CWM Advisors, LLC Buys Fiserv Inc, Healthpeak Properties Inc, Trip.com Group, Sells Celgene Corp, Healthpeak Properties Inc, Trip.com Group

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Jan 24, 2020
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Investment company CWM Advisors, LLC (Current Portfolio) buys Fiserv Inc, Healthpeak Properties Inc, Trip.com Group, HCA Healthcare Inc, TechnipFMC PLC, sells Celgene Corp, Healthpeak Properties Inc, Trip.com Group, KLA Corp, Papa John's International Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, CWM Advisors, LLC. As of 2019Q4, CWM Advisors, LLC owns 347 stocks with a total value of $218 million. These are the details of the buys and sells.

For the details of CWM Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cwm+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CWM Advisors, LLC
  1. NVIDIA Corp (NVDA) - 15,086 shares, 1.63% of the total portfolio. Shares reduced by 4.54%
  2. Union Pacific Corp (UNP) - 19,476 shares, 1.61% of the total portfolio. Shares added by 5.30%
  3. American Tower Corp (AMT) - 13,482 shares, 1.42% of the total portfolio. Shares added by 8.45%
  4. Danaher Corp (DHR) - 18,887 shares, 1.33% of the total portfolio. Shares added by 8.49%
  5. Honeywell International Inc (HON) - 15,901 shares, 1.29% of the total portfolio. Shares reduced by 3.06%
New Purchase: Healthpeak Properties Inc (HC5)

CWM Advisors, LLC initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $33.26. The impact to a portfolio due to this purchase was 0.29%. The holding were 18,401 shares as of .

New Purchase: Trip.com Group Ltd (CLV)

CWM Advisors, LLC initiated holding in Trip.com Group Ltd. The purchase prices were between $26 and $31.4, with an estimated average price of $28.97. The stock is now traded at around $30.40. The impact to a portfolio due to this purchase was 0.29%. The holding were 18,876 shares as of .

New Purchase: HCA Healthcare Inc (HCA)

CWM Advisors, LLC initiated holding in HCA Healthcare Inc. The purchase prices were between $115.09 and $149.26, with an estimated average price of $134.85. The stock is now traded at around $143.30. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,740 shares as of .

New Purchase: O-I Glass Inc (2WZ)

CWM Advisors, LLC initiated holding in O-I Glass Inc. The purchase prices were between $7.6 and $10.6, with an estimated average price of $8.91. The stock is now traded at around $11.30. The impact to a portfolio due to this purchase was 0.1%. The holding were 18,176 shares as of .

New Purchase: Helix Energy Solutions Group Inc (HLX)

CWM Advisors, LLC initiated holding in Helix Energy Solutions Group Inc. The purchase prices were between $7.48 and $9.91, with an estimated average price of $8.69. The stock is now traded at around $8.69. The impact to a portfolio due to this purchase was 0.08%. The holding were 18,711 shares as of .

New Purchase: Olin Corp (OLN)

CWM Advisors, LLC initiated holding in Olin Corp. The purchase prices were between $16.82 and $19.42, with an estimated average price of $17.89. The stock is now traded at around $16.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,143 shares as of .

Added: Fiserv Inc (FISV)

CWM Advisors, LLC added to a holding in Fiserv Inc by 51.71%. The purchase prices were between $100.79 and $117.08, with an estimated average price of $110.71. The stock is now traded at around $121.97. The impact to a portfolio due to this purchase was 0.39%. The holding were 21,311 shares as of .

Added: TechnipFMC PLC (FTI)

CWM Advisors, LLC added to a holding in TechnipFMC PLC by 42.21%. The purchase prices were between $18.56 and $23.51, with an estimated average price of $20.79. The stock is now traded at around $18.07. The impact to a portfolio due to this purchase was 0.13%. The holding were 44,292 shares as of .

Added: Fluor Corp (FLR)

CWM Advisors, LLC added to a holding in Fluor Corp by 82.32%. The purchase prices were between $16.1 and $19.87, with an estimated average price of $18.17. The stock is now traded at around $19.54. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,373 shares as of .

Added: EQT Corp (EQT)

CWM Advisors, LLC added to a holding in EQT Corp by 53.23%. The purchase prices were between $8.44 and $11.59, with an estimated average price of $9.78. The stock is now traded at around $6.57. The impact to a portfolio due to this purchase was 0.09%. The holding were 50,842 shares as of .

Added: Cabot Oil & Gas Corp (COG)

CWM Advisors, LLC added to a holding in Cabot Oil & Gas Corp by 45.91%. The purchase prices were between $15.71 and $18.96, with an estimated average price of $17.35. The stock is now traded at around $14.54. The impact to a portfolio due to this purchase was 0.08%. The holding were 31,475 shares as of .

Added: Callon Petroleum Co (CPE)

CWM Advisors, LLC added to a holding in Callon Petroleum Co by 78.97%. The purchase prices were between $3.58 and $4.83, with an estimated average price of $4.14. The stock is now traded at around $3.22. The impact to a portfolio due to this purchase was 0.08%. The holding were 74,718 shares as of .

Sold Out: Celgene Corp (CELG)

CWM Advisors, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Healthpeak Properties Inc (PEAK)

CWM Advisors, LLC sold out a holding in Healthpeak Properties Inc. The sale prices were between $32.03 and $37.93, with an estimated average price of $34.95.

Sold Out: Trip.com Group Ltd (TCOM)

CWM Advisors, LLC sold out a holding in Trip.com Group Ltd. The sale prices were between $28.85 and $35.75, with an estimated average price of $32.32.

Sold Out: O-I Glass Inc (OI)

CWM Advisors, LLC sold out a holding in O-I Glass Inc. The sale prices were between $8.5 and $11.93, with an estimated average price of $10.

Sold Out: Tetra Tech Inc (TTEK)

CWM Advisors, LLC sold out a holding in Tetra Tech Inc. The sale prices were between $81.47 and $89.54, with an estimated average price of $86.68.

Sold Out: Theravance Biopharma Inc (TBPH)

CWM Advisors, LLC sold out a holding in Theravance Biopharma Inc. The sale prices were between $16.12 and $25.89, with an estimated average price of $19.56.



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