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Moody Lynn & Lieberson, Inc. Buys iShares Russell 2000 Value, SPDR S&P Metals & ...

Moody Lynn & Lieberson, Inc.

  • New Purchases: XME , BRK.B , DXJ , FAST, AGN, GS, XLE, GWW, XLI, BHP,
  • Added Positions:IWN, SPY, IWM, BAC, WM, FRC, AAPL, JPM, FDX, GLD,
  • Reduced Positions:IAU, FB, AMZN, EPI, V, AMGN, AVGO, GOOGL, MDT, AMLP,
  • Sold Out:VWO, BABA, BSX, ADBE, QQQ, PCLN, EW, BLL, STZ, CMCSA,

For the details of MOODY LYNN & LIEBERSON, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=MOODY+LYNN+%26+LIEBERSON%2C+INC.

These are the top 5 holdings of MOODY LYNN & LIEBERSON, INC.

  1. SPDR S&P 500 ( SPY ) - 160,745 shares, 5.25% of the total portfolio. Shares added by 64.19%
  2. JPMorgan Chase & Co ( JPM ) - 287,622 shares, 3.63% of the total portfolio. Shares added by 48.98%
  3. Bank of America Corporation ( BAC ) - 1,059,504 shares, 3.42% of the total portfolio. Shares added by 93.92%
  4. iShares Russell 2000 Value ( IWN ) - 186,481 shares, 3.24% of the total portfolio. Shares added by 918.02%
  5. Chevron Corp ( CVX ) - 170,731 shares, 2.94% of the total portfolio. Shares added by 42.07%

New Purchase: SPDR S&P Metals & Mining (XME)

Moody Lynn & Lieberson, Inc. initiated holdings in SPDR S&P Metals & Mining. The purchase prices were between $24.43 and $33.73, with an estimated average price of $28.26. The stock is now traded at around $33.51. The impact to the portfolio due to this purchase was 2.4%. The holdings were 539,058 shares as of 2016-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Moody Lynn & Lieberson, Inc. initiated holdings in Berkshire Hathaway Inc. The purchase prices were between $142.95 and $166.62, with an estimated average price of $153.96. The stock is now traded at around $164.34. The impact to the portfolio due to this purchase was 2.22%. The holdings were 93,088 shares as of 2016-12-31.

New Purchase: WisdomTree Japan Hedged Equity Fund (DXJ)

Moody Lynn & Lieberson, Inc. initiated holdings in WisdomTree Japan Hedged Equity Fund. The purchase prices were between $42.79 and $51.46, with an estimated average price of $46.11. The stock is now traded at around $50.63. The impact to the portfolio due to this purchase was 1.52%. The holdings were 209,699 shares as of 2016-12-31.

New Purchase: Fastenal Co (FAST)

Moody Lynn & Lieberson, Inc. initiated holdings in Fastenal Co. The purchase prices were between $38.16 and $49.17, with an estimated average price of $43.88. The stock is now traded at around $50.75. The impact to the portfolio due to this purchase was 1.41%. The holdings were 206,054 shares as of 2016-12-31.

New Purchase: Allergan PLC (AGN)

Moody Lynn & Lieberson, Inc. initiated holdings in Allergan PLC. The purchase prices were between $188.47 and $242.65, with an estimated average price of $207.16. The stock is now traded at around $213.50. The impact to the portfolio due to this purchase was 1.19%. The holdings were 38,743 shares as of 2016-12-31.

New Purchase: Goldman Sachs Group Inc (GS)

Moody Lynn & Lieberson, Inc. initiated holdings in Goldman Sachs Group Inc. The purchase prices were between $161.07 and $243.09, with an estimated average price of $203.06. The stock is now traded at around $236.66. The impact to the portfolio due to this purchase was 0.95%. The holdings were 27,261 shares as of 2016-12-31.

Added: iShares Russell 2000 Value ( IWN )

Moody Lynn & Lieberson, Inc. added to the holdings in iShares Russell 2000 Value by 918.02%. The purchase prices were between $98.87 and $121.97, with an estimated average price of $108.43. The stock is now traded at around $120.06. The impact to the portfolio due to this purchase was 2.92%. The holdings were 186,481 shares as of 2016-12-31.

Added: SPDR S&P 500 ( SPY )

Moody Lynn & Lieberson, Inc. added to the holdings in SPDR S&P 500 by 64.19%. The purchase prices were between $208.55 and $227.22, with an estimated average price of $216.88. The stock is now traded at around $229.20. The impact to the portfolio due to this purchase was 2.05%. The holdings were 160,745 shares as of 2016-12-31.

Added: iShares Russell 2000 (IWM)

Moody Lynn & Lieberson, Inc. added to the holdings in iShares Russell 2000 by 143.85%. The purchase prices were between $115 and $138.31, with an estimated average price of $125.99. The stock is now traded at around $137.12. The impact to the portfolio due to this purchase was 1.7%. The holdings were 146,277 shares as of 2016-12-31.

Added: Bank of America Corporation ( BAC )

Moody Lynn & Lieberson, Inc. added to the holdings in Bank of America Corporation by 93.92%. The purchase prices were between $15.63 and $23.16, with an estimated average price of $19.26. The stock is now traded at around $23.39. The impact to the portfolio due to this purchase was 1.66%. The holdings were 1,059,504 shares as of 2016-12-31.

Added: Waste Management Inc (WM)

Moody Lynn & Lieberson, Inc. added to the holdings in Waste Management Inc by 200.81%. The purchase prices were between $61.7 and $71.14, with an estimated average price of $66.88. The stock is now traded at around $69.81. The impact to the portfolio due to this purchase was 1.56%. The holdings were 225,214 shares as of 2016-12-31.

Added: First Republic Bank (FRC)

Moody Lynn & Lieberson, Inc. added to the holdings in First Republic Bank by 1477.78%. The purchase prices were between $72.81 and $92.14, with an estimated average price of $81.64. The stock is now traded at around $94.84. The impact to the portfolio due to this purchase was 1.39%. The holdings were 109,798 shares as of 2016-12-31.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Moody Lynn & Lieberson, Inc. sold out the holdings in Vanguard FTSE Emerging Markets. The sale prices were between $35.08 and $38.26, with an estimated average price of $36.88.

Sold Out: Alibaba Group Holding Ltd (BABA)

Moody Lynn & Lieberson, Inc. sold out the holdings in Alibaba Group Holding Ltd. The sale prices were between $86.79 and $108.41, with an estimated average price of $96.28.

Sold Out: Boston Scientific Corp (BSX)

Moody Lynn & Lieberson, Inc. sold out the holdings in Boston Scientific Corp. The sale prices were between $20.09 and $23.77, with an estimated average price of $21.82.

Sold Out: Adobe Systems Inc (ADBE)

Moody Lynn & Lieberson, Inc. sold out the holdings in Adobe Systems Inc. The sale prices were between $99.51 and $110.81, with an estimated average price of $105.86.

Sold Out: PowerShares QQQ Trust Series 1 (QQQ)

Moody Lynn & Lieberson, Inc. sold out the holdings in PowerShares QQQ Trust Series 1. The sale prices were between $113.65 and $120.57, with an estimated average price of $117.53.

Sold Out: The Priceline Group Inc (PCLN)

Moody Lynn & Lieberson, Inc. sold out the holdings in The Priceline Group Inc. The sale prices were between $1424.28 and $1578.13, with an estimated average price of $1493.18.

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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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