SEC Filing Articles

Waverton Investment Management Ltd Acquires Shares of 56,000 D. R. Horton Inc (NYSE:DHI)

Waverton Investment Management Ltd acquired a new stake in D. R. Horton Inc (NYSE:DHI) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 56,000 shares of the construction company’s stock, valued at approximately $2,954,000. Other hedge funds have also added to or reduced their […]

Waverton Investment Management Ltd Buys 1,304 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Waverton Investment Management Ltd increased its stake in SPDR Gold Shares (NYSEARCA:GLD) by 3.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 38,825 shares of the exchange traded fund’s stock after purchasing an additional 1,304 shares during the quarter. Waverton Investment Management Ltd’s […]

Union Pacific Co. (NYSE:UNP) Holdings Trimmed by Waverton Investment Management Ltd

Waverton Investment Management Ltd cut its position in shares of Union Pacific Co. (NYSE:UNP) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 622,047 shares of the railroad operator’s stock after selling 29,558 shares during the quarter. Union Pacific makes up […]

Waverton Investment Management Ltd Has $65.92 Million Position in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Waverton Investment Management Ltd boosted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC) by 42.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 591,652 shares of the financial services provider’s stock after buying an additional 176,917 shares during the quarter. […]

Round Table Services LLC Decreases Holdings in BlackRock Floating Rate Income Trust (NYSE:BGT)

Round Table Services LLC decreased its position in shares of BlackRock Floating Rate Income Trust (NYSE:BGT) by 17.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 11,800 shares of the investment management company’s stock after selling 2,500 shares during the period. Round Table Services LLC’s holdings in BlackRock Floating Rate Income Trust were […]

Danaher Co. (NYSE:DHR) Stake Cut by Howland Capital Management LLC

Howland Capital Management LLC lowered its stake in Danaher Co. (NYSE:DHR) by 4.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 214,612 shares of the conglomerate’s stock after selling 10,266 shares during the quarter. Danaher makes up about 2.3% of Howland Capital Management […]

Howland Capital Management LLC Has $25.29 Million Position in Medtronic PLC (NYSE:MDT)

Howland Capital Management LLC increased its holdings in shares of Medtronic PLC (NYSE:MDT) by 0.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 222,949 shares of the medical technology company’s stock after acquiring an additional 288 shares during the period. Medtronic accounts for about 1.8% of Howland Capital Management LLC’s portfolio, making the […]

Aspen Technology, Inc. (NASDAQ:AZPN) Shares Purchased by Howland Capital Management LLC

Howland Capital Management LLC boosted its stake in Aspen Technology, Inc. (NASDAQ:AZPN) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 132,215 shares of the technology company’s stock after purchasing an additional 823 shares during the period. Howland […]

U.S. Bancorp (NYSE:USB) Stake Boosted by Howland Capital Management LLC

Howland Capital Management LLC grew its stake in shares of U.S. Bancorp (NYSE:USB) by 18.4% during the 4th quarter, HoldingsChannel reports. The fund owned 203,039 shares of the financial services provider’s stock after acquiring an additional 31,621 shares during the period. Howland Capital Management LLC’s holdings in U.S. Bancorp were worth $12,038,000 as of its […]

Howland Capital Management LLC Sells 290 Shares of United Technologies Co. (NYSE:UTX)

Howland Capital Management LLC reduced its position in United Technologies Co. (NYSE:UTX) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,936 shares of the conglomerate’s stock after selling 290 shares during the quarter. Howland Capital Management LLC’s holdings in United Technologies […]

Howland Capital Management LLC Grows Stock Position in iShares Gold Trust (NYSEARCA:IAU)

Howland Capital Management LLC raised its holdings in iShares Gold Trust (NYSEARCA:IAU) by 3.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 416,133 shares of the exchange traded fund’s stock after acquiring an additional 13,884 shares during the quarter. Howland Capital Management LLC’s holdings in iShares Gold Trust were worth $6,034,000 as of […]

Fiserv Inc (NASDAQ:FISV) Stock Holdings Increased by Howland Capital Management LLC

Howland Capital Management LLC boosted its position in Fiserv Inc (NASDAQ:FISV) by 4.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,463 shares of the business services provider’s stock after buying an additional 669 shares during the quarter. Howland […]

Howland Capital Management LLC Sells 2,901 Shares of Merck & Co., Inc. (NYSE:MRK)

Howland Capital Management LLC lowered its holdings in Merck & Co., Inc. (NYSE:MRK) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,255 shares of the company’s stock after selling 2,901 shares during the period. Howland Capital […]

