Credit: Shutterstock photo- New Purchases: PG , DVN , PFM ,
- Added Positions:IVV, VCSH, SCHH, SCZ, VNQI, VWO, VEA, AMJ, IFGL, SBI,
- Reduced Positions:PHK, IJS, VTIP, VYM, MCD, VOO, IJT, DVY, SCPB, KMB,
- Sold Out:ABT,
For the details of Stratford Consulting, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Stratford+Consulting%2C+LLC
These are the top 5 holdings of Stratford Consulting, LLC
- iShares Core S&P 500 ( IVV ) - 210,257 shares, 27.37% of the total portfolio. Shares added by 1.49%
- iShares MSCI EAFE Small-Cap ETF ( SCZ ) - 294,164 shares, 8.48% of the total portfolio. Shares added by 1.53%
- iShares Core S&P Small-Cap ( IJR ) - 78,961 shares, 6.28% of the total portfolio. Shares added by 0.53%
- Vanguard FTSE Emerging Markets ( VWO ) - 302,339 shares, 6.26% of the total portfolio. Shares added by 1.84%
- Vanguard Short-Term Corporate Bond ETF ( VCSH ) - 118,670 shares, 5.45% of the total portfolio. Shares added by 6.45%
New Purchase: Procter & Gamble Co (PG)
Stratford Consulting, LLC initiated holdings in Procter & Gamble Co. The purchase prices were between $81.86 and $90, with an estimated average price of $85.23. The stock is now traded at around $86.72. The impact to the portfolio due to this purchase was 0.75%. The holdings were 15,404 shares as of 2016-12-31.
New Purchase: Devon Energy Corp (DVN)
Stratford Consulting, LLC initiated holdings in Devon Energy Corp. The purchase prices were between $37.69 and $48.33, with an estimated average price of $44.16. The stock is now traded at around $46.64. The impact to the portfolio due to this purchase was 0.38%. The holdings were 14,466 shares as of 2016-12-31.
New Purchase: PowerShares Dividend Achievers Portfolio (PFM)
Stratford Consulting, LLC initiated holdings in PowerShares Dividend Achievers Portfolio. The purchase prices were between $21.81 and $23.45, with an estimated average price of $22.56. The stock is now traded at around $23.14. The impact to the portfolio due to this purchase was 0.17%. The holdings were 13,075 shares as of 2016-12-31.
Sold Out: Abbott Laboratories (ABT)
Stratford Consulting, LLC sold out the holdings in Abbott Laboratories. The sale prices were between $37.6 and $43.5, with an estimated average price of $39.65.
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.