- New Purchases: BMY, HCA, REGN, OXY, NVDA, SHW, AIG,
- Added Positions: AGG, PEP, IEF, ORCL, SLB, CMCSA, WFC, SUB, TRV, VOD,
- Reduced Positions: BA, SU, MAR, ADBE, FDX, PYPL, MSFT, PANW, DEO, UNP,
- Sold Out: GSK, AGN, PM, RHHBY, OAK, MDLZ, BIIB, XOM, DWDP, IVZ,
For the details of Wunderlich Capital Managemnt's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Wunderlich+Capital+Managemnt
These are the top 5 holdings of Wunderlich Capital Managemnt- iShares Core U.S. Aggregate Bond (AGG) - 61,925 shares, 4.68% of the total portfolio. Shares added by 1.25%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 43,642 shares, 3.64% of the total portfolio. Shares added by 0.53%
- iShares Trust (CSJ) - 35,734 shares, 2.63% of the total portfolio. Shares added by 0.78%
- FedEx Corp (FDX) - 14,259 shares, 2.48% of the total portfolio. Shares reduced by 1.38%
- iShares National Muni Bond (MUB) - 27,515 shares, 2.12% of the total portfolio. Shares added by 0.72%
Wunderlich Capital Managemnt initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $50.53 and $62.98, with an estimated average price of $54.03. The stock is now traded at around $60.01. The impact to a portfolio due to this purchase was 1.27%. The holding were 32,280 shares as of 2018-06-30.
New Purchase: Regeneron Pharmaceuticals Inc (REGN)Wunderlich Capital Managemnt initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $284.6 and $344.99, with an estimated average price of $312.95. The stock is now traded at around $363.04. The impact to a portfolio due to this purchase was 1.19%. The holding were 4,830 shares as of 2018-06-30.
New Purchase: HCA Healthcare Inc (HCA)Wunderlich Capital Managemnt initiated holding in HCA Healthcare Inc. The purchase prices were between $95.32 and $107.79, with an estimated average price of $101.14. The stock is now traded at around $129.67. The impact to a portfolio due to this purchase was 1.19%. The holding were 16,281 shares as of 2018-06-30.
New Purchase: Occidental Petroleum Corp (OXY)Wunderlich Capital Managemnt initiated holding in Occidental Petroleum Corp. The purchase prices were between $64.67 and $86.48, with an estimated average price of $79.81. The stock is now traded at around $77.23. The impact to a portfolio due to this purchase was 1.17%. The holding were 19,635 shares as of 2018-06-30.
New Purchase: NVIDIA Corp (NVDA)Wunderlich Capital Managemnt initiated holding in NVIDIA Corp. The purchase prices were between $214.25 and $266.91, with an estimated average price of $242.85. The stock is now traded at around $257.59. The impact to a portfolio due to this purchase was 1.04%. The holding were 6,166 shares as of 2018-06-30.
New Purchase: Sherwin-Williams Co (SHW)Wunderlich Capital Managemnt initiated holding in Sherwin-Williams Co. The purchase prices were between $367.66 and $407.57, with an estimated average price of $388.31. The stock is now traded at around $437.16. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,421 shares as of 2018-06-30.
Sold Out: GlaxoSmithKline PLC (GSK)Wunderlich Capital Managemnt sold out a holding in GlaxoSmithKline PLC. The sale prices were between $38.85 and $41.94, with an estimated average price of $40.29.
Sold Out: Allergan PLC (AGN)Wunderlich Capital Managemnt sold out a holding in Allergan PLC. The sale prices were between $143.8 and $175.19, with an estimated average price of $160.7.
Sold Out: Philip Morris International Inc (PM)Wunderlich Capital Managemnt sold out a holding in Philip Morris International Inc. The sale prices were between $76.85 and $103.3, with an estimated average price of $84.95.
Sold Out: Roche Holding AG (RHHBY)Wunderlich Capital Managemnt sold out a holding in Roche Holding AG. The sale prices were between $26.39 and $28.44, with an estimated average price of $27.62.
Sold Out: Oaktree Capital Group LLC (OAK)Wunderlich Capital Managemnt sold out a holding in Oaktree Capital Group LLC. The sale prices were between $39.2 and $42.4, with an estimated average price of $40.46.
Sold Out: Mondelez International Inc (MDLZ)Wunderlich Capital Managemnt sold out a holding in Mondelez International Inc. The sale prices were between $37.57 and $42.23, with an estimated average price of $40.2.
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