Wheatland Advisors Inc Buys Essential Utilities Inc, Vanguard Short-Term Corporate Bond ETF, Apple Inc, Sells Essential Utilities Inc, Otis Worldwide Corp

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Jul 28, 2020
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Lancaster, PA, based Investment company Wheatland Advisors Inc (Current Portfolio) buys Essential Utilities Inc, Vanguard Short-Term Corporate Bond ETF, Apple Inc, AbbVie Inc, Emerson Electric Co, sells Essential Utilities Inc, Otis Worldwide Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Wheatland Advisors Inc. As of 2020Q2, Wheatland Advisors Inc owns 47 stocks with a total value of $24 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) - 14,458 shares, 12.20% of the total portfolio. Shares added by 0.09%
  2. Vanguard High Dividend Yield (VYM) - 14,450 shares, 4.72% of the total portfolio. Shares added by 0.70%
  3. Verizon Communications Inc (VZ) - 19,404 shares, 4.44% of the total portfolio. Shares added by 0.01%
  4. Intel Corp (INTC) - 17,600 shares, 4.37% of the total portfolio. Shares reduced by 2.03%
  5. AT&T Inc (T) - 31,493 shares, 3.95% of the total portfolio. Shares reduced by 3.71%
New Purchase: Essential Utilities Inc (WTRG)

Wheatland Advisors Inc initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.52. The impact to a portfolio due to this purchase was 2.85%. The holding were 16,252 shares as of .

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

Wheatland Advisors Inc 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 $82.93. The impact to a portfolio due to this purchase was 1.15%. The holding were 3,367 shares as of .

New Purchase: Apple Inc (AAPL)

Wheatland Advisors Inc initiated holding in Apple Inc. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $376.19. The impact to a portfolio due to this purchase was 1.13%. The holding were 747 shares as of .

New Purchase: AbbVie Inc (ABBV)

Wheatland Advisors Inc initiated holding in AbbVie Inc. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.10. The impact to a portfolio due to this purchase was 0.98%. The holding were 2,404 shares as of .

New Purchase: Emerson Electric Co (EMR)

Wheatland Advisors Inc initiated holding in Emerson Electric Co. The purchase prices were between $45.7 and $69.33, with an estimated average price of $56.57. The stock is now traded at around $62.52. The impact to a portfolio due to this purchase was 0.94%. The holding were 3,650 shares as of .

New Purchase: The Walt Disney Co (DIS)

Wheatland Advisors Inc initiated holding in The Walt Disney Co. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $115.98. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,950 shares as of .

Sold Out: Essential Utilities Inc (A2A)

Wheatland Advisors Inc sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: Otis Worldwide Corp (OTIS)

Wheatland Advisors Inc sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.



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