- New Purchases: LBRDK, BPY, CVS,
- Added Positions: LBTYK, CMCSA, ENB, EPD, AIG, VGT, VYM,
- Reduced Positions: WY, BK, MSFT, BRK.B, MA, BAM, BAC, DIS, CVX,
- Sold Out: BUD, UNP, VO, IEFA,
For the details of GREYSTONE INVESTMENT MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=GREYSTONE+INVESTMENT+MANAGEMENT+LLC
These are the top 5 holdings of GREYSTONE INVESTMENT MANAGEMENT LLC- Alphabet Inc (GOOG) - 14,005 shares, 6.73% of the total portfolio. Shares reduced by 0.13%
- Berkshire Hathaway Inc (BRK.B) - 72,244 shares, 6.71% of the total portfolio. Shares reduced by 2.8%
- Brookfield Asset Management Inc (BAM) - 333,391 shares, 6.02% of the total portfolio. Shares reduced by 2.12%
- Microsoft Corp (MSFT) - 124,046 shares, 5.27% of the total portfolio. Shares reduced by 9.52%
- Wells Fargo & Co (WFC) - 195,744 shares, 4.78% of the total portfolio. Shares reduced by 0.71%
Greystone Investment Management Llc initiated holding in Liberty Broadband Corp. The purchase prices were between $83.62 and $96.9, with an estimated average price of $90.04. The stock is now traded at around $83.33. The impact to a portfolio due to this purchase was 2.07%. The holding were 51,888 shares as of 2018-03-31.
New Purchase: Brookfield Property Partners LP (BPY)Greystone Investment Management Llc initiated holding in Brookfield Property Partners LP. The purchase prices were between $19.14 and $22.24, with an estimated average price of $20.81. The stock is now traded at around $18.98. The impact to a portfolio due to this purchase was 2.06%. The holding were 230,105 shares as of 2018-03-31.
New Purchase: CVS Health Corp (CVS)Greystone Investment Management Llc initiated holding in CVS Health Corp. The purchase prices were between $60.6 and $83.63, with an estimated average price of $71.75. The stock is now traded at around $66.10. The impact to a portfolio due to this purchase was 1.44%. The holding were 49,800 shares as of 2018-03-31.
Added: Liberty Global PLC (LBTYK)Greystone Investment Management Llc added to a holding in Liberty Global PLC by 43.28%. The purchase prices were between $30.03 and $36.7, with an estimated average price of $33.17. The stock is now traded at around $29.74. The impact to a portfolio due to this purchase was 0.72%. The holding were 168,950 shares as of 2018-03-31.
Added: Comcast Corp (CMCSA)Greystone Investment Management Llc added to a holding in Comcast Corp by 36.27%. The purchase prices were between $32.99 and $42.99, with an estimated average price of $38.79. The stock is now traded at around $33.53. The impact to a portfolio due to this purchase was 0.62%. The holding were 147,385 shares as of 2018-03-31.
Added: Enbridge Inc (ENB)Greystone Investment Management Llc added to a holding in Enbridge Inc by 164.64%. The purchase prices were between $29.91 and $40.77, with an estimated average price of $35.13. The stock is now traded at around $32.59. The impact to a portfolio due to this purchase was 0.32%. The holding were 35,845 shares as of 2018-03-31.
Added: Enterprise Products Partners LP (EPD)Greystone Investment Management Llc added to a holding in Enterprise Products Partners LP by 24.16%. The purchase prices were between $24.06 and $29.4, with an estimated average price of $26.66. The stock is now traded at around $26.83. The impact to a portfolio due to this purchase was 0.08%. The holding were 36,225 shares as of 2018-03-31.
Sold Out: Anheuser-Busch InBev SA/NV (BUD)Greystone Investment Management Llc sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $103.15 and $115.98, with an estimated average price of $110.91.
Sold Out: Union Pacific Corp (UNP)Greystone Investment Management Llc sold out a holding in Union Pacific Corp. The sale prices were between $124.14 and $141.97, with an estimated average price of $134.56.
Sold Out: Vanguard Mid-Cap (VO)Greystone Investment Management Llc sold out a holding in Vanguard Mid-Cap. The sale prices were between $148.74 and $164.16, with an estimated average price of $157.48.
Sold Out: iShares Core MSCI EAFE (IEFA)Greystone Investment Management Llc sold out a holding in iShares Core MSCI EAFE. The sale prices were between $64.18 and $70.84, with an estimated average price of $67.19.
Here is the complete portfolio of GREYSTONE INVESTMENT MANAGEMENT LLC. Also check out:
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