SEC Filing Articles

NetEase Inc (NTES) Shares Bought by Handelsinvest Investeringsforvaltning

Handelsinvest Investeringsforvaltning increased its stake in shares of NetEase Inc (NASDAQ:NTES) by 166.0% during the 4th quarter, Holdings Channel reports. The firm owned 17,254 shares of the technology company’s stock after acquiring an additional 10,768 shares during the quarter. Handelsinvest Investeringsforvaltning’s holdings in NetEase were worth $4,061,000 at the end of the most recent reporting […]

MSA Safety Inc (MSA) Shares Bought by Handelsinvest Investeringsforvaltning

Handelsinvest Investeringsforvaltning increased its holdings in MSA Safety Inc (NYSE:MSA) by 29.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,941 shares of the industrial products company’s stock after purchasing an additional 16,000 shares during the period. MSA Safety […]

Handelsinvest Investeringsforvaltning Has $13.09 Million Holdings in Fair Isaac Co. (FICO)

Handelsinvest Investeringsforvaltning grew its stake in Fair Isaac Co. (NYSE:FICO) by 7.7% in the fourth quarter, Holdings Channel reports. The fund owned 70,000 shares of the technology company’s stock after acquiring an additional 5,000 shares during the period. Fair Isaac accounts for 3.3% of Handelsinvest Investeringsforvaltning’s holdings, making the stock its 7th largest position. Handelsinvest […]

Regent Investment Management LLC Lowers Position in Kraft Heinz Co (KHC)

Regent Investment Management LLC reduced its position in Kraft Heinz Co (NASDAQ:KHC) by 23.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 13,906 shares of the company’s stock after selling 4,194 shares during the quarter. Regent Investment Management LLC’s holdings in Kraft Heinz were worth $599,000 as of its most recent filing with the […]

AmerisourceBergen Corp. (ABC) Holdings Boosted by Regent Investment Management LLC

Regent Investment Management LLC boosted its position in AmerisourceBergen Corp. (NYSE:ABC) by 31.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 17,720 shares of the company’s stock after acquiring an additional 4,245 shares during the quarter. Regent Investment Management LLC’s holdings in AmerisourceBergen were worth $1,318,000 as of its most recent SEC filing. […]

Illumina, Inc. (ILMN) Position Reduced by Regent Investment Management LLC

Regent Investment Management LLC lowered its position in Illumina, Inc. (NASDAQ:ILMN) by 10.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,060 shares of the life sciences company’s stock after selling 365 shares during the quarter. Regent Investment Management LLC’s holdings in Illumina were worth $918,000 as of its most recent filing with the […]

Micron Technology, Inc. (MU) Position Lessened by Regent Investment Management LLC

Regent Investment Management LLC lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 23.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,490 shares of the semiconductor manufacturer’s stock after selling 19,225 shares during the quarter. Regent Investment Management LLC’s […]

Carlson Capital Management Sells 300 Shares of Target Co. (TGT)

Carlson Capital Management decreased its holdings in Target Co. (NYSE:TGT) by 3.0% during the 4th quarter, HoldingsChannel reports. The fund owned 9,700 shares of the retailer’s stock after selling 300 shares during the quarter. Carlson Capital Management’s holdings in Target were worth $641,000 as of its most recent SEC filing. A number of other hedge […]

Consolidated Investment Group LLC Has $717,000 Position in Kinder Morgan Inc (KMI)

Consolidated Investment Group LLC trimmed its position in Kinder Morgan Inc (NYSE:KMI) by 79.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,600 shares of the pipeline company’s stock after selling 181,855 shares during the period. Consolidated Investment Group LLC’s holdings in […]

Carlson Capital Management Trims Holdings in Schwab US Broad Market ETF (SCHB)

Carlson Capital Management lessened its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,528 shares of the company’s stock after selling 159 shares during the quarter. Carlson Capital Management’s holdings in Schwab US Broad Market ETF were worth $211,000 as of its most recent […]

Valicenti Advisory Services Inc. Has $1.03 Million Position in Schwab US Small-Cap ETF (SCHA)

Valicenti Advisory Services Inc. increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 36.9% in the 4th quarter, HoldingsChannel reports. The firm owned 16,904 shares of the company’s stock after purchasing an additional 4,552 shares during the period. Valicenti Advisory Services Inc.’s holdings in Schwab US Small-Cap ETF were worth $1,026,000 as […]

Vanguard Short-Term Bond ETF (BSV) Stake Decreased by Carlson Capital Management

Carlson Capital Management lowered its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 8.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 194,228 shares of the company’s stock after selling 18,381 shares during the period. Vanguard Short-Term Bond ETF makes […]

Booking Holdings Inc. (BKNG) Shares Sold by Bedrijfstakpensioenfonds Voor DE Media PNO

Bedrijfstakpensioenfonds Voor DE Media PNO reduced its position in Booking Holdings Inc. (NASDAQ:BKNG) by 13.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,350 shares of the business services provider’s stock after selling 1,250 shares during the quarter. Booking comprises approximately 2.8% of Bedrijfstakpensioenfonds […]

Garmin Ltd. (GRMN) Stake Lessened by Valicenti Advisory Services Inc.

