- New Purchases: REL, ISP, RIO, RNO, CBK, ABEV, ITUB, SAP, DUE, SLR,
- Added Positions: INGA, COB, HOG, CBD, ITE, VALMT, LNZ, AM, STAN, KEMIRA,
- Reduced Positions: INF, APAM, GRUB, LNTA, CAF, CIR, DHER, SEM, HLAG, TKWY,
For the details of Bestinfond's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Bestinfond
These are the top 5 holdings of Bestinfond- Informa PLC (INF) - 9,370,783 shares, 5.04% of the total portfolio. Shares reduced by 14.61%
- Standard Chartered PLC (STAN) - 8,365,344 shares, 3.75% of the total portfolio. Shares added by 6.45%
- Dassault Aviation SA (AM) - 37,033 shares, 3.64% of the total portfolio. Shares added by 6.72%
- Companhia Brasileira De Distribuicao (CBD) - 2,844,929 shares, 3.28% of the total portfolio. Shares added by 12.73%
- ING Groep NV (INGA) - 3,861,896 shares, 2.66% of the total portfolio. Shares added by 109.34%
Bestinfond initiated holding in RELX PLC. The purchase prices were between $15.04 and $17.42, with an estimated average price of $16.66. The stock is now traded at around $15.59. The impact to a portfolio due to this purchase was 2.02%. The holding were 1,768,616 shares as of 2018-09-30.
New Purchase: Intesa Sanpaolo (ISP)Bestinfond initiated holding in Intesa Sanpaolo. The purchase prices were between $2.13 and $2.57, with an estimated average price of $2.37. The stock is now traded at around $2.01. The impact to a portfolio due to this purchase was 1.56%. The holding were 11,507,273 shares as of 2018-09-30.
New Purchase: Rio Tinto PLC (RIO)Bestinfond initiated holding in Rio Tinto PLC. The purchase prices were between $34.86 and $42.57, with an estimated average price of $38.61. The stock is now traded at around $38.50. The impact to a portfolio due to this purchase was 1.54%. The holding were 564,108 shares as of 2018-09-30.
New Purchase: Renault SA (RNO)Bestinfond initiated holding in Renault SA. The purchase prices were between $70.18 and $77.99, with an estimated average price of $73.36. The stock is now traded at around $64.94. The impact to a portfolio due to this purchase was 1.5%. The holding were 326,577 shares as of 2018-09-30.
New Purchase: Commerzbank AG (CBK)Bestinfond initiated holding in Commerzbank AG. The purchase prices were between $8.1 and $9.6, with an estimated average price of $8.65. The stock is now traded at around $8.71. The impact to a portfolio due to this purchase was 1.16%. The holding were 2,099,889 shares as of 2018-09-30.
New Purchase: Ambev SA (ABEV)Bestinfond initiated holding in Ambev SA. The purchase prices were between $4.33 and $5.31, with an estimated average price of $4.77. The stock is now traded at around $4.19. The impact to a portfolio due to this purchase was 0.96%. The holding were 3,930,943 shares as of 2018-09-30.
Added: ING Groep NV (INGA)Bestinfond added to a holding in ING Groep NV by 109.34%. The purchase prices were between $10.89 and $13.06, with an estimated average price of $12.02. The stock is now traded at around $11.31. The impact to a portfolio due to this purchase was 1.39%. The holding were 3,861,896 shares as of 2018-09-30.
Added: Cobham PLC (COB)Bestinfond added to a holding in Cobham PLC by 53.82%. The purchase prices were between $1.17 and $1.32, with an estimated average price of $1.25. The stock is now traded at around $1.04. The impact to a portfolio due to this purchase was 0.67%. The holding were 23,250,143 shares as of 2018-09-30.
Added: Harley-Davidson Inc (HOG)Bestinfond added to a holding in Harley-Davidson Inc by 57.54%. The purchase prices were between $41 and $45.44, with an estimated average price of $43.4. The stock is now traded at around $40.78. The impact to a portfolio due to this purchase was 0.41%. The holding were 459,496 shares as of 2018-09-30.
Added: ITE Group PLC (ITE)Bestinfond added to a holding in ITE Group PLC by 180.36%. The purchase prices were between $0.72 and $0.9, with an estimated average price of $0.81. The stock is now traded at around $0.60. The impact to a portfolio due to this purchase was 0.34%. The holding were 10,498,562 shares as of 2018-09-30.
Added: Valmet Corp (VALMT)Bestinfond added to a holding in Valmet Corp by 77.02%. The purchase prices were between $16.25 and $19.21, with an estimated average price of $18.11. The stock is now traded at around $20.44. The impact to a portfolio due to this purchase was 0.28%. The holding were 544,040 shares as of 2018-09-30.
Added: Lenzing AG (LNZ)Bestinfond added to a holding in Lenzing AG by 155.13%. The purchase prices were between $89.1 and $109.8, with an estimated average price of $104.13. The stock is now traded at around $80.35. The impact to a portfolio due to this purchase was 0.24%. The holding were 72,493 shares as of 2018-09-30.
Reduced: Aperam SA (APAM)Bestinfond reduced to a holding in Aperam SA by 70.58%. The sale prices were between $35.84 and $41.23, with an estimated average price of $38.75. The stock is now traded at around $28.42. The impact to a portfolio due to this sale was -0.54%. Bestinfond still held 89,314 shares as of 2018-09-30.
Reduced: GrubHub Inc (GRUB)Bestinfond reduced to a holding in GrubHub Inc by 32.82%. The sale prices were between $105.33 and $146.73, with an estimated average price of $128.98. The stock is now traded at around $85.52. The impact to a portfolio due to this sale was -0.46%. Bestinfond still held 153,937 shares as of 2018-09-30.
Reduced: Construcciones y Auxiliar de Ferrocarriles SA (CAF)Bestinfond reduced to a holding in Construcciones y Auxiliar de Ferrocarriles SA by 41.36%. The sale prices were between $35.6 and $42.25, with an estimated average price of $39.09. The stock is now traded at around $33.55. The impact to a portfolio due to this sale was -0.24%. Bestinfond still held 119,414 shares as of 2018-09-30.
Here is the complete portfolio of Bestinfond. Also check out:
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