Private Harbour Investment Management & Counsel, L Buys PROSHARES TRUST, W.P. Carey Inc, Sells Lowe's Inc, Bristol-Myers Squibb Company, Alphabet Inc

Author's Avatar
Aug 05, 2020
Article's Main Image
Investment company Private Harbour Investment Management & Counsel, L (Current Portfolio) buys PROSHARES TRUST, W.P. Carey Inc, sells Lowe's Inc, Bristol-Myers Squibb Company, Alphabet Inc, The Scotts Miracle Gro Co, Merck Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Private Harbour Investment Management & Counsel, L. As of 2020Q2, Private Harbour Investment Management & Counsel, L owns 55 stocks with a total value of $92 million. These are the details of the buys and sells.

For the details of Private Harbour Investment Management & Counsel, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+harbour+investment+management+%26+counsel%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Private Harbour Investment Management & Counsel, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 97,248 shares, 8.76% of the total portfolio. Shares reduced by 0.35%
  2. Microsoft Corp (MSFT) - 25,387 shares, 5.63% of the total portfolio. Shares reduced by 0.27%
  3. ADT Inc (ADT) - 412,824 shares, 3.59% of the total portfolio. Shares reduced by 7.27%
  4. Exxon Mobil Corp (XOM) - 65,771 shares, 3.20% of the total portfolio. Shares reduced by 0.53%
  5. Amazon.com Inc (AMZN) - 973 shares, 2.92% of the total portfolio. Shares added by 3.51%
New Purchase: PROSHARES TRUST (SDS)

Private Harbour Investment Management & Counsel, L initiated holding in PROSHARES TRUST. The purchase prices were between $18.16 and $33.17, with an estimated average price of $22.81. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 1.27%. The holding were 59,994 shares as of .

New Purchase: W.P. Carey Inc (WPC)

Private Harbour Investment Management & Counsel, L initiated holding in W.P. Carey Inc. The purchase prices were between $50.26 and $74.36, with an estimated average price of $63.4. The stock is now traded at around $71.17. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,000 shares as of .

Sold Out: Lowe's Companies Inc (LOW)

Private Harbour Investment Management & Counsel, L sold out a holding in Lowe's Companies Inc. The sale prices were between $80.42 and $135.65, with an estimated average price of $113.61.

Sold Out: Bristol-Myers Squibb Company (BMY)

Private Harbour Investment Management & Counsel, L sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $54.82 and $64.09, with an estimated average price of $59.75.

Sold Out: Merck & Co Inc (MRK)

Private Harbour Investment Management & Counsel, L sold out a holding in Merck & Co Inc. The sale prices were between $73.8 and $83.98, with an estimated average price of $78.88.

Sold Out: VANGUARD WORLD FDS (VDE)

Private Harbour Investment Management & Counsel, L sold out a holding in VANGUARD WORLD FDS. The sale prices were between $36.44 and $63.07, with an estimated average price of $49.12.

Sold Out: Walgreens Boots Alliance Inc (WBA)

Private Harbour Investment Management & Counsel, L sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $38.35 and $47.02, with an estimated average price of $42.49.

Sold Out: Eagle Bancorp Inc (EGBN)

Private Harbour Investment Management & Counsel, L sold out a holding in Eagle Bancorp Inc. The sale prices were between $28.08 and $37.86, with an estimated average price of $31.89.



Here is the complete portfolio of Private Harbour Investment Management & Counsel, LLC. Also check out:

1. Private Harbour Investment Management & Counsel, LLC's Undervalued Stocks
2. Private Harbour Investment Management & Counsel, LLC's Top Growth Companies, and
3. Private Harbour Investment Management & Counsel, LLC's High Yield stocks
4. Stocks that Private Harbour Investment Management & Counsel, LLC keeps buying