Btr Capital Management Inc Buys Citigroup Inc, Pentair PLC, Welltower Inc, Sells SPDR S&P Oil & Gas Explor & Product, Invesco Water Resources ETF, Invesco Dynamic Pharmaceuticals

San Francisco, CA, based Investment company Btr Capital Management Inc buys Citigroup Inc, Pentair PLC, Welltower Inc, Praxair Inc, Schwab U.S. Mid Cap, sells SPDR S&P Oil & Gas Explor & Product, Invesco Water Resources ETF, Invesco Dynamic Pharmaceuticals, PPL Corp, Occidental Petroleum Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Btr Capital Management Inc. As of 2018-06-30, Btr Capital Management Inc owns 131 stocks with a total value of $513 million. These are the details of the buys and sells.

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

These are the top 5 holdings of BTR CAPITAL MANAGEMENT INC
  1. Microsoft Corp (MSFT) - 204,880 shares, 3.94% of the total portfolio. Shares reduced by 0.95%
  2. Apple Inc (AAPL) - 108,258 shares, 3.91% of the total portfolio. Shares reduced by 0.73%
  3. Alphabet Inc (GOOGL) - 15,604 shares, 3.44% of the total portfolio. Shares reduced by 0.05%
  4. JPMorgan Chase & Co (JPM) - 168,334 shares, 3.42% of the total portfolio. Shares added by 1.50%
  5. PepsiCo Inc (PEP) - 141,892 shares, 3.01% of the total portfolio. Shares added by 10.45%
New Purchase: Citigroup Inc (C)

Btr Capital Management Inc initiated holding in Citigroup Inc. The purchase prices were between $65.46 and $72.86, with an estimated average price of $68.88. The stock is now traded at around $71.89. The impact to a portfolio due to this purchase was 0.98%. The holding were 74,867 shares as of 2018-06-30.

New Purchase: Welltower Inc (WELL)

Btr Capital Management Inc initiated holding in Welltower Inc. The purchase prices were between $50.01 and $62.69, with an estimated average price of $55.69. The stock is now traded at around $62.60. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,995 shares as of 2018-06-30.

New Purchase: Praxair Inc (PX)

Btr Capital Management Inc initiated holding in Praxair Inc. The purchase prices were between $142.1 and $162.27, with an estimated average price of $154.48. The stock is now traded at around $167.50. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,350 shares as of 2018-06-30.

New Purchase: Schwab U.S. Mid Cap (SCHM)

Btr Capital Management Inc initiated holding in Schwab U.S. Mid Cap. The purchase prices were between $51.61 and $56.52, with an estimated average price of $54.27. The stock is now traded at around $56.02. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,750 shares as of 2018-06-30.

Added: Pentair PLC (PNR)

Btr Capital Management Inc added to a holding in Pentair PLC by 25.62%. The purchase prices were between $41.74 and $48.28, with an estimated average price of $44.96. The stock is now traded at around $44.65. The impact to a portfolio due to this purchase was 0.24%. The holding were 145,453 shares as of 2018-06-30.

Sold Out: SPDR S&P Oil & Gas Explor & Product (XOP)

Btr Capital Management Inc sold out a holding in SPDR S&P Oil & Gas Explor & Product. The sale prices were between $34.03 and $44.22, with an estimated average price of $40.28.

Sold Out: Invesco Water Resources ETF (PHO)

Btr Capital Management Inc sold out a holding in Invesco Water Resources ETF. The sale prices were between $29.77 and $31.36, with an estimated average price of $30.56.

Sold Out: Invesco Dynamic Pharmaceuticals (PJP)

Btr Capital Management Inc sold out a holding in Invesco Dynamic Pharmaceuticals. The sale prices were between $60.13 and $68.76, with an estimated average price of $64.33.

Sold Out: PPL Corp (PPL)

Btr Capital Management Inc sold out a holding in PPL Corp. The sale prices were between $25.61 and $29.1, with an estimated average price of $27.69.

Sold Out: Occidental Petroleum Corp (OXY)

Btr Capital Management Inc sold out a holding in Occidental Petroleum Corp. The sale prices were between $64.67 and $86.48, with an estimated average price of $79.81.

Sold Out: Bank of New York Mellon Corp (BK)

Btr Capital Management Inc sold out a holding in Bank of New York Mellon Corp. The sale prices were between $50.15 and $57.72, with an estimated average price of $55.18.



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