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Ycg, Llc Buys Wells Fargo, Bank of America Corporation, JPMorgan Chase, Sells TD Ameritrade Holding Corp

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Jul 23, 2019
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Austin, TX, based Investment company Ycg, Llc (Current Portfolio) buys Wells Fargo, Bank of America Corporation, JPMorgan Chase, Scully Royalty, C.H. Robinson Worldwide Inc, sells TD Ameritrade Holding Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Ycg, Llc. As of 2019Q2, Ycg, Llc owns 41 stocks with a total value of $635 million. These are the details of the buys and sells.

For the details of YCG, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ycg%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of YCG, LLC
  1. Mastercard Inc (MA) - 178,698 shares, 7.46% of the total portfolio. Shares added by 0.12%
  2. Moody's Corporation (MCO) - 215,598 shares, 6.66% of the total portfolio. Shares added by 0.98%
  3. CBRE Group Inc (CBRE) - 794,142 shares, 6.46% of the total portfolio. Shares added by 1.76%
  4. Colgate-Palmolive Co (CL) - 558,339 shares, 6.31% of the total portfolio. Shares reduced by 0.76%
  5. Aon PLC (AON) - 201,096 shares, 6.13% of the total portfolio.
New Purchase: Bank of America Corporation (BAC)

Ycg, Llc initiated holding in Bank of America Corporation. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $30.25. The impact to a portfolio due to this purchase was 0.55%. The holding were 119,108 shares as of .

New Purchase: Scully Royalty Ltd (MB01)

Ycg, Llc initiated holding in Scully Royalty Ltd. The purchase prices were between $6.28 and $13.3, with an estimated average price of $9.83. The stock is now traded at around $13.13. The impact to a portfolio due to this purchase was 0.05%. The holding were 21,789 shares as of .

New Purchase: Sysco Corp (SYY)

Ycg, Llc initiated holding in Sysco Corp. The purchase prices were between $66.33 and $75.49, with an estimated average price of $71.22. The stock is now traded at around $70.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,500 shares as of .

New Purchase: C.H. Robinson Worldwide Inc (CHRW)

Ycg, Llc initiated holding in C.H. Robinson Worldwide Inc. The purchase prices were between $78.79 and $91.42, with an estimated average price of $84.13. The stock is now traded at around $83.42. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,000 shares as of .

New Purchase: Torchmark Corp (TMK)

Ycg, Llc initiated holding in Torchmark Corp. The purchase prices were between $83.87 and $89.46, with an estimated average price of $87.26. The stock is now traded at around $91.33. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,250 shares as of .

Added: Wells Fargo & Co (WFC)

Ycg, Llc added to a holding in Wells Fargo & Co by 23.08%. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $47.20. The impact to a portfolio due to this purchase was 0.88%. The holding were 624,270 shares as of .

Added: JPMorgan Chase & Co (JPM)

Ycg, Llc added to a holding in JPMorgan Chase & Co by 128.63%. The purchase prices were between $104.64 and $116.12, with an estimated average price of $110.3. The stock is now traded at around $116.36. The impact to a portfolio due to this purchase was 0.52%. The holding were 52,443 shares as of .

Added: Bank of New York Mellon Corp (BK)

Ycg, Llc added to a holding in Bank of New York Mellon Corp by 36.40%. The purchase prices were between $42.69 and $53.44, with an estimated average price of $46.99. The stock is now traded at around $46.72. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,494 shares as of .

Added: Cognizant Technology Solutions Corp (CTSH)

Ycg, Llc added to a holding in Cognizant Technology Solutions Corp by 30.41%. The purchase prices were between $56.88 and $74.6, with an estimated average price of $65.64. The stock is now traded at around $65.87. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,611 shares as of .

Sold Out: TD Ameritrade Holding Corp (AMTD)

Ycg, Llc sold out a holding in TD Ameritrade Holding Corp. The sale prices were between $48.08 and $54.27, with an estimated average price of $51.86.



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