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Johnson & Johnson (NYSE:JNJ) is IBM Retirement Fund’s 7th Largest Position

IBM Retirement Fund raised its position in shares of Johnson & Johnson (NYSE:JNJ) by 55.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 66,317 shares of the company’s stock after buying an additional 23,739 shares during the quarter. Johnson & Johnson comprises 1.6% of IBM Retirement Fund’s portfolio, making the stock its 7th largest position. IBM Retirement Fund’s holdings in Johnson & Johnson were worth $8,696,000... 
 

IBM Retirement Fund Increases Holdings in Walmart Inc (NYSE:WMT)

IBM Retirement Fund grew its holdings in shares of Walmart Inc (NYSE:WMT) by 54.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,146 shares of the retailer’s stock after buying an additional 12,419 shares during the quarter. Walmart accounts for approximately 0.7% of IBM Retirement Fund’s holdings, making the stock its 25th biggest holding. IBM Retirement Fund’s holdings in Walmart were worth $3,993,000 as of its most recent SEC filing.... 
 

Pure Financial Advisors Inc. Boosts Stake in Johnson & Johnson (NYSE:JNJ)

Pure Financial Advisors Inc. lifted its position in Johnson & Johnson (NYSE:JNJ) by 19.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,180 shares of the company’s stock after purchasing an additional 828 shares during the quarter. Pure Financial Advisors Inc.’s holdings in Johnson & Johnson were worth $679,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently bought and... 
 

Edmonds Duncan Registered Investment Advisors LLC Sells 984 Shares of Exxon Mobil Co. (NYSE:XOM)

Edmonds Duncan Registered Investment Advisors LLC lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 10.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,813 shares of the oil and gas company’s stock after selling 984 shares during the quarter. Edmonds Duncan Registered Investment Advisors LLC’s holdings in Exxon Mobil were worth $335,000 at the end of the most recent reporting period. A number of other large investors have also modified their... 
 

Xcel Wealth Management LLC Raises Stake in Microsoft Co. (NASDAQ:MSFT)

Xcel Wealth Management LLC grew its stake in shares of Microsoft Co. (NASDAQ:MSFT) by 83.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,736 shares of the software giant’s stock after purchasing an additional 2,614 shares during the quarter. Xcel Wealth Management LLC’s holdings in Microsoft were worth $904,000 at the end of the most recent quarter. Other institutional investors and hedge funds also recently modified their holdings of the company. Benjamin... 
 

NextEra Energy Inc (NYSE:NEE) Stock Position Raised by IBM Retirement Fund

IBM Retirement Fund boosted its position in NextEra Energy Inc (NYSE:NEE) by 60.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,572 shares of the utilities provider’s stock after purchasing an additional 4,378 shares during the quarter. IBM Retirement Fund’s holdings in NextEra Energy were worth $2,784,000 at the end of the most recent quarter. A number of other hedge funds have also modified their holdings of NEE. Geode Capital Management... 
 

IBM Retirement Fund Acquires 5,262 Shares of Amgen, Inc. (NASDAQ:AMGN)

IBM Retirement Fund boosted its holdings in Amgen, Inc. (NASDAQ:AMGN) by 52.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,224 shares of the medical research company’s stock after acquiring an additional 5,262 shares during the quarter. IBM Retirement Fund’s holdings in Amgen were worth $3,086,000 at the end of the most recent quarter. A number of other hedge funds have also added to or reduced their stakes in AMGN. Salomon &... 
 

Pennsylvania Capital Management Inc. ADV Acquires New Stake in Facebook, Inc. (NASDAQ:FB)

Pennsylvania Capital Management Inc. ADV acquired a new stake in Facebook, Inc. (NASDAQ:FB) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,450 shares of the social networking company’s stock, valued at approximately $224,000. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. TFO TDC LLC purchased a new stake in Facebook in the 4th quarter valued at $25,000. Permanens Capital L.P. purchased a new position in... 
 

