Stolper Co Buys Southwest Airlines Co, Eaton Vance Enhanced Equity Income Fund, Templeton Dragon Fund Inc, Sells Delta Air Lines Inc, Weyerhaeuser Co, General American Investors Company Inc

Author's Avatar
Jul 10, 2020
Article's Main Image
Investment company Stolper Co (Current Portfolio) buys Southwest Airlines Co, Eaton Vance Enhanced Equity Income Fund, Templeton Dragon Fund Inc, Blackrock Core Bond Trust, Vanguard Short-Term Corporate Bond ETF, sells Delta Air Lines Inc, Weyerhaeuser Co, General American Investors Company Inc, Seritage Growth Properties, Western Asset Inflation-Linked Opportunities and I during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Stolper Co. As of 2020Q2, Stolper Co owns 82 stocks with a total value of $153 million. These are the details of the buys and sells.

For the details of Stolper Co's stock buys and sells, go to https://www.gurufocus.com/guru/stolper+co/current-portfolio/portfolio

These are the top 5 holdings of Stolper Co
  1. Apple Inc (AAPL) - 30,974 shares, 7.41% of the total portfolio. Shares reduced by 5.2%
  2. Berkshire Hathaway Inc (BRK.B) - 38,678 shares, 4.52% of the total portfolio. Shares reduced by 2.04%
  3. Microsoft Corp (MSFT) - 27,673 shares, 3.69% of the total portfolio. Shares reduced by 2.56%
  4. JPMorgan Chase & Co (JPM) - 58,398 shares, 3.60% of the total portfolio. Shares reduced by 3.05%
  5. UnitedHealth Group Inc (UNH) - 17,492 shares, 3.38% of the total portfolio. Shares reduced by 6.9%
New Purchase: Southwest Airlines Co (LUV)

Stolper Co initiated holding in Southwest Airlines Co. The purchase prices were between $23.87 and $40.59, with an estimated average price of $31.86. The stock is now traded at around $31.57. The impact to a portfolio due to this purchase was 1.53%. The holding were 68,148 shares as of .

New Purchase: Eaton Vance Enhanced Equity Income Fund (EOI)

Stolper Co initiated holding in Eaton Vance Enhanced Equity Income Fund. The purchase prices were between $11.25 and $14.76, with an estimated average price of $13.46. The stock is now traded at around $14.34. The impact to a portfolio due to this purchase was 0.33%. The holding were 35,509 shares as of .

New Purchase: Templeton Dragon Fund Inc (TDF)

Stolper Co initiated holding in Templeton Dragon Fund Inc. The purchase prices were between $16.61 and $20.45, with an estimated average price of $18.41. The stock is now traded at around $22.74. The impact to a portfolio due to this purchase was 0.26%. The holding were 19,654 shares as of .

New Purchase: Blackrock Core Bond Trust (BHK)

Stolper Co initiated holding in Blackrock Core Bond Trust. The purchase prices were between $13.23 and $15.55, with an estimated average price of $14.73. The stock is now traded at around $15.50. The impact to a portfolio due to this purchase was 0.24%. The holding were 23,688 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Stolper Co initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.60. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,281 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Stolper Co initiated holding in Vanguard S&P 500. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $288.90. The impact to a portfolio due to this purchase was 0.14%. The holding were 760 shares as of .

Added: Tekla Healthcare Opportunities Fund (THQ)

Stolper Co added to a holding in Tekla Healthcare Opportunities Fund by 65.29%. The purchase prices were between $14.59 and $18.55, with an estimated average price of $17.62. The stock is now traded at around $17.73. The impact to a portfolio due to this purchase was 0.2%. The holding were 43,833 shares as of .

Sold Out: Delta Air Lines Inc (DAL)

Stolper Co sold out a holding in Delta Air Lines Inc. The sale prices were between $19.19 and $36.97, with an estimated average price of $25.43.

Sold Out: Weyerhaeuser Co (WY)

Stolper Co sold out a holding in Weyerhaeuser Co. The sale prices were between $15.34 and $24.64, with an estimated average price of $20.19.

Sold Out: General American Investors Company Inc (GAM)

Stolper Co sold out a holding in General American Investors Company Inc. The sale prices were between $25.98 and $33.37, with an estimated average price of $30.28.

Sold Out: Seritage Growth Properties (SRG)

Stolper Co sold out a holding in Seritage Growth Properties. The sale prices were between $6.67 and $21.24, with an estimated average price of $10.04.

Sold Out: Western Asset Inflation-Linked Opportunities and I (WIW)

Stolper Co sold out a holding in Western Asset Inflation-Linked Opportunities and I. The sale prices were between $9.56 and $11.05, with an estimated average price of $10.49.

Sold Out: Western Asset Emg Markets Debt Fund Inc (EMD)

Stolper Co sold out a holding in Western Asset Emg Markets Debt Fund Inc. The sale prices were between $10.23 and $12.55, with an estimated average price of $11.48.



Here is the complete portfolio of Stolper Co. Also check out:

1. Stolper Co's Undervalued Stocks
2. Stolper Co's Top Growth Companies, and
3. Stolper Co's High Yield stocks
4. Stocks that Stolper Co keeps buying