Amussen Hunsaker & Associates LLC Buys Vanguard High Dividend Yield, SPDR S&P 500, AT&T Inc, Sells Berkshire Hathaway Inc, Apple Inc, American Express Co

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Feb 18, 2020
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Investment company Amussen Hunsaker & Associates LLC (Current Portfolio) buys Vanguard High Dividend Yield, SPDR S&P 500, AT&T Inc, GlaxoSmithKline PLC, iShares Silver Trust, sells Berkshire Hathaway Inc, Apple Inc, American Express Co, Bank of America Corp, Johnson & Johnson during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Amussen Hunsaker & Associates LLC. As of 2019Q4, Amussen Hunsaker & Associates LLC owns 59 stocks with a total value of $89 million. These are the details of the buys and sells.

For the details of Amussen Hunsaker & Associates LLC's stock buys and sells, go to https://www.gurufocus.com/guru/amussen+hunsaker+%26+associates+llc/current-portfolio/portfolio

These are the top 5 holdings of Amussen Hunsaker & Associates LLC
  1. Johnson & Johnson (JNJ) - 81,434 shares, 13.33% of the total portfolio. Shares reduced by 43%
  2. The Walt Disney Co (DIS) - 77,617 shares, 12.59% of the total portfolio. Shares reduced by 7.83%
  3. Facebook Inc (FB) - 42,127 shares, 9.70% of the total portfolio. Shares reduced by 4.64%
  4. HealthEquity Inc (HQY) - 83,381 shares, 6.93% of the total portfolio. Shares reduced by 5.5%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 53,328 shares, 4.85% of the total portfolio. Shares reduced by 2.74%
New Purchase: AT&T Inc (T)

Amussen Hunsaker & Associates LLC initiated holding in AT&T Inc. The purchase prices were between $36.82 and $39.63, with an estimated average price of $38.24. The stock is now traded at around $38.25. The impact to a portfolio due to this purchase was 0.37%. The holding were 8,453 shares as of .

New Purchase: GlaxoSmithKline PLC (GSK)

Amussen Hunsaker & Associates LLC initiated holding in GlaxoSmithKline PLC. The purchase prices were between $41.19 and $47.32, with an estimated average price of $44.58. The stock is now traded at around $43.74. The impact to a portfolio due to this purchase was 0.24%. The holding were 4,600 shares as of .

New Purchase: iShares Silver Trust (SLV)

Amussen Hunsaker & Associates LLC initiated holding in iShares Silver Trust. The purchase prices were between $15.48 and $16.92, with an estimated average price of $16.2. The stock is now traded at around $16.56. The impact to a portfolio due to this purchase was 0.23%. The holding were 12,200 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Amussen Hunsaker & Associates LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.33. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,210 shares as of .

New Purchase: Nuveen California Quality Municipal Income Fund (NAC)

Amussen Hunsaker & Associates LLC initiated holding in Nuveen California Quality Municipal Income Fund. The purchase prices were between $14.59 and $15.07, with an estimated average price of $14.86. The stock is now traded at around $15.34. The impact to a portfolio due to this purchase was 0.17%. The holding were 10,422 shares as of .

New Purchase: Galectin Therapeutics Inc (GALT)

Amussen Hunsaker & Associates LLC initiated holding in Galectin Therapeutics Inc. The purchase prices were between $2.79 and $4.32, with an estimated average price of $3.46. The stock is now traded at around $2.56. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,090 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Amussen Hunsaker & Associates LLC added to a holding in Vanguard High Dividend Yield by 42.62%. 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 $94.26. The impact to a portfolio due to this purchase was 1%. The holding were 31,830 shares as of .

Added: SPDR S&P 500 (SPY)

Amussen Hunsaker & Associates LLC added to a holding in SPDR S&P 500 by 20.93%. 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 $337.60. The impact to a portfolio due to this purchase was 0.83%. The holding were 13,280 shares as of .

Sold Out: Berkshire Hathaway Inc (BRK.B)

Amussen Hunsaker & Associates LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $203.1 and $227.05, with an estimated average price of $217.51.

Sold Out: Apple Inc (AAPL)

Amussen Hunsaker & Associates LLC sold out a holding in Apple Inc. The sale prices were between $218.96 and $293.65, with an estimated average price of $258.41.

Sold Out: American Express Co (AXP)

Amussen Hunsaker & Associates LLC sold out a holding in American Express Co. The sale prices were between $112.54 and $125.77, with an estimated average price of $119.65.

Sold Out: Bank of America Corp (BAC)

Amussen Hunsaker & Associates LLC sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.

Sold Out: Boeing Co (BA)

Amussen Hunsaker & Associates LLC sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.

Sold Out: Amazon.com Inc (AMZN)

Amussen Hunsaker & Associates LLC sold out a holding in Amazon.com Inc. The sale prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74.



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