Taylor Investment Counselors Llc Buys Palomar Holdings Inc, Waste Management Inc, SPDR S&P 500, Sells Semgroup Corp, Plains GP Holdings LP, Magellan Midstream Partners LP

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Feb 18, 2020
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Boston, MA, based Investment company Taylor Investment Counselors Llc (Current Portfolio) buys Palomar Holdings Inc, Waste Management Inc, SPDR S&P 500, Energy Transfer LP, Hess Midstream Operations LP, sells Semgroup Corp, Plains GP Holdings LP, Magellan Midstream Partners LP during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Taylor Investment Counselors Llc. As of 2019Q4, Taylor Investment Counselors Llc owns 73 stocks with a total value of $352 million. These are the details of the buys and sells.

For the details of TAYLOR INVESTMENT COUNSELORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/taylor+investment+counselors+llc/current-portfolio/portfolio

These are the top 5 holdings of TAYLOR INVESTMENT COUNSELORS LLC
  1. UBS AG ETN (MLPI) - 828,604 shares, 4.57% of the total portfolio. Shares added by 14.96%
  2. Apple Inc (AAPL) - 51,452 shares, 4.29% of the total portfolio. Shares reduced by 7.24%
  3. Microsoft Corp (MSFT) - 67,255 shares, 3.01% of the total portfolio. Shares reduced by 4.99%
  4. ONEOK Inc (OKE) - 130,500 shares, 2.81% of the total portfolio. Shares reduced by 5.21%
  5. Danaher Corp (DHR) - 64,244 shares, 2.80% of the total portfolio. Shares reduced by 3.96%
New Purchase: Palomar Holdings Inc (PLMR)

Taylor Investment Counselors Llc initiated holding in Palomar Holdings Inc. The purchase prices were between $37.61 and $55.51, with an estimated average price of $47.17. The stock is now traded at around $57.83. The impact to a portfolio due to this purchase was 1.18%. The holding were 82,550 shares as of .

New Purchase: Waste Management Inc (WM)

Taylor Investment Counselors Llc initiated holding in Waste Management Inc. The purchase prices were between $108.31 and $117.44, with an estimated average price of $112.89. The stock is now traded at around $125.75. The impact to a portfolio due to this purchase was 1.01%. The holding were 31,058 shares as of .

Added: SPDR S&P 500 (SPY)

Taylor Investment Counselors Llc added to a holding in SPDR S&P 500 by 65.02%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $337.60. The impact to a portfolio due to this purchase was 0.79%. The holding were 21,984 shares as of .

Added: Hess Midstream Operations LP (HESM)

Taylor Investment Counselors Llc added to a holding in Hess Midstream Operations LP by 29.32%. The purchase prices were between $19.39 and $22.98, with an estimated average price of $20.97. The stock is now traded at around $21.01. The impact to a portfolio due to this purchase was 0.53%. The holding were 360,432 shares as of .

Added: Energy Transfer LP (ET)

Taylor Investment Counselors Llc added to a holding in Energy Transfer LP by 37.69%. The purchase prices were between $11.16 and $13.14, with an estimated average price of $12.32. The stock is now traded at around $12.72. The impact to a portfolio due to this purchase was 0.53%. The holding were 531,574 shares as of .

Added: Antero Midstream Corp (AM)

Taylor Investment Counselors Llc added to a holding in Antero Midstream Corp by 25.04%. The purchase prices were between $4.41 and $7.59, with an estimated average price of $6.3. The stock is now traded at around $4.41. The impact to a portfolio due to this purchase was 0.26%. The holding were 598,952 shares as of .

Sold Out: Semgroup Corp (SEMG)

Taylor Investment Counselors Llc sold out a holding in Semgroup Corp. The sale prices were between $14.85 and $16.42, with an estimated average price of $15.76.

Sold Out: Magellan Midstream Partners LP (MMP)

Taylor Investment Counselors Llc sold out a holding in Magellan Midstream Partners LP. The sale prices were between $58.47 and $65.77, with an estimated average price of $62.19.



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