KAMES CAPITAL plc Buys American Tower Corp, Illumina Inc, Tesla Inc, Sells Lamb Weston Holdings Inc, Boeing Co, Facebook Inc

Edinburgh, X0, based Investment company KAMES CAPITAL plc buys American Tower Corp, Illumina Inc, Tesla Inc, Darden Restaurants Inc, Carnival Corp, Photronics Inc, Insulet Corp, Cincinnati Financial Corp, Zumiez Inc, McDonald's Corp, Mastercard Inc, Marsh & McLennan Inc, Xilinx Inc, Discover Financial Services, BCE Inc, AGCO Corp, Cal-Maine Foods Inc, Sonoco Products Co, Waters Corp, MetLife Inc, Las Vegas Sands Corp, The Hershey Co, PulteGroup Inc, Cummins Inc, Booz Allen Hamilton Holding Corp, Natural Grocers by Vitamin Cottage Inc, Arthur J. Gallagher, Bank of America Corporation, Nike Inc, Coca-Cola Co, ESCO Technologies Inc, Canadian Natural Resources, Zions Bancorp NA, The Travelers Inc, Lexington Realty Trust, Ameriprise Financial Inc, Western Asset Mortgage Capital Corp, Baker Hughes, a GE Co, BB&T Corp, Ryder System Inc, Thermo Fisher Scientific Inc, MSG Networks Inc, Prudential Financial Inc, AT&T Inc, Molson Coors Brewing Co, McCormick Inc, Boingo Wireless Inc, Popular Inc, Americold Realty Trust, sells Lamb Weston Holdings Inc, Boeing Co, Facebook Inc, T. Rowe Price Group Inc, Exact Sciences Corp, Nasdaq Inc, AbbVie Inc, Insperity Inc, New Residential Investment Corp, Nuveen Preferred & Income Opportunities Fund, Entegris Inc, Marten Transport, Weibo Corp, Arbor Realty Trust Inc, Two Harbors Investment Corp, TPG RE Finance Trust Inc, Emerson Electric Co, UnitedHealth Group Inc, Lam Research Corp, Mondelez International Inc, Fidelity National Information Services Inc, Allstate Corp, NVIDIA Corp, Suncor Energy Inc, Intercontinental Exchange Inc, TransUnion, Allakos Inc, Torchmark Corp, American National Insurance Co, NII Holdings Inc, Huntington Bancshares Inc, Best Buy Co Inc, WellCare Health Plans Inc, Primerica Inc, KeyCorp, Teck Resources, BRP Inc, Altria Group Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, KAMES CAPITAL plc. As of 2019Q1, KAMES CAPITAL plc owns 162 stocks with a total value of $3.5 billion. These are the details of the buys and sells.

• New Purchases: TSLA, DRI, CCL, PLAB, CINF, ZUMZ, MCD, MA, MMC, XLNX, BCE, CALM, AGCO, WAT, SON, DFS, CMI, PHM, NGVC, BAH, MET, LVS, HSY, BAC, NKE, AJG, LXP, AMP, WMC, TMO, TRV, ZION, BBT, CNQ,
• Added Positions: AMT, ILMN, PODD, CVX, NOW, IT, TTEK, GDOT, ANSS, FRC, GOOG, BABA, XYL, ISRG, JNJ, NEE, ESE, KO, R, LMT, BHGE, COHR, OLED, T, PRU, HST, MSGN, WIFI, NUE, MKC, CSCO, COLD, TAP, BPOP, GPMT, PEN, VIAB,
• Reduced Positions: LW, BA, FB, EXAS, WP, BURL, NSP, NRZ, TSM, AVGO, ALB, MXIM, TWO, TRTX, TER, LRCX, MKTX, EVBG, RAVN, ATRI, CME, STWD, PRFT, MU, AVY, ADBE, CLX, WTS, WSO, SIVB,
• Sold Out: TROW, NDAQ, ABBV, JPC, ENTG, MRTN, WB, ABR, EMR, UNH, MDLZ, ALL, FIS, ALLK, TMK, TRU, ANAT, NVDA, SU, ICE, BBY, PRI, WCG, NIHD, HBAN, DOOO, KEY, TECK, MO,

For the details of KAMES CAPITAL plc's stock buys and sells, go to https://www.gurufocus.com/guru/kames+capital+plc/current-portfolio/portfolio

These are the top 5 holdings of KAMES CAPITAL plc

1. Alphabet Inc (GOOG) - 120,748 shares, 4.01% of the total portfolio. Shares added by 2.28%
2. NextEra Energy Inc (NEE) - 684,031 shares, 3.75% of the total portfolio. Shares added by 1.56%
3. Amazon.com Inc (AMZN) - 69,931 shares, 3.53% of the total portfolio.
4. CME Group Inc (CME) - 639,497 shares, 2.98% of the total portfolio. Shares reduced by 1.01%
5. Worldpay Inc (WP) - 917,928 shares, 2.95% of the total portfolio. Shares reduced by 10.05%

New Purchase: Tesla Inc (TSLA)

KAMES CAPITAL plc initiated holding in Tesla Inc. The purchase prices were between $260.42 and $347.31, with an estimated average price of $301.74. The stock is now traded at around $276.06. The impact to a portfolio due to this purchase was 0.57%. The holding were 71,638 shares as of .

