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David Dreman Buys Total SA, Zimmer Biomet Holdings Inc, The Travelers Inc, Sells Reynolds ...

David Dreman

  • New Purchases: TOT , TRV , PWR , BTI, DWDP, KNX, BIVV,
  • Added Positions:ZBH, KEY, WYN, JPM, CM, BAC, MS, BHP, KR, HCA,
  • Reduced Positions:APC, HIG, MET, LYB, PRU, SWKS, WD, AXP, WAIR, AFL,
  • Sold Out:RAI, NSR, APA, RES, CPE, SPLS, MCFYY,

For the details of David Dreman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=David+Dreman

These are the top 5 holdings of David Dreman

  1. JPMorgan Chase & Co ( JPM ) - 40,037 shares, 2.1% of the total portfolio. Shares added by 8.83%
  2. Wells Fargo & Co ( WFC ) - 60,544 shares, 1.83% of the total portfolio. Shares reduced by 6.1%
  3. Citigroup Inc ( C ) - 40,345 shares, 1.61% of the total portfolio. Shares reduced by 5.41%
  4. SunTrust Banks Inc ( STI ) - 47,044 shares, 1.54% of the total portfolio. Shares reduced by 6.02%
  5. Western Digital Corp ( WDC ) - 32,418 shares, 1.53% of the total portfolio. Shares reduced by 7.31%

New Purchase: Total SA (TOT)

David Dreman initiated holdings in Total SA. The purchase prices were between $48.45 and $54.64, with an estimated average price of $51.33. The stock is now traded at around $55.33. The impact to the portfolio due to this purchase was 0.58%. The holdings were 19,791 shares as of 2017-09-30.

New Purchase: The Travelers Companies Inc (TRV)

David Dreman initiated holdings in The Travelers Companies Inc. The purchase prices were between $115.18 and $130.15, with an estimated average price of $124.85. The stock is now traded at around $133.24. The impact to the portfolio due to this purchase was 0.55%. The holdings were 8,251 shares as of 2017-09-30.

New Purchase: Quanta Services Inc (PWR)

David Dreman initiated holdings in Quanta Services Inc. The purchase prices were between $32.67 and $37.59, with an estimated average price of $35.04. The stock is now traded at around $36.00. The impact to the portfolio due to this purchase was 0.47%. The holdings were 23,080 shares as of 2017-09-30.

New Purchase: British American Tobacco PLC (BTI)

David Dreman initiated holdings in British American Tobacco PLC. The purchase prices were between $60.8 and $71.55, with an estimated average price of $64.54. The stock is now traded at around $64.25. The impact to the portfolio due to this purchase was 0.32%. The holdings were 9,385 shares as of 2017-09-30.

New Purchase: DowDuPont Inc (DWDP)

David Dreman initiated holdings in DowDuPont Inc. The purchase prices were between $63.11 and $70.41, with an estimated average price of $65.88. The stock is now traded at around $69.01. The impact to the portfolio due to this purchase was 0.11%. The holdings were 2,876 shares as of 2017-09-30.

New Purchase: Knight-Swift Transportation Holdings Inc (KNX)

David Dreman initiated holdings in Knight-Swift Transportation Holdings Inc. The purchase prices were between $34.85 and $41.36, with an estimated average price of $37.85. The stock is now traded at around $38.52. The impact to the portfolio due to this purchase was 0.02%. The holdings were 1,032 shares as of 2017-09-30.

Added: Zimmer Biomet Holdings Inc (ZBH)

David Dreman added to the holdings in Zimmer Biomet Holdings Inc by 100.00%. The purchase prices were between $110.13 and $132.61, with an estimated average price of $119.08. The stock is now traded at around $112.25. The impact to the portfolio due to this purchase was 0.56%. The holdings were 16,472 shares as of 2017-09-30.

Added: KeyCorp (KEY)

David Dreman added to the holdings in KeyCorp by 49.33%. The purchase prices were between $16.47 and $19.37, with an estimated average price of $18.1. The stock is now traded at around $18.07. The impact to the portfolio due to this purchase was 0.29%. The holdings were 85,262 shares as of 2017-09-30.

Added: Wyndham Worldwide Corp (WYN)

David Dreman added to the holdings in Wyndham Worldwide Corp by 100.00%. The purchase prices were between $96.15 and $105.31, with an estimated average price of $100.98. The stock is now traded at around $106.82. The impact to the portfolio due to this purchase was 0.28%. The holdings were 9,774 shares as of 2017-09-30.

Added: Canadian Imperial Bank of Commerce (CM)

David Dreman added to the holdings in Canadian Imperial Bank of Commerce by 25.47%. The purchase prices were between $81.75 and $88.95, with an estimated average price of $85.52. The stock is now traded at around $88.65. The impact to the portfolio due to this purchase was 0.14%. The holdings were 14,635 shares as of 2017-09-30.

Added: BHP Billiton Ltd (BHP)

David Dreman added to the holdings in BHP Billiton Ltd by 2451.98%. The purchase prices were between $36.18 and $44.54, with an estimated average price of $40.9. The stock is now traded at around $41.50. The impact to the portfolio due to this purchase was 0.1%. The holdings were 4,517 shares as of 2017-09-30.

Added: Kohl's Corp (KSS)

David Dreman added to the holdings in Kohl's Corp by 25.37%. The purchase prices were between $36.63 and $46.34, with an estimated average price of $40.9. The stock is now traded at around $41.62. The impact to the portfolio due to this purchase was 0.06%. The holdings were 12,331 shares as of 2017-09-30.

Sold Out: Reynolds American Inc (RAI)

David Dreman sold out the holdings in Reynolds American Inc. The sale prices were between $63.94 and $66.89, with an estimated average price of $65.08.

Sold Out: NeuStar Inc (NSR)

David Dreman sold out the holdings in NeuStar Inc. The sale prices were between $33.25 and $33.5, with an estimated average price of $33.36.

Sold Out: Apache Corp (APA)

David Dreman sold out the holdings in Apache Corp. The sale prices were between $38.37 and $50.22, with an estimated average price of $44.09.

Sold Out: RPC Inc (RES)

David Dreman sold out the holdings in RPC Inc. The sale prices were between $18.05 and $24.79, with an estimated average price of $20.76.

Sold Out: Callon Petroleum Co (CPE)

David Dreman sold out the holdings in Callon Petroleum Co. The sale prices were between $9.54 and $11.55, with an estimated average price of $10.64.

Sold Out: Staples Inc (SPLS)

David Dreman sold out the holdings in Staples Inc. The sale prices were between $10.08 and $10.25, with an estimated average price of $10.16.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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