Valicenti Advisory Services Inc. cut its stake in Garmin Ltd. (NASDAQ:GRMN) by 2.0% in the 4th quarter, HoldingsChannel reports. The fund owned 38,872 shares of the scientific and technical instruments company’s stock after selling 785 shares during the period. Garmin accounts for approximately 1.2% of Valicenti Advisory Services Inc.’s holdings, making the stock its 29th […]

Valicenti Advisory Services Inc. Has $9.13 Million Holdings in iShares Nasdaq Biotechnology ETF (IBB)

Valicenti Advisory Services Inc. increased its position in shares of iShares Nasdaq Biotechnology ETF (NASDAQ:IBB) by 0.5% during the fourth quarter, Holdings Channel reports. The fund owned 94,664 shares of the financial services provider’s stock after acquiring an additional 440 shares during the quarter. iShares Nasdaq Biotechnology ETF makes up approximately 4.6% of Valicenti Advisory […]

GW Henssler & Associates Ltd. Reduces Stake in Schwab International Equity ETF (SCHF)

GW Henssler & Associates Ltd. reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF) by 6.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,468 shares of the company’s stock after selling 3,657 shares during the period. GW Henssler & […]

GW Henssler & Associates Ltd. Acquires 7,582 Shares of Schwab US Large-Cap ETF (SCHX)

GW Henssler & Associates Ltd. raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 15.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 57,715 shares of the company’s stock after buying an additional 7,582 shares during the period. GW Henssler & Associates Ltd.’s holdings in Schwab US Large-Cap ETF were worth $3,446,000 as […]

50,759 Shares in Linde PLC (LIN) Purchased by GW Henssler & Associates Ltd.

GW Henssler & Associates Ltd. purchased a new position in shares of Linde PLC (NYSE:LIN) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 50,759 shares of the basic materials company’s stock, valued at approximately $7,920,000. Several other institutional investors have also recently modified […]

GW Henssler & Associates Ltd. Acquires 23,250 Shares of SPDR S TR/SPDR BLOOMBERG BARC (BIL)

GW Henssler & Associates Ltd. raised its holdings in SPDR S TR/SPDR BLOOMBERG BARC (BMV:BIL) by 24.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 118,517 shares of the company’s stock after purchasing an additional 23,250 shares during the period. GW Henssler […]

GW Henssler & Associates Ltd. Sells 7,220 Shares of Hormel Foods Corp (HRL)

GW Henssler & Associates Ltd. decreased its position in shares of Hormel Foods Corp (NYSE:HRL) by 1.9% in the 4th quarter, HoldingsChannel reports. The fund owned 365,359 shares of the company’s stock after selling 7,220 shares during the period. Hormel Foods makes up about 1.7% of GW Henssler & Associates Ltd.’s holdings, making the stock […]

Diversified Investment Strategies LLC Lowers Holdings in Rite Aid Co. (RAD)

Diversified Investment Strategies LLC cut its position in Rite Aid Co. (NYSE:RAD) by 49.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 207,900 shares of the company’s stock after selling 203,777 shares during the quarter. Diversified Investment Strategies […]

Garmin Ltd. (GRMN) Position Decreased by Diversified Investment Strategies LLC

Diversified Investment Strategies LLC reduced its holdings in shares of Garmin Ltd. (NASDAQ:GRMN) by 4.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 30,725 shares of the scientific and technical instruments company’s stock after selling 1,373 shares during the period. Garmin makes up 2.0% of Diversified Investment Strategies LLC’s holdings, making the […]

Green Dot Co. (GDOT) is Diversified Investment Strategies LLC’s 2nd Largest Position

Diversified Investment Strategies LLC reduced its holdings in Green Dot Co. (NYSE:GDOT) by 0.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 91,930 shares of the financial services provider’s stock after selling 175 shares during the period. Green Dot makes up approximately 7.5% of Diversified Investment Strategies LLC’s holdings, making the stock its […]

Handelsinvest Investeringsforvaltning Has $1.90 Million Holdings in Baidu Inc (BIDU)

Handelsinvest Investeringsforvaltning cut its stake in Baidu Inc (NASDAQ:BIDU) by 7.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,000 shares of the information services provider’s stock after selling 1,000 shares during the quarter. Handelsinvest Investeringsforvaltning’s holdings in Baidu were worth $1,903,000 […]

Handelsinvest Investeringsforvaltning Cuts Stake in Weibo Corp (WB)

Handelsinvest Investeringsforvaltning decreased its holdings in Weibo Corp (NASDAQ:WB) by 3.7% in the fourth quarter, HoldingsChannel reports. The firm owned 15,600 shares of the information services provider’s stock after selling 600 shares during the period. Handelsinvest Investeringsforvaltning’s holdings in Weibo were worth $912,000 at the end of the most recent quarter. Several other institutional investors […]

