Bestinfond Buys RELX PLC, Intesa Sanpaolo, Rio Tinto PLC, Sells Aperam SA, GrubHub Inc, Construcciones y Auxiliar de Ferrocarriles SA

Investment company Bestinfond buys RELX PLC, Intesa Sanpaolo, Rio Tinto PLC, Renault SA, ING Groep NV, Commerzbank AG, Ambev SA, Cobham PLC, Itau Unibanco Holding SA, SAP SE, sells Aperam SA, GrubHub Inc, Construcciones y Auxiliar de Ferrocarriles SA during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Bestinfond. As of 2018-09-30, Bestinfond owns 102 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

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
  1. Informa PLC (INF) - 9,370,783 shares, 5.04% of the total portfolio. Shares reduced by 14.61%
  2. Standard Chartered PLC (STAN) - 8,365,344 shares, 3.75% of the total portfolio. Shares added by 6.45%
  3. Dassault Aviation SA (AM) - 37,033 shares, 3.64% of the total portfolio. Shares added by 6.72%
  4. Companhia Brasileira De Distribuicao (CBD) - 2,844,929 shares, 3.28% of the total portfolio. Shares added by 12.73%
  5. ING Groep NV (INGA) - 3,861,896 shares, 2.66% of the total portfolio. Shares added by 109.34%
New Purchase: RELX PLC (REL)

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.



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