Patten Group, Inc. Buys Raytheon Technologies Corp, PIMCO ETF TRUST, Vanguard International Dividend Appreciation ETF, Sells Macquarie Infrastructure Corp, DBX ETF TRUST, Invesco S P Emerging Markets Low Volatility ETF

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Chattanooga, TN, based Investment company Patten Group, Inc. (Current Portfolio) buys Raytheon Technologies Corp, PIMCO ETF TRUST, Vanguard International Dividend Appreciation ETF, ISHARES TRUST, Qualcomm Inc, sells Macquarie Infrastructure Corp, DBX ETF TRUST, Invesco S P Emerging Markets Low Volatility ETF, VANGUARD BD IDX FD, ISHARES TRUST during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Patten Group, Inc.. As of 2020Q3, Patten Group, Inc. owns 202 stocks with a total value of $252 million. These are the details of the buys and sells.

For the details of Patten Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/patten+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Patten Group, Inc.
  1. Apple Inc (AAPL) - 109,932 shares, 5.05% of the total portfolio. Shares added by 0.35%
  2. Coca-Cola Co (KO) - 217,638 shares, 4.26% of the total portfolio. Shares reduced by 5.33%
  3. Visa Inc (V) - 50,480 shares, 4.00% of the total portfolio. Shares reduced by 1.44%
  4. Microsoft Corp (MSFT) - 46,507 shares, 3.88% of the total portfolio. Shares reduced by 2.43%
  5. Kimberly-Clark Corp (KMB) - 65,018 shares, 3.81% of the total portfolio. Shares added by 0.74%
New Purchase: Raytheon Technologies Corp (RTX)

Patten Group, Inc. initiated holding in Raytheon Technologies Corp. The purchase prices were between $56.68 and $64.29, with an estimated average price of $60.9. The stock is now traded at around $61.13. The impact to a portfolio due to this purchase was 0.99%. The holding were 43,427 shares as of .

New Purchase: PIMCO ETF TRUST (MUNI)

Patten Group, Inc. initiated holding in PIMCO ETF TRUST. The purchase prices were between $55.66 and $56.64, with an estimated average price of $56.24. The stock is now traded at around $55.98. The impact to a portfolio due to this purchase was 0.59%. The holding were 26,404 shares as of .

New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)

Patten Group, Inc. 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 $73.70. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,453 shares as of .

New Purchase: ISHARES TRUST (SUB)

Patten Group, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $107.69 and $108.53, with an estimated average price of $108.11. The stock is now traded at around $107.84. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,106 shares as of .

New Purchase: VanEck Vectors Video Gaming and eSports ETF (ESPO)

Patten Group, Inc. initiated holding in VanEck Vectors Video Gaming and eSports ETF. The purchase prices were between $52.64 and $63.64, with an estimated average price of $58.25. The stock is now traded at around $61.25. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,018 shares as of .

New Purchase: PIMCO ETF TRUST (BOND)

Patten Group, Inc. initiated holding in PIMCO ETF TRUST. The purchase prices were between $110.7 and $112.63, with an estimated average price of $111.96. The stock is now traded at around $112.05. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,108 shares as of .

Added: Qualcomm Inc (QCOM)

Patten Group, Inc. added to a holding in Qualcomm Inc by 41.44%. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $128.10. The impact to a portfolio due to this purchase was 0.2%. The holding were 14,312 shares as of .

Added: VANGUARD BD IDX FD (BIV)

Patten Group, Inc. added to a holding in VANGUARD BD IDX FD by 25.99%. The purchase prices were between $92.59 and $94.04, with an estimated average price of $93.32. The stock is now traded at around $93.21. The impact to a portfolio due to this purchase was 0.14%. The holding were 18,783 shares as of .

Added: Verizon Communications Inc (VZ)

Patten Group, Inc. added to a holding in Verizon Communications Inc by 25.12%. The purchase prices were between $53.94 and $60.61, with an estimated average price of $58.09. The stock is now traded at around $57.20. The impact to a portfolio due to this purchase was 0.13%. The holding were 27,567 shares as of .

Added: Digital Realty Trust Inc (DLR)

Patten Group, Inc. added to a holding in Digital Realty Trust Inc by 52.56%. The purchase prices were between $139.19 and $161.1, with an estimated average price of $149.76. The stock is now traded at around $155.41. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,107 shares as of .

Added: ISHARES TRUST (GVI)

Patten Group, Inc. added to a holding in ISHARES TRUST by 41.16%. The purchase prices were between $117.03 and $118.01, with an estimated average price of $117.54. The stock is now traded at around $117.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,487 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Patten Group, Inc. added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 40.48%. The purchase prices were between $95.12 and $97.1, with an estimated average price of $96.15. The stock is now traded at around $95.90. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,865 shares as of .

Sold Out: Macquarie Infrastructure Corp (MIC)

Patten Group, Inc. sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $25.85 and $32.23, with an estimated average price of $28.96.

Sold Out: Invesco S P Emerging Markets Low Volatility ETF (EELV)

Patten Group, Inc. sold out a holding in Invesco S P Emerging Markets Low Volatility ETF. The sale prices were between $19.64 and $21.02, with an estimated average price of $20.34.



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