1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Lipe & Dalton Buys TC Energy Corp, United Rentals Inc, Phillips 66, Sells TC Energy Corp, Mondelez International Inc, BCE Inc

Syracuse, NY, based Investment company Lipe & Dalton (Current Portfolio) buys TC Energy Corp, United Rentals Inc, Phillips 66, Netflix Inc, Facebook Inc, sells TC Energy Corp, Mondelez International Inc, BCE Inc, Altria Group Inc, Pfizer Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Lipe & Dalton. As of 2019Q2, Lipe & Dalton owns 100 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Lipe & Dalton's stock buys and sells, go to https://www.gurufocus.com/guru/lipe+%26+dalton/current-portfolio/portfolioportfolio

These are the top 5 holdings of Lipe & Dalton
  1. Apple Inc (AAPL) - 34,534 shares, 4.89% of the total portfolio. Shares reduced by 1.49%
  2. Intel Corp (INTC) - 116,729 shares, 3.99% of the total portfolio. Shares reduced by 1.18%
  3. The Hershey Co (HSY) - 41,068 shares, 3.93% of the total portfolio. Shares reduced by 12.88%
  4. TE Connectivity Ltd (TEL) - 53,833 shares, 3.69% of the total portfolio. Shares reduced by 0.89%
  5. United Technologies Corp (UTX) - 39,484 shares, 3.68% of the total portfolio. Shares reduced by 6.51%
New Purchase: TC Energy Corp (TRS)

Lipe & Dalton initiated holding in TC Energy Corp. The purchase prices were between $39.94 and $44.04, with an estimated average price of $42.42. The stock is now traded at around $45.13. The impact to a portfolio due to this purchase was 3.04%. The holding were 85,738 shares as of .

New Purchase: United Rentals Inc (URI)

Lipe & Dalton initiated holding in United Rentals Inc. The purchase prices were between $110.1 and $140.94, with an estimated average price of $126.94. The stock is now traded at around $126.63. The impact to a portfolio due to this purchase was 2.09%. The holding were 22,021 shares as of .

New Purchase: Phillips 66 (PSX)

Lipe & Dalton initiated holding in Phillips 66. 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 $102.42. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,532 shares as of .

New Purchase: Facebook Inc (FB)

Lipe & Dalton initiated holding in Facebook Inc. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $204.66. The impact to a portfolio due to this purchase was 0.09%. The holding were 630 shares as of .

New Purchase: Netflix Inc (NFLX)

Lipe & Dalton initiated holding in Netflix Inc. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $317.94. The impact to a portfolio due to this purchase was 0.09%. The holding were 345 shares as of .

New Purchase: Adobe Inc (ADBE)

Lipe & Dalton initiated holding in Adobe Inc. The purchase prices were between $259.03 and $302.11, with an estimated average price of $277.57. The stock is now traded at around $310.27. The impact to a portfolio due to this purchase was 0.06%. The holding were 300 shares as of .

Sold Out: TC Energy Corp (TRP)

Lipe & Dalton sold out a holding in TC Energy Corp. The sale prices were between $45.67 and $50.16, with an estimated average price of $47.95.

Sold Out: Altria Group Inc (MO)

Lipe & Dalton sold out a holding in Altria Group Inc. The sale prices were between $47.35 and $57.73, with an estimated average price of $52.4.



Here is the complete portfolio of Lipe & Dalton. Also check out:

1. Lipe & Dalton's Undervalued Stocks
2. Lipe & Dalton's Top Growth Companies, and
3. Lipe & Dalton's High Yield stocks
4. Stocks that Lipe & Dalton keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK