David Winters (Trades, Portfolio)' top eight transactions in the first quarter were partial or complete sales of stakes in his portfolio. He made only one new purchase in the quarter, and his two largest reductions were in tobacco stocks.
Winters’ largest deal of the first quarter was the divestiture of his stake in Canadian Natural Resources (NYSE:CNQ), an oil and gas company based in Calgary, Alberta. The guru sold his 2,251,197-share stake for an average price of $21.93 per share. The divestiture had a -12.79% impact on Winters’ portfolio. Continue Reading »