Miles Capital, Inc. Buys The Walt Disney Co, Synchrony Financial, Air Products & Chemicals Inc, Sells Kinder Morgan Inc, FedEx Corp, Qualcomm Inc

Author's Avatar
Nov 07, 2019
Article's Main Image
West Des Moines, IA, based Investment company Miles Capital, Inc. (Current Portfolio) buys The Walt Disney Co, Synchrony Financial, Air Products & Chemicals Inc, Valero Energy Corp, Ameriprise Financial Inc, sells Kinder Morgan Inc, FedEx Corp, Qualcomm Inc, Amgen Inc, SEI Investments Co during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Miles Capital, Inc.. As of 2019Q3, Miles Capital, Inc. owns 177 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of MILES CAPITAL, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/miles+capital%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of MILES CAPITAL, INC.
  1. iShares iBoxx $ High Yield Corporate Bond ETF (HYG) - 115,570 shares, 8.31% of the total portfolio. Shares added by 1.99%
  2. Vanguard Total Bond Market ETF (BND) - 117,222 shares, 8.16% of the total portfolio. Shares added by 8.62%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 76,669 shares, 2.60% of the total portfolio. Shares reduced by 2.74%
  4. Microsoft Corp (MSFT) - 19,641 shares, 2.25% of the total portfolio. Shares reduced by 2.95%
  5. NextEra Energy Inc (NEE) - 10,663 shares, 2.05% of the total portfolio. Shares added by 8.43%
New Purchase: The Walt Disney Co (DIS)

Miles Capital, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $132.69. The impact to a portfolio due to this purchase was 1.05%. The holding were 9,743 shares as of .

New Purchase: Synchrony Financial (SYF)

Miles Capital, Inc. initiated holding in Synchrony Financial. The purchase prices were between $31.39 and $36.6, with an estimated average price of $34.28. The stock is now traded at around $37.18. The impact to a portfolio due to this purchase was 0.76%. The holding were 27,198 shares as of .

New Purchase: Valero Energy Corp (VLO)

Miles Capital, Inc. initiated holding in Valero Energy Corp. The purchase prices were between $71.71 and $86.17, with an estimated average price of $80.78. The stock is now traded at around $101.31. The impact to a portfolio due to this purchase was 0.58%. The holding were 8,187 shares as of .

New Purchase: Ameriprise Financial Inc (AMP)

Miles Capital, Inc. initiated holding in Ameriprise Financial Inc. The purchase prices were between $122.4 and $151.47, with an estimated average price of $140.08. The stock is now traded at around $160.05. The impact to a portfolio due to this purchase was 0.47%. The holding were 3,885 shares as of .

New Purchase: Encompass Health Corp (EHC)

Miles Capital, Inc. initiated holding in Encompass Health Corp. The purchase prices were between $58.5 and $67.53, with an estimated average price of $63.12. The stock is now traded at around $70.14. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,822 shares as of .

New Purchase: Anthem Inc (ANTM)

Miles Capital, Inc. initiated holding in Anthem Inc. The purchase prices were between $237.69 and $310.48, with an estimated average price of $273.94. The stock is now traded at around $280.44. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,927 shares as of .

Added: Air Products & Chemicals Inc (APD)

Miles Capital, Inc. added to a holding in Air Products & Chemicals Inc by 123.66%. The purchase prices were between $213.78 and $231.81, with an estimated average price of $225.1. The stock is now traded at around $226.06. The impact to a portfolio due to this purchase was 0.67%. The holding were 6,618 shares as of .

Added: Delta Air Lines Inc (DAL)

Miles Capital, Inc. added to a holding in Delta Air Lines Inc by 105.69%. The purchase prices were between $56.14 and $63.16, with an estimated average price of $59.21. The stock is now traded at around $57.93. The impact to a portfolio due to this purchase was 0.42%. The holding were 17,070 shares as of .

Added: Philip Morris International Inc (PM)

Miles Capital, Inc. added to a holding in Philip Morris International Inc by 81.13%. The purchase prices were between $71.2 and $88.73, with an estimated average price of $79.16. The stock is now traded at around $82.74. The impact to a portfolio due to this purchase was 0.32%. The holding were 11,460 shares as of .

Added: Honeywell International Inc (HON)

Miles Capital, Inc. added to a holding in Honeywell International Inc by 25.37%. The purchase prices were between $156.49 and $178.4, with an estimated average price of $168.85. The stock is now traded at around $180.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,461 shares as of .

Added: Abbott Laboratories (ABT)

Miles Capital, Inc. added to a holding in Abbott Laboratories by 67.33%. The purchase prices were between $81.84 and $88.74, with an estimated average price of $84.98. The stock is now traded at around $83.28. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,715 shares as of .

Added: Costco Wholesale Corp (COST)

Miles Capital, Inc. added to a holding in Costco Wholesale Corp by 64.26%. The purchase prices were between $263.55 and $303.76, with an estimated average price of $281.41. The stock is now traded at around $306.59. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,999 shares as of .

Sold Out: Kinder Morgan Inc (KMI)

Miles Capital, Inc. sold out a holding in Kinder Morgan Inc. The sale prices were between $19.57 and $21.29, with an estimated average price of $20.53.

Sold Out: FedEx Corp (FDX)

Miles Capital, Inc. sold out a holding in FedEx Corp. The sale prices were between $143.25 and $176.01, with an estimated average price of $161.2.

Sold Out: Qualcomm Inc (QCOM)

Miles Capital, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $68.17 and $79.9, with an estimated average price of $75.32.

Sold Out: SEI Investments Co (SEIC)

Miles Capital, Inc. sold out a holding in SEI Investments Co. The sale prices were between $55.38 and $60.9, with an estimated average price of $57.8.

Sold Out: Amgen Inc (AMGN)

Miles Capital, Inc. sold out a holding in Amgen Inc. The sale prices were between $174.11 and $208.62, with an estimated average price of $192.15.

Sold Out: Johnson & Johnson (JNJ)

Miles Capital, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $126.95 and $142.14, with an estimated average price of $131.85.



Here is the complete portfolio of MILES CAPITAL, INC.. Also check out:

1. MILES CAPITAL, INC.'s Undervalued Stocks
2. MILES CAPITAL, INC.'s Top Growth Companies, and
3. MILES CAPITAL, INC.'s High Yield stocks
4. Stocks that MILES CAPITAL, INC. keeps buying