Northstar Investment Advisors Llc Buys Invesco S&P 500 Equal Weight Technology, Sells W.P. Carey Inc, TC Energy Corp, Starbucks Corp

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May 06, 2020
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Denver, CO, based Investment company Northstar Investment Advisors Llc (Current Portfolio) buys Invesco S&P 500 Equal Weight Technology, sells W.P. Carey Inc, TC Energy Corp, Starbucks Corp, VF Corp, ONEOK Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Northstar Investment Advisors Llc. As of 2020Q1, Northstar Investment Advisors Llc owns 115 stocks with a total value of $395 million. These are the details of the buys and sells.

For the details of NORTHSTAR INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/northstar+investment+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of NORTHSTAR INVESTMENT ADVISORS LLC
  1. Microsoft Corp (MSFT) - 156,138 shares, 6.23% of the total portfolio. Shares reduced by 5.68%
  2. Intel Corp (INTC) - 311,092 shares, 4.26% of the total portfolio. Shares reduced by 6.6%
  3. Apple Inc (AAPL) - 50,594 shares, 3.26% of the total portfolio. Shares reduced by 5.23%
  4. Automatic Data Processing Inc (ADP) - 92,339 shares, 3.19% of the total portfolio. Shares reduced by 3.89%
  5. The Home Depot Inc (HD) - 66,694 shares, 3.15% of the total portfolio. Shares reduced by 22.65%
New Purchase: Invesco S&P 500 Equal Weight Technology (RYT)

Northstar Investment Advisors Llc initiated holding in Invesco S&P 500 Equal Weight Technology. The purchase prices were between $139.82 and $212, with an estimated average price of $190.67. The stock is now traded at around $181.38. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,452 shares as of .

Sold Out: TC Energy Corp (TRP)

Northstar Investment Advisors Llc sold out a holding in TC Energy Corp. The sale prices were between $33.51 and $57.42, with an estimated average price of $50.87.

Sold Out: ONEOK Inc (OKE)

Northstar Investment Advisors Llc sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.

Sold Out: Polaris Inc (PII)

Northstar Investment Advisors Llc sold out a holding in Polaris Inc. The sale prices were between $41.77 and $103.03, with an estimated average price of $82.69.

Sold Out: Gentex Corp (GNTX)

Northstar Investment Advisors Llc sold out a holding in Gentex Corp. The sale prices were between $20.09 and $31.16, with an estimated average price of $27.88.

Sold Out: Enterprise Products Partners LP (EPD)

Northstar Investment Advisors Llc sold out a holding in Enterprise Products Partners LP. The sale prices were between $12.27 and $29.02, with an estimated average price of $23.43.

Sold Out: Cullen/Frost Bankers Inc (CFR)

Northstar Investment Advisors Llc sold out a holding in Cullen/Frost Bankers Inc. The sale prices were between $49.22 and $97.85, with an estimated average price of $82.19.



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