Stocks I am selling or have already sold
One reminder---under our Buy/Sell
discipline, our Portfolios only Sell one half of their position as long as the
underlying fundamentals meet the criteria for inclusion in our Universe.
The Dividend Growth Portfolio
Sold Half of its Brown Forman holding in early 2012. The upper boundary of its current Buy
Value Range
is $33; the lower boundary of its current Sell
Half Range
is $58.
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