Joel Isaacson & Co., LLC Buys Twitter Inc, Och-Ziff Capital Management Group Inc, Universal Electronics Inc, Sells Novartis AG, Welltower Inc, Merck Inc

New York, NY, based Investment company Joel Isaacson & Co., LLC buys Twitter Inc, Och-Ziff Capital Management Group Inc, Universal Electronics Inc, Ares Capital Corp, iShares Core S&P Total U.S. Stock Market, sells Novartis AG, Welltower Inc, Merck Inc, Cisco Systems Inc, BCE Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Joel Isaacson & Co., LLC. As of 2019Q2, Joel Isaacson & Co., LLC owns 204 stocks with a total value of $686 million. These are the details of the buys and sells.

For the details of Joel Isaacson & Co., LLC's stock buys and sells, go to https://www.gurufocus.com/guru/joel+isaacson+%26+co.%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Joel Isaacson & Co., LLC
  1. SPDR S&P Dividend (SDY) - 1,858,029 shares, 27.33% of the total portfolio. Shares added by 0.95%
  2. Vanguard Div Appreciation (VIG) - 563,479 shares, 9.46% of the total portfolio. Shares added by 4.74%
  3. Vanguard Mid-Cap (VO) - 251,817 shares, 6.14% of the total portfolio. Shares added by 2.86%
  4. Vanguard High Dividend Yield (VYM) - 448,959 shares, 5.72% of the total portfolio. Shares reduced by 0.08%
  5. Vanguard Total Stock Market (VTI) - 203,383 shares, 4.45% of the total portfolio. Shares added by 2.44%
New Purchase: Och-Ziff Capital Management Group Inc (OZM)

Joel Isaacson & Co., LLC initiated holding in Och-Ziff Capital Management Group Inc. The purchase prices were between $14 and $22.96, with an estimated average price of $17.79. The stock is now traded at around $24.75. The impact to a portfolio due to this purchase was 0.1%. The holding were 30,000 shares as of .

New Purchase: Universal Electronics Inc (UEIC)

Joel Isaacson & Co., LLC initiated holding in Universal Electronics Inc. The purchase prices were between $36.31 and $45.33, with an estimated average price of $40. The stock is now traded at around $41.76. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,000 shares as of .

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Joel Isaacson & Co., LLC initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $62.13 and $66.91, with an estimated average price of $65.23. The stock is now traded at around $67.91. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,250 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Joel Isaacson & Co., LLC initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $75.29. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,136 shares as of .

New Purchase: Texas Instruments Inc (TXN)

Joel Isaacson & Co., LLC initiated holding in Texas Instruments Inc. The purchase prices were between $103.21 and $118.43, with an estimated average price of $111.79. The stock is now traded at around $116.69. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,887 shares as of .

New Purchase: Stratasys Ltd (SSYS)

Joel Isaacson & Co., LLC initiated holding in Stratasys Ltd. The purchase prices were between $21.91 and $29.37, with an estimated average price of $23.73. The stock is now traded at around $29.05. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,000 shares as of .

Added: Twitter Inc (TWTR)

Joel Isaacson & Co., LLC added to a holding in Twitter Inc by 56.71%. The purchase prices were between $33.44 and $40.8, with an estimated average price of $36.67. The stock is now traded at around $37.66. The impact to a portfolio due to this purchase was 0.14%. The holding were 78,197 shares as of .

Added: Ares Capital Corp (ARCC)

Joel Isaacson & Co., LLC added to a holding in Ares Capital Corp by 245.72%. The purchase prices were between $17.22 and $18.12, with an estimated average price of $17.69. The stock is now traded at around $18.19. The impact to a portfolio due to this purchase was 0.07%. The holding were 39,768 shares as of .

Added: eBay Inc (EBAY)

Joel Isaacson & Co., LLC added to a holding in eBay Inc by 42.91%. The purchase prices were between $35.62 and $40.13, with an estimated average price of $37.54. The stock is now traded at around $39.44. The impact to a portfolio due to this purchase was 0.04%. The holding were 21,973 shares as of .

Added: PNC Financial Services Group Inc (PNC)

Joel Isaacson & Co., LLC added to a holding in PNC Financial Services Group Inc by 31.84%. The purchase prices were between $126.76 and $137.28, with an estimated average price of $132.2. The stock is now traded at around $140.78. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,166 shares as of .

Added: Phillips 66 (PSX)

Joel Isaacson & Co., LLC added to a holding in Phillips 66 by 32.99%. The purchase prices were between $80.8 and $98.61, with an estimated average price of $89.71. The stock is now traded at around $98.77. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,862 shares as of .

Added: Abbott Laboratories (ABT)

Joel Isaacson & Co., LLC added to a holding in Abbott Laboratories by 33.46%. The purchase prices were between $72.88 and $85, with an estimated average price of $78.62. The stock is now traded at around $85.55. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,196 shares as of .

Sold Out: Novartis AG (NVS)

Joel Isaacson & Co., LLC sold out a holding in Novartis AG. The sale prices were between $75.4 and $92.8, with an estimated average price of $84.39.

Sold Out: Welltower Inc (WELL)

Joel Isaacson & Co., LLC sold out a holding in Welltower Inc. The sale prices were between $71.76 and $84.63, with an estimated average price of $78.57.

Sold Out: BCE Inc (BCE)

Joel Isaacson & Co., LLC sold out a holding in BCE Inc. The sale prices were between $44.3 and $46.88, with an estimated average price of $45.14.

Sold Out: Corning Inc (GLW)

Joel Isaacson & Co., LLC sold out a holding in Corning Inc. The sale prices were between $28.84 and $35.01, with an estimated average price of $32.1.

Sold Out: Johnson Controls International PLC (JCI)

Joel Isaacson & Co., LLC sold out a holding in Johnson Controls International PLC. The sale prices were between $35.81 and $41.31, with an estimated average price of $38.44.

Sold Out: Genuine Parts Co (GPC)

Joel Isaacson & Co., LLC sold out a holding in Genuine Parts Co. The sale prices were between $96.42 and $115.14, with an estimated average price of $103.53.



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