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Act Two Investors LLC Buys Materials Select Sector SPDR Fund, CBS Corp, NXP Semiconductors NV, Sells Health Care Select Sector SPDR Fund, United Parcel Service Inc, Allergan PLC

Investment company Act Two Investors LLC (Current Portfolio) buys Materials Select Sector SPDR Fund, CBS Corp, NXP Semiconductors NV, Alphabet Inc, Enbridge Inc, sells Health Care Select Sector SPDR Fund, United Parcel Service Inc, Allergan PLC, Delta Air Lines Inc, Netflix Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Act Two Investors LLC. As of 2019Q3, Act Two Investors LLC owns 38 stocks with a total value of $227 million. These are the details of the buys and sells.

For the details of Act Two Investors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/act+two+investors+llc/current-portfolio/portfolio

These are the top 5 holdings of Act Two Investors LLC
  1. Microsoft Corp (MSFT) - 158,487 shares, 9.72% of the total portfolio. Shares added by 19.78%
  2. AT&T Inc (T) - 449,271 shares, 7.50% of the total portfolio. Shares added by 17.01%
  3. Alphabet Inc (GOOG) - 12,674 shares, 6.82% of the total portfolio. Shares added by 25.00%
  4. Kansas City Southern (KSU) - 106,741 shares, 6.26% of the total portfolio. Shares added by 22.20%
  5. Booking Holdings Inc (BKNG) - 6,879 shares, 5.96% of the total portfolio. Shares added by 23.30%
New Purchase: Materials Select Sector SPDR Fund (XLB)

Act Two Investors LLC initiated holding in Materials Select Sector SPDR Fund. The purchase prices were between $54.95 and $59.46, with an estimated average price of $57.67. The stock is now traded at around $60.39. The impact to a portfolio due to this purchase was 3.53%. The holding were 137,613 shares as of .

New Purchase: Aon PLC (AON)

Act Two Investors LLC initiated holding in Aon PLC. The purchase prices were between $183.25 and $198.48, with an estimated average price of $193.07. The stock is now traded at around $195.00. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,625 shares as of .

New Purchase: Comcast Corp (CMCSA)

Act Two Investors LLC initiated holding in Comcast Corp. The purchase prices were between $41.61 and $46.97, with an estimated average price of $44.29. The stock is now traded at around $45.23. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,799 shares as of .

New Purchase: Motorola Solutions Inc (MSI)

Act Two Investors LLC initiated holding in Motorola Solutions Inc. The purchase prices were between $164.43 and $181.16, with an estimated average price of $171.8. The stock is now traded at around $161.12. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,448 shares as of .

New Purchase: Nuveen Select Tax Free Income Portfolio (NXP)

Act Two Investors LLC initiated holding in Nuveen Select Tax Free Income Portfolio. The purchase prices were between $15.28 and $16.1, with an estimated average price of $15.61. The stock is now traded at around $16.28. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,695 shares as of .

Added: CBS Corp (CBS)

Act Two Investors LLC added to a holding in CBS Corp by 61.80%. The purchase prices were between $40.3 and $53.51, with an estimated average price of $46.79. The stock is now traded at around $37.76. The impact to a portfolio due to this purchase was 1.76%. The holding were 258,626 shares as of .

Added: NXP Semiconductors NV (NXPI)

Act Two Investors LLC added to a holding in NXP Semiconductors NV by 101.32%. The purchase prices were between $94.12 and $110.73, with an estimated average price of $102.06. The stock is now traded at around $118.94. The impact to a portfolio due to this purchase was 1.63%. The holding were 67,121 shares as of .

Added: Alphabet Inc (GOOG)

Act Two Investors LLC added to a holding in Alphabet Inc by 25.00%. The purchase prices were between $1097.95 and $1250.41, with an estimated average price of $1182.53. The stock is now traded at around $1298.80. The impact to a portfolio due to this purchase was 1.36%. The holding were 12,674 shares as of .

Added: Enbridge Inc (ENB)

Act Two Investors LLC added to a holding in Enbridge Inc by 27.02%. The purchase prices were between $32.61 and $36.89, with an estimated average price of $34.59. The stock is now traded at around $38.26. The impact to a portfolio due to this purchase was 1.23%. The holding were 374,033 shares as of .

Added: Kansas City Southern (KSU)

Act Two Investors LLC added to a holding in Kansas City Southern by 22.20%. The purchase prices were between $115.79 and $133.25, with an estimated average price of $124.68. The stock is now traded at around $152.51. The impact to a portfolio due to this purchase was 1.14%. The holding were 106,741 shares as of .

Added: Booking Holdings Inc (BKNG)

Act Two Investors LLC added to a holding in Booking Holdings Inc by 23.30%. The purchase prices were between $1786.52 and $2077.44, with an estimated average price of $1936.45. The stock is now traded at around $1875.84. The impact to a portfolio due to this purchase was 1.13%. The holding were 6,879 shares as of .

Sold Out: Health Care Select Sector SPDR Fund (XLV)

Act Two Investors LLC sold out a holding in Health Care Select Sector SPDR Fund. The sale prices were between $88.76 and $94.4, with an estimated average price of $91.34.

Sold Out: Allergan PLC (AGN)

Act Two Investors LLC sold out a holding in Allergan PLC. The sale prices were between $156.34 and $169.61, with an estimated average price of $162.97.

Sold Out: Delta Air Lines Inc (DAL)

Act Two Investors LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $56.14 and $63.16, with an estimated average price of $59.21.

Sold Out: Netflix Inc (NFLX)

Act Two Investors LLC sold out a holding in Netflix Inc. The sale prices were between $254.59 and $381.72, with an estimated average price of $313.64.



Here is the complete portfolio of Act Two Investors LLC. Also check out:

1. Act Two Investors LLC's Undervalued Stocks
2. Act Two Investors LLC's Top Growth Companies, and
3. Act Two Investors LLC's High Yield stocks
4. Stocks that Act Two Investors LLC keeps buying

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