Raytheon (RTN) Position Boosted by Bell Asset Management Ltd

Bell Asset Management Ltd increased its position in Raytheon (NYSE:RTN) by 50.0% in the fourth quarter, Holdings Channel reports. The fund owned 40,735 shares of the aerospace company’s stock after purchasing an additional 13,573 shares during the period. Bell Asset Management Ltd’s holdings in Raytheon were worth $6,247,000 as of its most recent SEC filing. […]

Cerner Co. (CERN) Stake Lifted by Bell Asset Management Ltd

Bell Asset Management Ltd lifted its stake in shares of Cerner Co. (NASDAQ:CERN) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 136,662 shares of the company’s stock after acquiring an additional 16,853 shares during the period. Bell […]

Colgate-Palmolive (CL) Position Raised by Bell Asset Management Ltd

Bell Asset Management Ltd increased its holdings in Colgate-Palmolive (NYSE:CL) by 33.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 149,093 shares of the company’s stock after acquiring an additional 37,409 shares during the quarter. Colgate-Palmolive comprises 1.9% of Bell Asset Management Ltd’s investment portfolio, making the stock its 15th biggest position. Bell […]

Barton Investment Management Buys 16,350 Shares of Electronic Arts Inc. (EA)

Barton Investment Management lifted its stake in shares of Electronic Arts Inc. (NASDAQ:EA) by 5.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 295,254 shares of the game software company’s stock after buying an additional 16,350 shares during the quarter. Electronic […]

SPDR S&P Retail ETF (XRT) Holdings Boosted by Ayalon Holdings Ltd.

Ayalon Holdings Ltd. lifted its position in shares of SPDR S&P Retail ETF (NYSEARCA:XRT) by 298.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,670 shares of the exchange traded fund’s stock after acquiring an additional 2,750 shares during the quarter. […]

iShares Transportation Average ETF (IYT) Position Reduced by Ayalon Holdings Ltd.

Ayalon Holdings Ltd. lessened its stake in iShares Transportation Average ETF (BATS:IYT) by 8.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,950 shares of the exchange traded fund’s stock after selling 700 shares during the quarter. iShares Transportation Average ETF makes up […]

Qudian Inc – (QD) Shares Bought by Ayalon Holdings Ltd.

Ayalon Holdings Ltd. grew its stake in shares of Qudian Inc – (NYSE:QD) by 183.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,400 shares of the company’s stock after purchasing an additional 11,266 shares during the quarter. Ayalon Holdings […]

Aerojet Rocketdyne Holdings Inc (AJRD) Position Cut by Reinhart Partners Inc.

Reinhart Partners Inc. lessened its holdings in shares of Aerojet Rocketdyne Holdings Inc (NYSE:AJRD) by 20.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 775,845 shares of the aerospace company’s stock after selling 204,819 shares during the quarter. Aerojet Rocketdyne accounts for about […]

Reinhart Partners Inc. Sells 10,380 Shares of Weyerhaeuser Co (WY)

Reinhart Partners Inc. trimmed its holdings in shares of Weyerhaeuser Co (NYSE:WY) by 1.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 963,752 shares of the real estate investment trust’s stock after selling 10,380 shares during the period. Weyerhaeuser makes up approximately 2.2% of Reinhart Partners Inc.’s […]

Truewealth LLC Increases Holdings in Duke Energy Corp (DUK)

Truewealth LLC raised its holdings in shares of Duke Energy Corp (NYSE:DUK) by 145.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,378 shares of the utilities provider’s stock after buying an additional 2,000 shares during the period. Truewealth LLC’s holdings […]

Penn Davis Mcfarland Inc. Sells 956 Shares of Gilead Sciences, Inc. (GILD)

Penn Davis Mcfarland Inc. decreased its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 0.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 178,781 shares of the biopharmaceutical company’s stock after selling 956 shares during the period. Gilead Sciences makes up […]

Sterling Investment Advisors Ltd. Takes Position in Cigna Holding Co (CI)

Sterling Investment Advisors Ltd. bought a new position in shares of Cigna Holding Co (NYSE:CI) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 955 shares of the health services provider’s stock, valued at approximately $181,000. Several other institutional investors and hedge funds have also […]

Vanguard Real Estate ETF (VNQ) is Sageworth Trust Co’s 5th Largest Position

Sageworth Trust Co raised its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 6.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 536,007 shares of the exchange traded fund’s stock after buying an additional 30,806 shares during the period. Vanguard Real Estate ETF […]

TCI Wealth Advisors Inc. Reduces Position in Schlumberger Limited. (SLB)

TCI Wealth Advisors Inc. lessened its position in shares of Schlumberger Limited. (NYSE:SLB) by 14.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,081 shares of the oil and gas company’s stock after selling 505 shares during the quarter. TCI Wealth Advisors Inc.’s holdings […]

Altria Group Inc (MO) Shares Bought by Polaris Greystone Financial Group LLC

Polaris Greystone Financial Group LLC raised its stake in shares of Altria Group Inc (NYSE:MO) by 526.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,492 shares of the company’s stock after buying an additional 13,861 shares during […]