Leith Wheeler Investment Counsel Ltd. Buys Vanguard S&P 500 ETF, Jefferies Financial Group Inc, Globe Life Inc, Sells Globe Life Inc, MKS Instruments Inc, Intel Corp

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Jan 15, 2020
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Vancouver, A1, based Investment company Leith Wheeler Investment Counsel Ltd. (Current Portfolio) buys Vanguard S&P 500 ETF, Jefferies Financial Group Inc, Globe Life Inc, Mohawk Industries Inc, iShares MSCI EAFE Value ETF, sells Globe Life Inc, MKS Instruments Inc, Intel Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Leith Wheeler Investment Counsel Ltd.. As of 2019Q4, Leith Wheeler Investment Counsel Ltd. owns 40 stocks with a total value of $400 million. These are the details of the buys and sells.

For the details of Leith Wheeler Investment Counsel Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/leith+wheeler+investment+counsel+ltd./current-portfolio/portfolio

These are the top 5 holdings of Leith Wheeler Investment Counsel Ltd.
  1. iShares Core S&P 500 ETF (IVV) - 755,021 shares, 60.96% of the total portfolio. Shares reduced by 1.54%
  2. Vanguard S&P 500 ETF (VOO) - 66,995 shares, 4.95% of the total portfolio. New Position
  3. Carlisle Companies Inc (CSL) - 51,962 shares, 2.10% of the total portfolio. Shares reduced by 3.94%
  4. Starwood Property Trust Inc (STWD) - 321,208 shares, 1.99% of the total portfolio. Shares added by 4.32%
  5. Keysight Technologies Inc (KEYS) - 72,988 shares, 1.87% of the total portfolio. Shares added by 4.35%
New Purchase: Vanguard S&P 500 ETF (VOO)

Leith Wheeler Investment Counsel Ltd. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $301.49. The impact to a portfolio due to this purchase was 4.95%. The holding were 66,995 shares as of .

New Purchase: Jefferies Financial Group Inc (JEF)

Leith Wheeler Investment Counsel Ltd. initiated holding in Jefferies Financial Group Inc. The purchase prices were between $16.99 and $21.61, with an estimated average price of $19.83. The stock is now traded at around $21.78. The impact to a portfolio due to this purchase was 1.82%. The holding were 261,920 shares as of .

New Purchase: Globe Life Inc (GL)

Leith Wheeler Investment Counsel Ltd. initiated holding in Globe Life Inc. The purchase prices were between $92.36 and $106.63, with an estimated average price of $99.93. The stock is now traded at around $103.46. The impact to a portfolio due to this purchase was 1.51%. The holding were 57,524 shares as of .

New Purchase: Mohawk Industries Inc (MHK)

Leith Wheeler Investment Counsel Ltd. initiated holding in Mohawk Industries Inc. The purchase prices were between $118.98 and $152.12, with an estimated average price of $136.34. The stock is now traded at around $137.10. The impact to a portfolio due to this purchase was 1.08%. The holding were 31,560 shares as of .

New Purchase: iShares MSCI EAFE Value ETF (EFV)

Leith Wheeler Investment Counsel Ltd. initiated holding in iShares MSCI EAFE Value ETF. The purchase prices were between $45.06 and $50.2, with an estimated average price of $48.32. The stock is now traded at around $49.77. The impact to a portfolio due to this purchase was 0.42%. The holding were 33,370 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Leith Wheeler Investment Counsel Ltd. initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1435.31. The impact to a portfolio due to this purchase was 0.16%. The holding were 489 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Leith Wheeler Investment Counsel Ltd. added to a holding in SPDR S&P 500 ETF Trust by 145.36%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $328.12. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,870 shares as of .

Added: ASGN Inc (ASGN)

Leith Wheeler Investment Counsel Ltd. added to a holding in ASGN Inc by 20.04%. The purchase prices were between $57.41 and $71.67, with an estimated average price of $65.47. The stock is now traded at around $69.95. The impact to a portfolio due to this purchase was 0.25%. The holding were 83,858 shares as of .

Sold Out: Globe Life Inc (TMJ)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Globe Life Inc. The sale prices were between $84.07 and $96, with an estimated average price of $89.8.

Sold Out: Intel Corp (INTC)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Intel Corp. The sale prices were between $49.39 and $60.08, with an estimated average price of $56.13.



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