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Patton Albertson & Miller, LLC Buys iShares Edge MSCI Intl Quality Factor, Merck Inc, Truist Financial Corp, Sells Allergan PLC, Truist Financial Corp, iShares Core MSCI EAFE

Macon, GA, based Investment company Patton Albertson & Miller, LLC (Current Portfolio) buys iShares Edge MSCI Intl Quality Factor, Merck Inc, Truist Financial Corp, iShares Short Maturity Bond, Gilead Sciences Inc, sells Allergan PLC, Truist Financial Corp, iShares Core MSCI EAFE, iShares MBS ETF, Exxon Mobil Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Patton Albertson & Miller, LLC. As of 2020Q1, Patton Albertson & Miller, LLC owns 202 stocks with a total value of $289 million. These are the details of the buys and sells.

For the details of Patton Albertson & Miller, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/patton+albertson+%26+miller%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Patton Albertson & Miller, LLC
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 423,312 shares, 8.38% of the total portfolio. Shares reduced by 12.24%
  2. Coca-Cola Co (KO) - 256,016 shares, 3.92% of the total portfolio. Shares added by 17.92%
  3. iShares 7-10 Year Treasury Bond ETF (IEF) - 75,661 shares, 3.18% of the total portfolio. Shares added by 0.52%
  4. Apple Inc (AAPL) - 29,913 shares, 2.63% of the total portfolio. Shares reduced by 5.08%
  5. Microsoft Corp (MSFT) - 37,202 shares, 2.03% of the total portfolio. Shares reduced by 4.99%
New Purchase: iShares Edge MSCI Intl Quality Factor (IQLT)

Patton Albertson & Miller, LLC initiated holding in iShares Edge MSCI Intl Quality Factor. The purchase prices were between $22.29 and $32.88, with an estimated average price of $29.92. The stock is now traded at around $27.63. The impact to a portfolio due to this purchase was 1.86%. The holding were 208,128 shares as of .

New Purchase: Truist Financial Corp (TFC)

Patton Albertson & Miller, LLC initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $33.31. The impact to a portfolio due to this purchase was 0.34%. The holding were 31,723 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Patton Albertson & Miller, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,550 shares as of .

New Purchase: Gilead Sciences Inc (GILD)

Patton Albertson & Miller, LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $73.12. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,591 shares as of .

New Purchase: Shopify Inc (SHOP)

Patton Albertson & Miller, LLC initiated holding in Shopify Inc. The purchase prices were between $322.29 and $543.21, with an estimated average price of $451.26. The stock is now traded at around $824.25. The impact to a portfolio due to this purchase was 0.08%. The holding were 525 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Patton Albertson & Miller, LLC initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $24.66 and $37.05, with an estimated average price of $33.29. The stock is now traded at around $29.24. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,683 shares as of .

Added: Merck & Co Inc (MRK)

Patton Albertson & Miller, LLC added to a holding in Merck & Co Inc by 40.88%. 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 $76.18. The impact to a portfolio due to this purchase was 0.5%. The holding were 64,070 shares as of .

Added: CF Industries Holdings Inc (CF)

Patton Albertson & Miller, LLC added to a holding in CF Industries Holdings Inc by 38.84%. The purchase prices were between $21.14 and $47.74, with an estimated average price of $37.46. The stock is now traded at around $27.56. The impact to a portfolio due to this purchase was 0.11%. The holding were 40,103 shares as of .

Added: Chevron Corp (CVX)

Patton Albertson & Miller, LLC added to a holding in Chevron Corp by 23.57%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $90.13. The impact to a portfolio due to this purchase was 0.1%. The holding were 20,172 shares as of .

Added: Alexion Pharmaceuticals Inc (ALXN)

Patton Albertson & Miller, LLC added to a holding in Alexion Pharmaceuticals Inc by 36.50%. The purchase prices were between $75.56 and $113.92, with an estimated average price of $98.6. The stock is now traded at around $101.86. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,934 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

Patton Albertson & Miller, LLC added to a holding in Walgreens Boots Alliance Inc by 24.91%. The purchase prices were between $41.02 and $59.59, with an estimated average price of $50.97. The stock is now traded at around $39.47. The impact to a portfolio due to this purchase was 0.09%. The holding were 27,409 shares as of .

Added: Unum Group (UNM)

Patton Albertson & Miller, LLC added to a holding in Unum Group by 54.65%. The purchase prices were between $10.38 and $30.21, with an estimated average price of $24.31. The stock is now traded at around $14.67. The impact to a portfolio due to this purchase was 0.08%. The holding were 42,544 shares as of .

Sold Out: Truist Financial Corp (BBK)

Patton Albertson & Miller, LLC sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Allergan PLC (AGN)

Patton Albertson & Miller, LLC sold out a holding in Allergan PLC. The sale prices were between $164.7 and $202.1, with an estimated average price of $188.56.

Sold Out: iShares Russell 2000 (IWM)

Patton Albertson & Miller, LLC sold out a holding in iShares Russell 2000. The sale prices were between $99.52 and $168.88, with an estimated average price of $148.55.

Sold Out: Boeing Co (BA)

Patton Albertson & Miller, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: IBERIABANK Corp (IBKC)

Patton Albertson & Miller, LLC sold out a holding in IBERIABANK Corp. The sale prices were between $27.04 and $78.22, with an estimated average price of $62.88.

Sold Out: Yum Brands Inc (YUM)

Patton Albertson & Miller, LLC sold out a holding in Yum Brands Inc. The sale prices were between $56.52 and $106.78, with an estimated average price of $93.78.



Here is the complete portfolio of Patton Albertson & Miller, LLC. Also check out:

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