Jerome Dodson Buys Mattel Inc, Public Storage, Micron Technology Inc, Sells Ciena Corp, Whole Foods Market Inc

• New Purchases: MAT, PSA, HASI, PPG,
• Added Positions: MU, PDCO, MDLZ, GILD, KLAC, AGN,
• Reduced Positions: WFM, ESNT, PYPL,
• Sold Out: CIEN,

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

1. Gilead Sciences Inc (GILD) - 646,000 shares, 4.61% of the total portfolio. Shares added by 7.49%
2. Allergan PLC (AGN) - 183,000 shares, 4.48% of the total portfolio. Shares added by 3.39%
3. Motorola Solutions Inc (MSI) - 500,000 shares, 4.37% of the total portfolio.
4. Charles Schwab Corp (SCHW) - 900,000 shares, 3.9% of the total portfolio.
5. Praxair Inc (PX) - 285,000 shares, 3.81% of the total portfolio.

Jerome Dodson initiated holdings in Mattel Inc. The purchase prices were between $19.99 and $25.73, with an estimated average price of $22.66. The stock is now traded at around $20.95. The impact to the portfolio due to this purchase was 2.6%. The holdings were 1,200,000 shares as of 2017-06-30.

Jerome Dodson initiated holdings in Public Storage. The purchase prices were between $205.53 and $231.19, with an estimated average price of $215.19. The stock is now traded at around $205.28. The impact to the portfolio due to this purchase was 2.1%. The holdings were 100,000 shares as of 2017-06-30.

Jerome Dodson initiated holdings in Hannon Armstrong Sustainable Infrastructure Capita. The purchase prices were between $19.79 and $24.54, with an estimated average price of $22.09. The stock is now traded at around $22.88. The impact to the portfolio due to this purchase was 1.05%. The holdings were 455,000 shares as of 2017-06-30.

Jerome Dodson initiated holdings in PPG Industries Inc. The purchase prices were between $104.42 and $111.57, with an estimated average price of $108.12. The stock is now traded at around $111.90. The impact to the portfolio due to this purchase was 0.99%. The holdings were 89,674 shares as of 2017-06-30.

Jerome Dodson added to the holdings in Micron Technology Inc by 600.00%. The purchase prices were between $26.57 and $32.5, with an estimated average price of $29.25. The stock is now traded at around $31.59. The impact to the portfolio due to this purchase was 1.81%. The holdings were 700,000 shares as of 2017-06-30.

Jerome Dodson sold out the holdings in Ciena Corp. The sale prices were between $21.6 and $27.5, with an estimated average price of $23.94.

Jerome Dodson reduced to the holdings in Whole Foods Market Inc by 66.96%. The sale prices were between $29.72 and $43.26, with an estimated average price of $36.23. The stock is now traded at around $41.90. The impact to the portfolio due to this sale was -1.28%. Jerome Dodson still held 190,000 shares as of 2017-06-30.