Edmonds Duncan Registered Investment Advisors LLC Acquires 2,188 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Edmonds Duncan Registered Investment Advisors LLC boosted its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 6.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 35,963 shares of the exchange traded fund’s stock after purchasing an additional 2,188 shares during the quarter. Vanguard Real Estate ETF comprises 1.3% of Edmonds Duncan Registered Investment Advisors LLC’s holdings, making the stock its 21st largest holding. Edmonds Duncan Registered... 
 

West Oak Capital LLC Lowers Stock Holdings in Danaher Co. (NYSE:DHR)

West Oak Capital LLC reduced its position in shares of Danaher Co. (NYSE:DHR) by 1.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,904 shares of the conglomerate’s stock after selling 295 shares during the period. Danaher comprises about 1.5% of West Oak Capital LLC’s holdings, making the stock its 13th largest holding. West Oak Capital LLC’s holdings in Danaher were worth $2,201,000 at the end of the most recent reporting period. Several... 
 

Microsoft Co. (NASDAQ:MSFT) is IBM Retirement Fund’s Largest Position

IBM Retirement Fund boosted its stake in shares of Microsoft Co. (NASDAQ:MSFT) by 56.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 188,153 shares of the software giant’s stock after acquiring an additional 67,576 shares during the quarter. Microsoft accounts for 5.5% of IBM Retirement Fund’s holdings, making the stock its largest position. IBM Retirement Fund’s holdings in Microsoft were worth $29,674,000 as of its most... 
 

IBM Retirement Fund Has $9.96 Million Holdings in Facebook, Inc. (NASDAQ:FB)

IBM Retirement Fund lifted its position in Facebook, Inc. (NASDAQ:FB) by 55.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,708 shares of the social networking company’s stock after acquiring an additional 21,348 shares during the quarter. Facebook accounts for approximately 1.8% of IBM Retirement Fund’s investment portfolio, making the stock its 4th largest holding. IBM Retirement Fund’s holdings in Facebook were worth... 
 

Edmonds Duncan Registered Investment Advisors LLC Sells 487 Shares of Intel Co. (NASDAQ:INTC)

Edmonds Duncan Registered Investment Advisors LLC decreased its position in Intel Co. (NASDAQ:INTC) by 3.9% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 11,935 shares of the chip maker’s stock after selling 487 shares during the period. Edmonds Duncan Registered Investment Advisors LLC’s holdings in Intel were worth $646,000 as of its most recent SEC filing. Several other institutional investors have also recently modified their holdings of INTC. Tower View Investment Management &... 
 

West Oak Capital LLC Grows Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

West Oak Capital LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF) by 3.4% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 12,940 shares of the company’s stock after purchasing an additional 420 shares during the period. West Oak Capital LLC’s holdings in Schwab International Equity ETF were worth $334,000 as of its most recent SEC filing. Several other hedge funds have also added to or reduced their stakes in the company. Sailer Financial LLC purchased a new... 
 

Xcel Wealth Management LLC Increases Stake in Boeing Co (NYSE:BA)

Xcel Wealth Management LLC lifted its stake in Boeing Co (NYSE:BA) by 58.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,577 shares of the aircraft producer’s stock after purchasing an additional 1,321 shares during the quarter. Xcel Wealth Management LLC’s holdings in Boeing were worth $533,000 as of its most recent SEC filing. Other institutional investors also recently made changes to their positions in the company. Americana Partners LLC purchased a new... 
 

White Lighthouse Investment Management Inc. Purchases 474 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

White Lighthouse Investment Management Inc. grew its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) by 2.6% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,793 shares of the company’s stock after buying an additional 474 shares during the period. Vanguard Mid-Cap Growth ETF accounts for about 1.0% of White Lighthouse Investment Management Inc.’s portfolio, making the stock its 29th largest position. White Lighthouse Investment Management Inc.’s holdings... 
 

CHICAGO TRUST Co NA Reduces Holdings in Emerson Electric Co. (NYSE:EMR)

CHICAGO TRUST Co NA reduced its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 2.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,277 shares of the industrial products company’s stock after selling 281 shares during the quarter. CHICAGO TRUST Co NA’s holdings in Emerson Electric were worth $537,000 as of its most recent filing with the Securities and Exchange Commission. A number of other large investors have also bought and sold... 
 

