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Walter & Keenan Financial Consulting Co Buys Unilever NV, Royal Dutch Shell PLC, Charles Schwab Corp, Sells Schwab U.S. Broad Market, Qualcomm Inc, Schwab International Equity

Investment company Walter & Keenan Financial Consulting Co (Current Portfolio) buys Unilever NV, Royal Dutch Shell PLC, Charles Schwab Corp, Anaplan Inc, Brookfield Property REIT Inc, sells Schwab U.S. Broad Market, Qualcomm Inc, Schwab International Equity, Welltower Inc, Ventas Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Walter & Keenan Financial Consulting Co . As of 2019Q2, Walter & Keenan Financial Consulting Co owns 143 stocks with a total value of $224 million. These are the details of the buys and sells.

For the details of WALTER & KEENAN FINANCIAL CONSULTING CO 's stock buys and sells, go to https://www.gurufocus.com/guru/walter+%26+keenan+financial+consulting+co+/current-portfolio/portfolioportfolio

These are the top 5 holdings of WALTER & KEENAN FINANCIAL CONSULTING CO
  1. Microsoft Corp (MSFT) - 76,100 shares, 4.56% of the total portfolio. Shares reduced by 0.52%
  2. Apple Inc (AAPL) - 42,814 shares, 3.79% of the total portfolio.
  3. JPMorgan Chase & Co (JPM) - 66,052 shares, 3.30% of the total portfolio. Shares reduced by 1.27%
  4. Johnson & Johnson (JNJ) - 50,713 shares, 3.16% of the total portfolio. Shares added by 0.60%
  5. Exxon Mobil Corp (XOM) - 82,786 shares, 2.84% of the total portfolio. Shares added by 1.35%
New Purchase: Unilever NV (UN)

Walter & Keenan Financial Consulting Co initiated holding in Unilever NV. The purchase prices were between $57.51 and $61.98, with an estimated average price of $59.85. The stock is now traded at around $58.38. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,861 shares as of .

New Purchase: Royal Dutch Shell PLC (RDS.B)

Walter & Keenan Financial Consulting Co initiated holding in Royal Dutch Shell PLC. The purchase prices were between $62.86 and $66.97, with an estimated average price of $65.02. The stock is now traded at around $60.47. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,993 shares as of .

New Purchase: Anaplan Inc (PLAN)

Walter & Keenan Financial Consulting Co initiated holding in Anaplan Inc. The purchase prices were between $35.07 and $51.35, with an estimated average price of $41.18. The stock is now traded at around $57.81. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,050 shares as of .

New Purchase: Brookfield Property REIT Inc (BPR)

Walter & Keenan Financial Consulting Co initiated holding in Brookfield Property REIT Inc. The purchase prices were between $18.21 and $21.14, with an estimated average price of $19.93. The stock is now traded at around $19.43. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,000 shares as of .

New Purchase: KeyCorp (KEY)

Walter & Keenan Financial Consulting Co initiated holding in KeyCorp. The purchase prices were between $15.97 and $17.75, with an estimated average price of $16.91. The stock is now traded at around $17.91. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,500 shares as of .

New Purchase: Energy Transfer LP (ET)

Walter & Keenan Financial Consulting Co initiated holding in Energy Transfer LP. The purchase prices were between $13.74 and $15.74, with an estimated average price of $14.81. The stock is now traded at around $14.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,600 shares as of .

Added: Charles Schwab Corp (SCHW)

Walter & Keenan Financial Consulting Co added to a holding in Charles Schwab Corp by 41.60%. 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 $42.56. The impact to a portfolio due to this purchase was 0.09%. The holding were 17,700 shares as of .

Added: UnitedHealth Group Inc (UNH)

Walter & Keenan Financial Consulting Co added to a holding in UnitedHealth Group Inc by 27.91%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $250.63. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,750 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Walter & Keenan Financial Consulting Co added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 50.00%. The purchase prices were between $101.35 and $101.75, with an estimated average price of $101.57. The stock is now traded at around $101.56. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,000 shares as of .

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

Walter & Keenan Financial Consulting Co added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 22.60%. The purchase prices were between $25.41 and $28.13, with an estimated average price of $27.12. The stock is now traded at around $27.25. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,850 shares as of .

Sold Out: Qualcomm Inc (QCOM)

Walter & Keenan Financial Consulting Co sold out a holding in Qualcomm Inc. The sale prices were between $55.9 and $89.29, with an estimated average price of $73.23.

Sold Out: Ventas Inc (VTR)

Walter & Keenan Financial Consulting Co sold out a holding in Ventas Inc. The sale prices were between $57.77 and $71.76, with an estimated average price of $63.73.

Sold Out: SPDR S&P Emerging Markets Dividend (EDIV)

Walter & Keenan Financial Consulting Co sold out a holding in SPDR S&P Emerging Markets Dividend. The sale prices were between $29.86 and $32.71, with an estimated average price of $31.45.

Sold Out: MPLX LP (MPLX)

Walter & Keenan Financial Consulting Co sold out a holding in MPLX LP. The sale prices were between $30.58 and $33.4, with an estimated average price of $31.86.

Sold Out: TD Ameritrade Holding Corp (AMTD)

Walter & Keenan Financial Consulting Co 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.

Sold Out: Deere & Co (DE)

Walter & Keenan Financial Consulting Co sold out a holding in Deere & Co. The sale prices were between $134.82 and $169.15, with an estimated average price of $155.58.



Here is the complete portfolio of WALTER & KEENAN FINANCIAL CONSULTING CO . Also check out:

1. WALTER & KEENAN FINANCIAL CONSULTING CO 's Undervalued Stocks
2. WALTER & KEENAN FINANCIAL CONSULTING CO 's Top Growth Companies, and
3. WALTER & KEENAN FINANCIAL CONSULTING CO 's High Yield stocks
4. Stocks that WALTER & KEENAN FINANCIAL CONSULTING CO keeps buying

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