Howland Capital Management LLC Trims Stock Position in Portland General Electric (NYSE:POR)

Howland Capital Management LLC cut its stake in shares of Portland General Electric (NYSE:POR) by 4.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 153,815 shares of the utilities provider’s stock after selling 6,869 shares during the period. Howland Capital Management […]

Round Table Services LLC Acquires New Holdings in Visa Inc (NYSE:V)

Round Table Services LLC acquired a new stake in shares of Visa Inc (NYSE:V) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,144 shares of the credit-card processor’s stock, valued at approximately $215,000. A number of other hedge funds and […]

1,461 Shares in Mcdonald’s Corp (NYSE:MCD) Purchased by Round Table Services LLC

Round Table Services LLC acquired a new position in Mcdonald’s Corp (NYSE:MCD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,461 shares of the fast-food giant’s stock, valued at approximately $289,000. Other institutional investors and hedge funds have also […]

ASA Gold and Precious Metals Ltd (NYSE:ASA) Stock Position Decreased by Round Table Services LLC

Round Table Services LLC lessened its holdings in shares of ASA Gold and Precious Metals Ltd (NYSE:ASA) by 13.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,000 shares of the investment management company’s stock after selling 2,700 shares during the […]

Invesco QQQ Trust (NASDAQ:QQQ) Stock Holdings Decreased by Round Table Services LLC

Round Table Services LLC lessened its holdings in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 42.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,809 shares of the exchange traded fund’s stock after selling 1,346 shares during the period. Round Table […]

Round Table Services LLC Has $1.18 Million Stock Position in Innovator MSCI EAFE Power Buffer ETF – July (NYSEARCA:IJUL)

Round Table Services LLC trimmed its position in Innovator MSCI EAFE Power Buffer ETF – July (NYSEARCA:IJUL) by 23.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,816 shares of the company’s stock after selling 15,370 shares during the quarter. Round Table […]

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Lifted by Round Table Services LLC

Round Table Services LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 88,417 shares of the company’s stock after purchasing an additional 6,514 shares during the period. iShares Core […]

Newfoundland Capital Management Acquires New Shares in CPFL Energia S.A. (NYSE:CPL)

Newfoundland Capital Management acquired a new stake in shares of CPFL Energia S.A. (NYSE:CPL) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 23,087 shares of the utilities provider’s stock, valued at approximately $399,000. CPFL Energia accounts for 0.1% of Newfoundland Capital Management’s investment portfolio, making the stock its 22nd biggest holding. Several other […]

Newfoundland Capital Management Cuts Stock Position in Compania Cervecerias Unidas, S.A. (NYSE:CCU)

Newfoundland Capital Management lessened its holdings in shares of Compania Cervecerias Unidas, S.A. (NYSE:CCU) by 31.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 367,522 shares of the company’s stock after selling 172,162 shares during the quarter. Compania Cervecerias Unidas makes up approximately […]

Harel Insurance Investments & Financial Services Ltd. Purchases 11,989 Shares of Wells Fargo & Co (NYSE:WFC)

Harel Insurance Investments & Financial Services Ltd. grew its position in shares of Wells Fargo & Co (NYSE:WFC) by 2,762.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,423 shares of the financial services provider’s stock after purchasing an […]

Harel Insurance Investments & Financial Services Ltd. Sells 19,166 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Harel Insurance Investments & Financial Services Ltd. lowered its position in Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 7.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 222,932 shares of the technology company’s stock after selling 19,166 shares during the period. Check Point Software Technologies makes up 1.1% of Harel Insurance Investments & […]

Harel Insurance Investments & Financial Services Ltd. Increases Stock Position in Nike Inc (NYSE:NKE)

Harel Insurance Investments & Financial Services Ltd. increased its position in shares of Nike Inc (NYSE:NKE) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,889 shares of the footwear maker’s stock after buying an additional 749 shares during the period. Harel Insurance […]

Harel Insurance Investments & Financial Services Ltd. Acquires 116,920 Shares of Lockheed Martin Co. (NYSE:LMT)

Harel Insurance Investments & Financial Services Ltd. grew its position in Lockheed Martin Co. (NYSE:LMT) by 167,028.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 116,990 shares of the aerospace company’s stock after acquiring an additional 116,920 shares during the quarter. Lockheed Martin […]

3,421 Shares in Phillips 66 (NYSE:PSX) Acquired by Loveless Wealth Management LLC