CHICAGO TRUST Co NA Increases Stock Position in Hasbro, Inc. (NASDAQ:HAS)

CHICAGO TRUST Co NA increased its position in Hasbro, Inc. (NASDAQ:HAS) by 25.9% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,335 shares of the company’s stock after acquiring an additional 2,123 shares during the period. CHICAGO TRUST Co NA’s holdings in Hasbro were worth $740,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also recently made changes to their positions... 
 

West Oak Capital LLC Has $1.55 Million Stock Position in General Mills, Inc. (NYSE:GIS)

West Oak Capital LLC grew its position in General Mills, Inc. (NYSE:GIS) by 9.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 29,395 shares of the company’s stock after buying an additional 2,585 shares during the period. West Oak Capital LLC’s holdings in General Mills were worth $1,551,000 at the end of the most recent quarter. Several other hedge funds have also recently made changes to their positions in the company. Good Life Advisors LLC lifted its position... 
 

West Oak Capital LLC Has $1.87 Million Holdings in U.S. Bancorp (NYSE:USB)

West Oak Capital LLC increased its stake in U.S. Bancorp (NYSE:USB) by 24.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 54,233 shares of the financial services provider’s stock after purchasing an additional 10,555 shares during the period. U.S. Bancorp makes up 1.3% of West Oak Capital LLC’s holdings, making the stock its 26th largest position. West Oak Capital LLC’s holdings in U.S. Bancorp were worth $1,868,000 as of its most recent... 
 

West Oak Capital LLC Lowers Position in Becton Dickinson and Co (NYSE:BDX)

West Oak Capital LLC trimmed its holdings in shares of Becton Dickinson and Co (NYSE:BDX) by 7.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,746 shares of the medical instruments supplier’s stock after selling 150 shares during the period. West Oak Capital LLC’s holdings in Becton Dickinson and were worth $401,000 as of its most recent SEC filing. Other hedge funds have also added to or reduced their stakes in the company. Wealthfront Advisers LLC grew its position in Becton Dickinson... 
 

West Oak Capital LLC Has $503,000 Stock Holdings in Walt Disney Co (NYSE:DIS)

West Oak Capital LLC increased its position in shares of Walt Disney Co (NYSE:DIS) by 6.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,203 shares of the entertainment giant’s stock after acquiring an additional 308 shares during the quarter. West Oak Capital LLC’s holdings in Walt Disney were worth $503,000 at the end of the most recent quarter. Other institutional investors and hedge funds have also recently modified their holdings of the company.... 
 

Radnor Capital Management LLC Reduces Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Radnor Capital Management LLC lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK) by 2.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 612,777 shares of the company’s stock after selling 17,900 shares during the quarter. Merck & Co., Inc. makes up about 19.3% of Radnor Capital Management LLC’s portfolio, making the stock its biggest position. Radnor Capital Management LLC’s holdings in Merck & Co., Inc. were... 
 

Eli Lilly And Co (NYSE:LLY) Stake Reduced by Radnor Capital Management LLC

Radnor Capital Management LLC reduced its stake in shares of Eli Lilly And Co (NYSE:LLY) by 6.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,260 shares of the company’s stock after selling 450 shares during the quarter. Radnor Capital Management LLC’s holdings in Eli Lilly And Co were worth $868,000 at the end of the most recent quarter. Other institutional investors and hedge funds also recently modified their holdings of the company.... 
 

-$0.71 EPS Expected for Autolus Therapeutics Ltd – (NASDAQ:AUTL) This Quarter

Wall Street brokerages predict that Autolus Therapeutics Ltd – (NASDAQ:AUTL) will report ($0.71) earnings per share for the current quarter, Zacks Investment Research reports. Two analysts have provided estimates for Autolus Therapeutics’ earnings, with the highest EPS estimate coming in at ($0.61) and the lowest estimate coming in at ($0.81). Autolus Therapeutics posted earnings per share of ($0.69) in the same quarter last year, which suggests a negative year over year growth rate of 2.9%. The firm is scheduled to report its next earnings... 
 

Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) Stock Position Raised by Pennsylvania Capital Management Inc. ADV

Pennsylvania Capital Management Inc. ADV lifted its stake in shares of Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) by 19.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,570 shares of the communications equipment provider’s stock after acquiring an additional 3,570 shares during the quarter. Pennsylvania Capital Management Inc. ADV’s holdings in Telefonaktiebolaget LM Ericsson were worth $167,000 at the end of the most... 
 

Medtronic PLC (NYSE:MDT) Shares Bought by IBM Retirement Fund

IBM Retirement Fund raised its holdings in Medtronic PLC (NYSE:MDT) by 53.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,278 shares of the medical technology company’s stock after acquiring an additional 12,008 shares during the quarter. IBM Retirement Fund’s holdings in Medtronic were worth $3,091,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds and other institutional investors have also modified... 
 

IBM Retirement Fund Has $1.83 Million Holdings in Altria Group Inc (NYSE:MO)

IBM Retirement Fund raised its holdings in Altria Group Inc (NYSE:MO) by 54.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 47,227 shares of the company’s stock after acquiring an additional 16,684 shares during the period. IBM Retirement Fund’s holdings in Altria Group were worth $1,826,000 as of its most recent filing with the Securities and Exchange Commission. Other institutional investors have also made changes to their positions in... 
 

IBM Retirement Fund Has $5.87 Million Stock Position in UnitedHealth Group Inc (NYSE:UNH)

IBM Retirement Fund raised its stake in shares of UnitedHealth Group Inc (NYSE:UNH) by 56.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 23,531 shares of the healthcare conglomerate’s stock after purchasing an additional 8,445 shares during the quarter. UnitedHealth Group accounts for 1.1% of IBM Retirement Fund’s portfolio, making the stock its 12th largest holding. IBM Retirement Fund’s holdings in UnitedHealth Group were worth... 
 

Alphabet Inc (NASDAQ:GOOG) is IBM Retirement Fund’s 6th Largest Position

IBM Retirement Fund grew its stake in Alphabet Inc (NASDAQ:GOOG) by 55.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,519 shares of the information services provider’s stock after buying an additional 2,678 shares during the period. Alphabet makes up about 1.6% of IBM Retirement Fund’s holdings, making the stock its 6th biggest holding. IBM Retirement Fund’s holdings in Alphabet were worth $8,743,000 as of... 
 

Edmonds Duncan Registered Investment Advisors LLC Takes Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Edmonds Duncan Registered Investment Advisors LLC purchased a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 19,457 shares of the company’s stock, valued at approximately $2,924,000. Vanguard Small-Cap Growth ETF accounts for about 1.5% of Edmonds Duncan Registered Investment Advisors LLC’s investment portfolio, making the stock its 20th biggest holding. Several other large... 
 

Invesco Senior Income Trust (NYSE:VVR) Shares Bought by Edmonds Duncan Registered Investment Advisors LLC

Edmonds Duncan Registered Investment Advisors LLC raised its holdings in Invesco Senior Income Trust (NYSE:VVR) by 11.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,499,453 shares of the investment management company’s stock after acquiring an additional 154,615 shares during the period. Invesco Senior Income Trust makes up approximately 2.5% of Edmonds Duncan Registered Investment Advisors LLC’s investment portfolio, making the stock its 13th... 
 

Apple Inc. (NASDAQ:AAPL) Shares Acquired by Edmonds Duncan Registered Investment Advisors LLC

Edmonds Duncan Registered Investment Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,478 shares of the iPhone maker’s stock after buying an additional 90 shares during the period. Apple makes up approximately 1.1% of Edmonds Duncan Registered Investment Advisors LLC’s portfolio, making the stock its 24th largest position. Edmonds Duncan Registered Investment Advisors LLC’s... 
 

