Barton Investment Management Buys Shopify Inc, HCP Inc, Sells FireEye Inc, Berkshire Hathaway Inc, Federal Realty Investment Trust

Jan 24, 2017

West Conshohocken, PA, based Investment company Barton Investment Management buys Shopify Inc, HCP Inc, sells FireEye Inc, Berkshire Hathaway Inc, Federal Realty Investment Trust, Teleflex Inc, Automatic Data Processing Inc during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Barton Investment Management. As of 2016-12-31, Barton Investment Management owns 40 stocks with a total value of $298 million. These are the details of the buys and sells.

New Purchases: HCP,
Added Positions: SHOP, EQIX, ATHN, GOOGL,
Reduced Positions: BRK.A, NFLX, QCOM, ADP, XOM, TROW, AXP,
Sold Out: FEYE, FRT, TFX,

For the details of Barton Investment Management's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Barton+Investment+Management

These are the top 5 holdings of Barton Investment Management

Netflix Inc (NFLX) - 699,928 shares, 29.04% of the total portfolio. Shares reduced by 2.66%
Amazon.com Inc (AMZN) - 48,464 shares, 12.18% of the total portfolio. Shares reduced by 0.74%
athenahealth Inc (ATHN) - 216,835 shares, 7.64% of the total portfolio. Shares added by 1.38%
Electronic Arts Inc (EA) - 284,219 shares, 7.5% of the total portfolio. Shares reduced by 0.83%
GrubHub Inc (GRUB) - 524,275 shares, 6.61% of the total portfolio. Shares added by 0.88%

New Purchase: HCP Inc (HCP)

Barton Investment Management initiated holdings in HCP Inc. The purchase prices were between $27.94 and $33.96, with an estimated average price of $30.39. The stock is now traded at around $30.22. The impact to the portfolio due to this purchase was 0.12%. The holdings were 12,000 shares as of 2016-12-31.

Added: Shopify Inc (SHOP)

Barton Investment Management added to the holdings in Shopify Inc by 603.39%. The purchase prices were between $37.9 and $44.89, with an estimated average price of $42. The stock is now traded at around $49.70. The impact to the portfolio due to this purchase was 1.77%. The holdings were 143,140 shares as of 2016-12-31.

Sold Out: FireEye Inc (FEYE)

Barton Investment Management sold out the holdings in FireEye Inc. The sale prices were between $11.01 and $14.69, with an estimated average price of $12.97.

Sold Out: Federal Realty Investment Trust (FRT)

Barton Investment Management sold out the holdings in Federal Realty Investment Trust. The sale prices were between $136.98 and $148.74, with an estimated average price of $142.02.

Sold Out: Teleflex Inc (TFX)

Barton Investment Management sold out the holdings in Teleflex Inc. The sale prices were between $139.41 and $169.09, with an estimated average price of $155.74.

Here is the complete portfolio of Barton Investment Management. Also check out:

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

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