California Capital Advisors, Inc. Buys Vanguard Energy, Costco Wholesale Corp, Caterpillar Inc, Sells Voya Financial Inc, SPDR Dow Jones Industrial Average, Fiserv Inc

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Jul 10, 2020
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Investment company California Capital Advisors, Inc. (Current Portfolio) buys Vanguard Energy, Costco Wholesale Corp, Caterpillar Inc, Southwest Airlines Co, Union Pacific Corp, sells Voya Financial Inc, SPDR Dow Jones Industrial Average, Fiserv Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, California Capital Advisors, Inc.. As of 2020Q2, California Capital Advisors, Inc. owns 31 stocks with a total value of $168 million. These are the details of the buys and sells.

For the details of California Capital Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/california+capital+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of California Capital Advisors, Inc.
  1. Amazon.com Inc (AMZN) - 5,830 shares, 9.57% of the total portfolio. Shares added by 11.03%
  2. Apple Inc (AAPL) - 40,524 shares, 8.80% of the total portfolio. Shares reduced by 2.51%
  3. Visa Inc (V) - 72,137 shares, 8.29% of the total portfolio. Shares reduced by 9.36%
  4. Microsoft Corp (MSFT) - 64,521 shares, 7.82% of the total portfolio. Shares added by 7.13%
  5. iShares U.S. Healthcare (IYH) - 54,159 shares, 6.95% of the total portfolio. Shares added by 4.72%
New Purchase: Vanguard Energy (VDE)

California Capital Advisors, Inc. initiated holding in Vanguard Energy. The purchase prices were between $36.44 and $63.07, with an estimated average price of $49.12. The stock is now traded at around $46.13. The impact to a portfolio due to this purchase was 5.93%. The holding were 198,171 shares as of .

New Purchase: Union Pacific Corp (UNP)

California Capital Advisors, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $136.49 and $184.83, with an estimated average price of $159.87. The stock is now traded at around $165.99. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,290 shares as of .

Added: Costco Wholesale Corp (COST)

California Capital Advisors, Inc. added to a holding in Costco Wholesale Corp by 36.94%. The purchase prices were between $285.13 and $321.56, with an estimated average price of $303.86. The stock is now traded at around $325.54. The impact to a portfolio due to this purchase was 0.88%. The holding were 18,171 shares as of .

Added: Caterpillar Inc (CAT)

California Capital Advisors, Inc. added to a holding in Caterpillar Inc by 40.69%. The purchase prices were between $104.48 and $137.72, with an estimated average price of $118.53. The stock is now traded at around $125.73. The impact to a portfolio due to this purchase was 0.73%. The holding were 33,731 shares as of .

Added: Southwest Airlines Co (LUV)

California Capital Advisors, Inc. added to a holding in Southwest Airlines Co by 22.05%. The purchase prices were between $23.87 and $40.59, with an estimated average price of $31.86. The stock is now traded at around $31.57. The impact to a portfolio due to this purchase was 0.31%. The holding were 85,107 shares as of .

Sold Out: Voya Financial Inc (VOYA)

California Capital Advisors, Inc. sold out a holding in Voya Financial Inc. The sale prices were between $36.97 and $53.39, with an estimated average price of $44.33.

Sold Out: Fiserv Inc (FISV)

California Capital Advisors, Inc. sold out a holding in Fiserv Inc. The sale prices were between $86.19 and $109.55, with an estimated average price of $100.64.



Here is the complete portfolio of California Capital Advisors, Inc.. Also check out:

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