SPDR Blackstone / GSO Senior Loan ETF (NYSEARCA:SRLN) Shares Sold by Edmonds Duncan Registered Investment Advisors LLC

Edmonds Duncan Registered Investment Advisors LLC trimmed its position in SPDR Blackstone / GSO Senior Loan ETF (NYSEARCA:SRLN) by 0.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 193,685 shares of the company’s stock after selling 1,194 shares during the quarter. SPDR Blackstone / GSO Senior Loan ETF makes up 3.9% of Edmonds Duncan Registered Investment Advisors LLC’s portfolio, making the stock its 8th biggest position. Edmonds Duncan... 
 

Edmonds Duncan Registered Investment Advisors LLC Has $3.91 Million Stock Holdings in Invesco S&P 500 BuyWrite ETF (NYSEARCA:PBP)

Edmonds Duncan Registered Investment Advisors LLC raised its stake in shares of Invesco S&P 500 BuyWrite ETF (NYSEARCA:PBP) by 10.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 233,411 shares of the company’s stock after purchasing an additional 21,862 shares during the period. Invesco S&P 500 BuyWrite ETF accounts for 2.0% of Edmonds Duncan Registered Investment Advisors LLC’s portfolio, making the stock its 16th largest... 
 

CHICAGO TRUST Co NA Increases Stock Position in Cummins Inc. (NYSE:CMI)

CHICAGO TRUST Co NA lifted its holdings in Cummins Inc. (NYSE:CMI) by 20.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 9,897 shares of the company’s stock after purchasing an additional 1,653 shares during the period. CHICAGO TRUST Co NA’s holdings in Cummins were worth $1,339,000 at the end of the most recent quarter. Other institutional investors and hedge funds have also made changes to their positions in the company. ING Groep NV lifted its position in shares of Cummins by 4.2% in the... 
 

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by West Oak Capital LLC

West Oak Capital LLC decreased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 14.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,511 shares of the company’s stock after selling 610 shares during the period. West Oak Capital LLC’s holdings in Schwab US Small-Cap ETF were worth $181,000 at the end of the most recent reporting period. Other institutional investors also recently modified their holdings of the company. Jentner... 
 

West Oak Capital LLC Sells 170 Shares of Stryker Co. (NYSE:SYK)

West Oak Capital LLC reduced its stake in Stryker Co. (NYSE:SYK) by 27.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 450 shares of the medical technology company’s stock after selling 170 shares during the quarter. West Oak Capital LLC’s holdings in Stryker were worth $75,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors and hedge funds also recently... 
 

West Oak Capital LLC Has $162,000 Position in Ventas, Inc. (NYSE:VTR)

West Oak Capital LLC boosted its stake in shares of Ventas, Inc. (NYSE:VTR) by 50.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,030 shares of the real estate investment trust’s stock after acquiring an additional 2,035 shares during the quarter. West Oak Capital LLC’s holdings in Ventas were worth $162,000 as of its most recent SEC filing. A number of other institutional investors also recently added to or reduced their stakes... 
 

3,970 Shares in Trane (NYSE:TT) Bought by West Oak Capital LLC

West Oak Capital LLC bought a new position in Trane (NYSE:TT) in the 1st quarter, Holdings Channel.com reports. The fund bought 3,970 shares of the company’s stock, valued at approximately $328,000. A number of other institutional investors have also recently modified their holdings of TT. Park National Corp OH acquired a new stake in Trane during the 1st quarter worth approximately $736,000. Cullinan Associates Inc. acquired a new stake in Trane during the 1st quarter worth approximately $413,000. Summit Financial Group Inc. acquired... 
 

West Oak Capital LLC Increases Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

West Oak Capital LLC grew its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 62.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,110 shares of the company’s stock after buying an additional 2,730 shares during the quarter. West Oak Capital LLC’s holdings in Schwab U.S. REIT ETF were worth $233,000 at the end of the most recent reporting period. A number of other institutional investors have also recently bought and sold shares... 
 

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Holdings Cut by Kohmann Bosshard Financial Services LLC

Kohmann Bosshard Financial Services LLC trimmed its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 349,565 shares of the company’s stock after selling 26,838 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 8.3% of Kohmann Bosshard Financial Services LLC’s investment portfolio, making the stock its biggest holding. Kohmann Bosshard... 
 

