CapWealth Advisors, LLC Buys HCA Healthcare Inc, Fannie Mae, iShares Core S&P 500 ETF, Sells Federal Home Loan Mortgage Corp, DuPont de Nemours Inc, Fannie Mae

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Feb 06, 2020
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Franklin, TN, based Investment company CapWealth Advisors, LLC (Current Portfolio) buys HCA Healthcare Inc, Fannie Mae, iShares Core S&P 500 ETF, Veracyte Inc, Vanguard Growth ETF, sells Federal Home Loan Mortgage Corp, DuPont de Nemours Inc, Fannie Mae, Federal Home Loan Mortgage Corp, Corteva Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, CapWealth Advisors, LLC. As of 2019Q4, CapWealth Advisors, LLC owns 98 stocks with a total value of $776 million. These are the details of the buys and sells.

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

These are the top 5 holdings of CapWealth Advisors, LLC
  1. Fannie Mae (FNMAS.PFD) - 3,805,521 shares, 5.86% of the total portfolio. Shares reduced by 1.63%
  2. Apple Inc (AAPL) - 139,208 shares, 5.27% of the total portfolio. Shares reduced by 3.76%
  3. Bank of America Corp (BAC) - 1,082,504 shares, 4.91% of the total portfolio. Shares reduced by 0.45%
  4. Microsoft Corp (MSFT) - 217,239 shares, 4.41% of the total portfolio. Shares reduced by 0.82%
  5. Fannie Mae (FNMAT.PFD) - 2,539,809 shares, 3.71% of the total portfolio. Shares added by 0.92%
New Purchase: HCA Healthcare Inc (HCA)

CapWealth Advisors, LLC initiated holding in HCA Healthcare Inc. The purchase prices were between $115.09 and $149.26, with an estimated average price of $134.85. The stock is now traded at around $149.17. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,221 shares as of .

New Purchase: iShares Core S&P 500 ETF (IVV)

CapWealth Advisors, LLC initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $287.78 and $324.32, with an estimated average price of $308.1. The stock is now traded at around $335.63. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,592 shares as of .

New Purchase: Veracyte Inc (VCYT)

CapWealth Advisors, LLC initiated holding in Veracyte Inc. The purchase prices were between $20.78 and $29.99, with an estimated average price of $26.04. The stock is now traded at around $26.60. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,229 shares as of .

New Purchase: Vanguard Growth ETF (VUG)

CapWealth Advisors, LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $161.84 and $183.14, with an estimated average price of $173.6. The stock is now traded at around $195.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,107 shares as of .

Added: Fannie Mae (FNMA)

CapWealth Advisors, LLC added to a holding in Fannie Mae by 44.12%. The purchase prices were between $2.64 and $3.7, with an estimated average price of $3.15. The stock is now traded at around $3.35. The impact to a portfolio due to this purchase was 0.11%. The holding were 922,075 shares as of .

Sold Out: CapStar Financial Holdings Inc (CSTR)

CapWealth Advisors, LLC sold out a holding in CapStar Financial Holdings Inc. The sale prices were between $15.85 and $17.39, with an estimated average price of $16.71.

Sold Out: OWC Pharmaceutical Research Corp (OWCP)

CapWealth Advisors, LLC sold out a holding in OWC Pharmaceutical Research Corp. The sale prices were between $0.01 and $0.09, with an estimated average price of $0.01.

Sold Out: Smart Cannabis Corp (SCNA)

CapWealth Advisors, LLC sold out a holding in Smart Cannabis Corp. The sale prices were between $0 and $0.01, with an estimated average price of $0.01.



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