Tower View Investment Management & Research LLC Buys Varian Medical Systems Inc, Honeywell International Inc, Taiwan Semiconductor Manufacturing Co, Sells United Technologies Corp, IAC/InterActiveCorp, Proto Labs Inc

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Jan 13, 2020
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Investment company Tower View Investment Management & Research LLC (Current Portfolio) buys Varian Medical Systems Inc, Honeywell International Inc, Taiwan Semiconductor Manufacturing Co, Grupo Aeroportuario del Pacifico SAB de CV, Stryker Corp, sells United Technologies Corp, IAC/InterActiveCorp, Proto Labs Inc, Netflix Inc, 3M Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Tower View Investment Management & Research LLC. As of 2019Q4, Tower View Investment Management & Research LLC owns 137 stocks with a total value of $127 million. These are the details of the buys and sells.

For the details of Tower View Investment Management & Research LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tower+view+investment+management+%26+research+llc/current-portfolio/portfolio

These are the top 5 holdings of Tower View Investment Management & Research LLC
  1. SPDR S&P MidCap 400 ETF (MDY) - 16,820 shares, 4.98% of the total portfolio. Shares added by 1.63%
  2. iShares Russell 3000 ETF (IWV) - 29,219 shares, 4.34% of the total portfolio. Shares reduced by 2.33%
  3. SPDR S&P 500 ETF Trust (SPY) - 14,588 shares, 3.70% of the total portfolio. Shares reduced by 1.16%
  4. Vanguard Small-Cap Growth ETF (VBK) - 23,549 shares, 3.69% of the total portfolio. Shares reduced by 0.8%
  5. Nestle SA (NSRGY) - 35,629 shares, 3.04% of the total portfolio. Shares added by 0.18%
New Purchase: Varian Medical Systems Inc (VAR)

Tower View Investment Management & Research LLC initiated holding in Varian Medical Systems Inc. The purchase prices were between $107.95 and $143.26, with an estimated average price of $128.09. The stock is now traded at around $146.44. The impact to a portfolio due to this purchase was 1.44%. The holding were 12,845 shares as of .

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Tower View Investment Management & Research LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $46.43 and $59.23, with an estimated average price of $53.22. The stock is now traded at around $60.06. The impact to a portfolio due to this purchase was 0.85%. The holding were 18,660 shares as of .

New Purchase: Grupo Aeroportuario del Pacifico SAB de CV (PAC)

Tower View Investment Management & Research LLC initiated holding in Grupo Aeroportuario del Pacifico SAB de CV. The purchase prices were between $96.75 and $123.78, with an estimated average price of $106.45. The stock is now traded at around $127.38. The impact to a portfolio due to this purchase was 0.69%. The holding were 7,355 shares as of .

New Purchase: Hermes International SA (HESAY)

Tower View Investment Management & Research LLC initiated holding in Hermes International SA. The purchase prices were between $65.8 and $75.84, with an estimated average price of $72.27. The stock is now traded at around $76.71. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,175 shares as of .

New Purchase: Intel Corp (INTC)

Tower View Investment Management & Research LLC initiated holding in Intel Corp. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $59.59. The impact to a portfolio due to this purchase was 0.02%. The holding were 520 shares as of .

New Purchase: Sturm Ruger & Co Inc (RGR)

Tower View Investment Management & Research LLC initiated holding in Sturm Ruger & Co Inc. The purchase prices were between $41.33 and $47.58, with an estimated average price of $45.44. The stock is now traded at around $49.50. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 120 shares as of .

Added: Honeywell International Inc (HON)

Tower View Investment Management & Research LLC added to a holding in Honeywell International Inc by 14857.14%. The purchase prices were between $158.62 and $182.01, with an estimated average price of $173.73. The stock is now traded at around $181.27. The impact to a portfolio due to this purchase was 0.87%. The holding were 6,282 shares as of .

Added: Stryker Corp (SYK)

Tower View Investment Management & Research LLC added to a holding in Stryker Corp by 39.62%. The purchase prices were between $197.98 and $220.53, with an estimated average price of $207.49. The stock is now traded at around $206.89. The impact to a portfolio due to this purchase was 0.59%. The holding were 12,624 shares as of .

Added: Clorox Co (CLX)

Tower View Investment Management & Research LLC added to a holding in Clorox Co by 640.31%. The purchase prices were between $145.02 and $153.54, with an estimated average price of $149.46. The stock is now traded at around $156.20. The impact to a portfolio due to this purchase was 0.51%. The holding were 4,849 shares as of .

Added: McDonald's Corp (MCD)

Tower View Investment Management & Research LLC added to a holding in McDonald's Corp by 92.19%. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $206.51. The impact to a portfolio due to this purchase was 0.45%. The holding were 6,027 shares as of .

Added: Leidos Holdings Inc (LDOS)

Tower View Investment Management & Research LLC added to a holding in Leidos Holdings Inc by 30.30%. The purchase prices were between $79.24 and $98.53, with an estimated average price of $88.38. The stock is now traded at around $101.15. The impact to a portfolio due to this purchase was 0.38%. The holding were 21,061 shares as of .

Added: Walmart Inc (WMT)

Tower View Investment Management & Research LLC added to a holding in Walmart Inc by 155.24%. The purchase prices were between $116.12 and $121.28, with an estimated average price of $119.15. The stock is now traded at around $115.88. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,340 shares as of .

Sold Out: IAC/InterActiveCorp (IAC)

Tower View Investment Management & Research LLC sold out a holding in IAC/InterActiveCorp. The sale prices were between $212.59 and $252.5, with an estimated average price of $225.94.

Sold Out: Proto Labs Inc (PRLB)

Tower View Investment Management & Research LLC sold out a holding in Proto Labs Inc. The sale prices were between $93.39 and $107.24, with an estimated average price of $99.13.

Sold Out: Simon Property Group Inc (SPG)

Tower View Investment Management & Research LLC sold out a holding in Simon Property Group Inc. The sale prices were between $144.01 and $158.06, with an estimated average price of $149.85.

Sold Out: 3M Co (MMM)

Tower View Investment Management & Research LLC sold out a holding in 3M Co. The sale prices were between $150.74 and $178.47, with an estimated average price of $167.84.

Sold Out: Celgene Corp (CELG)

Tower View Investment Management & Research LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Colgate-Palmolive Co (CL)

Tower View Investment Management & Research LLC sold out a holding in Colgate-Palmolive Co. The sale prices were between $65.41 and $72.07, with an estimated average price of $68.12.



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