $59.27 and $71.56, with an estimated average price of $66.23.

Sold Out: Amgen Inc (AMGN)

Girard Partners Ltd. sold out a holding in Amgen Inc. The sale prices were between $169.43 and $198, with an estimated average price of $183.57.

Sold Out: Amazon.com Inc (AMZN)

Girard Partners Ltd. sold out a holding in Amazon.com Inc. The sale prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19.

Sold Out: Abbott Laboratories (ABT)

Girard Partners Ltd. sold out a holding in Abbott Laboratories. The sale prices were between $56.27 and $63.62, with an estimated average price of $60.25.

Sold Out: Alphabet Inc (GOOGL)

Girard Partners Ltd. sold out a holding in Alphabet Inc. The sale prices were between $1005.18 and $1187.56, with an estimated average price of $1108.89.



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