- New Purchases: 6D81, TXN,
- Added Positions: DOW, STWD, GOOD, QQQ, WMT, AMZN, D, T, PFF, GOOGL, V, VTR, RTN, MSFT, WELL, VZ, RDS.B, ADBE, AAPL, BAC, CVX, COST, CCI, PYPL, KMI, FB, MPLX, JPS, ENB, NLY, SBAC, OKE, BCE, STZ, DOV, TYG, MDLZ, SYY, XLI,
- Reduced Positions: SNH, UNH, BA, NFJ, TMO, GD, XOM, MA, HQH, MVT, XLK, KHC, IJH, MMM, NOC, MMP, BMY, TRGP, BPL, DCP, CSQ, IWO, VGK, JPM, NS, LMT, XLF, VUG, RDS.A, HII, CAT, KYN, VMO, HR, WY, NVDA, VLO,
- Sold Out: WMB, QCOM, FEN,
For the details of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC 's stock buys and sells, go to https://www.gurufocus.com/guru/fiduciary+financial+services+of+the+southwest+inc+/current-portfolio/portfolioportfolio
These are the top 5 holdings of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC- Boeing Co (BA) - 38,627 shares, 3.99% of the total portfolio. Shares reduced by 1.86%
- American Tower Corp (AMT) - 60,408 shares, 3.50% of the total portfolio. Shares reduced by 0.71%
- Enterprise Products Partners LP (EPD) - 352,915 shares, 2.89% of the total portfolio. Shares reduced by 0.63%
- The Home Depot Inc (HD) - 46,192 shares, 2.72% of the total portfolio. Shares reduced by 0.45%
- Amazon.com Inc (AMZN) - 5,033 shares, 2.70% of the total portfolio. Shares added by 1.45%
Fiduciary Financial Services Of The Southwest Inc initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $65.88. The impact to a portfolio due to this purchase was 0.43%. The holding were 19,981 shares as of .
New Purchase: Texas Instruments Inc (TXN)Fiduciary Financial Services Of The Southwest Inc initiated holding in Texas Instruments Inc. The purchase prices were between $103.21 and $118.43, with an estimated average price of $111.79. The stock is now traded at around $127.98. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,783 shares as of .
Added: Dow Inc (DOW)Fiduciary Financial Services Of The Southwest Inc added to a holding in Dow Inc by 46.13%. The purchase prices were between $46.76 and $59.71, with an estimated average price of $52.82. The stock is now traded at around $48.22. The impact to a portfolio due to this purchase was 0.15%. The holding were 33,479 shares as of .
Added: Bank of America Corporation (BAC)Fiduciary Financial Services Of The Southwest Inc added to a holding in Bank of America Corporation by 20.67%. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $30.58. The impact to a portfolio due to this purchase was 0.02%. The holding were 16,988 shares as of .
Sold Out: Williams Companies Inc (WMB)Fiduciary Financial Services Of The Southwest Inc sold out a holding in Williams Companies Inc. The sale prices were between $26.3 and $29.35, with an estimated average price of $27.78.
Sold Out: Qualcomm Inc (QCOM)Fiduciary Financial Services Of The Southwest Inc sold out a holding in Qualcomm Inc. The sale prices were between $55.9 and $89.29, with an estimated average price of $73.23.
Sold Out: First Trust Energy Income & Growth Fund (FEN)Fiduciary Financial Services Of The Southwest Inc sold out a holding in First Trust Energy Income & Growth Fund. The sale prices were between $21.44 and $22.95, with an estimated average price of $22.08.
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