Top 20 and CG/B Trade

While the stock we are selling in Top 20 remains attractive and is likely to trend a bit higher, we are buying a stock that looks a bit better to me.  The sell offers 33% to my one-year target, while the buy offers 50%.  While it's not intentional, we are in fact reversing a trade from early July in Top 20.  Since then, the stock we are selling has declined slightly, while the stock we are repurchasing has fallen over 20%.  In CG/B, we had sold out of the stock we are buying in July at an average price in excess of 15.50, so it has dropped substantially.   We are keeping half the stock we are selling in CG/B.