- New Purchases: IVV, IWR, IWN, V, VZ, SBUX, DIS, USB, IWM, XEL,
- Added Positions: XLF, GILD, MMM, XLK, GS, XLB, XOM, NKE, INTC, CMI,
- Reduced Positions: AMZN, AAPL, BRK.B, AMGN, BA, BAX, APC, BAC, IBM, FB,
- Sold Out: HD, GSBC,
For the details of Stillwater Investment Management, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Stillwater+Investment+Management%2C+LLC
These are the top 5 holdings of Stillwater Investment Management, LLC- iShares Core S&P 500 (IVV) - 205,354 shares, 23.77% of the total portfolio. New Position
- iShares Russell Mid-Cap (IWR) - 97,058 shares, 8.74% of the total portfolio. New Position
- iShares Russell 2000 Value (IWN) - 95,358 shares, 5.07% of the total portfolio. New Position
- Apple Inc (AAPL) - 47,889 shares, 3.51% of the total portfolio. Shares reduced by 52.98%
- SPDR Select Sector Fund - Financial (XLF) - 277,396 shares, 3.34% of the total portfolio. Shares added by 2.86%
Stillwater Investment Management, LLC initiated holding in iShares Core S&P 500. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $265.49. The impact to a portfolio due to this purchase was 23.77%. The holding were 205,354 shares as of 2018-03-31.
New Purchase: iShares Russell Mid-Cap (IWR)Stillwater Investment Management, LLC initiated holding in iShares Russell Mid-Cap. The purchase prices were between $198.69 and $219.99, with an estimated average price of $210.77. The stock is now traded at around $206.08. The impact to a portfolio due to this purchase was 8.74%. The holding were 97,058 shares as of 2018-03-31.
New Purchase: iShares Russell 2000 Value (IWN)Stillwater Investment Management, LLC initiated holding in iShares Russell 2000 Value. The purchase prices were between $118.48 and $130.86, with an estimated average price of $125.23. The stock is now traded at around $122.50. The impact to a portfolio due to this purchase was 5.07%. The holding were 95,358 shares as of 2018-03-31.
New Purchase: Visa Inc (V)Stillwater Investment Management, LLC initiated holding in Visa Inc. The purchase prices were between $113.86 and $126.32, with an estimated average price of $121.2. The stock is now traded at around $119.80. The impact to a portfolio due to this purchase was 2.29%. The holding were 43,900 shares as of 2018-03-31.
New Purchase: Verizon Communications Inc (VZ)Stillwater Investment Management, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $46.29 and $54.72, with an estimated average price of $50.26. The stock is now traded at around $47.92. The impact to a portfolio due to this purchase was 1.03%. The holding were 49,184 shares as of 2018-03-31.
New Purchase: Starbucks Corp (SBUX)Stillwater Investment Management, LLC initiated holding in Starbucks Corp. The purchase prices were between $53.77 and $61.69, with an estimated average price of $57.81. The stock is now traded at around $58.83. The impact to a portfolio due to this purchase was 1.01%. The holding were 39,863 shares as of 2018-03-31.
Sold Out: The Home Depot Inc (HD)Stillwater Investment Management, LLC sold out a holding in The Home Depot Inc. The sale prices were between $171.8 and $207.23, with an estimated average price of $187.63.
Sold Out: Great Southern Bancorp Inc (GSBC)Stillwater Investment Management, LLC sold out a holding in Great Southern Bancorp Inc. The sale prices were between $48.2 and $52.65, with an estimated average price of $50.72.
Here is the complete portfolio of Stillwater Investment Management, LLC. Also check out:
1. Stillwater Investment Management, LLC's Undervalued Stocks
2. Stillwater Investment Management, LLC's Top Growth Companies, and
3. Stillwater Investment Management, LLC's High Yield stocks
4. Stocks that Stillwater Investment Management, LLC keeps buying