West Oak Capital LLC Sells 2,396 Shares of ConocoPhillips (NYSE:COP)

West Oak Capital LLC decreased its holdings in shares of ConocoPhillips (NYSE:COP) by 28.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,170 shares of the energy producer’s stock after selling 2,396 shares during the period. West Oak Capital LLC’s holdings in ConocoPhillips were worth $190,000 at the end of the most recent reporting period. Other institutional investors have also made changes to their positions in the... 
 

West Oak Capital LLC Has $46,000 Stock Holdings in Ares Capital Co. (NASDAQ:ARCC)

West Oak Capital LLC decreased its stake in Ares Capital Co. (NASDAQ:ARCC) by 47.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,250 shares of the investment management company’s stock after selling 3,898 shares during the period. West Oak Capital LLC’s holdings in Ares Capital were worth $46,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds also recently modified their holdings of ARCC.... 
 

West Oak Capital LLC Trims Holdings in Truist Financial Corporation (NYSE:TFC)

West Oak Capital LLC trimmed its stake in Truist Financial Corporation (NYSE:TFC) by 8.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 10,583 shares of the insurance provider’s stock after selling 1,034 shares during the period. West Oak Capital LLC’s holdings in Truist Financial were worth $326,000 as of its most recent filing with the SEC. Several other institutional investors also recently added to or reduced their stakes in TFC. State Street Corp purchased a new stake in shares... 
 

White Lighthouse Investment Management Inc. Sells 700 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

White Lighthouse Investment Management Inc. reduced its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 17.0% during the first quarter, HoldingsChannel reports. The firm owned 3,410 shares of the company’s stock after selling 700 shares during the period. White Lighthouse Investment Management Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $242,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors have also made changes to their positions in the... 
 

West Oak Capital LLC Has $1.26 Million Stock Holdings in Corning Incorporated (NYSE:GLW)

West Oak Capital LLC raised its holdings in Corning Incorporated (NYSE:GLW) by 47.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 61,485 shares of the electronics maker’s stock after purchasing an additional 19,875 shares during the quarter. West Oak Capital LLC’s holdings in Corning were worth $1,263,000 as of its most recent SEC filing. Several other hedge funds have also modified their holdings of GLW. Manchester Financial Inc. acquired a new stake... 
 

Arch Coal (NYSE:ARCH) Shares Down 7% on Analyst Downgrade

Arch Coal Inc (NYSE:ARCH)’s stock price dropped 7% on Tuesday after Benchmark lowered their price target on the stock from $75.00 to $48.00. Benchmark currently has a sell rating on the stock. Arch Coal traded as low as $30.31 and last traded at $30.59, approximately 431,152 shares traded hands during trading. A decline of 12% from the average daily volume of 491,711 shares. The stock had previously closed at $32.89. Several other equities analysts have also weighed in on ARCH. ValuEngine lowered shares of Arch Coal from a “sell”... 
 

Beazer Homes USA (NYSE:BZH) Shares Down 11.8% on Analyst Downgrade

Shares of Beazer Homes USA, Inc. (NYSE:BZH) fell 11.8% on Tuesday after Wedbush lowered their price target on the stock from $16.00 to $8.00. Wedbush currently has a neutral rating on the stock. Beazer Homes USA traded as low as $4.41 and last traded at $4.63, 2,250,730 shares traded hands during mid-day trading. An increase of 286% from the average session volume of 582,796 shares. The stock had previously closed at $5.25. BZH has been the subject of a number of other research reports. Zacks Investment Research upgraded Beazer Homes USA from a... 
 

NexPoint Real Estate Finance (NASDAQ:NREF) Trading Up 10.4% After Insider Buying Activity

NexPoint Real Estate Finance (NASDAQ:NREF)’s share price shot up 10.4% during trading on Tuesday following insider buying activity. The company traded as high as $10.94 and last traded at $9.05, 101,788 shares were traded during trading. An increase of 29% from the average session volume of 78,802 shares. The stock had previously closed at $8.20. Specifically, President James D. Dondero purchased 123,680 shares of the stock in a transaction on Tuesday, February 11th. The shares were purchased at an average price of $18.96 per share, with... 
 
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