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Lynch & Associates Buys iShares Core S&P Small-Cap, Cisco Systems, JPMorgan Chase, ...

Lynch & Associates

  • New Purchases: AMZN , FB , HCTPF ,
  • Added Positions:IJR, CSCO, BP, INTC, EMR, PG, JPM, WFC, MRK, SLB,
  • Reduced Positions:CSX, CINF, ABBV, IWM, GE, MSFT, RPM, LLY, MO, KHC,
  • Sold Out:TGT, SR, WEC, BERY, NS8U,

For the details of LYNCH & ASSOCIATES's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LYNCH+%26+ASSOCIATES

These are the top 5 holdings of LYNCH & ASSOCIATES

  1. United Parcel Service Inc ( UPS ) - 154,514 shares, 6.85% of the total portfolio. Shares reduced by 0.31%
  2. Johnson & Johnson ( JNJ ) - 92,869 shares, 4.78% of the total portfolio. Shares added by 0.90%
  3. Microsoft Corp ( MSFT ) - 150,058 shares, 4.08% of the total portfolio. Shares reduced by 1.35%
  4. Exxon Mobil Corp ( XOM ) - 110,967 shares, 3.76% of the total portfolio. Shares reduced by 0.83%
  5. iShares Core S&P Mid-Cap ( IJH ) - 46,485 shares, 3.29% of the total portfolio. Shares added by 1.02%

New Purchase: Amazon.com Inc (AMZN)

Lynch & Associates initiated holdings in Amazon.com Inc. The purchase prices were between $753.67 and $886.54, with an estimated average price of $833.5. The stock is now traded at around $905.63. The impact to the portfolio due to this purchase was 0.09%. The holdings were 254 shares as of 2017-03-31.

New Purchase: Facebook Inc (FB)

Lynch & Associates initiated holdings in Facebook Inc. The purchase prices were between $116.86 and $142.65, with an estimated average price of $133.64. The stock is now traded at around $141.13. The impact to the portfolio due to this purchase was 0.09%. The holdings were 1,562 shares as of 2017-03-31.

New Purchase: Hutchison Port Holdings Trust (HCTPF)

Lynch & Associates initiated holdings in Hutchison Port Holdings Trust. The purchase prices were between $0.36 and $0.45, with an estimated average price of $0.42. The stock is now traded at around $0.39. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 10,000 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Lynch & Associates added to the holdings in iShares Core S&P Small-Cap by 117.53%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $68.16. The impact to the portfolio due to this purchase was 0.57%. The holdings were 36,835 shares as of 2017-03-31.

Added: Cisco Systems Inc (CSCO)

Lynch & Associates added to the holdings in Cisco Systems Inc by 44.65%. The purchase prices were between $29.98 and $34.44, with an estimated average price of $32.43. The stock is now traded at around $33.07. The impact to the portfolio due to this purchase was 0.38%. The holdings were 87,639 shares as of 2017-03-31.

Added: JPMorgan Chase & Co (JPM)

Lynch & Associates added to the holdings in JPMorgan Chase & Co by 69.55%. The purchase prices were between $83.3 and $93.6, with an estimated average price of $88.22. The stock is now traded at around $86.09. The impact to the portfolio due to this purchase was 0.12%. The holdings were 7,984 shares as of 2017-03-31.

Added: Schlumberger Ltd (SLB)

Lynch & Associates added to the holdings in Schlumberger Ltd by 22.22%. The purchase prices were between $76.96 and $87.48, with an estimated average price of $81.77. The stock is now traded at around $78.90. The impact to the portfolio due to this purchase was 0.1%. The holdings were 16,775 shares as of 2017-03-31.

Sold Out: Target Corp (TGT)

Lynch & Associates sold out the holdings in Target Corp. The sale prices were between $53.12 and $73.81, with an estimated average price of $62.23.

Sold Out: Spire Inc (SR)

Lynch & Associates sold out the holdings in Spire Inc. The sale prices were between $62.6 and $67.5, with an estimated average price of $65.08.

Sold Out: WEC Energy Group Inc (WEC)

Lynch & Associates sold out the holdings in WEC Energy Group Inc. The sale prices were between $57.03 and $61.16, with an estimated average price of $58.94.

Sold Out: Berry Plastics Group Inc (BERY)

Lynch & Associates sold out the holdings in Berry Plastics Group Inc. The sale prices were between $47.5 and $52.38, with an estimated average price of $50.09.

Sold Out: Hutchison Port Holdings Trust (NS8U)

Lynch & Associates sold out the holdings in Hutchison Port Holdings Trust. The sale prices were between $0.36 and $0.45, with an estimated average price of $0.42.

Reduced: CSX Corp (CSX)

Lynch & Associates reduced to the holdings in CSX Corp by 75.97%. The sale prices were between $35.89 and $49.79, with an estimated average price of $45.72. The stock is now traded at around $47.83. The impact to the portfolio due to this sale was -0.61%. Lynch & Associates still held 12,486 shares as of 2017-03-31.

Reduced: Cincinnati Financial Corp (CINF)

Lynch & Associates reduced to the holdings in Cincinnati Financial Corp by 47.6%. The sale prices were between $69.73 and $76.07, with an estimated average price of $72.49. The stock is now traded at around $71.35. The impact to the portfolio due to this sale was -0.51%. Lynch & Associates still held 17,345 shares as of 2017-03-31.

Reduced: iShares Russell 2000 (IWM)

Lynch & Associates reduced to the holdings in iShares Russell 2000 by 31.88%. The sale prices were between $133.75 and $140.36, with an estimated average price of $136.63. The stock is now traded at around $136.12. The impact to the portfolio due to this sale was -0.09%. Lynch & Associates still held 3,235 shares as of 2017-03-31.

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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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