{"id":44494,"date":"2018-06-08T21:00:00","date_gmt":"2018-06-08T21:00:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2018\/06\/us-large-portfolio-transactions-june-2018\/"},"modified":"2018-06-08T21:00:00","modified_gmt":"2018-06-08T21:00:00","slug":"us-large-portfolio-transactions-june-2018","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-us\/2018\/06\/us-large-portfolio-transactions-june-2018\/","title":{"rendered":"US-Large Portfolio Transactions &#8211; June 2018"},"content":{"rendered":"<p class=\"MsoNormal\">Buys:<\/p>\n<p class=\"MsoNormal\"><span lang=\"FR-CA\" style=\"mso-ansi-language: FR-CA;\">\u00a0<\/span><\/p>\n<p class=\"MsoNormal\"><span lang=\"FR-CA\"><strong>1) Verizon Communications (VZ)<\/strong> \u2013 SPScore. <\/span>We purchased VZ to replace TMUS in the telecommunications sector.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>2) J.M. Smucker (SJM)<\/strong> \u2013 Market Trend. Increase in the consumer staples sector as seen in the Top 100 index therefore we increased our position in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>3)\u00a0Western Digital (WDC)<\/strong> \u2013 Market Trend. Increase in the information technology sector as seen in the Top 100 index, we increased our position in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>4)\u00a0DTE Energy (DTE)<\/strong> \u2013 Market Trend. Increase in the utilities sector. We added a position in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>5)\u00a0Westlake Chemical (WLK)<\/strong> \u2013 Unique case. We replaced LYB with WLK because we cannot keep LYB both in the US and ADR portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\u00a0Sells:<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>1) T-Mobile US (TMUS)<\/strong> \u2013 SPscore. We sold TMUS because according to our fundamental data, VZ is a better stock to own in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>2)\u00a0Darden Restaurants (DRI)<\/strong> \u2013 Market Trend.\u00a0 We decreased the number of holdings in the consumer discretionary sector following index allocation.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>3)\u00a0TJX Companies (TJX)\u2013 <\/strong>Market Trend. Reduction in the discretionary sector. We decreased our positions in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>4)\u00a0Spectra Energy Partners (SEP) \u2013 <\/strong>Market Trend. Decreased exposure in the energy sector. We reduced our positions in the portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\"><strong>5)\u00a0LyondellBasell Industries (LYB) \u2013 <\/strong>Unique case. We replaced LYB with WLK because we cannot keep LYB both in the US and ADR portfolio.<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">You can find the transactions on Inovestor For Advisors, under the section Model Portfolios &#8211; StockPointer US.<\/p>\n<p class=\"MsoNormal\"><span style=\"mso-spacerun: yes;\">\u00a0<\/span><\/p>\n<p class=\"MsoNormal\">The Inovestor Team<\/p>\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n<p class=\"MsoNormal\">\n","protected":false},"excerpt":{"rendered":"<p>Buys: \u00a0 1) Verizon Communications (VZ) \u2013 SPScore. We purchased VZ to replace TMUS in the telecommunications sector. 2) J.M. Smucker (SJM) \u2013 Market Trend. Increase in the consumer staples sector as seen in the Top 100 index therefore we increased our position in the portfolio. 3)\u00a0Western Digital (WDC) \u2013 Market Trend. Increase in the [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[630],"tags":[632,660],"class_list":["post-44494","post","type-post","status-publish","format-standard","hentry","category-modelportfolio-en-us","tag-model-portfolio-en-us","tag-us-en-us"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>US-Large Portfolio Transactions - June 2018 - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-us\/2018\/06\/us-large-portfolio-transactions-june-2018\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"US-Large Portfolio Transactions - June 2018\" \/>\n<meta property=\"og:description\" content=\"Buys: \u00a0 1) Verizon Communications (VZ) \u2013 SPScore. We purchased VZ to replace TMUS in the telecommunications sector. 2) J.M. Smucker (SJM) \u2013 Market Trend. Increase in the consumer staples sector as seen in the Top 100 index therefore we increased our position in the portfolio. 3)\u00a0Western Digital (WDC) \u2013 Market Trend. 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