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Watch Point Trust Co Buys American Tower Corp, NextEra Energy Inc, The Walt Disney Co, Sells iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilities, Schwab U.S. TIPs

Investment company Watch Point Trust Co (Current Portfolio) buys American Tower Corp, NextEra Energy Inc, The Walt Disney Co, SPDR Select Sector Fund - Energy Select Sector, Bristol-Myers Squibb Company, sells iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilities, Schwab U.S. TIPs, Royal Dutch Shell PLC, W.P. Carey Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Watch Point Trust Co. As of 2020Q1, Watch Point Trust Co owns 75 stocks with a total value of $162 million. These are the details of the buys and sells.

For the details of Watch Point Trust Co's stock buys and sells, go to https://www.gurufocus.com/guru/watch+point+trust+co/current-portfolio/portfolio

These are the top 5 holdings of Watch Point Trust Co
  1. Microsoft Corp (MSFT) - 59,453 shares, 5.79% of the total portfolio. Shares reduced by 1.59%
  2. Apple Inc (AAPL) - 31,762 shares, 4.99% of the total portfolio. Shares reduced by 5.18%
  3. Amazon.com Inc (AMZN) - 3,369 shares, 4.06% of the total portfolio. Shares added by 2.74%
  4. Church & Dwight Co Inc (CHD) - 83,055 shares, 3.29% of the total portfolio. Shares reduced by 0.54%
  5. Intel Corp (INTC) - 96,557 shares, 3.23% of the total portfolio. Shares reduced by 1.79%
New Purchase: American Tower Corp (AMT)

Watch Point Trust Co initiated holding in American Tower Corp. The purchase prices were between $179.09 and $256.9, with an estimated average price of $233.06. The stock is now traded at around $252.98. The impact to a portfolio due to this purchase was 1.23%. The holding were 9,129 shares as of .

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Watch Point Trust Co initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $33.46. The impact to a portfolio due to this purchase was 0.3%. The holding were 16,625 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Watch Point Trust Co initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $60.93. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,000 shares as of .

New Purchase: International Business Machines Corp (IBM)

Watch Point Trust Co initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $119.31. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,090 shares as of .

New Purchase: 3M Co (MMM)

Watch Point Trust Co initiated holding in 3M Co. The purchase prices were between $117.87 and $181.37, with an estimated average price of $158.06. The stock is now traded at around $143.61. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,520 shares as of .

New Purchase: MFS Charter Income Trust (MCR)

Watch Point Trust Co initiated holding in MFS Charter Income Trust. The purchase prices were between $5.8 and $8.59, with an estimated average price of $8.07. The stock is now traded at around $7.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,000 shares as of .

Added: NextEra Energy Inc (NEE)

Watch Point Trust Co added to a holding in NextEra Energy Inc by 261.87%. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $247.17. The impact to a portfolio due to this purchase was 1.03%. The holding were 9,604 shares as of .

Added: The Walt Disney Co (DIS)

Watch Point Trust Co added to a holding in The Walt Disney Co by 473.89%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $100.99. The impact to a portfolio due to this purchase was 0.5%. The holding were 10,198 shares as of .

Added: Merck & Co Inc (MRK)

Watch Point Trust Co added to a holding in Merck & Co Inc by 25.53%. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $79.98. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,961 shares as of .

Added: Johnson & Johnson (JNJ)

Watch Point Trust Co added to a holding in Johnson & Johnson by 30.47%. The purchase prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $152.99. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,004 shares as of .

Sold Out: SPDR Select Sector Fund - Utilities (XLU)

Watch Point Trust Co sold out a holding in SPDR Select Sector Fund - Utilities. The sale prices were between $44.93 and $70.98, with an estimated average price of $64.36.

Sold Out: Schwab U.S. TIPs (SCHP)

Watch Point Trust Co sold out a holding in Schwab U.S. TIPs. The sale prices were between $53.09 and $59.55, with an estimated average price of $57.25.

Sold Out: W.P. Carey Inc (WPC)

Watch Point Trust Co sold out a holding in W.P. Carey Inc. The sale prices were between $43.86 and $88.27, with an estimated average price of $77.69.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Watch Point Trust Co sold out a holding in Royal Dutch Shell PLC. The sale prices were between $21.62 and $60.96, with an estimated average price of $47.13.

Sold Out: Linde PLC (LIN)

Watch Point Trust Co sold out a holding in Linde PLC. The sale prices were between $150 and $223.55, with an estimated average price of $198.23.

Sold Out: iShares Core MSCI EAFE (IEFA)

Watch Point Trust Co sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.



Here is the complete portfolio of Watch Point Trust Co. Also check out:

1. Watch Point Trust Co's Undervalued Stocks
2. Watch Point Trust Co's Top Growth Companies, and
3. Watch Point Trust Co's High Yield stocks
4. Stocks that Watch Point Trust Co keeps buying

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