Bowling Portfolio Management LLC Buys Merck Inc, Micron Technology Inc, Thor Industries Inc, Sells Brunswick Corp, Bunge, Lazard

• New Purchases: MU, THO, WBA, VMW, CMA, CMI, LNC, CCK, HRB, AGO,
• Added Positions: MRK, ANDV, DAL, SAFM, SCSS, TBI, LPX, IPHS, CUBI, FF,
• Reduced Positions: HCA, SPR, BAC, WMT, FL, MPC, UNH, ANTM, AAPL, BA,
• Sold Out: BC, BG, LAZ, RJF, IPG, CR, STLD, COP, SNA, ADI,

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

1. Apple Inc (AAPL) - 115,106 shares, 2.67% of the total portfolio. Shares reduced by 10.7%
2. Schwab U.S. Large-Cap (SCHX) - 209,851 shares, 1.9% of the total portfolio. Shares added by 3.42%
3. Johnson & Johnson (JNJ) - 73,108 shares, 1.43% of the total portfolio. Shares reduced by 11.95%
4. SPDR S&P 500 (SPY) - 37,625 shares, 1.42% of the total portfolio. Shares reduced by 5.05%
5. Microsoft Corp (MSFT) - 113,355 shares, 1.27% of the total portfolio. Shares reduced by 9.19%

Bowling Portfolio Management LLC initiated holdings in Micron Technology Inc. The purchase prices were between $27.49 and $37.96, with an estimated average price of $31.46. The stock is now traded at around $40.72. The impact to the portfolio due to this purchase was 0.69%. The holdings were 116,426 shares as of 2017-09-30.

Bowling Portfolio Management LLC initiated holdings in Thor Industries Inc. The purchase prices were between $101.7 and $123.07, with an estimated average price of $107.52. The stock is now traded at around $129.50. The impact to the portfolio due to this purchase was 0.6%. The holdings were 31,656 shares as of 2017-09-30.

Bowling Portfolio Management LLC initiated holdings in VMware Inc. The purchase prices were between $85.89 and $110.75, with an estimated average price of $98.37. The stock is now traded at around $114.58. The impact to the portfolio due to this purchase was 0.58%. The holdings were 35,385 shares as of 2017-09-30.

Bowling Portfolio Management LLC initiated holdings in Walgreens Boots Alliance Inc. The purchase prices were between $77.16 and $82.74, with an estimated average price of $80.15. The stock is now traded at around $67.63. The impact to the portfolio due to this purchase was 0.58%. The holdings were 50,277 shares as of 2017-09-30.

Bowling Portfolio Management LLC initiated holdings in Comerica Inc. The purchase prices were between $64.46 and $76.26, with an estimated average price of $71.65. The stock is now traded at around $76.07. The impact to the portfolio due to this purchase was 0.52%. The holdings were 45,179 shares as of 2017-09-30.

Bowling Portfolio Management LLC initiated holdings in Cummins Inc. The purchase prices were between $150.79 and $168.35, with an estimated average price of $161.81. The stock is now traded at around $173.15. The impact to the portfolio due to this purchase was 0.52%. The holdings were 20,658 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in Merck & Co Inc by 446.57%. The purchase prices were between $61.49 and $66.16, with an estimated average price of $63.55. The stock is now traded at around $63.61. The impact to the portfolio due to this purchase was 0.76%. The holdings were 96,059 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in Andeavor by 1523.66%. The purchase prices were between $92.72 and $105.28, with an estimated average price of $98.42. The stock is now traded at around $104.67. The impact to the portfolio due to this purchase was 0.53%. The holdings were 36,435 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in Delta Air Lines Inc by 84.65%. The purchase prices were between $45.21 and $55.48, with an estimated average price of $49.87. The stock is now traded at around $53.63. The impact to the portfolio due to this purchase was 0.44%. The holdings were 130,518 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in Sanderson Farms Inc by 756.87%. The purchase prices were between $112.19 and $163.82, with an estimated average price of $138.02. The stock is now traded at around $145.27. The impact to the portfolio due to this purchase was 0.33%. The holdings were 15,278 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in Select Comfort Corp by 663.77%. The purchase prices were between $28.49 and $34.97, with an estimated average price of $31.31. The stock is now traded at around $30.51. The impact to the portfolio due to this purchase was 0.18%. The holdings were 45,391 shares as of 2017-09-30.

Bowling Portfolio Management LLC added to the holdings in TrueBlue Inc by 372.81%. The purchase prices were between $19.55 and $27.15, with an estimated average price of $22.68. The stock is now traded at around $23.65. The impact to the portfolio due to this purchase was 0.15%. The holdings were 56,978 shares as of 2017-09-30.

Bowling Portfolio Management LLC sold out the holdings in Brunswick Corp. The sale prices were between $50.87 and $63.42, with an estimated average price of $56.25.

Bowling Portfolio Management LLC sold out the holdings in Bunge Ltd. The sale prices were between $69.54 and $80.59, with an estimated average price of $75.81.

Bowling Portfolio Management LLC sold out the holdings in Raymond James Financial Inc. The sale prices were between $74.81 and $85.37, with an estimated average price of $80.85.

Bowling Portfolio Management LLC sold out the holdings in Lazard Ltd. The sale prices were between $40.66 and $48.01, with an estimated average price of $44.37.

Bowling Portfolio Management LLC sold out the holdings in The Interpublic Group of Companies Inc. The sale prices were between $19.58 and $25.57, with an estimated average price of $21.82.

Bowling Portfolio Management LLC sold out the holdings in Crane Co. The sale prices were between $72.19 and $84.22, with an estimated average price of $77.16.

Bowling Portfolio Management LLC reduced to the holdings in HCA Healthcare Inc by 51.93%. The sale prices were between $76.25 and $87.24, with an estimated average price of $80.54. The stock is now traded at around $74.61. The impact to the portfolio due to this sale was -0.5%. Bowling Portfolio Management LLC still held 36,076 shares as of 2017-09-30.

Bowling Portfolio Management LLC reduced to the holdings in Spirit AeroSystems Holdings Inc by 78.03%. The sale prices were between $58.28 and $78.9, with an estimated average price of $68.86. The stock is now traded at around $79.52. The impact to the portfolio due to this sale was -0.44%. Bowling Portfolio Management LLC still held 14,478 shares as of 2017-09-30.

Bowling Portfolio Management LLC reduced to the holdings in Bank of America Corporation by 33.54%. The sale prices were between $22.89 and $25.45, with an estimated average price of $24.27. The stock is now traded at around $26.29. The impact to the portfolio due to this sale was -0.41%. Bowling Portfolio Management LLC still held 225,528 shares as of 2017-09-30.

Bowling Portfolio Management LLC reduced to the holdings in Wal-Mart Stores Inc by 45.9%. The sale prices were between $73.23 and $81.61, with an estimated average price of $78.65. The stock is now traded at around $85.92. The impact to the portfolio due to this sale was -0.37%. Bowling Portfolio Management LLC still held 38,790 shares as of 2017-09-30.

Bowling Portfolio Management LLC reduced to the holdings in Foot Locker Inc by 51.76%. The sale prices were between $31.82 and $50.64, with an estimated average price of $42.3. The stock is now traded at around $31.77. The impact to the portfolio due to this sale was -0.36%. Bowling Portfolio Management LLC still held 45,973 shares as of 2017-09-30.