- New Purchases: LEVI, V, ABT,
- Added Positions: SPG, BPR, CHL, NTR, CNA, BK, KHC, TOT, L, K, XOM, BRK.B, AAPL, AMZN, MSFT, SNY, VEU, GOOGL, SPYV, VYM, SPDW, T, CVX,
- Reduced Positions: TD, PG, WELL, MDLZ, PEP, DE, DEO, PM, JNJ, PFE, BSV, MCD, VCSH, MRK, CME, KO, INTC, SBUX, NKE, VNQ, DOL, SHY, DHS,
- Sold Out: IBDK, EPD,
For the details of CORDA Investment Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/corda+investment+management%2C+llc./current-portfolio/portfolio
These are the top 5 holdings of CORDA Investment Management, LLC.- Procter & Gamble Co (PG) - 353,338 shares, 5.26% of the total portfolio. Shares reduced by 2.4%
- Welltower Inc (WELL) - 462,890 shares, 4.51% of the total portfolio. Shares reduced by 1.65%
- Mondelez International Inc (MDLZ) - 658,776 shares, 4.32% of the total portfolio. Shares reduced by 1.79%
- PepsiCo Inc (PEP) - 238,953 shares, 3.89% of the total portfolio. Shares reduced by 2.06%
- Diageo PLC (DEO) - 176,860 shares, 3.55% of the total portfolio. Shares reduced by 1.42%
CORDA Investment Management, LLC. initiated holding in Levi Strauss & Co. The purchase prices were between $16.37 and $19.91, with an estimated average price of $17.83. The stock is now traded at around $19.97. The impact to a portfolio due to this purchase was 0.89%. The holding were 386,265 shares as of .
New Purchase: Visa Inc (V)CORDA Investment Management, LLC. initiated holding in Visa Inc. The purchase prices were between $169.83 and $189.39, with an estimated average price of $180.44. The stock is now traded at around $203.94. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,757 shares as of .
New Purchase: Abbott Laboratories (ABT)CORDA Investment Management, LLC. initiated holding in Abbott Laboratories. The purchase prices were between $78.51 and $87.4, with an estimated average price of $83.86. The stock is now traded at around $89.17. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,658 shares as of .
Sold Out: iShares iBonds Dec 2019 Term Corporate ETF (IBDK)CORDA Investment Management, LLC. sold out a holding in iShares iBonds Dec 2019 Term Corporate ETF. The sale prices were between $24.82 and $24.87, with an estimated average price of $24.85.
Sold Out: Enterprise Products Partners LP (EPD)CORDA Investment Management, LLC. sold out a holding in Enterprise Products Partners LP. The sale prices were between $25.15 and $28.51, with an estimated average price of $27.1.
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