Cambiar Investors Llc Buys Nutrien, Royal Dutch Shell PLC, Applied Materials Inc, Sells Total SA, Banco Santander SA, ArcelorMittal SA

Denver, CO, based Investment company Cambiar Investors Llc (Current Portfolio) buys Nutrien, Royal Dutch Shell PLC, Applied Materials Inc, KKR Inc, ConocoPhillips, sells Total SA, Banco Santander SA, ArcelorMittal SA, eBay Inc, SAP SE during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Cambiar Investors Llc. As of 2019Q2, Cambiar Investors Llc owns 152 stocks with a total value of $3.8 billion. These are the details of the buys and sells.

For the details of CAMBIAR INVESTORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cambiar+investors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of CAMBIAR INVESTORS LLC
  1. Royal Dutch Shell PLC (RDS.A) - 3,942,437 shares, 6.70% of the total portfolio. Shares added by 25.42%
  2. AerCap Holdings NV (AER) - 4,741,373 shares, 6.44% of the total portfolio. Shares reduced by 19.4%
  3. Smith & Nephew PLC (SNN) - 4,991,697 shares, 5.68% of the total portfolio. Shares reduced by 7.83%
  4. SAP SE (SAP) - 1,366,977 shares, 4.89% of the total portfolio. Shares reduced by 21.49%
  5. NXP Semiconductors NV (NXPI) - 1,851,730 shares, 4.72% of the total portfolio. Shares reduced by 5.22%
New Purchase: Nutrien Ltd (NTR)

Cambiar Investors Llc initiated holding in Nutrien Ltd. The purchase prices were between $47.34 and $54.88, with an estimated average price of $52.18. The stock is now traded at around $50.64. The impact to a portfolio due to this purchase was 4.36%. The holding were 3,123,797 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Cambiar Investors Llc initiated holding in Applied Materials Inc. The purchase prices were between $38.69 and $44.91, with an estimated average price of $42.09. The stock is now traded at around $50.82. The impact to a portfolio due to this purchase was 1.22%. The holding were 1,042,497 shares as of .

New Purchase: KKR & Co Inc (KKR)

Cambiar Investors Llc initiated holding in KKR & Co Inc. The purchase prices were between $22.28 and $25.27, with an estimated average price of $23.94. The stock is now traded at around $27.39. The impact to a portfolio due to this purchase was 1.13%. The holding were 1,715,583 shares as of .

New Purchase: ConocoPhillips (COP)

Cambiar Investors Llc initiated holding in ConocoPhillips. The purchase prices were between $57.08 and $67.69, with an estimated average price of $62.26. The stock is now traded at around $59.04. The impact to a portfolio due to this purchase was 1.13%. The holding were 711,776 shares as of .

New Purchase: Charles Schwab Corp (SCHW)

Cambiar Investors Llc initiated holding in Charles Schwab Corp. The purchase prices were between $39.15 and $46.26, with an estimated average price of $43.61. The stock is now traded at around $44.07. The impact to a portfolio due to this purchase was 0.95%. The holding were 909,205 shares as of .

New Purchase: PVH Corp (PVH)

Cambiar Investors Llc initiated holding in PVH Corp. The purchase prices were between $84.49 and $132.71, with an estimated average price of $110.88. The stock is now traded at around $89.38. The impact to a portfolio due to this purchase was 0.1%. The holding were 38,490 shares as of .

Added: Royal Dutch Shell PLC (RDS.A)

Cambiar Investors Llc added to a holding in Royal Dutch Shell PLC by 25.42%. The purchase prices were between $61.81 and $66.01, with an estimated average price of $63.93. The stock is now traded at around $62.87. The impact to a portfolio due to this purchase was 1.36%. The holding were 3,942,437 shares as of .

Added: iShares MSCI EAFE (EFA)

Cambiar Investors Llc added to a holding in iShares MSCI EAFE by 147.71%. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $65.37. The impact to a portfolio due to this purchase was 0.82%. The holding were 797,821 shares as of .

Added: ASML Holding NV (ASML)

Cambiar Investors Llc added to a holding in ASML Holding NV by 27.08%. The purchase prices were between $186.98 and $208.82, with an estimated average price of $198.78. The stock is now traded at around $230.05. The impact to a portfolio due to this purchase was 0.69%. The holding were 598,760 shares as of .

Added: Dow Inc (DOW)

Cambiar Investors Llc added to a holding in Dow Inc by 105.20%. The purchase prices were between $46.76 and $59.71, with an estimated average price of $52.82. The stock is now traded at around $50.77. The impact to a portfolio due to this purchase was 0.37%. The holding were 555,487 shares as of .

Added: Rockwell Automation Inc (ROK)

Cambiar Investors Llc added to a holding in Rockwell Automation Inc by 45.54%. The purchase prices were between $148.85 and $189.92, with an estimated average price of $169.09. The stock is now traded at around $167.22. The impact to a portfolio due to this purchase was 0.37%. The holding were 272,948 shares as of .

Added: Raytheon Co (RTN)

Cambiar Investors Llc added to a holding in Raytheon Co by 39.72%. The purchase prices were between $173.88 and $187.58, with an estimated average price of $179.96. The stock is now traded at around $192.63. The impact to a portfolio due to this purchase was 0.31%. The holding were 242,411 shares as of .

Sold Out: ArcelorMittal SA (MT)

Cambiar Investors Llc sold out a holding in ArcelorMittal SA. The sale prices were between $14.72 and $23.86, with an estimated average price of $18.89.

Sold Out: Hewlett Packard Enterprise Co (HPE)

Cambiar Investors Llc sold out a holding in Hewlett Packard Enterprise Co. The sale prices were between $13.69 and $16.66, with an estimated average price of $15.17.

Sold Out: Agilent Technologies Inc (A)

Cambiar Investors Llc sold out a holding in Agilent Technologies Inc. The sale prices were between $66.89 and $81.94, with an estimated average price of $74.03.

Sold Out: Oracle Corp (ORCL)

Cambiar Investors Llc sold out a holding in Oracle Corp. The sale prices were between $50.24 and $56.99, with an estimated average price of $54.1.

Sold Out: Cerner Corp (CERN)

Cambiar Investors Llc sold out a holding in Cerner Corp. The sale prices were between $56.93 and $73.3, with an estimated average price of $67.44.

Sold Out: Capital One Financial Corp (COF)

Cambiar Investors Llc sold out a holding in Capital One Financial Corp. The sale prices were between $84.48 and $94.26, with an estimated average price of $89.43.



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