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Perennial Advisors, LLC Buys JPMorgan Ultra-Short Income ETF, iShares Short Treasury Bond ETF, Diageo PLC, Sells 3M Co, Tiffany, Triton International

Investment company Perennial Advisors, LLC (Current Portfolio) buys JPMorgan Ultra-Short Income ETF, iShares Short Treasury Bond ETF, Diageo PLC, Pfizer Inc, sells 3M Co, Tiffany, Triton International, Dorian LPG during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Perennial Advisors, LLC. As of 2019Q4, Perennial Advisors, LLC owns 77 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of Perennial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/perennial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Perennial Advisors, LLC
  1. Berkshire Hathaway Inc (BRK.A) - 30 shares, 4.91% of the total portfolio.
  2. Apple Inc (AAPL) - 31,955 shares, 4.52% of the total portfolio. Shares reduced by 3.36%
  3. Microsoft Corp (MSFT) - 52,094 shares, 3.96% of the total portfolio. Shares reduced by 0.75%
  4. Mastercard Inc (MA) - 24,781 shares, 3.57% of the total portfolio. Shares reduced by 2.28%
  5. Fiserv Inc (FISV) - 61,647 shares, 3.44% of the total portfolio. Shares reduced by 0.37%
New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Perennial Advisors, LLC initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 0.91%. The holding were 37,432 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Perennial Advisors, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.39 and $110.72, with an estimated average price of $110.55. The stock is now traded at around $110.57. The impact to a portfolio due to this purchase was 0.8%. The holding were 14,992 shares as of .

New Purchase: Diageo PLC (DEO)

Perennial Advisors, LLC initiated holding in Diageo PLC. The purchase prices were between $158 and $169.01, with an estimated average price of $162.58. The stock is now traded at around $168.77. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,605 shares as of .

New Purchase: Pfizer Inc (PFE)

Perennial Advisors, LLC initiated holding in Pfizer Inc. The purchase prices were between $34.7 and $39.38, with an estimated average price of $37.62. The stock is now traded at around $40.63. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,519 shares as of .

Sold Out: Tiffany & Co (TIF)

Perennial Advisors, LLC sold out a holding in Tiffany & Co. The sale prices were between $86.63 and $133.8, with an estimated average price of $119.09.

Sold Out: Triton International Ltd (TRTN)

Perennial Advisors, LLC sold out a holding in Triton International Ltd. The sale prices were between $33.21 and $40.2, with an estimated average price of $37.13.

Sold Out: Dorian LPG Ltd (LPG)

Perennial Advisors, LLC sold out a holding in Dorian LPG Ltd. The sale prices were between $10.38 and $15.48, with an estimated average price of $13.26.



Here is the complete portfolio of Perennial Advisors, LLC. Also check out:

1. Perennial Advisors, LLC's Undervalued Stocks
2. Perennial Advisors, LLC's Top Growth Companies, and
3. Perennial Advisors, LLC's High Yield stocks
4. Stocks that Perennial Advisors, LLC keeps buying

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