Btr Capital Management Inc Buys UnitedHealth Group Inc, DowDuPont Inc, Jacobs Engineering Group Inc, Sells Oracle Corp, Ventas Inc, Blackstone Group LP

San Francisco, CA, based Investment company Btr Capital Management Inc buys UnitedHealth Group Inc, DowDuPont Inc, Jacobs Engineering Group Inc, Cisco Systems Inc, Moody's Corporation, Apache Corp, Baxter International Inc, Cadence Design Systems Inc, iShares Select Dividend ETF, Mondelez International Inc, iShares Core S&P 500, Walmart Inc, sells Oracle Corp, Ventas Inc, Blackstone Group LP, SPDR Select Sector Fund - Health Care, FedEx Corp, Union Pacific Corp, SPDR S&P 500, Welltower Inc, Duke Energy Corp, SPDR S&P Oil & Gas Explor & Product, PPG Industries Inc, Royal Dutch Shell PLC during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Btr Capital Management Inc. As of 2019Q1, Btr Capital Management Inc owns 146 stocks with a total value of $499 million. These are the details of the buys and sells.

For the details of BTR CAPITAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/btr+capital+management+inc/current-portfolio/portfolio

These are the top 5 holdings of BTR CAPITAL MANAGEMENT INC
  1. Microsoft Corp (MSFT) - 186,807 shares, 4.42% of the total portfolio. Shares reduced by 2.17%
  2. Apple Inc (AAPL) - 98,778 shares, 3.76% of the total portfolio. Shares added by 4.56%
  3. Alphabet Inc (GOOGL) - 14,262 shares, 3.37% of the total portfolio. Shares reduced by 0.29%
  4. JPMorgan Chase & Co (JPM) - 163,465 shares, 3.32% of the total portfolio. Shares added by 1.21%
  5. PepsiCo Inc (PEP) - 129,372 shares, 3.18% of the total portfolio. Shares reduced by 1.82%
New Purchase: Cisco Systems Inc (CSCO)

Btr Capital Management Inc initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $55.63. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,127 shares as of .

New Purchase: Moody's Corporation (MCO)

Btr Capital Management Inc initiated holding in Moody's Corporation. The purchase prices were between $136.18 and $181.99, with an estimated average price of $163.94. The stock is now traded at around $186.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,367 shares as of .

New Purchase: Baxter International Inc (BAX)

Btr Capital Management Inc initiated holding in Baxter International Inc. The purchase prices were between $64.48 and $81.31, with an estimated average price of $72.66. The stock is now traded at around $80.87. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,700 shares as of .

New Purchase: Apache Corp (APA)

Btr Capital Management Inc initiated holding in Apache Corp. The purchase prices were between $26.25 and $36.08, with an estimated average price of $32.49. The stock is now traded at around $33.06. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,280 shares as of .

New Purchase: Cadence Design Systems Inc (CDNS)

Btr Capital Management Inc initiated holding in Cadence Design Systems Inc. The purchase prices were between $41.53 and $63.51, with an estimated average price of $52.72. The stock is now traded at around $65.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,300 shares as of .

New Purchase: iShares Select Dividend ETF (DVY)

Btr Capital Management Inc initiated holding in iShares Select Dividend ETF. The purchase prices were between $88.2 and $99.71, with an estimated average price of $95.67. The stock is now traded at around $99.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,160 shares as of .

Added: UnitedHealth Group Inc (UNH)

Btr Capital Management Inc added to a holding in UnitedHealth Group Inc by 1079.31%. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $245.84. The impact to a portfolio due to this purchase was 1.47%. The holding were 32,549 shares as of .

Added: DowDuPont Inc (DWDP)

Btr Capital Management Inc added to a holding in DowDuPont Inc by 83.02%. The purchase prices were between $34.76 and $39.85, with an estimated average price of $36.86. The stock is now traded at around $37.35. The impact to a portfolio due to this purchase was 0.32%. The holding were 100,970 shares as of .

Added: Jacobs Engineering Group Inc (JEC)

Btr Capital Management Inc added to a holding in Jacobs Engineering Group Inc by 21.20%. The purchase prices were between $57.3 and $75.19, with an estimated average price of $67.86. The stock is now traded at around $76.28. The impact to a portfolio due to this purchase was 0.19%. The holding were 73,568 shares as of .

Added: iShares Core S&P 500 (IVV)

Btr Capital Management Inc added to a holding in iShares Core S&P 500 by 22.22%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $288.44. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,849 shares as of .

Added: Mondelez International Inc (MDLZ)

Btr Capital Management Inc added to a holding in Mondelez International Inc by 50.00%. The purchase prices were between $39.74 and $49.92, with an estimated average price of $45.79. The stock is now traded at around $49.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 9,975 shares as of .

Added: Walmart Inc (WMT)

Btr Capital Management Inc added to a holding in Walmart Inc by 37.41%. The purchase prices were between $92.86 and $102.2, with an estimated average price of $97.26. The stock is now traded at around $97.19. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,191 shares as of .

Sold Out: Ventas Inc (VTR)

Btr Capital Management Inc sold out a holding in Ventas Inc. The sale prices were between $56.92 and $65.25, with an estimated average price of $62.44.

Sold Out: Welltower Inc (WELL)

Btr Capital Management Inc sold out a holding in Welltower Inc. The sale prices were between $67.29 and $78.72, with an estimated average price of $74.94.

Reduced: Oracle Corp (ORCL)

Btr Capital Management Inc reduced to a holding in Oracle Corp by 86.83%. The sale prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.06. The impact to a portfolio due to this sale was -1.92%. Btr Capital Management Inc still held 29,431 shares as of .

Reduced: Blackstone Group LP (BX)

Btr Capital Management Inc reduced to a holding in Blackstone Group LP by 84.06%. The sale prices were between $29.23 and $35.47, with an estimated average price of $33.31. The stock is now traded at around $34.82. The impact to a portfolio due to this sale was -0.28%. Btr Capital Management Inc still held 8,050 shares as of .



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