Wheatland Advisors Inc Buys Vanguard High Dividend Yield Index Fund, Discovery Inc, Sells Microsoft Corp, Marathon Petroleum Corp, Thermo Fisher Scientific Inc

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Feb 13, 2020
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Lancaster, PA, based Investment company Wheatland Advisors Inc (Current Portfolio) buys Vanguard High Dividend Yield Index Fund, Discovery Inc, sells Microsoft Corp, Marathon Petroleum Corp, Thermo Fisher Scientific Inc, Truist Financial Corp, Lowe's Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Wheatland Advisors Inc. As of 2019Q4, Wheatland Advisors Inc owns 88 stocks with a total value of $78 million. These are the details of the buys and sells.

For the details of WHEATLAND ADVISORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/wheatland+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of WHEATLAND ADVISORS INC
  1. Microsoft Corp (MSFT) - 32,321 shares, 6.50% of the total portfolio. Shares reduced by 28.24%
  2. Vulcan Materials Co (VMC) - 27,350 shares, 5.02% of the total portfolio. Shares reduced by 7.13%
  3. Marathon Petroleum Corp (MPC) - 44,418 shares, 3.41% of the total portfolio. Shares reduced by 33.5%
  4. Truist Financial Corp (TFC) - 45,962 shares, 3.30% of the total portfolio. Shares reduced by 30.28%
  5. Cisco Systems Inc (CSCO) - 51,857 shares, 3.17% of the total portfolio. Shares reduced by 19.83%
New Purchase: Vanguard High Dividend Yield Index Fund (VYM)

Wheatland Advisors Inc initiated holding in Vanguard High Dividend Yield Index Fund. The purchase prices were between $85.84 and $94.47, with an estimated average price of $90.79. The stock is now traded at around $94.60. The impact to a portfolio due to this purchase was 1.56%. The holding were 13,050 shares as of .

New Purchase: Discovery Inc (DISCK)

Wheatland Advisors Inc initiated holding in Discovery Inc. The purchase prices were between $24.64 and $30.98, with an estimated average price of $28.17. The stock is now traded at around $28.86. The impact to a portfolio due to this purchase was 0.27%. The holding were 6,985 shares as of .

Sold Out: Thermo Fisher Scientific Inc (TMO)

Wheatland Advisors Inc sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $271.93 and $328.04, with an estimated average price of $304.01.

Sold Out: UGI Corp (UGI)

Wheatland Advisors Inc sold out a holding in UGI Corp. The sale prices were between $41.44 and $49.14, with an estimated average price of $45.71.

Sold Out: Broadridge Financial Solutions Inc (BR)

Wheatland Advisors Inc sold out a holding in Broadridge Financial Solutions Inc. The sale prices were between $116.84 and $125.81, with an estimated average price of $122.26.

Sold Out: Dominion Energy Inc (D)

Wheatland Advisors Inc sold out a holding in Dominion Energy Inc. The sale prices were between $79.62 and $83.46, with an estimated average price of $81.73.

Sold Out: Baker Hughes Co (BKR)

Wheatland Advisors Inc sold out a holding in Baker Hughes Co. The sale prices were between $21.32 and $25.63, with an estimated average price of $22.78.

Sold Out: CSX Corp (CSX)

Wheatland Advisors Inc sold out a holding in CSX Corp. The sale prices were between $65.86 and $74.08, with an estimated average price of $71.07.



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