Westbourne Investment Advisors, Inc. Buys Boeing Co, Goldman Sachs Group Inc, LyondellBasell Industries NV, Sells Corteva Inc, Greenbrier Inc, Eaton Vance Duration Income Fund

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Jan 23, 2020
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Investment company Westbourne Investment Advisors, Inc. (Current Portfolio) buys Boeing Co, Goldman Sachs Group Inc, LyondellBasell Industries NV, Charles Schwab Corp, Uber Technologies Inc, sells Corteva Inc, Greenbrier Inc, Eaton Vance Duration Income Fund, Alerian MLP ETF, Global X MLP ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Westbourne Investment Advisors, Inc.. As of 2019Q4, Westbourne Investment Advisors, Inc. owns 92 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of Westbourne Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/westbourne+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Westbourne Investment Advisors, Inc.
  1. Apple Inc (AAPL) - 43,920 shares, 8.82% of the total portfolio. Shares reduced by 9.1%
  2. Bank of America Corp (BAC) - 254,270 shares, 6.12% of the total portfolio. Shares reduced by 4.39%
  3. Alphabet Inc (GOOGL) - 6,194 shares, 5.67% of the total portfolio. Shares reduced by 3.88%
  4. Microsoft Corp (MSFT) - 52,491 shares, 5.66% of the total portfolio. Shares reduced by 5.18%
  5. Facebook Inc (FB) - 25,127 shares, 3.53% of the total portfolio. Shares added by 2.51%
New Purchase: Charles Schwab Corp (SCHW)

Westbourne Investment Advisors, Inc. initiated holding in Charles Schwab Corp. The purchase prices were between $35.1 and $51.07, with an estimated average price of $44.34. The stock is now traded at around $48.42. The impact to a portfolio due to this purchase was 0.36%. The holding were 11,071 shares as of .

New Purchase: Bausch Health Companies Inc (BHC)

Westbourne Investment Advisors, Inc. initiated holding in Bausch Health Companies Inc. The purchase prices were between $18.89 and $31.89, with an estimated average price of $26.19. The stock is now traded at around $29.19. The impact to a portfolio due to this purchase was 0.25%. The holding were 11,985 shares as of .

New Purchase: Eli Lilly and Co (LLY)

Westbourne Investment Advisors, Inc. initiated holding in Eli Lilly and Co. The purchase prices were between $106.92 and $132.43, with an estimated average price of $116.25. The stock is now traded at around $141.21. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,761 shares as of .

New Purchase: Caterpillar Inc (CAT)

Westbourne Investment Advisors, Inc. initiated holding in Caterpillar Inc. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $142.75. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,400 shares as of .

Added: Boeing Co (BA)

Westbourne Investment Advisors, Inc. added to a holding in Boeing Co by 181.26%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $317.79. The impact to a portfolio due to this purchase was 0.86%. The holding were 6,033 shares as of .

Added: Goldman Sachs Group Inc (GS)

Westbourne Investment Advisors, Inc. added to a holding in Goldman Sachs Group Inc by 239.65%. The purchase prices were between $196.85 and $231.21, with an estimated average price of $217.51. The stock is now traded at around $245.58. The impact to a portfolio due to this purchase was 0.76%. The holding were 6,878 shares as of .

Added: LyondellBasell Industries NV (LYB)

Westbourne Investment Advisors, Inc. added to a holding in LyondellBasell Industries NV by 67.49%. The purchase prices were between $81.63 and $97.49, with an estimated average price of $91.82. The stock is now traded at around $86.24. The impact to a portfolio due to this purchase was 0.61%. The holding were 23,574 shares as of .

Added: Uber Technologies Inc (UBER)

Westbourne Investment Advisors, Inc. added to a holding in Uber Technologies Inc by 225.21%. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $37.40. The impact to a portfolio due to this purchase was 0.35%. The holding were 24,960 shares as of .

Added: Valero Energy Corp (VLO)

Westbourne Investment Advisors, Inc. added to a holding in Valero Energy Corp by 76.24%. The purchase prices were between $82.8 and $101.4, with an estimated average price of $94.69. The stock is now traded at around $89.51. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,583 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Westbourne Investment Advisors, Inc. added to a holding in SPDR S&P 500 ETF Trust by 55.86%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $331.72. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,861 shares as of .

Sold Out: Alerian MLP ETF (AMLP)

Westbourne Investment Advisors, Inc. sold out a holding in Alerian MLP ETF. The sale prices were between $7.68 and $8.83, with an estimated average price of $8.28.

Sold Out: Health Care Select Sector SPDR Fund (XLV)

Westbourne Investment Advisors, Inc. sold out a holding in Health Care Select Sector SPDR Fund. The sale prices were between $87.95 and $103.11, with an estimated average price of $96.42.

Sold Out: Global X MLP ETF (MLPA)

Westbourne Investment Advisors, Inc. sold out a holding in Global X MLP ETF. The sale prices were between $7.2 and $8.32, with an estimated average price of $7.76.



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