Altfest L J & Co Inc Buys One Liberty Properties Inc, iShares TIPS Bond ETF, Universal Health Realty Income Trust, Sells New York Times Co, DXC Technology Co, UnitedHealth Group Inc

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Jan 06, 2020
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New York, NY, based Investment company Altfest L J & Co Inc (Current Portfolio) buys One Liberty Properties Inc, iShares TIPS Bond ETF, Universal Health Realty Income Trust, iShares MSCI South Korea Capped ETF, iShares Core MSCI Total International Stock ETF, sells New York Times Co, DXC Technology Co, UnitedHealth Group Inc, Intuitive Surgical Inc, Humana Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Altfest L J & Co Inc. As of 2019Q4, Altfest L J & Co Inc owns 177 stocks with a total value of $269 million. These are the details of the buys and sells.

For the details of ALTFEST L J & CO INC's stock buys and sells, go to https://www.gurufocus.com/guru/altfest+l+j+%26+co+inc/current-portfolio/portfolio

These are the top 5 holdings of ALTFEST L J & CO INC
  1. iShares 0-5 Year TIPS Bond ETF (STIP) - 365,031 shares, 13.66% of the total portfolio. Shares reduced by 0.56%
  2. First Trust North American Energy Infrastructure F (EMLP) - 986,948 shares, 9.35% of the total portfolio. Shares reduced by 0.71%
  3. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 142,755 shares, 5.39% of the total portfolio. Shares reduced by 2.9%
  4. Schwab U.S. Large-Cap Value ETF (SCHV) - 160,112 shares, 3.58% of the total portfolio. Shares reduced by 2.87%
  5. One Liberty Properties Inc (OLP) - 340,236 shares, 3.44% of the total portfolio. Shares added by 70.24%
New Purchase: iShares TIPS Bond ETF (TIP)

Altfest L J & Co Inc initiated holding in iShares TIPS Bond ETF. The purchase prices were between $115.27 and $117.05, with an estimated average price of $116.26. The stock is now traded at around $117.54. The impact to a portfolio due to this purchase was 1.09%. The holding were 25,150 shares as of .

New Purchase: Universal Health Realty Income Trust (UHT)

Altfest L J & Co Inc initiated holding in Universal Health Realty Income Trust. The purchase prices were between $100.46 and $121.97, with an estimated average price of $114.17. The stock is now traded at around $115.57. The impact to a portfolio due to this purchase was 1.02%. The holding were 23,486 shares as of .

New Purchase: iShares MSCI South Korea Capped ETF (EWY)

Altfest L J & Co Inc initiated holding in iShares MSCI South Korea Capped ETF. The purchase prices were between $53.84 and $62.49, with an estimated average price of $58.34. The stock is now traded at around $60.73. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,109 shares as of .

New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

Altfest L J & Co Inc initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $56.35 and $62.1, with an estimated average price of $60. The stock is now traded at around $61.90. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,848 shares as of .

New Purchase: DouYu International Holdings Ltd (DOYU)

Altfest L J & Co Inc initiated holding in DouYu International Holdings Ltd. The purchase prices were between $7.12 and $8.53, with an estimated average price of $7.76. The stock is now traded at around $8.91. The impact to a portfolio due to this purchase was 0.16%. The holding were 27,039 shares as of .

New Purchase: Macy's Inc (M)

Altfest L J & Co Inc initiated holding in Macy's Inc. The purchase prices were between $14.65 and $17, with an estimated average price of $15.65. The stock is now traded at around $17.15. The impact to a portfolio due to this purchase was 0.15%. The holding were 24,128 shares as of .

Added: One Liberty Properties Inc (OLP)

Altfest L J & Co Inc added to a holding in One Liberty Properties Inc by 70.24%. The purchase prices were between $26.48 and $28.71, with an estimated average price of $27.5. The stock is now traded at around $27.34. The impact to a portfolio due to this purchase was 1.42%. The holding were 340,236 shares as of .

Added: 3M Co (MMM)

Altfest L J & Co Inc added to a holding in 3M Co by 27.73%. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $177.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,720 shares as of .

Added: Twitter Inc (TWTR)

Altfest L J & Co Inc added to a holding in Twitter Inc by 110.30%. The purchase prices were between $28.89 and $40.8, with an estimated average price of $32.75. The stock is now traded at around $31.49. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,298 shares as of .

Added: ConocoPhillips (COP)

Altfest L J & Co Inc added to a holding in ConocoPhillips by 55.86%. The purchase prices were between $53.07 and $65.03, with an estimated average price of $58.97. The stock is now traded at around $66.19. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,689 shares as of .

Added: Chevron Corp (CVX)

Altfest L J & Co Inc added to a holding in Chevron Corp by 20.39%. The purchase prices were between $111.71 and $122.28, with an estimated average price of $117.86. The stock is now traded at around $120.78. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,998 shares as of .

Added: iShares MSCI KLD 400 Social ETF (DSI)

Altfest L J & Co Inc added to a holding in iShares MSCI KLD 400 Social ETF by 45.12%. The purchase prices were between $107 and $120.7, with an estimated average price of $114.62. The stock is now traded at around $120.33. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,911 shares as of .

Sold Out: DXC Technology Co (DXC)

Altfest L J & Co Inc sold out a holding in DXC Technology Co. The sale prices were between $26.33 and $37.76, with an estimated average price of $32.83.

Sold Out: Intuitive Surgical Inc (ISRG)

Altfest L J & Co Inc sold out a holding in Intuitive Surgical Inc. The sale prices were between $509 and $598.81, with an estimated average price of $563.25.

Sold Out: Schlumberger Ltd (SLB)

Altfest L J & Co Inc sold out a holding in Schlumberger Ltd. The sale prices were between $30.71 and $40.79, with an estimated average price of $35.85.

Sold Out: UMB Financial Corp (UMBF)

Altfest L J & Co Inc sold out a holding in UMB Financial Corp. The sale prices were between $62.25 and $69.87, with an estimated average price of $66.47.

Sold Out: Financial Select Sector SPDR Fund (XLF)

Altfest L J & Co Inc sold out a holding in Financial Select Sector SPDR Fund. The sale prices were between $26.78 and $30.94, with an estimated average price of $29.41.

Sold Out: Splunk Inc (SPLK)

Altfest L J & Co Inc sold out a holding in Splunk Inc. The sale prices were between $110.46 and $151.92, with an estimated average price of $132.1.



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