First National Bank of Mount Dora, Trust Investmen Buys United Parcel Service Inc, Amazon.com Inc, Vanguard International Dividend Appreciation ETF, Sells Fiduciary/Claymore Energy Infrastructure Fund, MedMen Enterprises Inc

Article's Main Image
Investment company First National Bank of Mount Dora, Trust Investmen (Current Portfolio) buys United Parcel Service Inc, Amazon.com Inc, Vanguard International Dividend Appreciation ETF, VANGUARD INDEX FDS, PepsiCo Inc, sells Fiduciary/Claymore Energy Infrastructure Fund, MedMen Enterprises Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, First National Bank of Mount Dora, Trust Investmen. As of 2020Q3, First National Bank of Mount Dora, Trust Investmen owns 99 stocks with a total value of $241 million. These are the details of the buys and sells.

For the details of First National Bank of Mount Dora, Trust Investment Services's stock buys and sells, go to https://www.gurufocus.com/guru/first+national+bank+of+mount+dora%2C+trust+investment+services/current-portfolio/portfolio

These are the top 5 holdings of First National Bank of Mount Dora, Trust Investment Services
  1. Apple Inc (AAPL) - 83,287 shares, 4.00% of the total portfolio. Shares reduced by 2.27%
  2. Microsoft Corp (MSFT) - 40,423 shares, 3.52% of the total portfolio. Shares added by 1.91%
  3. SPDR S&P500 ETF TR (SPY) - 24,635 shares, 3.42% of the total portfolio. Shares added by 13.51%
  4. Visa Inc (V) - 35,398 shares, 2.93% of the total portfolio. Shares added by 1.41%
  5. The Home Depot Inc (HD) - 25,294 shares, 2.91% of the total portfolio. Shares reduced by 2.52%
New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)

First National Bank of Mount Dora, Trust Investmen initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $67.6 and $74.05, with an estimated average price of $71.34. The stock is now traded at around $73.58. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,165 shares as of .

New Purchase: VANGUARD INDEX FDS (VO)

First National Bank of Mount Dora, Trust Investmen initiated holding in VANGUARD INDEX FDS. The purchase prices were between $164.39 and $185, with an estimated average price of $174.21. The stock is now traded at around $184.15. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,181 shares as of .

New Purchase: SCHWAB STRATEGIC T (SCHA)

First National Bank of Mount Dora, Trust Investmen initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $64.18 and $72.76, with an estimated average price of $68.82. The stock is now traded at around $73.44. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,000 shares as of .

New Purchase: PepsiCo Inc (PEP)

First National Bank of Mount Dora, Trust Investmen initiated holding in PepsiCo Inc. The purchase prices were between $131 and $143.29, with an estimated average price of $136.01. The stock is now traded at around $137.70. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,475 shares as of .

Added: United Parcel Service Inc (UPS)

First National Bank of Mount Dora, Trust Investmen added to a holding in United Parcel Service Inc by 27.34%. The purchase prices were between $113.76 and $168.9, with an estimated average price of $145.35. The stock is now traded at around $174.60. The impact to a portfolio due to this purchase was 0.4%. The holding were 27,111 shares as of .

Added: Amazon.com Inc (AMZN)

First National Bank of Mount Dora, Trust Investmen added to a holding in Amazon.com Inc by 29.94%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3189.41. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,085 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

First National Bank of Mount Dora, Trust Investmen added to a holding in Berkshire Hathaway Inc by 24.74%. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $214.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,946 shares as of .

Sold Out: Fiduciary/Claymore Energy Infrastructure Fund (FMO)

First National Bank of Mount Dora, Trust Investmen sold out a holding in Fiduciary/Claymore Energy Infrastructure Fund. The sale prices were between $7.09 and $9.58, with an estimated average price of $8.44.

Sold Out: MedMen Enterprises Inc (MMNFF)

First National Bank of Mount Dora, Trust Investmen sold out a holding in MedMen Enterprises Inc. The sale prices were between $0.14 and $0.24, with an estimated average price of $0.18.



Here is the complete portfolio of First National Bank of Mount Dora, Trust Investment Services. Also check out:

1. First National Bank of Mount Dora, Trust Investment Services's Undervalued Stocks
2. First National Bank of Mount Dora, Trust Investment Services's Top Growth Companies, and
3. First National Bank of Mount Dora, Trust Investment Services's High Yield stocks
4. Stocks that First National Bank of Mount Dora, Trust Investment Services keeps buying