Fiduciary Financial Services Of The Southwest Inc Buys Healthpeak Properties Inc, Alibaba Group Holding, iShares Core S&P 500 ETF, Sells Tortoise Energy Infrastructure, Buckeye Partners LP, Granite Construction Inc

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Feb 11, 2020
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Investment company Fiduciary Financial Services Of The Southwest Inc (Current Portfolio) buys Healthpeak Properties Inc, Alibaba Group Holding, iShares Core S&P 500 ETF, Blackrock Munivest Fund Inc, Invesco Municipal Trust, sells Tortoise Energy Infrastructure, Buckeye Partners LP, Granite Construction Inc, DuPont de Nemours Inc, Corteva Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Fiduciary Financial Services Of The Southwest Inc . As of 2019Q4, Fiduciary Financial Services Of The Southwest Inc owns 148 stocks with a total value of $383 million. These are the details of the buys and sells.

For the details of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC 's stock buys and sells, go to https://www.gurufocus.com/guru/fiduciary+financial+services+of+the+southwest+inc+/current-portfolio/portfolio

These are the top 5 holdings of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC
  1. Enterprise Products Partners LP (EPD) - 551,295 shares, 5.96% of the total portfolio. Shares reduced by 1.15%
  2. American Tower Corp (AMT) - 57,711 shares, 3.47% of the total portfolio. Shares reduced by 3.39%
  3. Boeing Co (BA) - 33,724 shares, 2.87% of the total portfolio. Shares reduced by 6.38%
  4. Gladstone Commercial Corp (GOOD) - 460,682 shares, 2.63% of the total portfolio. Shares added by 0.88%
  5. The Home Depot Inc (HD) - 46,103 shares, 2.63% of the total portfolio. Shares added by 0.12%
New Purchase: Healthpeak Properties Inc (HC5)

Fiduciary Financial Services Of The Southwest Inc initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $33.60. The impact to a portfolio due to this purchase was 0.83%. The holding were 92,516 shares as of .

New Purchase: Alibaba Group Holding Ltd (BABA)

Fiduciary Financial Services Of The Southwest Inc initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $161.93 and $216.38, with an estimated average price of $188.59. The stock is now traded at around $218.31. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,081 shares as of .

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

Fiduciary Financial Services Of The Southwest Inc 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 $337.85. The impact to a portfolio due to this purchase was 0.05%. The holding were 624 shares as of .

New Purchase: Blackrock Munivest Fund Inc (MVF)

Fiduciary Financial Services Of The Southwest Inc initiated holding in Blackrock Munivest Fund Inc. The purchase prices were between $8.96 and $9.24, with an estimated average price of $9.06. The stock is now traded at around $9.42. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,485 shares as of .

Added: Invesco Municipal Trust (VKQ)

Fiduciary Financial Services Of The Southwest Inc added to a holding in Invesco Municipal Trust by 26.64%. The purchase prices were between $12.14 and $12.73, with an estimated average price of $12.35. The stock is now traded at around $12.99. The impact to a portfolio due to this purchase was 0.01%. The holding were 19,350 shares as of .

Added: Golar LNG Partners LP (GMLP)

Fiduciary Financial Services Of The Southwest Inc added to a holding in Golar LNG Partners LP by 26.97%. The purchase prices were between $8.43 and $10.53, with an estimated average price of $9.5. The stock is now traded at around $4.77. The impact to a portfolio due to this purchase was 0.01%. The holding were 17,006 shares as of .

Sold Out: Tortoise Energy Infrastructure Corp. (TYG)

Fiduciary Financial Services Of The Southwest Inc sold out a holding in Tortoise Energy Infrastructure Corp.. The sale prices were between $16.49 and $19.93, with an estimated average price of $18.28.

Sold Out: Buckeye Partners LP (BPL)

Fiduciary Financial Services Of The Southwest Inc sold out a holding in Buckeye Partners LP. The sale prices were between $41.25 and $41.46, with an estimated average price of $41.4.

Sold Out: Corteva Inc (CTVA)

Fiduciary Financial Services Of The Southwest Inc sold out a holding in Corteva Inc. The sale prices were between $24.65 and $29.56, with an estimated average price of $26.49.



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