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Family Firm, Inc. Buys Schwab U.S. Broad Market, Flaherty & Crumrine Preferred Securities ...

Family Firm, Inc.

  • New Purchases: MAR , NVDA , VZ , SLB,
  • Added Positions:BND, SCHB, VEA, VNQ, FFC, BHK, VBK, IEV, VSS, VDE,
  • Reduced Positions:IGE, EFA, XOM, IXC, IWB, IVV, IJS, IJH, IEF, EEM,
  • Sold Out:SCHA, MDT, VGK, BDX, RWX, YUM, YUMC, ASIX,

For the details of Family Firm, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Family+Firm%2C+Inc.

These are the top 5 holdings of Family Firm, Inc.

  1. iShares Core Russell U.S. Vaue ( IUSV ) - 264,344 shares, 17.82% of the total portfolio. Shares added by 0.11%
  2. Vanguard FTSE Developed Markets ( VEA ) - 494,374 shares, 9.16% of the total portfolio. Shares added by 3.04%
  3. Vanguard Total Bond Market ( BND ) - 179,640 shares, 7.36% of the total portfolio. Shares added by 7.23%
  4. iShares Core S&P 500 ( IVV ) - 38,304 shares, 4.37% of the total portfolio. Shares reduced by 1.42%
  5. iShares North American Natural Resources ( IGE ) - 236,037 shares, 4.3% of the total portfolio. Shares reduced by 5.2%

New Purchase: Marriott International Inc (MAR)

Family Firm, Inc. initiated holdings in Marriott International Inc. The purchase prices were between $66.61 and $86.05, with an estimated average price of $75.26. The stock is now traded at around $86.08. The impact to the portfolio due to this purchase was 0.12%. The holdings were 2,921 shares as of 2016-12-31.

New Purchase: Verizon Communications Inc (VZ)

Family Firm, Inc. initiated holdings in Verizon Communications Inc. The purchase prices were between $46.18 and $53.74, with an estimated average price of $49.98. The stock is now traded at around $49.60. The impact to the portfolio due to this purchase was 0.11%. The holdings were 3,905 shares as of 2016-12-31.

New Purchase: NVIDIA Corp (NVDA)

Family Firm, Inc. initiated holdings in NVIDIA Corp. The purchase prices were between $65.35 and $117.32, with an estimated average price of $83.6. The stock is now traded at around $111.77. The impact to the portfolio due to this purchase was 0.11%. The holdings were 1,954 shares as of 2016-12-31.

New Purchase: Schlumberger Ltd (SLB)

Family Firm, Inc. initiated holdings in Schlumberger Ltd. The purchase prices were between $77.76 and $86.38, with an estimated average price of $81.96. The stock is now traded at around $84.50. The impact to the portfolio due to this purchase was 0.1%. The holdings were 2,461 shares as of 2016-12-31.

Added: Schwab U.S. Broad Market (SCHB)

Family Firm, Inc. added to the holdings in Schwab U.S. Broad Market by 42.26%. The purchase prices were between $50.22 and $55.21, with an estimated average price of $52.9. The stock is now traded at around $55.55. The impact to the portfolio due to this purchase was 0.37%. The holdings were 44,761 shares as of 2016-12-31.

Added: Flaherty & Crumrine Preferred Securities Income Fu (FFC)

Family Firm, Inc. added to the holdings in Flaherty & Crumrine Preferred Securities Income Fu by 52.26%. The purchase prices were between $18.55 and $20.98, with an estimated average price of $19.61. The stock is now traded at around $19.66. The impact to the portfolio due to this purchase was 0.22%. The holdings were 67,477 shares as of 2016-12-31.

Added: Blackrock Core Bond Trust (BHK)

Family Firm, Inc. added to the holdings in Blackrock Core Bond Trust by 29.31%. The purchase prices were between $12.69 and $14.22, with an estimated average price of $13.21. The stock is now traded at around $13.19. The impact to the portfolio due to this purchase was 0.18%. The holdings were 120,540 shares as of 2016-12-31.

