Union Bankshares Corp Buys Truist Financial Corp, SPDR Gold Trust, McDonald's Corp, Sells iShares Core U.S. REIT ETF, SunTrust Banks Inc, Biogen Inc

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Jan 14, 2020
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Richmond, VA, based Investment company Union Bankshares Corp (Current Portfolio) buys Truist Financial Corp, SPDR Gold Trust, McDonald's Corp, Alerian MLP ETF, Starbucks Corp, sells iShares Core U.S. REIT ETF, SunTrust Banks Inc, Biogen Inc, Cardinal Health Inc, iShares Select Dividend ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Union Bankshares Corp. As of 2019Q4, Union Bankshares Corp owns 216 stocks with a total value of $751 million. These are the details of the buys and sells.

For the details of Union Bankshares Corp's stock buys and sells, go to https://www.gurufocus.com/guru/union+bankshares+corp/current-portfolio/portfolio

These are the top 5 holdings of Union Bankshares Corp
  1. iShares Russell Top 200 Growth ETF (IWY) - 494,006 shares, 6.35% of the total portfolio. Shares added by 3.36%
  2. iShares Core S&P Mid-Cap ETF (IJH) - 144,522 shares, 3.96% of the total portfolio. Shares added by 4.26%
  3. Apple Inc (AAPL) - 86,192 shares, 3.37% of the total portfolio. Shares reduced by 4.03%
  4. Erie Indemnity Co (ERIE) - 143,025 shares, 3.16% of the total portfolio.
  5. Microsoft Corp (MSFT) - 127,369 shares, 2.67% of the total portfolio. Shares reduced by 0.37%
New Purchase: Truist Financial Corp (BBK)

Union Bankshares Corp initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.8%. The holding were 106,400 shares as of .

New Purchase: SPDR Gold Trust (GLD)

Union Bankshares Corp initiated holding in SPDR Gold Trust. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $145.26. The impact to a portfolio due to this purchase was 0.63%. The holding were 32,868 shares as of .

New Purchase: Alerian MLP ETF (AMLP)

Union Bankshares Corp initiated holding in Alerian MLP ETF. The purchase prices were between $7.68 and $8.83, with an estimated average price of $8.28. The stock is now traded at around $8.86. The impact to a portfolio due to this purchase was 0.23%. The holding were 201,391 shares as of .

New Purchase: US Concrete Inc (USCR)

Union Bankshares Corp initiated holding in US Concrete Inc. The purchase prices were between $37.9 and $55.12, with an estimated average price of $45.54. The stock is now traded at around $40.65. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,664 shares as of .

New Purchase: Sarepta Therapeutics Inc (SRPT)

Union Bankshares Corp initiated holding in Sarepta Therapeutics Inc. The purchase prices were between $77.69 and $135.58, with an estimated average price of $101.97. The stock is now traded at around $130.12. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,000 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Union Bankshares Corp initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $249.45. The impact to a portfolio due to this purchase was 0.03%. The holding were 900 shares as of .

Added: McDonald's Corp (MCD)

Union Bankshares Corp added to a holding in McDonald's Corp by 23.30%. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $207.25. The impact to a portfolio due to this purchase was 0.23%. The holding were 45,497 shares as of .

Added: Starbucks Corp (SBUX)

Union Bankshares Corp added to a holding in Starbucks Corp by 20.03%. The purchase prices were between $81.77 and $88.78, with an estimated average price of $85.31. The stock is now traded at around $91.23. The impact to a portfolio due to this purchase was 0.17%. The holding were 87,994 shares as of .

Added: Schwab U.S. Dividend Equity ETF (SCHD)

Union Bankshares Corp added to a holding in Schwab U.S. Dividend Equity ETF by 25.76%. The purchase prices were between $52.87 and $58.15, with an estimated average price of $56.27. The stock is now traded at around $58.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 19,711 shares as of .

Sold Out: SunTrust Banks Inc (STI)

Union Bankshares Corp sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: Biogen Inc (BIIB)

Union Bankshares Corp sold out a holding in Biogen Inc. The sale prices were between $220.06 and $304.07, with an estimated average price of $279.04.

Sold Out: Cardinal Health Inc (CAH)

Union Bankshares Corp sold out a holding in Cardinal Health Inc. The sale prices were between $44.96 and $56.35, with an estimated average price of $51.77.

Sold Out: iShares Select Dividend ETF (DVY)

Union Bankshares Corp sold out a holding in iShares Select Dividend ETF. The sale prices were between $97.41 and $105.76, with an estimated average price of $102.32.

Sold Out: Exelon Corp (EXC)

Union Bankshares Corp sold out a holding in Exelon Corp. The sale prices were between $43.82 and $48.46, with an estimated average price of $45.33.

Sold Out: Northrop Grumman Corp (NOC)

Union Bankshares Corp sold out a holding in Northrop Grumman Corp. The sale prices were between $337.85 and $368.98, with an estimated average price of $351.33.



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