Crow Point Partners, LLC Buys South Jersey Industries Inc, Williams Inc, AT&T Inc, Sells NextEra Energy Inc, CMS Energy Corp, DTE Energy Co

Scituate, MA, based Investment company Crow Point Partners, LLC (Current Portfolio) buys South Jersey Industries Inc, Williams Inc, AT&T Inc, Exelon Corp, Verizon Communications Inc, sells NextEra Energy Inc, CMS Energy Corp, DTE Energy Co, Chunghwa Telecom Co, iShares Core U.S. Aggregate Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Crow Point Partners, LLC. As of 2019Q2, Crow Point Partners, LLC owns 121 stocks with a total value of $621 million. These are the details of the buys and sells.

For the details of Crow Point Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/crow+point+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Crow Point Partners, LLC
  1. Visa Inc (V) - 310,000 shares, 8.67% of the total portfolio.
  2. Sempra Energy (SRE) - 305,000 shares, 6.75% of the total portfolio.
  3. Shenandoah Telecommunications Co (SHEN) - 975,000 shares, 6.10% of the total portfolio.
  4. PNM Resources Inc (PNM) - 720,744 shares, 5.91% of the total portfolio. Shares added by 0.05%
  5. Verizon Communications Inc (VZ) - 600,775 shares, 5.53% of the total portfolio. Shares added by 20.16%
New Purchase: South Jersey Industries Inc (SJI)

Crow Point Partners, LLC initiated holding in South Jersey Industries Inc. The purchase prices were between $31.04 and $34.02, with an estimated average price of $32.31. The stock is now traded at around $31.31. The impact to a portfolio due to this purchase was 2.06%. The holding were 380,000 shares as of .

New Purchase: Williams Companies Inc (WMB)

Crow Point Partners, LLC initiated holding in Williams Companies Inc. The purchase prices were between $26.3 and $29.35, with an estimated average price of $27.78. The stock is now traded at around $22.92. The impact to a portfolio due to this purchase was 1.9%. The holding were 420,000 shares as of .

New Purchase: ONEOK Inc (OKE)

Crow Point Partners, LLC initiated holding in ONEOK Inc. The purchase prices were between $63.62 and $70.6, with an estimated average price of $67.4. The stock is now traded at around $67.95. The impact to a portfolio due to this purchase was 0.85%. The holding were 76,900 shares as of .

New Purchase: Health Care Select Sector SPDR Fund (XLV)

Crow Point Partners, LLC initiated holding in Health Care Select Sector SPDR Fund. The purchase prices were between $85.78 and $93.73, with an estimated average price of $89.84. The stock is now traded at around $89.45. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,000 shares as of .

New Purchase: Royce Value Trust Inc (RVT)

Crow Point Partners, LLC initiated holding in Royce Value Trust Inc. The purchase prices were between $13.13 and $14.51, with an estimated average price of $13.89. The stock is now traded at around $13.06. The impact to a portfolio due to this purchase was 0.13%. The holding were 60,052 shares as of .

New Purchase: iShares U.S. Healthcare Providers ETF (IHF)

Crow Point Partners, LLC initiated holding in iShares U.S. Healthcare Providers ETF. The purchase prices were between $151 and $173.38, with an estimated average price of $166.2. The stock is now traded at around $171.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,400 shares as of .

Added: AT&T Inc (T)

Crow Point Partners, LLC added to a holding in AT&T Inc by 168.00%. The purchase prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $34.34. The impact to a portfolio due to this purchase was 1.13%. The holding were 335,000 shares as of .

Added: Exelon Corp (EXC)

Crow Point Partners, LLC added to a holding in Exelon Corp by 65.44%. The purchase prices were between $47.56 and $50.95, with an estimated average price of $49.48. The stock is now traded at around $44.65. The impact to a portfolio due to this purchase was 0.97%. The holding were 316,001 shares as of .

Added: Verizon Communications Inc (VZ)

Crow Point Partners, LLC added to a holding in Verizon Communications Inc by 20.16%. The purchase prices were between $54.35 and $59.5, with an estimated average price of $57.65. The stock is now traded at around $56.30. The impact to a portfolio due to this purchase was 0.93%. The holding were 600,775 shares as of .

Added: Plymouth Industrial REIT Inc (PLYM)

Crow Point Partners, LLC added to a holding in Plymouth Industrial REIT Inc by 78.82%. The purchase prices were between $16.55 and $19.48, with an estimated average price of $17.74. The stock is now traded at around $18.50. The impact to a portfolio due to this purchase was 0.2%. The holding were 152,000 shares as of .

Added: iShares MSCI ACWI Index Fund (ACWI)

Crow Point Partners, LLC added to a holding in iShares MSCI ACWI Index Fund by 83.53%. The purchase prices were between $70.09 and $74.72, with an estimated average price of $72.93. The stock is now traded at around $70.28. The impact to a portfolio due to this purchase was 0.17%. The holding were 31,200 shares as of .

Added: Perma-Pipe International Holdings Inc (PPIH)

Crow Point Partners, LLC added to a holding in Perma-Pipe International Holdings Inc by 28.14%. The purchase prices were between $8.78 and $9.46, with an estimated average price of $9.03. The stock is now traded at around $8.44. The impact to a portfolio due to this purchase was 0.11%. The holding were 341,500 shares as of .

Sold Out: Summit Hotel Properties Inc (INN)

Crow Point Partners, LLC sold out a holding in Summit Hotel Properties Inc. The sale prices were between $11.15 and $12.56, with an estimated average price of $11.79.

Sold Out: SPDR Barclays Short Term High Yield Bond ETF (SJNK)

Crow Point Partners, LLC sold out a holding in SPDR Barclays Short Term High Yield Bond ETF. The sale prices were between $26.69 and $27.36, with an estimated average price of $27.14.

Sold Out: iShares Emerging Markets Local Currency Bond ETF (LEMB)

Crow Point Partners, LLC sold out a holding in iShares Emerging Markets Local Currency Bond ETF. The sale prices were between $42.96 and $46.24, with an estimated average price of $44.23.

Sold Out: Twilio Inc (TWLO)

Crow Point Partners, LLC sold out a holding in Twilio Inc. The sale prices were between $122.12 and $146.66, with an estimated average price of $133.

Sold Out: iShares China Large-Cap ETF (FXI)

Crow Point Partners, LLC sold out a holding in iShares China Large-Cap ETF. The sale prices were between $39.53 and $45.39, with an estimated average price of $42.36.

Sold Out: Exact Sciences Corp (EXAS)

Crow Point Partners, LLC sold out a holding in Exact Sciences Corp. The sale prices were between $89.51 and $118.04, with an estimated average price of $100.57.



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