CWM Advisors, LLC Buys Accenture PLC, China Telecom Corp, Trip.com Group, Sells Keurig Dr Pepper Inc, Danaher Corp, Trip.com Group

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May 08, 2020
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Investment company CWM Advisors, LLC (Current Portfolio) buys Accenture PLC, China Telecom Corp, Trip.com Group, Stamps.com Inc, Healthpeak Properties Inc, sells Keurig Dr Pepper Inc, Danaher Corp, Trip.com Group, Healthpeak Properties Inc, JD.com Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, CWM Advisors, LLC. As of 2020Q1, CWM Advisors, LLC owns 813 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of CWM Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cwm+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CWM Advisors, LLC
  1. NVIDIA Corp (NVDA) - 13,895 shares, 1.77% of the total portfolio. Shares reduced by 7.89%
  2. American Tower Corp (AMT) - 11,168 shares, 1.17% of the total portfolio. Shares reduced by 17.16%
  3. Union Pacific Corp (UNP) - 17,067 shares, 1.16% of the total portfolio. Shares reduced by 12.37%
  4. NextEra Energy Inc (NEE) - 9,775 shares, 1.14% of the total portfolio. Shares reduced by 8.79%
  5. Danaher Corp (DHR) - 14,611 shares, 0.98% of the total portfolio. Shares reduced by 22.64%
New Purchase: Accenture PLC (ACN)

CWM Advisors, LLC initiated holding in Accenture PLC. The purchase prices were between $143.69 and $215.92, with an estimated average price of $193.46. The stock is now traded at around $188.56. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,685 shares as of .

New Purchase: China Telecom Corp Ltd (CHA)

CWM Advisors, LLC initiated holding in China Telecom Corp Ltd. The purchase prices were between $26.77 and $41.53, with an estimated average price of $37.49. The stock is now traded at around $33.44. The impact to a portfolio due to this purchase was 0.28%. The holding were 19,269 shares as of .

New Purchase: Trip.com Group Ltd (TCOM)

CWM Advisors, LLC initiated holding in Trip.com Group Ltd. The purchase prices were between $21.63 and $38.94, with an estimated average price of $31.36. The stock is now traded at around $25.12. The impact to a portfolio due to this purchase was 0.27%. The holding were 23,426 shares as of .

New Purchase: Stamps.com Inc (STMP)

CWM Advisors, LLC initiated holding in Stamps.com Inc. The purchase prices were between $73.2 and $174.47, with an estimated average price of $104.03. The stock is now traded at around $202.87. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,061 shares as of .

New Purchase: Healthpeak Properties Inc (PEAK)

CWM Advisors, LLC initiated holding in Healthpeak Properties Inc. The purchase prices were between $19.95 and $37.33, with an estimated average price of $32.74. The stock is now traded at around $24.25. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,490 shares as of .

New Purchase: Taubman Centers Inc (TCO)

CWM Advisors, LLC initiated holding in Taubman Centers Inc. The purchase prices were between $26.42 and $53.25, with an estimated average price of $41.53. The stock is now traded at around $44.22. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,183 shares as of .

Added: Noble Energy Inc (NBL)

CWM Advisors, LLC added to a holding in Noble Energy Inc by 178.89%. The purchase prices were between $3.02 and $24.84, with an estimated average price of $16.34. The stock is now traded at around $10.03. The impact to a portfolio due to this purchase was 0.12%. The holding were 62,320 shares as of .

Added: Capri Holdings Ltd (CPRI)

CWM Advisors, LLC added to a holding in Capri Holdings Ltd by 109.08%. The purchase prices were between $7.52 and $38.28, with an estimated average price of $26.63. The stock is now traded at around $15.01. The impact to a portfolio due to this purchase was 0.11%. The holding were 40,299 shares as of .

Added: Devon Energy Corp (DVN)

CWM Advisors, LLC added to a holding in Devon Energy Corp by 159.37%. The purchase prices were between $5.41 and $26.49, with an estimated average price of $18.39. The stock is now traded at around $12.70. The impact to a portfolio due to this purchase was 0.11%. The holding were 53,101 shares as of .

Added: Centene Corp (CNC)

CWM Advisors, LLC added to a holding in Centene Corp by 44.80%. The purchase prices were between $45.55 and $68.02, with an estimated average price of $60.83. The stock is now traded at around $65.88. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,134 shares as of .

Added: TechnipFMC PLC (FTI)

CWM Advisors, LLC added to a holding in TechnipFMC PLC by 72.71%. The purchase prices were between $5.01 and $21.73, with an estimated average price of $14.97. The stock is now traded at around $7.92. The impact to a portfolio due to this purchase was 0.11%. The holding were 76,495 shares as of .

Added: Apache Corp (APA)

CWM Advisors, LLC added to a holding in Apache Corp by 199.98%. The purchase prices were between $4.11 and $33.59, with an estimated average price of $22.57. The stock is now traded at around $12.45. The impact to a portfolio due to this purchase was 0.1%. The holding were 73,237 shares as of .

Sold Out: Healthpeak Properties Inc (HC5)

CWM Advisors, LLC sold out a holding in Healthpeak Properties Inc. The sale prices were between $18.43 and $34.35, with an estimated average price of $29.5.

Sold Out: Trip.com Group Ltd (CLV)

CWM Advisors, LLC sold out a holding in Trip.com Group Ltd. The sale prices were between $19.5 and $35.2, with an estimated average price of $28.48.

Sold Out: Callon Petroleum Co (CPE)

CWM Advisors, LLC sold out a holding in Callon Petroleum Co. The sale prices were between $0.42 and $4.88, with an estimated average price of $2.53.

Sold Out: Diversified Healthcare Trust (DHC)

CWM Advisors, LLC sold out a holding in Diversified Healthcare Trust. The sale prices were between $2.12 and $8.79, with an estimated average price of $6.63.

Sold Out: The Medicines Co (MDCO)

CWM Advisors, LLC sold out a holding in The Medicines Co. The sale prices were between $84.9 and $84.96, with an estimated average price of $84.93.

Sold Out: The Michaels Companies Inc (MIK)

CWM Advisors, LLC sold out a holding in The Michaels Companies Inc. The sale prices were between $1.46 and $8.73, with an estimated average price of $4.81.



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