Loveless Wealth Management LLC bought a new position in Phillips 66 (NYSE:PSX) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 3,421 shares of the oil and gas company’s stock, valued at approximately $371,000. A number of other hedge funds also recently added to or reduced their stakes […]

Harel Insurance Investments & Financial Services Ltd. Has $2.04 Million Holdings in iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB)

Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,987 shares of the company’s stock after purchasing an additional […]

Harel Insurance Investments & Financial Services Ltd. Takes Position in CSX Co. (NASDAQ:CSX)

Harel Insurance Investments & Financial Services Ltd. bought a new stake in CSX Co. (NASDAQ:CSX) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 259,390 shares of the transportation company’s stock, valued at approximately $18,769,000. Several other institutional investors have […]

Ituran Location and Control Ltd. (US) (NASDAQ:ITRN) Stake Cut by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. reduced its holdings in Ituran Location and Control Ltd. (US) (NASDAQ:ITRN) by 7.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 407,178 shares of the industrial products company’s stock after selling 32,444 […]

Harel Insurance Investments & Financial Services Ltd. Increases Position in Fidelity National Information Servcs Inc (NYSE:FIS)

Harel Insurance Investments & Financial Services Ltd. raised its holdings in shares of Fidelity National Information Servcs Inc (NYSE:FIS) by 11.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,827 shares of the information technology services provider’s stock after buying an […]

Harel Insurance Investments & Financial Services Ltd. Buys 117,700 Shares of Solaredge Technologies Inc (NASDAQ:SEDG)

Harel Insurance Investments & Financial Services Ltd. lifted its stake in shares of Solaredge Technologies Inc (NASDAQ:SEDG) by 10.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,241,492 shares of the semiconductor company’s stock after purchasing an additional 117,700 shares during the period. Solaredge […]

5,690 Shares in Black Hills Corp (NYSE:BKH) Acquired by Loveless Wealth Management LLC

Loveless Wealth Management LLC bought a new position in shares of Black Hills Corp (NYSE:BKH) during the fourth quarter, Holdings Channel.com reports. The fund bought 5,690 shares of the utilities provider’s stock, valued at approximately $434,000. Several other hedge funds have also recently added to or reduced their stakes in BKH. IFP Advisors Inc increased […]

Loveless Wealth Management LLC Purchases New Shares in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Loveless Wealth Management LLC purchased a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) during the fourth quarter, HoldingsChannel reports. The fund purchased 14,721 shares of the company’s stock, valued at approximately $673,000. A number of other institutional investors have also added to or reduced their stakes in SCHH. Envestnet Asset Management Inc. […]

Loveless Wealth Management LLC Invests $514,000 in ONEOK, Inc. (NYSE:OKE)

Loveless Wealth Management LLC acquired a new position in shares of ONEOK, Inc. (NYSE:OKE) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 6,713 shares of the utilities provider’s stock, valued at approximately $514,000. Several other institutional investors also recently made changes to […]

Joseph P. Lucia & Associates LLC Grows Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Joseph P. Lucia & Associates LLC raised its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 50.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,504 shares of the exchange traded fund’s stock after acquiring an additional 2,855 shares […]

Joseph P. Lucia & Associates LLC Sells 1,325 Shares of iShares MSCI Eurozone ETF (BATS:EZU)

Joseph P. Lucia & Associates LLC lessened its holdings in shares of iShares MSCI Eurozone ETF (BATS:EZU) by 20.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,099 shares of the company’s stock after selling 1,325 shares during the quarter. Joseph P. […]

ARK Innovation ETF (NYSEARCA:ARKK) Shares Bought by Joseph P. Lucia & Associates LLC

Joseph P. Lucia & Associates LLC raised its holdings in ARK Innovation ETF (NYSEARCA:ARKK) by 100.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 6,780 shares of the company’s stock after acquiring an additional 3,400 shares during the period. Joseph P. Lucia & Associates LLC’s holdings […]

Joseph P. Lucia & Associates LLC Buys 8,228 Shares of Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY)

Joseph P. Lucia & Associates LLC lifted its stake in Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY) by 93.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,001 shares of the company’s stock after acquiring an additional 8,228 shares during […]

Joseph P. Lucia & Associates LLC Has $188,000 Position in Main Street Capital Co. (NYSE:MAIN)

Joseph P. Lucia & Associates LLC reduced its holdings in shares of Main Street Capital Co. (NYSE:MAIN) by 12.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,360 shares of the financial services provider’s stock after selling 600 shares during the period. […]