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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.



Here is the complete portfolio of Crow Point Partners, LLC. Also check out:

1. Crow Point Partners, LLC's Undervalued Stocks
2. Crow Point Partners, LLC's Top Growth Companies, and
3. Crow Point Partners, LLC's High Yield stocks
4. Stocks that Crow Point Partners, LLC keeps buying

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