Mogy Joel R Investment Counsel Inc Buys Brookfield Asset Management Inc, Automatic Data Processing Inc, Phillips 66, Sells Nestle SA

Jan 29, 2020

Beverly Hills, CA, based Investment company Mogy Joel R Investment Counsel Inc (Current Portfolio) buys Brookfield Asset Management Inc, Automatic Data Processing Inc, Phillips 66, sells Nestle SA during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Mogy Joel R Investment Counsel Inc. As of 2019Q4, Mogy Joel R Investment Counsel Inc owns 113 stocks with a total value of $831 million. These are the details of the buys and sells.

New Purchases: BAM, ADP, PSX,
Added Positions: NVDA, PEP, BLK, SCHW, PANW, BABA, VO,
Reduced Positions: AAPL, BA, JNJ, CSX, XOM, NEE, NFLX, SPG, BDX, VBR,
Sold Out: NSRGY,

For the details of MOGY JOEL R INVESTMENT COUNSEL INC's stock buys and sells, go to https://www.gurufocus.com/guru/mogy+joel+r+investment+counsel+inc/current-portfolio/portfolio

These are the top 5 holdings of MOGY JOEL R INVESTMENT COUNSEL INC

Apple Inc (AAPL) - 211,808 shares, 7.49% of the total portfolio. Shares reduced by 1.46%
Microsoft Corp (MSFT) - 339,500 shares, 6.44% of the total portfolio. Shares added by 0.04%
Berkshire Hathaway Inc (BRK.B) - 168,228 shares, 4.59% of the total portfolio. Shares reduced by 0.68%
Visa Inc (V) - 193,632 shares, 4.38% of the total portfolio. Shares reduced by 0.14%
Amazon.com Inc (AMZN) - 17,451 shares, 3.88% of the total portfolio. Shares added by 0.04%

New Purchase: Brookfield Asset Management Inc (BAM)

Mogy Joel R Investment Counsel Inc initiated holding in Brookfield Asset Management Inc. The purchase prices were between $50.84 and $58.41, with an estimated average price of $56. The stock is now traded at around $62.23. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,600 shares as of .

New Purchase: Phillips 66 (PSX)

Mogy Joel R Investment Counsel Inc initiated holding in Phillips 66. The purchase prices were between $98.24 and $119.7, with an estimated average price of $112.57. The stock is now traded at around $95.80. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,857 shares as of .

New Purchase: Automatic Data Processing Inc (ADP)

Mogy Joel R Investment Counsel Inc initiated holding in Automatic Data Processing Inc. The purchase prices were between $156.32 and $171.62, with an estimated average price of $165.82. The stock is now traded at around $171.04. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,200 shares as of .

Sold Out: Nestle SA (NSRGY)

Mogy Joel R Investment Counsel Inc sold out a holding in Nestle SA. The sale prices were between $103.26 and $108.98, with an estimated average price of $105.66.

Here is the complete portfolio of MOGY JOEL R INVESTMENT COUNSEL INC. Also check out:

1. MOGY JOEL R INVESTMENT COUNSEL INC's Undervalued Stocks
2. MOGY JOEL R INVESTMENT COUNSEL INC's Top Growth Companies, and
3. MOGY JOEL R INVESTMENT COUNSEL INC's High Yield stocks
4. Stocks that MOGY JOEL R INVESTMENT COUNSEL INC keeps buying

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