Added: Vanguard Small-Cap Growth ETF - DNQ (VBK)

Family Firm, Inc. added to the holdings in Vanguard Small-Cap Growth ETF - DNQ by 72.02%. The purchase prices were between $120.86 and $137.53, with an estimated average price of $130.79. The stock is now traded at around $137.01. The impact to the portfolio due to this purchase was 0.09%. The holdings were 3,289 shares as of 2016-12-31.

Added: iShares Nasdaq Biotechnology Index Fund (IBB)

Family Firm, Inc. added to the holdings in iShares Nasdaq Biotechnology Index Fund by 32.68%. The purchase prices were between $246.87 and $293.09, with an estimated average price of $273.18. The stock is now traded at around $274.08. The impact to the portfolio due to this purchase was 0.07%. The holdings were 2,099 shares as of 2016-12-31.

Added: iShares Global Telecom (IXP)

Family Firm, Inc. added to the holdings in iShares Global Telecom by 25.99%. The purchase prices were between $55.4 and $61.76, with an estimated average price of $58.6. The stock is now traded at around $59.50. The impact to the portfolio due to this purchase was 0.03%. The holdings were 5,269 shares as of 2016-12-31.

Sold Out: Schwab U.S. Small-Cap (SCHA)

Family Firm, Inc. sold out the holdings in Schwab U.S. Small-Cap. The sale prices were between $53.59 and $63.28, with an estimated average price of $58.91.

Sold Out: Vanguard FTSEEuropean (VGK)

Family Firm, Inc. sold out the holdings in Vanguard FTSEEuropean. The sale prices were between $45.54 and $48.86, with an estimated average price of $47.07.

Sold Out: Medtronic PLC (MDT)

Family Firm, Inc. sold out the holdings in Medtronic PLC. The sale prices were between $71.23 and $86.39, with an estimated average price of $78.56.

Sold Out: Becton, Dickinson and Co (BDX)

Family Firm, Inc. sold out the holdings in Becton, Dickinson and Co. The sale prices were between $162.8 and $179.19, with an estimated average price of $170.13.

Sold Out: SPDR DJ Wilshire Intl Real Estate (RWX)

Family Firm, Inc. sold out the holdings in SPDR DJ Wilshire Intl Real Estate. The sale prices were between $35.2 and $41.52, with an estimated average price of $38.06.

Sold Out: Yum Brands Inc (YUM)

Family Firm, Inc. sold out the holdings in Yum Brands Inc. The sale prices were between $59.7 and $65.25, with an estimated average price of $62.77.

Reduced: SPDR Select Sector Fund - Financial (XLF)

Family Firm, Inc. reduced to the holdings in SPDR Select Sector Fund - Financial by 27%. The sale prices were between $19.21 and $23.75, with an estimated average price of $21.5. The stock is now traded at around $23.65. The impact to the portfolio due to this sale was -0.05%. Family Firm, Inc. still held 14,400 shares as of 2016-12-31.

Reduced: iShares MSCI Global Gold Miners Fund (RING)

Family Firm, Inc. reduced to the holdings in iShares MSCI Global Gold Miners Fund by 27.74%. The sale prices were between $9.57 and $20.53, with an estimated average price of $14.62. The stock is now traded at around $19.13. The impact to the portfolio due to this sale was -0.04%. Family Firm, Inc. still held 17,290 shares as of 2016-12-31.

Reduced: ConocoPhillips (COP)

Family Firm, Inc. reduced to the holdings in ConocoPhillips by 22.96%. The sale prices were between $40.65 and $52.64, with an estimated average price of $46.11. The stock is now traded at around $49.43. The impact to the portfolio due to this sale was -0.03%. Family Firm, Inc. still held 4,269 shares as of 2016-12-31.

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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.

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