SFE Investment Counsel Buys ONEOK Inc, Cleveland-Cliffs Inc, Weyerhaeuser Co, Sells NVIDIA Corp, Kayne Anderson MLP/Midstream Investment Co, Thor Industries Inc

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Aug 05, 2020
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Los Angeles, CA, based Investment company SFE Investment Counsel (Current Portfolio) buys ONEOK Inc, Cleveland-Cliffs Inc, Weyerhaeuser Co, JPMorgan Chase, U.S. Bancorp, sells NVIDIA Corp, Kayne Anderson MLP/Midstream Investment Co, Thor Industries Inc, Healthcare Services Group Inc, Facebook Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, SFE Investment Counsel. As of 2020Q2, SFE Investment Counsel owns 95 stocks with a total value of $201 million. These are the details of the buys and sells.

For the details of SFE Investment Counsel's stock buys and sells, go to https://www.gurufocus.com/guru/sfe+investment+counsel/current-portfolio/portfolio

These are the top 5 holdings of SFE Investment Counsel
  1. Apple Inc (AAPL) - 32,206 shares, 5.86% of the total portfolio. Shares reduced by 4.82%
  2. Qualcomm Inc (QCOM) - 84,598 shares, 3.85% of the total portfolio. Shares added by 0.97%
  3. Lowe's Companies Inc (LOW) - 52,891 shares, 3.56% of the total portfolio. Shares reduced by 1.83%
  4. Cleveland-Cliffs Inc (CLF) - 1,294,591 shares, 3.56% of the total portfolio. Shares added by 20.60%
  5. Invesco BulletShares 2021 High Yield Corporate Bon (BSJL) - 296,795 shares, 3.36% of the total portfolio. Shares added by 5.60%
New Purchase: BioTelemetry Inc (BEAT)

SFE Investment Counsel initiated holding in BioTelemetry Inc. The purchase prices were between $35.15 and $50.53, with an estimated average price of $44.7. The stock is now traded at around $44.15. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,356 shares as of .

New Purchase: Impinj Inc (PI)

SFE Investment Counsel initiated holding in Impinj Inc. The purchase prices were between $13.81 and $29.53, with an estimated average price of $23.25. The stock is now traded at around $24.79. The impact to a portfolio due to this purchase was 0.15%. The holding were 10,873 shares as of .

New Purchase: Square Inc (SQ)

SFE Investment Counsel initiated holding in Square Inc. The purchase prices were between $43.72 and $104.94, with an estimated average price of $76. The stock is now traded at around $152.98. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,822 shares as of .

New Purchase: STMicroelectronics NV (STM)

SFE Investment Counsel initiated holding in STMicroelectronics NV. The purchase prices were between $19.22 and $27.96, with an estimated average price of $24.76. The stock is now traded at around $29.02. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,097 shares as of .

New Purchase: MKS Instruments Inc (MKSI)

SFE Investment Counsel initiated holding in MKS Instruments Inc. The purchase prices were between $74.98 and $114.61, with an estimated average price of $99.02. The stock is now traded at around $127.85. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,138 shares as of .

New Purchase: COLUMBIA ETF TR II (ECON)

SFE Investment Counsel initiated holding in COLUMBIA ETF TR II. The purchase prices were between $18.85 and $23.2, with an estimated average price of $21.23. The stock is now traded at around $25.02. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,450 shares as of .

Added: ONEOK Inc (OKE)

SFE Investment Counsel added to a holding in ONEOK Inc by 62.36%. The purchase prices were between $19.2 and $48.04, with an estimated average price of $32.41. The stock is now traded at around $30.06. The impact to a portfolio due to this purchase was 1.1%. The holding were 173,458 shares as of .

Added: Cleveland-Cliffs Inc (CLF)

SFE Investment Counsel added to a holding in Cleveland-Cliffs Inc by 20.60%. The purchase prices were between $3.46 and $7.06, with an estimated average price of $4.84. The stock is now traded at around $5.69. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,294,591 shares as of .

Added: Weyerhaeuser Co (WY)

SFE Investment Counsel added to a holding in Weyerhaeuser Co by 20.19%. The purchase prices were between $15.34 and $24.64, with an estimated average price of $20.19. The stock is now traded at around $28.39. The impact to a portfolio due to this purchase was 0.48%. The holding were 253,266 shares as of .

Added: JPMorgan Chase & Co (JPM)

SFE Investment Counsel added to a holding in JPMorgan Chase & Co by 22.83%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $97.77. The impact to a portfolio due to this purchase was 0.41%. The holding were 47,250 shares as of .

Added: U.S. Bancorp (USB)

SFE Investment Counsel added to a holding in U.S. Bancorp by 51.47%. The purchase prices were between $29.45 and $43.51, with an estimated average price of $35.61. The stock is now traded at around $36.61. The impact to a portfolio due to this purchase was 0.33%. The holding were 53,154 shares as of .

Added: L3Harris Technologies Inc (LHX)

SFE Investment Counsel added to a holding in L3Harris Technologies Inc by 147.77%. The purchase prices were between $168.24 and $209.66, with an estimated average price of $187.74. The stock is now traded at around $170.33. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,488 shares as of .

Sold Out: Kayne Anderson MLP/Midstream Investment Co (KYN)

SFE Investment Counsel sold out a holding in Kayne Anderson MLP/Midstream Investment Co. The sale prices were between $3.42 and $7.13, with an estimated average price of $5.29.

Sold Out: Healthcare Services Group Inc (HCSG)

SFE Investment Counsel sold out a holding in Healthcare Services Group Inc. The sale prices were between $20.8 and $25.98, with an estimated average price of $23.64.

Sold Out: Walgreens Boots Alliance Inc (WBA)

SFE Investment Counsel sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $38.35 and $47.02, with an estimated average price of $42.49.

Sold Out: Dine Brands Global Inc (DIN)

SFE Investment Counsel sold out a holding in Dine Brands Global Inc. The sale prices were between $20.39 and $63.65, with an estimated average price of $40.18.



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