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Patten & Patten Inc Buys iShares MSCI Eurozone, UnitedHealth Group Inc, Abbott Laboratories, Sells Occidental Petroleum Corp, Cabot Corp, International Paper Co

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Apr 20, 2018
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Investment company Patten & Patten Inc buys iShares MSCI Eurozone, UnitedHealth Group Inc, Abbott Laboratories, Boeing Co, Vanguard FTSE Emerging Markets, iShares U.S. Consumer Services, First Republic Bank, sells Occidental Petroleum Corp, Cabot Corp, International Paper Co, Dentsply Sirona Inc, Gabelli Equity Trust Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Patten & Patten Inc. As of 2018-03-31, Patten & Patten Inc owns 226 stocks with a total value of $975 million. These are the details of the buys and sells.

For the details of PATTEN & PATTEN INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=PATTEN+%26+PATTEN+INC

These are the top 5 holdings of PATTEN & PATTEN INC
  1. WestRock Co (WRK) - 1,445,398 shares, 9.52% of the total portfolio. Shares added by 0.17%
  2. Apple Inc (AAPL) - 333,643 shares, 5.74% of the total portfolio. Shares reduced by 1.41%
  3. Ingevity Corp (NGVT) - 304,677 shares, 2.3% of the total portfolio. Shares reduced by 0.3%
  4. Microsoft Corp (MSFT) - 230,494 shares, 2.16% of the total portfolio. Shares added by 0.42%
  5. A.O. Smith Corp (AOS) - 313,308 shares, 2.04% of the total portfolio. Shares reduced by 0.72%
New Purchase: iShares U.S. Consumer Services (IYC)

Patten & Patten Inc initiated holding in iShares U.S. Consumer Services. The purchase prices were between $179.96 and $197.62, with an estimated average price of $188.07. The stock is now traded at around $184.63. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,358 shares as of 2018-03-31.

New Purchase: First Republic Bank (FRC)

Patten & Patten Inc initiated holding in First Republic Bank. The purchase prices were between $84.96 and $98.78, with an estimated average price of $92.18. The stock is now traded at around $92.99. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,263 shares as of 2018-03-31.

Added: iShares MSCI Eurozone (EZU)

Patten & Patten Inc added to a holding in iShares MSCI Eurozone by 946.92%. The purchase prices were between $42.4 and $47.11, with an estimated average price of $44.49. The stock is now traded at around $44.76. The impact to a portfolio due to this purchase was 0.23%. The holding were 55,225 shares as of 2018-03-31.

Added: UnitedHealth Group Inc (UNH)

Patten & Patten Inc added to a holding in UnitedHealth Group Inc by 35.06%. The purchase prices were between $212.55 and $248.47, with an estimated average price of $228.4. The stock is now traded at around $235.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 27,157 shares as of 2018-03-31.

Added: Abbott Laboratories (ABT)

Patten & Patten Inc added to a holding in Abbott Laboratories by 55.59%. The purchase prices were between $56.27 and $63.62, with an estimated average price of $60.25. The stock is now traded at around $59.22. The impact to a portfolio due to this purchase was 0.11%. The holding were 50,394 shares as of 2018-03-31.

Added: Vanguard FTSE Emerging Markets (VWO)

Patten & Patten Inc added to a holding in Vanguard FTSE Emerging Markets by 61.18%. The purchase prices were between $44.96 and $50.98, with an estimated average price of $47.95. The stock is now traded at around $46.14. The impact to a portfolio due to this purchase was 0.06%. The holding were 32,102 shares as of 2018-03-31.

Added: Boeing Co (BA)

Patten & Patten Inc added to a holding in Boeing Co by 48.62%. The purchase prices were between $294.91 and $364.64, with an estimated average price of $337.41. The stock is now traded at around $337.04. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,285 shares as of 2018-03-31.

Sold Out: International Paper Co (IP)

Patten & Patten Inc sold out a holding in International Paper Co. The sale prices were between $50.15 and $65.08, with an estimated average price of $58.67.

Sold Out: Dentsply Sirona Inc (XRAY)

Patten & Patten Inc sold out a holding in Dentsply Sirona Inc. The sale prices were between $49.95 and $68.3, with an estimated average price of $58.89.

Sold Out: Ford Motor Co (F)

Patten & Patten Inc sold out a holding in Ford Motor Co. The sale prices were between $10.24 and $13.23, with an estimated average price of $11.32.

Sold Out: Tesla Inc (TSLA)

Patten & Patten Inc sold out a holding in Tesla Inc. The sale prices were between $257.78 and $357.42, with an estimated average price of $329.93.

Sold Out: Becton, Dickinson and Co (BDX)

Patten & Patten Inc sold out a holding in Becton, Dickinson and Co. The sale prices were between $210.6 and $246.28, with an estimated average price of $224.32.

Sold Out: iShares Russell 1000 (IWB)

Patten & Patten Inc sold out a holding in iShares Russell 1000. The sale prices were between $143.4 and $159.28, with an estimated average price of $151.89.



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