Tiemann Investment Advisors, Llc Buys JPMorgan Ultra-Short Income, Truist Financial Corp, ABB, Sells SunTrust Banks Inc, CarMax Inc, WEC Energy Group Inc

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Feb 14, 2020
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Menlo Park, CA, based Investment company Tiemann Investment Advisors, Llc (Current Portfolio) buys JPMorgan Ultra-Short Income, Truist Financial Corp, ABB, Netflix Inc, Mastercard Inc, sells SunTrust Banks Inc, CarMax Inc, WEC Energy Group Inc, Albemarle Corp, Paychex Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Tiemann Investment Advisors, Llc. As of 2019Q4, Tiemann Investment Advisors, Llc owns 177 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of TIEMANN INVESTMENT ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tiemann+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TIEMANN INVESTMENT ADVISORS, LLC
  1. Apple Inc (AAPL) - 26,113 shares, 5.29% of the total portfolio. Shares reduced by 2.14%
  2. iShares Core U.S. Aggregate Bond (AGG) - 68,225 shares, 5.29% of the total portfolio. Shares added by 9.63%
  3. Microsoft Corp (MSFT) - 43,214 shares, 4.70% of the total portfolio. Shares reduced by 5.05%
  4. JPMorgan Chase & Co (JPM) - 32,640 shares, 3.14% of the total portfolio. Shares reduced by 0.76%
  5. JPMorgan Ultra-Short Income (JPST) - 71,076 shares, 2.47% of the total portfolio. Shares added by 42.56%
New Purchase: Truist Financial Corp (TFC)

Tiemann Investment Advisors, Llc initiated holding in Truist Financial Corp. The purchase prices were between $50.81 and $56.72, with an estimated average price of $54.22. The stock is now traded at around $54.82. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,211 shares as of .

New Purchase: Netflix Inc (NFLX)

Tiemann Investment Advisors, Llc initiated holding in Netflix Inc. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $381.40. The impact to a portfolio due to this purchase was 0.16%. The holding were 739 shares as of .

New Purchase: ABB Ltd (ABB)

Tiemann Investment Advisors, Llc initiated holding in ABB Ltd. The purchase prices were between $17.89 and $24.11, with an estimated average price of $21.51. The stock is now traded at around $24.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,400 shares as of .

New Purchase: Mastercard Inc (MA)

Tiemann Investment Advisors, Llc initiated holding in Mastercard Inc. The purchase prices were between $260.85 and $300.74, with an estimated average price of $282.5. The stock is now traded at around $335.84. The impact to a portfolio due to this purchase was 0.16%. The holding were 767 shares as of .

New Purchase: Biogen Inc (BIIB)

Tiemann Investment Advisors, Llc initiated holding in Biogen Inc. The purchase prices were between $220.06 and $304.07, with an estimated average price of $279.04. The stock is now traded at around $334.25. The impact to a portfolio due to this purchase was 0.15%. The holding were 752 shares as of .

New Purchase: Kellogg Co (K)

Tiemann Investment Advisors, Llc initiated holding in Kellogg Co. The purchase prices were between $60.89 and $69.16, with an estimated average price of $64.63. The stock is now traded at around $67.14. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,082 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Tiemann Investment Advisors, Llc added to a holding in JPMorgan Ultra-Short Income by 42.56%. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.52. The impact to a portfolio due to this purchase was 0.74%. The holding were 71,076 shares as of .

Added: iShares Core S&P 500 (IVV)

Tiemann Investment Advisors, Llc added to a holding in iShares Core S&P 500 by 47.20%. 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 $338.58. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,211 shares as of .

Sold Out: SunTrust Banks Inc (STI)

Tiemann Investment Advisors, Llc sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: CarMax Inc (KMX)

Tiemann Investment Advisors, Llc sold out a holding in CarMax Inc. The sale prices were between $84.65 and $100.15, with an estimated average price of $94.14.

Sold Out: WEC Energy Group Inc (WEC)

Tiemann Investment Advisors, Llc sold out a holding in WEC Energy Group Inc. The sale prices were between $87.14 and $96.08, with an estimated average price of $91.09.

Sold Out: Albemarle Corp (ALB)

Tiemann Investment Advisors, Llc sold out a holding in Albemarle Corp. The sale prices were between $60.74 and $73.04, with an estimated average price of $66.8.

Sold Out: Paychex Inc (PAYX)

Tiemann Investment Advisors, Llc sold out a holding in Paychex Inc. The sale prices were between $82.08 and $86.49, with an estimated average price of $84.44.

Sold Out: Digital Realty Trust Inc (DLR)

Tiemann Investment Advisors, Llc sold out a holding in Digital Realty Trust Inc. The sale prices were between $113.71 and $135.74, with an estimated average price of $122.86.



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