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Atlanta Capital Group Buys Charles Schwab Corp, Arista Networks Inc, Vanguard High Dividend Yield, Sells BlackRock Inc, Masco Corp, Booking Holdings Inc

Atlanta, GA, based Investment company Atlanta Capital Group buys Charles Schwab Corp, Arista Networks Inc, Vanguard High Dividend Yield, United Rentals Inc, Albemarle Corp, Vanguard Total Stock Market, iShares S&P 500 Growth, First Trust Low Duration Opportunities ETF, Invesco S&P 500 Low Volatility, First Trust Developed Markets Ex-US AlphaDEX Fund, iShares Core S&P Mid-Cap, Merck Inc, First Trust Emerging Markets AlphaDEX Fund, Wells Fargo, Vanguard Small-Cap Value, Vanguard Growth, SPDR Gold Trust, Dominion Energy Inc, Thor Industries Inc, Royal Dutch Shell PLC, PepsiCo Inc, WRKCo Inc, iShares Core Dividend Growth, Molson Coors Brewing Co, AT&T Inc, CBS Corp, Cigna Corp, Ingersoll-Rand PLC, FedEx Corp, Micron Technology Inc, Realty Income Corp, Invesco S&P 500 Equal Weight, SPDR MidCap Trust Series I, Quest Diagnostics Inc, Fidelity MSCI Information Technology Index, Northrop Grumman Corp, Schwab U.S. Large-Cap Growth, Vanguard Short-Term Bond, iShares S&P Mid-Cap 400 Growth, SPDR Select Sector Fund - Energy Select Sector, HFF Inc, Square Inc, Weingarten Realty Investors, ABB, ConocoPhillips, Danaher Corp, Diageo PLC, Hubbell Inc, Lakeland Financial Corp, Paychex Inc, Skyworks Solutions Inc, Waste Management Inc, Cincinnati Financial Corp, Cronos Group Inc, Vanguard Small-Cap Growth, Consolidated Edison Inc, SPDR DJ Wilshire Intl Real Estate, SPDR Select Sector Fund - Utilities, NextEra Energy Inc, Halliburton Co, iShares Core S&P U.S. Value ETF, Canopy Growth Corp, Sanofi SA, PPL Corp, Tesla Inc, Pareteum Corp, BP PLC, Capital One Financial Corp, Citigroup Inc, Rio Tinto PLC, iShares Floating Rate Bond, Valero Energy Corp, Quanta Services Inc, American International Group Inc, Target Corp, sells BlackRock Inc, Masco Corp, Booking Holdings Inc, Caterpillar Inc, Aptiv PLC, Schwab International Equity, Korn Ferry, Fox Corp, Amgen Inc, iShares Edge MSCI USA Momentum Factor, iShares MSCI EAFE Growth, Vanguard FTSEEuropean, Baidu Inc, Mondelez International Inc, Vanguard Information Tech, Bank of New York Mellon Corp, DowDuPont Inc, Freeport-McMoRan Inc, Ladenburg Thalmann Financial Services Inc, Invesco Preferred, Emerson Electric Co, The Rubicon Project Inc, First Trust New Opportunities MLP & Energy Fund during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Atlanta Capital Group. As of 2019Q1, Atlanta Capital Group owns 293 stocks with a total value of $611 million. These are the details of the buys and sells.

For the details of Atlanta Capital Group's stock buys and sells, go to https://www.gurufocus.com/guru/atlanta+capital+group/current-portfolio/portfolio

These are the top 5 holdings of Atlanta Capital Group
  1. 3M Co (MMM) - 244,044 shares, 8.30% of the total portfolio. Shares reduced by 0.03%
  2. iShares Core S&P 500 (IVV) - 90,232 shares, 4.20% of the total portfolio. Shares reduced by 3.31%
  3. Apple Inc (AAPL) - 126,993 shares, 3.95% of the total portfolio. Shares reduced by 3.49%
  4. Microsoft Corp (MSFT) - 168,936 shares, 3.26% of the total portfolio. Shares reduced by 2.18%
  5. Amazon.com Inc (AMZN) - 8,405 shares, 2.45% of the total portfolio. Shares reduced by 3.34%
New Purchase: Charles Schwab Corp (SCHW)

Atlanta Capital Group initiated holding in Charles Schwab Corp. The purchase prices were between $40.72 and $47.98, with an estimated average price of $45.15. The stock is now traded at around $45.70. The impact to a portfolio due to this purchase was 0.57%. The holding were 81,887 shares as of .

