Excalibur Management Corp Buys Exxon Mobil, United Parcel Service, Nike, Sells AbbVie, Goldman Sachs Group, Duke Energy

Newton, MA, based Investment company Excalibur Management Corp buys Exxon Mobil, United Parcel Service, Nike, Amazon.com, Allergan PLC, Ford Motor Co, The Home Depot, sells AbbVie, Goldman Sachs Group, Duke Energy, Lakeland Bancorp, Schlumberger during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Excalibur Management Corp. As of 2017-03-31, Excalibur Management Corp owns 69 stocks with a total value of $112 million. These are the details of the buys and sells.

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

These are the top 5 holdings of EXCALIBUR MANAGEMENT CORP
  1. Carlisle Companies Inc (CSL) - 85,806 shares, 8.16% of the total portfolio.
  2. AT&T Inc (T) - 183,507 shares, 6.81% of the total portfolio. Shares added by 0.35%
  3. Johnson & Johnson (JNJ) - 53,004 shares, 5.9% of the total portfolio. Shares added by 0.27%
  4. Pfizer Inc (PFE) - 181,542 shares, 5.55% of the total portfolio. Shares added by 1.30%
  5. Verizon Communications Inc (VZ) - 123,976 shares, 5.4% of the total portfolio. Shares added by 5.73%
New Purchase: Nike Inc (NKE)

Excalibur Management Corp initiated holdings in Nike Inc. The purchase prices were between $51.98 and $58.68, with an estimated average price of $55.25. The stock is now traded at around $55.70. The impact to the portfolio due to this purchase was 0.32%. The holdings were 6,360 shares as of 2017-03-31.

New Purchase: Amazon.com Inc (AMZN)

Excalibur Management Corp initiated holdings in Amazon.com Inc. The purchase prices were between $753.67 and $886.54, with an estimated average price of $833.5. The stock is now traded at around $904.46. The impact to the portfolio due to this purchase was 0.2%. The holdings were 254 shares as of 2017-03-31.

New Purchase: Allergan PLC (AGN)

Excalibur Management Corp initiated holdings in Allergan PLC. The purchase prices were between $210.8 and $249.32, with an estimated average price of $232.88. The stock is now traded at around $237.90. The impact to the portfolio due to this purchase was 0.19%. The holdings were 913 shares as of 2017-03-31.

Added: Exxon Mobil Corp (XOM)

Excalibur Management Corp added to the holdings in Exxon Mobil Corp by 28.00%. The purchase prices were between $80.93 and $90.89, with an estimated average price of $83.54. The stock is now traded at around $81.75. The impact to the portfolio due to this purchase was 0.77%. The holdings were 47,819 shares as of 2017-03-31.

Added: United Parcel Service Inc (UPS)

Excalibur Management Corp added to the holdings in United Parcel Service Inc by 101.25%. The purchase prices were between $104.78 and $118.09, with an estimated average price of $109.26. The stock is now traded at around $107.60. The impact to the portfolio due to this purchase was 0.37%. The holdings were 7,698 shares as of 2017-03-31.

Added: Ford Motor Co (F)

Excalibur Management Corp added to the holdings in Ford Motor Co by 22.28%. The purchase prices were between $11.46 and $13.17, with an estimated average price of $12.42. The stock is now traded at around $11.49. The impact to the portfolio due to this purchase was 0.09%. The holdings were 46,354 shares as of 2017-03-31.

Added: The Home Depot Inc (HD)

Excalibur Management Corp added to the holdings in The Home Depot Inc by 23.78%. The purchase prices were between $133.53 and $149.6, with an estimated average price of $141.83. The stock is now traded at around $154.05. The impact to the portfolio due to this purchase was 0.05%. The holdings were 1,952 shares as of 2017-03-31.

Sold Out: AbbVie Inc (ABBV)

Excalibur Management Corp sold out the holdings in AbbVie Inc. The sale prices were between $60 and $66.55, with an estimated average price of $62.87.

Sold Out: Lakeland Bancorp Inc (LBAI)

Excalibur Management Corp sold out the holdings in Lakeland Bancorp Inc. The sale prices were between $18 and $20.75, with an estimated average price of $19.29.

Sold Out: Duke Energy Corp (DUK)

Excalibur Management Corp sold out the holdings in Duke Energy Corp. The sale prices were between $76.5 and $82.99, with an estimated average price of $79.49.

Reduced: Goldman Sachs Group Inc (GS)

Excalibur Management Corp reduced to the holdings in Goldman Sachs Group Inc by 35.18%. The sale prices were between $225.48 and $252.89, with an estimated average price of $241.46. The stock is now traded at around $226.79. The impact to the portfolio due to this sale was -0.21%. Excalibur Management Corp still held 1,809 shares as of 2017-03-31.

Reduced: Schlumberger Ltd (SLB)

Excalibur Management Corp reduced to the holdings in Schlumberger Ltd by 31.71%. The sale prices were between $76.96 and $87.48, with an estimated average price of $81.77. The stock is now traded at around $74.24. The impact to the portfolio due to this sale was -0.18%. Excalibur Management Corp still held 5,060 shares as of 2017-03-31.



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