New Purchase: Darden Restaurants Inc (DRI)

KAMES CAPITAL plc initiated holding in Darden Restaurants Inc. The purchase prices were between $98.32 and $121.47, with an estimated average price of $109.51. The stock is now traded at around $116.73. The impact to a portfolio due to this purchase was 0.37%. The holding were 108,873 shares as of .

New Purchase: Carnival Corp (CCL)

KAMES CAPITAL plc initiated holding in Carnival Corp. The purchase prices were between $47.37 and $58.85, with an estimated average price of $55.33. The stock is now traded at around $52.13. The impact to a portfolio due to this purchase was 0.32%. The holding were 222,289 shares as of .

New Purchase: Photronics Inc (PLAB)

KAMES CAPITAL plc initiated holding in Photronics Inc. The purchase prices were between $9.09 and $11.43, with an estimated average price of $10.15. The stock is now traded at around $9.51. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,165,375 shares as of .

New Purchase: Cincinnati Financial Corp (CINF)

KAMES CAPITAL plc initiated holding in Cincinnati Financial Corp. The purchase prices were between $74.4 and $86.99, with an estimated average price of $82.45. The stock is now traded at around $85.72. The impact to a portfolio due to this purchase was 0.27%. The holding were 112,419 shares as of .

New Purchase: Zumiez Inc (ZUMZ)

KAMES CAPITAL plc initiated holding in Zumiez Inc. The purchase prices were between $19.17 and $25.79, with an estimated average price of $23.65. The stock is now traded at around $26.47. The impact to a portfolio due to this purchase was 0.11%. The holding were 153,625 shares as of .

Added: American Tower Corp (AMT)

KAMES CAPITAL plc added to a holding in American Tower Corp by 81.59%. The purchase prices were between $156.74 and $197.06, with an estimated average price of $174.99. The stock is now traded at around $196.07. The impact to a portfolio due to this purchase was 1.13%. The holding were 449,304 shares as of .

Added: Illumina Inc (ILMN)

KAMES CAPITAL plc added to a holding in Illumina Inc by 1369.02%. The purchase prices were between $272.57 and $321.18, with an estimated average price of $300. The stock is now traded at around $322.42. The impact to a portfolio due to this purchase was 0.84%. The holding were 102,479 shares as of .

Added: Insulet Corp (PODD)

KAMES CAPITAL plc added to a holding in Insulet Corp by 22.73%. The purchase prices were between $72.44 and $101.87, with an estimated average price of $85.49. The stock is now traded at around $94.71. The impact to a portfolio due to this purchase was 0.29%. The holding were 582,252 shares as of .

Added: Coca-Cola Co (KO)

KAMES CAPITAL plc added to a holding in Coca-Cola Co by 93.49%. The purchase prices were between $44.69 and $49.79, with an estimated average price of $46.77. The stock is now traded at around $46.62. The impact to a portfolio due to this purchase was 0.04%. The holding were 62,340 shares as of .

Added: ESCO Technologies Inc (ESE)

KAMES CAPITAL plc added to a holding in ESCO Technologies Inc by 35.57%. The purchase prices were between $63.7 and $70.88, with an estimated average price of $66.96. The stock is now traded at around $70.90. The impact to a portfolio due to this purchase was 0.04%. The holding were 72,226 shares as of .

Added: Ryder System Inc (R)

KAMES CAPITAL plc added to a holding in Ryder System Inc by 44.00%. The purchase prices were between $48.15 and $64.55, with an estimated average price of $58.42. The stock is now traded at around $64.34. The impact to a portfolio due to this purchase was 0.03%. The holding were 55,029 shares as of .

Sold Out: T. Rowe Price Group Inc (TROW)

KAMES CAPITAL plc sold out a holding in T. Rowe Price Group Inc. The sale prices were between $88.81 and $102.85, with an estimated average price of $96.38.

Sold Out: Nasdaq Inc (NDAQ)

KAMES CAPITAL plc sold out a holding in Nasdaq Inc. The sale prices were between $78.82 and $91.99, with an estimated average price of $85.4.

Sold Out: AbbVie Inc (ABBV)

KAMES CAPITAL plc sold out a holding in AbbVie Inc. The sale prices were between $77.14 and $92.19, with an estimated average price of $82.08.

Sold Out: Entegris Inc (ENTG)

KAMES CAPITAL plc sold out a holding in Entegris Inc. The sale prices were between $27.43 and $37.73, with an estimated average price of $33.2.

Sold Out: Nuveen Preferred & Income Opportunities Fund (JPC)

KAMES CAPITAL plc sold out a holding in Nuveen Preferred & Income Opportunities Fund. The sale prices were between $8.34 and $9.59, with an estimated average price of $9.18.

Sold Out: Marten Transport Ltd (MRTN)

KAMES CAPITAL plc sold out a holding in Marten Transport Ltd. The sale prices were between $15.92 and $20.15, with an estimated average price of $18.33.

Here is the complete portfolio of KAMES CAPITAL plc. Also check out:

1. KAMES CAPITAL plc's Undervalued Stocks
2. KAMES CAPITAL plc's Top Growth Companies, and
3. KAMES CAPITAL plc's High Yield stocks
4. Stocks that KAMES CAPITAL plc keeps buying