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Atlanta Capital Group Buys First Trust VL Dividend, Bristol-Myers Squibb Company, PayPal Holdings Inc, Sells Celgene Corp, WisdomTree U.S. LargeCap Fund, WisdomTree U.S. SmallCap Fund

Atlanta, GA, based Investment company Atlanta Capital Group (Current Portfolio) buys First Trust VL Dividend, Bristol-Myers Squibb Company, PayPal Holdings Inc, First Trust Capital Strength ETF, Ulta Beauty Inc, sells Celgene Corp, WisdomTree U.S. LargeCap Fund, WisdomTree U.S. SmallCap Fund, WisdomTree U.S. MidCap Fund, Vanguard High Dividend Yield during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Atlanta Capital Group. As of 2019Q4, Atlanta Capital Group owns 282 stocks with a total value of $578 million. These are the details of the buys and sells.

For the details of Atlanta Capital Group's stock buys and sells, go to https://www.gurufocus.com/guru/atlanta+capital+group/current-portfolio/portfolio

These are the top 5 holdings of Atlanta Capital Group
  1. 3M Co (MMM) - 246,397 shares, 7.52% of the total portfolio. Shares reduced by 0.29%
  2. Apple Inc (AAPL) - 106,834 shares, 5.43% of the total portfolio. Shares reduced by 7.42%
  3. Microsoft Corp (MSFT) - 145,472 shares, 3.97% of the total portfolio. Shares reduced by 5.62%
  4. Amazon.com Inc (AMZN) - 8,217 shares, 2.63% of the total portfolio. Shares added by 0.49%
  5. The Home Depot Inc (HD) - 50,306 shares, 1.90% of the total portfolio. Shares reduced by 3.42%
New Purchase: First Trust High Yield Long/Short ETF (HYLS)

Atlanta Capital Group initiated holding in First Trust High Yield Long/Short ETF. The purchase prices were between $47.94 and $48.82, with an estimated average price of $48.32. The stock is now traded at around $48.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 20,269 shares as of .

New Purchase: First Trust Amex Biotech Index Fund (FBT)

Atlanta Capital Group initiated holding in First Trust Amex Biotech Index Fund. The purchase prices were between $120.34 and $154.01, with an estimated average price of $137.58. The stock is now traded at around $153.63. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,644 shares as of .

New Purchase: Roku Inc (ROKU)

Atlanta Capital Group initiated holding in Roku Inc. The purchase prices were between $102.62 and $164.28, with an estimated average price of $138.47. The stock is now traded at around $139.05. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,945 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Atlanta Capital Group initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.33. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,063 shares as of .

New Purchase: First Trust DJ Select MicroCap (FDM)

Atlanta Capital Group initiated holding in First Trust DJ Select MicroCap. The purchase prices were between $43.75 and $51.29, with an estimated average price of $47.47. The stock is now traded at around $49.32. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,156 shares as of .

New Purchase: First Trust North American Energy Infrastructure F (EMLP)

Atlanta Capital Group initiated holding in First Trust North American Energy Infrastructure F. The purchase prices were between $23.97 and $25.54, with an estimated average price of $24.66. The stock is now traded at around $26.13. The impact to a portfolio due to this purchase was 0.07%. The holding were 15,512 shares as of .

Added: First Trust VL Dividend (FVD)

Atlanta Capital Group added to a holding in First Trust VL Dividend by 1351.37%. The purchase prices were between $33.59 and $36.07, with an estimated average price of $35.07. The stock is now traded at around $36.86. The impact to a portfolio due to this purchase was 0.61%. The holding were 105,166 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Atlanta Capital Group added to a holding in Bristol-Myers Squibb Company by 76.39%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.08. The impact to a portfolio due to this purchase was 0.61%. The holding were 127,939 shares as of .

Added: PayPal Holdings Inc (PYPL)

Atlanta Capital Group added to a holding in PayPal Holdings Inc by 81.34%. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $120.51. The impact to a portfolio due to this purchase was 0.37%. The holding were 44,199 shares as of .

Added: First Trust Capital Strength ETF (FTCS)

Atlanta Capital Group added to a holding in First Trust Capital Strength ETF by 185.63%. The purchase prices were between $54.95 and $60.56, with an estimated average price of $58.34. The stock is now traded at around $63.06. The impact to a portfolio due to this purchase was 0.32%. The holding were 47,643 shares as of .

Added: Ulta Beauty Inc (ULTA)

Atlanta Capital Group added to a holding in Ulta Beauty Inc by 603.83%. The purchase prices were between $228.49 and $262.79, with an estimated average price of $243.98. The stock is now traded at around $297.09. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,355 shares as of .

Added: First Trust Developed Markets Ex-US AlphaDEX Fund (FDT)

Atlanta Capital Group added to a holding in First Trust Developed Markets Ex-US AlphaDEX Fund by 42.86%. The purchase prices were between $50.94 and $55.86, with an estimated average price of $54.18. The stock is now traded at around $54.84. The impact to a portfolio due to this purchase was 0.12%. The holding were 40,637 shares as of .

Sold Out: Celgene Corp (CELG)

Atlanta Capital Group sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: First Trust Materials AlphaDEX Fund (FXZ)

Atlanta Capital Group sold out a holding in First Trust Materials AlphaDEX Fund. The sale prices were between $34.94 and $40.23, with an estimated average price of $38.43.

Sold Out: SPDR Portfolio Aggregate Bond (SPAB)

Atlanta Capital Group sold out a holding in SPDR Portfolio Aggregate Bond. The sale prices were between $29.24 and $29.77, with an estimated average price of $29.47.

Sold Out: Ventas Inc (VTR)

Atlanta Capital Group sold out a holding in Ventas Inc. The sale prices were between $55.15 and $74.56, with an estimated average price of $62.5.

Sold Out: iShares U.S. Preferred Stock (PFF)

Atlanta Capital Group sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $36.77 and $37.68, with an estimated average price of $37.31.

Sold Out: Vanguard Value (VTV)

Atlanta Capital Group sold out a holding in Vanguard Value. The sale prices were between $107.9 and $120.77, with an estimated average price of $115.63.



Here is the complete portfolio of Atlanta Capital Group. Also check out:

1. Atlanta Capital Group's Undervalued Stocks
2. Atlanta Capital Group's Top Growth Companies, and
3. Atlanta Capital Group's High Yield stocks
4. Stocks that Atlanta Capital Group keeps buying

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