New Purchase: Arista Networks Inc (ANET)

Atlanta Capital Group initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $316.62. The impact to a portfolio due to this purchase was 0.41%. The holding were 8,065 shares as of .

New Purchase: United Rentals Inc (URI)

Atlanta Capital Group initiated holding in United Rentals Inc. The purchase prices were between $101.98 and $136.84, with an estimated average price of $123.34. The stock is now traded at around $139.66. The impact to a portfolio due to this purchase was 0.32%. The holding were 17,330 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

Atlanta Capital Group initiated holding in Vanguard Total Stock Market. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $149.52. The impact to a portfolio due to this purchase was 0.27%. The holding were 11,510 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Atlanta Capital Group initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.93. The impact to a portfolio due to this purchase was 0.19%. The holding were 22,555 shares as of .

New Purchase: Vanguard Small-Cap Value (VBR)

Atlanta Capital Group initiated holding in Vanguard Small-Cap Value. The purchase prices were between $112.91 and $133.45, with an estimated average price of $127.03. The stock is now traded at around $132.74. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,036 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Atlanta Capital Group added to a holding in Vanguard High Dividend Yield by 41.16%. The purchase prices were between $76.7 and $86.72, with an estimated average price of $83.44. The stock is now traded at around $87.42. The impact to a portfolio due to this purchase was 0.36%. The holding were 88,209 shares as of .

Added: Albemarle Corp (ALB)

Atlanta Capital Group added to a holding in Albemarle Corp by 64.16%. The purchase prices were between $72.69 and $92.28, with an estimated average price of $81.61. The stock is now traded at around $75.72. The impact to a portfolio due to this purchase was 0.28%. The holding were 53,034 shares as of .

Added: iShares S&P 500 Growth (IVW)

Atlanta Capital Group added to a holding in iShares S&P 500 Growth by 59.50%. The purchase prices were between $146.51 and $173.32, with an estimated average price of $163.66. The stock is now traded at around $178.38. The impact to a portfolio due to this purchase was 0.25%. The holding were 23,320 shares as of .

Added: First Trust Low Duration Opportunities ETF (LMBS)

Atlanta Capital Group added to a holding in First Trust Low Duration Opportunities ETF by 131.36%. The purchase prices were between $51.01 and $51.34, with an estimated average price of $51.16. The stock is now traded at around $51.24. The impact to a portfolio due to this purchase was 0.2%. The holding were 42,818 shares as of .

Added: First Trust Developed Markets Ex-US AlphaDEX Fund (FDT)

Atlanta Capital Group added to a holding in First Trust Developed Markets Ex-US AlphaDEX Fund by 411.49%. The purchase prices were between $48.32 and $54.84, with an estimated average price of $53.18. The stock is now traded at around $54.69. The impact to a portfolio due to this purchase was 0.17%. The holding were 23,283 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Atlanta Capital Group added to a holding in iShares Core S&P Mid-Cap by 34.80%. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $195.92. The impact to a portfolio due to this purchase was 0.11%. The holding were 14,025 shares as of .

Sold Out: Booking Holdings Inc (BKNG)

Atlanta Capital Group sold out a holding in Booking Holdings Inc. The sale prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18.

Sold Out: Aptiv PLC (APTV)

Atlanta Capital Group sold out a holding in Aptiv PLC. The sale prices were between $60.42 and $84.27, with an estimated average price of $76.59.

Sold Out: Korn Ferry (KFY)

Atlanta Capital Group sold out a holding in Korn Ferry. The sale prices were between $38.82 and $48.89, with an estimated average price of $45.69.

Sold Out: Fox Corp (FOXA)

Atlanta Capital Group sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: iShares MSCI EAFE Growth (EFG)

Atlanta Capital Group sold out a holding in iShares MSCI EAFE Growth. The sale prices were between $68.09 and $77.86, with an estimated average price of $74.09.

Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)

Atlanta Capital Group sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $96.81 and $112.18, with an estimated average price of $107.38.



Here is the complete portfolio of Atlanta Capital Group. Also check out:

1. Atlanta Capital Group's Undervalued Stocks
2. Atlanta Capital Group's Top Growth Companies, and
3. Atlanta Capital Group's High Yield stocks
4. Stocks that Atlanta Capital Group keeps buying

Rating: 4.0/5 (1 vote)

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Comments

annashetty
Annashetty - 3 weeks ago    Report SPAM

Very impressive at the same time, i'm going to be making - was stupendous! Thanks so much.
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