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Lakeview Capital Partners, LLC Buys Colony Bankcorp Inc, Bristol-Myers Squibb Company, CenterState Bank Corp, Sells Leggett & Platt Inc, National Commerce Corp, SPDR Nuveen Barclays Short Term Municipal Bond ETF

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Aug 05, 2019
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Atlanta, GA, based Investment company Lakeview Capital Partners, LLC (Current Portfolio) buys Colony Bankcorp Inc, Bristol-Myers Squibb Company, CenterState Bank Corp, L3 Technologies Inc, Fidelity National Information Services Inc, sells Leggett & Platt Inc, National Commerce Corp, SPDR Nuveen Barclays Short Term Municipal Bond ETF, Health Care Select Sector SPDR Fund, RLI Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Lakeview Capital Partners, LLC. As of 2019Q2, Lakeview Capital Partners, LLC owns 228 stocks with a total value of $165 million. These are the details of the buys and sells.

For the details of Lakeview Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lakeview+capital+partners%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Lakeview Capital Partners, LLC
  1. Apple Inc (AAPL) - 29,444 shares, 3.52% of the total portfolio. Shares added by 2.68%
  2. The Home Depot Inc (HD) - 26,263 shares, 3.30% of the total portfolio. Shares added by 2.86%
  3. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 52,038 shares, 3.20% of the total portfolio. Shares reduced by 2.08%
  4. SPDR S&P 500 ETF Trust (SPY) - 16,553 shares, 2.93% of the total portfolio. Shares added by 3.31%
  5. JPMorgan Chase & Co (JPM) - 31,007 shares, 2.10% of the total portfolio. Shares reduced by 1.21%
New Purchase: Colony Bankcorp Inc (CBAN)

Lakeview Capital Partners, LLC initiated holding in Colony Bankcorp Inc. The purchase prices were between $16.35 and $18, with an estimated average price of $17.04. The stock is now traded at around $16.40. The impact to a portfolio due to this purchase was 0.74%. The holding were 71,840 shares as of .

New Purchase: CenterState Bank Corp (CSFL)

Lakeview Capital Partners, LLC initiated holding in CenterState Bank Corp. The purchase prices were between $21.89 and $24.81, with an estimated average price of $23.47. The stock is now traded at around $21.95. The impact to a portfolio due to this purchase was 0.36%. The holding were 25,636 shares as of .

New Purchase: L3 Technologies Inc (LLL)

Lakeview Capital Partners, LLC initiated holding in L3 Technologies Inc. The purchase prices were between $206.67 and $258.8, with an estimated average price of $233.38. The stock is now traded at around $245.17. The impact to a portfolio due to this purchase was 0.31%. The holding were 2,707 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Lakeview Capital Partners, LLC initiated holding in Fidelity National Information Services Inc. The purchase prices were between $110.89 and $123.88, with an estimated average price of $117.36. The stock is now traded at around $126.27. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,089 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Lakeview Capital Partners, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.35 and $110.67, with an estimated average price of $110.5. The stock is now traded at around $110.50. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,900 shares as of .

New Purchase: Targa Resources Corp (TRGP)

Lakeview Capital Partners, LLC initiated holding in Targa Resources Corp. The purchase prices were between $36.59 and $42.38, with an estimated average price of $39.72. The stock is now traded at around $35.35. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,038 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Lakeview Capital Partners, LLC added to a holding in Bristol-Myers Squibb Company by 217.40%. The purchase prices were between $44.62 and $49.34, with an estimated average price of $46.57. The stock is now traded at around $44.98. The impact to a portfolio due to this purchase was 0.57%. The holding were 30,378 shares as of .

Added: Vanguard S&P 500 ETF (VOO)

Lakeview Capital Partners, LLC added to a holding in Vanguard S&P 500 ETF by 24.95%. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $261.37. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,559 shares as of .

Added: Alphabet Inc (GOOG)

Lakeview Capital Partners, LLC added to a holding in Alphabet Inc by 32.69%. The purchase prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77. The stock is now traded at around $1152.59. The impact to a portfolio due to this purchase was 0.14%. The holding were 893 shares as of .

Added: SPDR Gold Trust (GLD)

Lakeview Capital Partners, LLC added to a holding in SPDR Gold Trust by 26.35%. The purchase prices were between $119.94 and $134.2, with an estimated average price of $123.59. The stock is now traded at around $138.08. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,888 shares as of .

Added: Dominion Energy Inc (D)

Lakeview Capital Partners, LLC added to a holding in Dominion Energy Inc by 42.24%. The purchase prices were between $73.31 and $79.22, with an estimated average price of $76.21. The stock is now traded at around $75.12. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,233 shares as of .

Added: TJX Companies Inc (TJX)

Lakeview Capital Partners, LLC added to a holding in TJX Companies Inc by 24.27%. The purchase prices were between $49.73 and $55.42, with an estimated average price of $53.16. The stock is now traded at around $50.22. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,614 shares as of .

Sold Out: Leggett & Platt Inc (LEG)

Lakeview Capital Partners, LLC sold out a holding in Leggett & Platt Inc. The sale prices were between $35.51 and $43.74, with an estimated average price of $39.46.

Sold Out: National Commerce Corp (NCOM)

Lakeview Capital Partners, LLC sold out a holding in National Commerce Corp. The sale prices were between $39.21 and $39.21, with an estimated average price of $39.21.

Sold Out: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

Lakeview Capital Partners, LLC sold out a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF. The sale prices were between $48.39 and $48.94, with an estimated average price of $48.61.

Sold Out: RLI Corp (RLI)

Lakeview Capital Partners, LLC sold out a holding in RLI Corp. The sale prices were between $70.85 and $89.94, with an estimated average price of $82.19.

Sold Out: Wynn Resorts Ltd (WYNN)

Lakeview Capital Partners, LLC sold out a holding in Wynn Resorts Ltd. The sale prices were between $103.57 and $149.3, with an estimated average price of $128.56.

Sold Out: Vanguard REIT ETF (VNQ)

Lakeview Capital Partners, LLC sold out a holding in Vanguard REIT ETF. The sale prices were between $84.55 and $91.52, with an estimated average price of $87.51.



Here is the complete portfolio of Lakeview Capital Partners, LLC. Also check out:

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4. Stocks that Lakeview Capital Partners, LLC keeps buying
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