Stolper Co Buys The Home Depot Inc, Unilever PLC, Liberty All Star Equity Fund, Sells Southwest Airlines Co, ISHARES TRUST, Phillips 66

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Investment company Stolper Co (Current Portfolio) buys The Home Depot Inc, Unilever PLC, Liberty All Star Equity Fund, Western Asset Inflation-Linked Opportunities and I, GAMCO Global Gold Natural Resources & Income Trust, sells Southwest Airlines Co, ISHARES TRUST, Phillips 66, BP PLC, Spirit AeroSystems Holdings Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Stolper Co. As of 2020Q3, Stolper Co owns 86 stocks with a total value of $155 million. These are the details of the buys and sells.

For the details of Stolper Co's stock buys and sells, go to https://www.gurufocus.com/guru/stolper+co/current-portfolio/portfolio

These are the top 5 holdings of Stolper Co
  1. Apple Inc (AAPL) - 121,227 shares, 9.08% of the total portfolio. Shares reduced by 2.15%
  2. Berkshire Hathaway Inc (BRK.B) - 38,008 shares, 5.23% of the total portfolio. Shares reduced by 1.73%
  3. Microsoft Corp (MSFT) - 26,801 shares, 3.64% of the total portfolio. Shares reduced by 3.15%
  4. JPMorgan Chase & Co (JPM) - 56,679 shares, 3.53% of the total portfolio. Shares reduced by 2.94%
  5. UnitedHealth Group Inc (UNH) - 17,056 shares, 3.44% of the total portfolio. Shares reduced by 2.49%
New Purchase: The Home Depot Inc (HD)

Stolper Co initiated holding in The Home Depot Inc. The purchase prices were between $247.35 and $291.93, with an estimated average price of $270.51. The stock is now traded at around $284.52. The impact to a portfolio due to this purchase was 1.95%. The holding were 10,862 shares as of .

New Purchase: Unilever PLC (UL)

Stolper Co initiated holding in Unilever PLC. The purchase prices were between $53.71 and $62.47, with an estimated average price of $59.25. The stock is now traded at around $62.22. The impact to a portfolio due to this purchase was 0.78%. The holding were 19,498 shares as of .

New Purchase: Liberty All Star Equity Fund (USA)

Stolper Co initiated holding in Liberty All Star Equity Fund. The purchase prices were between $5.75 and $6.29, with an estimated average price of $5.97. The stock is now traded at around $6.17. The impact to a portfolio due to this purchase was 0.39%. The holding were 99,792 shares as of .

New Purchase: Western Asset Inflation-Linked Opportunities and I (WIW)

Stolper Co initiated holding in Western Asset Inflation-Linked Opportunities and I. The purchase prices were between $10.94 and $11.59, with an estimated average price of $11.37. The stock is now traded at around $11.39. The impact to a portfolio due to this purchase was 0.34%. The holding were 46,348 shares as of .

New Purchase: GAMCO Global Gold Natural Resources & Income Trust (GGN)

Stolper Co initiated holding in GAMCO Global Gold Natural Resources & Income Trust. The purchase prices were between $3.36 and $3.77, with an estimated average price of $3.58. The stock is now traded at around $3.46. The impact to a portfolio due to this purchase was 0.33%. The holding were 147,686 shares as of .

New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Stolper Co initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $28.25 and $30.48, with an estimated average price of $29.73. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 0.26%. The holding were 13,498 shares as of .

Sold Out: Southwest Airlines Co (LUV)

Stolper Co sold out a holding in Southwest Airlines Co. The sale prices were between $30.89 and $42.1, with an estimated average price of $35.57.

Sold Out: ISHARES TRUST (HDV)

Stolper Co sold out a holding in ISHARES TRUST. The sale prices were between $78.68 and $85.33, with an estimated average price of $82.4.

Sold Out: BlackRock Corporate High Yield Fund Inc (HYT)

Stolper Co sold out a holding in BlackRock Corporate High Yield Fund Inc. The sale prices were between $10.24 and $11.31, with an estimated average price of $10.78.

Sold Out: BlackRock Resources & Commodities Strategy Trust (BCX)

Stolper Co sold out a holding in BlackRock Resources & Commodities Strategy Trust. The sale prices were between $5.95 and $6.67, with an estimated average price of $6.34.

Reduced: Phillips 66 (PSX)

Stolper Co reduced to a holding in Phillips 66 by 26.77%. The sale prices were between $51.84 and $69.11, with an estimated average price of $61.11. The stock is now traded at around $53.64. The impact to a portfolio due to this sale was -0.53%. Stolper Co still held 30,634 shares as of .

Reduced: BP PLC (BP)

Stolper Co reduced to a holding in BP PLC by 23.24%. The sale prices were between $17.46 and $24.26, with an estimated average price of $21.66. The stock is now traded at around $17.49. The impact to a portfolio due to this sale was -0.47%. Stolper Co still held 102,606 shares as of .

Reduced: Spirit AeroSystems Holdings Inc (SPR)

Stolper Co reduced to a holding in Spirit AeroSystems Holdings Inc by 73.76%. The sale prices were between $17.8 and $24.55, with an estimated average price of $21.13. The stock is now traded at around $19.82. The impact to a portfolio due to this sale was -0.47%. Stolper Co still held 10,696 shares as of .

Reduced: Chevron Corp (CVX)

Stolper Co reduced to a holding in Chevron Corp by 20.27%. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13. The stock is now traded at around $75.22. The impact to a portfolio due to this sale was -0.46%. Stolper Co still held 31,052 shares as of .

Reduced: Tekla Healthcare Opportunities Fund (THQ)

Stolper Co reduced to a holding in Tekla Healthcare Opportunities Fund by 38.34%. The sale prices were between $17.28 and $18.71, with an estimated average price of $18.18. The stock is now traded at around $18.81. The impact to a portfolio due to this sale was -0.2%. Stolper Co still held 27,029 shares as of .

Reduced: ISHARES TRUST (IDV)

Stolper Co reduced to a holding in ISHARES TRUST by 38.14%. The sale prices were between $24.68 and $26.63, with an estimated average price of $25.66. The stock is now traded at around $25.87. The impact to a portfolio due to this sale was -0.14%. Stolper Co still held 13,594 shares as of .



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