Causeway Capital Management Llc Buys Canadian Pacific Railway, Halliburton Co, RPC Inc, Sells SM Energy Co, Eli Lilly and Co, UnitedHealth Group Inc

• New Purchases: RES, VSS,
• Added Positions: CP, BIDU, HAL, LDOS, EPI, TSM, VWO, BAP, MFC, D,
• Reduced Positions: SM, LLY, CM, AAP, FLS, MSFT, EEM, QCOM, HTHT, FE,
• Sold Out: UNH, KB, SHG, ANDV, JASO, PAY, PDCE,

For the details of Sarah Ketterer's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Sarah+Ketterer

1. Baidu Inc (BIDU) - 4,405,546 shares, 10.12% of the total portfolio. Shares added by 12.72%
2. Manulife Financial Corp (MFC) - 54,502,910 shares, 9.79% of the total portfolio. Shares added by 2.05%
3. Encana Corp (ECA) - 56,485,900 shares, 7.44% of the total portfolio. Shares added by 2.24%
4. Canadian Pacific Railway Ltd (CP) - 2,869,075 shares, 6.11% of the total portfolio. Shares added by 107.80%
5. Gildan Activewear Inc (GIL) - 15,764,528 shares, 4.82% of the total portfolio. Shares added by 0.07%

Causeway Capital Management Llc initiated holding in RPC Inc. The purchase prices were between $13.29 and $16.02, with an estimated average price of $14.7. The stock is now traded at around $13.07. The impact to a portfolio due to this purchase was 1%. The holding were 6,408,307 shares as of 2018-09-30.

Causeway Capital Management Llc initiated holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The purchase prices were between $110.38 and $116.92, with an estimated average price of $114.04. The stock is now traded at around $101.31. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,400 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in Canadian Pacific Railway Ltd by 107.80%. The purchase prices were between $178.44 and $212, with an estimated average price of $199.89. The stock is now traded at around $207.67. The impact to a portfolio due to this purchase was 3.17%. The holding were 2,869,075 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in Halliburton Co by 46.51%. The purchase prices were between $36.69 and $46.26, with an estimated average price of $41.37. The stock is now traded at around $32.45. The impact to a portfolio due to this purchase was 1.11%. The holding were 8,613,962 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in Leidos Holdings Inc by 95.78%. The purchase prices were between $59.22 and $71.99, with an estimated average price of $67.8. The stock is now traded at around $64.40. The impact to a portfolio due to this purchase was 0.63%. The holding were 1,859,814 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in WisdomTree India Earnings Fund by 101.53%. The purchase prices were between $24.11 and $27.11, with an estimated average price of $26.02. The stock is now traded at around $23.62. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,475,265 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in Vanguard FTSE Emerging Markets by 154.17%. The purchase prices were between $39.98 and $44.11, with an estimated average price of $42.06. The stock is now traded at around $38.64. The impact to a portfolio due to this purchase was 0.21%. The holding were 823,501 shares as of 2018-09-30.

Causeway Capital Management Llc added to a holding in Credicorp Ltd by 27.72%. The purchase prices were between $208.44 and $232.42, with an estimated average price of $223.72. The stock is now traded at around $221.53. The impact to a portfolio due to this purchase was 0.2%. The holding were 414,566 shares as of 2018-09-30.

Causeway Capital Management Llc sold out a holding in UnitedHealth Group Inc. The sale prices were between $246.98 and $269.65, with an estimated average price of $260.1.

Causeway Capital Management Llc sold out a holding in KB Financial Group Inc. The sale prices were between $43.83 and $49.3, with an estimated average price of $46.62.

Causeway Capital Management Llc sold out a holding in Shinhan Financial Group Co Ltd. The sale prices were between $36.58 and $40.43, with an estimated average price of $38.61.

Causeway Capital Management Llc sold out a holding in JA Solar Holdings Co Ltd. The sale prices were between $6.75 and $7.49, with an estimated average price of $7.29.

Causeway Capital Management Llc sold out a holding in PDC Energy Inc. The sale prices were between $47 and $64.38, with an estimated average price of $55.42.

Causeway Capital Management Llc sold out a holding in Andeavor. The sale prices were between $131.81 and $158.87, with an estimated average price of $147.65.