Wunderlich Capital Managemnt Buys Unilever PLC, Shire PLC, Oaktree Capital Group LLC, Sells Autodesk, Invesco, Viacom

Memphis, TN, based Investment company Wunderlich Capital Managemnt buys Unilever PLC, Shire PLC, Oaktree Capital Group LLC, Adobe Systems, Palo Alto Networks, Roche Holding AG, Vodafone Group PLC, Allergan PLC, The Kroger Co, sells Autodesk, Invesco, Viacom, Twenty-First Century Fox, Franklin Resources during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Wunderlich Capital Managemnt. As of 2016-12-31, Wunderlich Capital Managemnt owns 85 stocks with a total value of $120 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Wunderlich Capital Managemnt
  1. iShares Core U.S. Aggregate Bond (AGG) - 51,363 shares, 4.63% of the total portfolio. Shares reduced by 0.55%
  2. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 39,505 shares, 3.86% of the total portfolio. Shares reduced by 1.29%
  3. iShares 1-3 Year Credit Bond (CSJ) - 31,927 shares, 2.8% of the total portfolio. Shares reduced by 1.26%
  4. FedEx Corp (FDX) - 16,320 shares, 2.54% of the total portfolio. Shares reduced by 2.11%
  5. iShares National Muni Bond (MUB) - 26,553 shares, 2.4% of the total portfolio. Shares reduced by 1.04%
New Purchase: Unilever PLC (UL)

Wunderlich Capital Managemnt initiated holdings in Unilever PLC. The purchase prices were between $38.78 and $47.75, with an estimated average price of $41.43. The stock is now traded at around $42.57. The impact to the portfolio due to this purchase was 1.22%. The holdings were 36,037 shares as of 2016-12-31.

New Purchase: Shire PLC (SHPG)

Wunderlich Capital Managemnt initiated holdings in Shire PLC. The purchase prices were between $163.77 and $197.7, with an estimated average price of $177.25. The stock is now traded at around $178.70. The impact to the portfolio due to this purchase was 1.17%. The holdings were 8,257 shares as of 2016-12-31.

New Purchase: Adobe Systems Inc (ADBE)

Wunderlich Capital Managemnt initiated holdings in Adobe Systems Inc. The purchase prices were between $99.51 and $110.81, with an estimated average price of $105.86. The stock is now traded at around $118.93. The impact to the portfolio due to this purchase was 0.35%. The holdings were 4,053 shares as of 2016-12-31.

Added: Oaktree Capital Group LLC (OAK)

Wunderlich Capital Managemnt added to the holdings in Oaktree Capital Group LLC by 231.24%. The purchase prices were between $37.35 and $42.7, with an estimated average price of $40.1. The stock is now traded at around $45.40. The impact to the portfolio due to this purchase was 0.75%. The holdings were 34,214 shares as of 2016-12-31.

Added: Palo Alto Networks Inc (PANW)

Wunderlich Capital Managemnt added to the holdings in Palo Alto Networks Inc by 166.42%. The purchase prices were between $124.97 and $164.15, with an estimated average price of $143.76. The stock is now traded at around $152.93. The impact to the portfolio due to this purchase was 0.26%. The holdings were 4,015 shares as of 2016-12-31.

Added: Roche Holding AG (RHHBY)

Wunderlich Capital Managemnt added to the holdings in Roche Holding AG by 23.37%. The purchase prices were between $27.08 and $30.96, with an estimated average price of $28.74. The stock is now traded at around $30.51. The impact to the portfolio due to this purchase was 0.23%. The holdings were 51,835 shares as of 2016-12-31.

Added: Vodafone Group PLC (VOD)

Wunderlich Capital Managemnt added to the holdings in Vodafone Group PLC by 36.28%. The purchase prices were between $24.3 and $29.3, with an estimated average price of $26.31. The stock is now traded at around $25.22. The impact to the portfolio due to this purchase was 0.22%. The holdings were 39,988 shares as of 2016-12-31.

Added: Allergan PLC (AGN)

Wunderlich Capital Managemnt added to the holdings in Allergan PLC by 61.56%. The purchase prices were between $188.47 and $242.65, with an estimated average price of $207.16. The stock is now traded at around $246.93. The impact to the portfolio due to this purchase was 0.08%. The holdings were 1,223 shares as of 2016-12-31.

Added: The Kroger Co (KR)

Wunderlich Capital Managemnt added to the holdings in The Kroger Co by 30.44%. The purchase prices were between $28.84 and $35.96, with an estimated average price of $32.61. The stock is now traded at around $33.94. The impact to the portfolio due to this purchase was 0.06%. The holdings were 8,858 shares as of 2016-12-31.

Sold Out: Autodesk Inc (ADSK)

Wunderlich Capital Managemnt sold out the holdings in Autodesk Inc. The sale prices were between $67.61 and $81.74, with an estimated average price of $73.63.

Sold Out: Invesco Ltd (IVZ)

Wunderlich Capital Managemnt sold out the holdings in Invesco Ltd. The sale prices were between $27.67 and $33.16, with an estimated average price of $30.75.

Sold Out: Viacom Inc (VIAB)

Wunderlich Capital Managemnt sold out the holdings in Viacom Inc. The sale prices were between $34.49 and $38.86, with an estimated average price of $36.74.

Sold Out: Twenty-First Century Fox Inc (FOXA)

Wunderlich Capital Managemnt sold out the holdings in Twenty-First Century Fox Inc. The sale prices were between $24.35 and $28.64, with an estimated average price of $26.9.

Sold Out: Franklin Resources Inc (BEN)

Wunderlich Capital Managemnt sold out the holdings in Franklin Resources Inc. The sale prices were between $33.18 and $42.02, with an estimated average price of $37.43.

Sold Out: Qorvo Inc (QRVO)

Wunderlich Capital Managemnt sold out the holdings in Qorvo Inc. The sale prices were between $50.03 and $57.81, with an estimated average price of $54.42.



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