Robertson Stephens Wealth Management LLC lifted its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 57.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,319 shares of the company’s stock after buying an additional 10,753 shares during the quarter. Robertson Stephens Wealth Management […]
Institute for Wealth Management LLC. cut its stake in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,749 shares of the company’s stock after selling 859 shares during the […]
Roble Belko & Company Inc raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,101 shares of the company’s stock after buying an additional 26 shares during the period. Roble Belko & Company Inc’s holdings in iShares Core S&P […]
Penobscot Investment Management Company Inc. raised its position in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 11.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 4,880 shares of the company’s stock after purchasing an additional 485 shares during the quarter. Penobscot Investment Management Company Inc.’s holdings in Marriott International were worth $1,100,000 as […]
Birchcreek Wealth Management LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,851 shares of the home improvement retailer’s stock after selling 179 shares during the quarter. Birchcreek Wealth Management LLC’s holdings in Home Depot were worth $641,000 […]
Kovack Advisors Inc. reduced its holdings in shares of General Electric (NYSE:GE – Free Report) by 7.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,718 shares of the conglomerate’s stock after selling 777 shares during the quarter. Kovack Advisors Inc.’s holdings in General […]
Roble Belko & Company Inc decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 34,133 shares of the exchange traded fund’s stock after selling 500 shares during the period. Roble Belko & […]
Institute for Wealth Management LLC. raised its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 5.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 53,443 shares of the exchange traded fund’s stock after acquiring an additional 2,858 shares during the period. Institute for Wealth Management LLC.’s holdings in iShares MSCI […]
Summit Financial LLC lessened its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 16.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,326 shares of the transportation company’s stock after selling 2,097 shares during the period. Summit Financial LLC’s […]
Ardevora Asset Management LLP reduced its holdings in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 55.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,257 shares of the industrial products company’s stock after selling 25,011 shares during the […]
Penobscot Investment Management Company Inc. trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,032 shares of the pharmacy operator’s stock after selling 1,972 shares during […]
Kovack Advisors Inc. raised its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 74.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,924 shares of the exchange traded fund’s stock after […]