An image of a smartphone and a pen
Markets

Ami Investment Management Inc Buys JPMorgan Chase, SPDR S&P 500, Graham, Sells Bank of New ...

Ami Investment Management Inc

  • Added Positions: JPM , SPY , GHM , UNH, MSFT, FISV, WRB, MHK, PEP, VTV,
  • Reduced Positions:BK, BRK.B, SCHZ, ALSN, CBPX, ORCL, WMT, EXP, XLE, PG,

For the details of AMI INVESTMENT MANAGEMENT INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=AMI+INVESTMENT+MANAGEMENT+INC

These are the top 5 holdings of AMI INVESTMENT MANAGEMENT INC

  1. Berkshire Hathaway Inc (BRK.B) - 60,137 shares, 9.27% of the total portfolio. Shares reduced by 22.09%
  2. Schwab U.S. Large-Cap ( SCHX ) - 244,641 shares, 9% of the total portfolio. Shares added by 4.43%
  3. SPDR S&P 500 ( SPY ) - 77,157 shares, 7.94% of the total portfolio. Shares added by 28.85%
  4. Wells Fargo & Co ( WFC ) - 149,565 shares, 4.72% of the total portfolio. Shares added by 0.17%
  5. Vanguard Value ETF - DNQ ( VTV ) - 81,360 shares, 4.09% of the total portfolio. Shares added by 22.28%

Added: JPMorgan Chase & Co ( JPM )

Ami Investment Management Inc added to the holdings in JPMorgan Chase & Co by 337.71%. The purchase prices were between $83.3 and $93.6, with an estimated average price of $88.22. The stock is now traded at around $88.67. The impact to the portfolio due to this purchase was 2.58%. The holdings were 52,293 shares as of 2017-03-31.

Added: SPDR S&P 500 ( SPY )

Ami Investment Management Inc added to the holdings in SPDR S&P 500 by 28.85%. The purchase prices were between $223.53 and $239.78, with an estimated average price of $232.29. The stock is now traded at around $238.66. The impact to the portfolio due to this purchase was 1.78%. The holdings were 77,157 shares as of 2017-03-31.

Added: Graham Corp (GHM)

Ami Investment Management Inc added to the holdings in Graham Corp by 2430.27%. The purchase prices were between $21.91 and $24.74, with an estimated average price of $22.85. The stock is now traded at around $23.11. The impact to the portfolio due to this purchase was 1.66%. The holdings were 127,905 shares as of 2017-03-31.

Added: UnitedHealth Group Inc (UNH)

Ami Investment Management Inc added to the holdings in UnitedHealth Group Inc by 464.48%. The purchase prices were between $157.62 and $171.78, with an estimated average price of $163.77. The stock is now traded at around $174.31. The impact to the portfolio due to this purchase was 1.32%. The holdings were 91,445 shares as of 2017-03-31.

Added: Microsoft Corp (MSFT)

Ami Investment Management Inc added to the holdings in Microsoft Corp by 101.20%. The purchase prices were between $62.3 and $65.86, with an estimated average price of $64.09. The stock is now traded at around $67.84. The impact to the portfolio due to this purchase was 1.11%. The holdings were 108,075 shares as of 2017-03-31.

Added: Fiserv Inc (FISV)

Ami Investment Management Inc added to the holdings in Fiserv Inc by 64.08%. The purchase prices were between $105.38 and $117.89, with an estimated average price of $112.26. The stock is now traded at around $119.42. The impact to the portfolio due to this purchase was 1.07%. The holdings were 66,440 shares as of 2017-03-31.

Reduced: Bank of New York Mellon Corp (BK)

Ami Investment Management Inc reduced to the holdings in Bank of New York Mellon Corp by 63.65%. The sale prices were between $43.87 and $48.71, with an estimated average price of $46.77. The stock is now traded at around $47.50. The impact to the portfolio due to this sale was -2.02%. Ami Investment Management Inc still held 36,660 shares as of 2017-03-31.

Reduced: Berkshire Hathaway Inc (BRK.B)

Ami Investment Management Inc reduced to the holdings in Berkshire Hathaway Inc by 22.09%. The sale prices were between $158.81 and $177.28, with an estimated average price of $167.31. The stock is now traded at around $167.56. The impact to the portfolio due to this sale was -1.85%. Ami Investment Management Inc still held 60,137 shares as of 2017-03-31.

Reduced: Schwab US Aggregate Bond (SCHZ)

Ami Investment Management Inc reduced to the holdings in Schwab US Aggregate Bond by 80.49%. The sale prices were between $51.13 and $52, with an estimated average price of $51.62. The stock is now traded at around $51.96. The impact to the portfolio due to this sale was -1.67%. Ami Investment Management Inc still held 11,830 shares as of 2017-03-31.

Reduced: Allison Transmission Holdings Inc (ALSN)

Ami Investment Management Inc reduced to the holdings in Allison Transmission Holdings Inc by 57.5%. The sale prices were between $32.81 and $38.02, with an estimated average price of $35.64. The stock is now traded at around $37.00. The impact to the portfolio due to this sale was -1.39%. Ami Investment Management Inc still held 45,866 shares as of 2017-03-31.

Reduced: Continental Building Products Inc (CBPX)

Ami Investment Management Inc reduced to the holdings in Continental Building Products Inc by 60.16%. The sale prices were between $22.15 and $26.25, with an estimated average price of $24.12. The stock is now traded at around $24.25. The impact to the portfolio due to this sale was -1.36%. Ami Investment Management Inc still held 58,504 shares as of 2017-03-31.

Reduced: Oracle Corp (ORCL)

Ami Investment Management Inc reduced to the holdings in Oracle Corp by 67.36%. The sale prices were between $38.45 and $45.73, with an estimated average price of $41.64. The stock is now traded at around $44.65. The impact to the portfolio due to this sale was -1%. Ami Investment Management Inc still held 19,035 shares as of 2017-03-31.

Premium Members

This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In This Story

VTV SPY SCHX JPM WFC

Other Topics

Stocks