Archive for October, 2018

SPDR Portfolio Mid Cap ETF (SPMD) Holdings Raised by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. boosted its stake in shares of SPDR Portfolio Mid Cap ETF (NYSEARCA:SPMD) by 278.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,545 shares of the company’s stock after purchasing an additional 4,816 shares during the quarter. Duncker Streett […]

Duncker Streett & Co. Inc. Acquires 2,500 Shares of VanEck Vectors High Yield Municipal Index ETF (HYD)

Duncker Streett & Co. Inc. increased its holdings in shares of VanEck Vectors High Yield Municipal Index ETF (NYSEARCA:HYD) by 18.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,800 shares of the company’s stock after buying an additional 2,500 […]

Caterpillar Inc. (CAT) Shares Bought by UMB Bank N A MO

UMB Bank N A MO boosted its stake in Caterpillar Inc. (NYSE:CAT) by 4.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 57,999 shares of the industrial products company’s stock after buying an additional 2,668 shares during the period. UMB Bank N A […]

Stewart & Patten Co. LLC Trims Position in Wells Fargo & Co (WFC)

Stewart & Patten Co. LLC lowered its position in shares of Wells Fargo & Co (NYSE:WFC) by 1.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 252,525 shares of the financial services provider’s stock after selling 2,603 shares during the period. Wells Fargo & […]

UMB Bank N A MO Grows Holdings in The Coca-Cola Co (KO)

UMB Bank N A MO boosted its holdings in The Coca-Cola Co (NYSE:KO) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 133,260 shares of the company’s stock after purchasing an additional 2,084 shares during the quarter. […]

Truvestments Capital LLC Buys New Holdings in GlaxoSmithKline plc (GSK)

Truvestments Capital LLC purchased a new position in GlaxoSmithKline plc (NYSE:GSK) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,430 shares of the pharmaceutical company’s stock, valued at approximately $218,000. Other institutional investors and hedge funds also recently modified their holdings of […]

UMB Bank N A MO Boosts Position in Paychex, Inc. (PAYX)

UMB Bank N A MO increased its position in shares of Paychex, Inc. (NASDAQ:PAYX) by 2.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 163,017 shares of the business services provider’s stock after buying an additional 3,583 shares during the quarter. UMB Bank […]

Vanguard Financials ETF (VFH) Stake Lessened by Truvestments Capital LLC

Truvestments Capital LLC decreased its holdings in Vanguard Financials ETF (NYSEARCA:VFH) by 63.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,322 shares of the company’s stock after selling 12,970 shares during the period. Truvestments Capital LLC’s holdings in Vanguard Financials ETF were worth […]

Truvestments Capital LLC Increases Position in Alibaba Group Holding Ltd (BABA)

Truvestments Capital LLC lifted its holdings in Alibaba Group Holding Ltd (NYSE:BABA) by 39.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,667 shares of the specialty retailer’s stock after purchasing an additional 470 shares during the period. Truvestments Capital LLC’s holdings in Alibaba Group were […]

Brink’s (BCO) Set to Announce Earnings on Wednesday

Brink’s (NYSE:BCO) will release its earnings data before the market opens on Wednesday, October 24th. Analysts expect Brink’s to post earnings of $0.94 per share for the quarter. Brink’s (NYSE:BCO) last announced its quarterly earnings results on Wednesday, July 25th. The business services provider reported $0.74 earnings per share (EPS) for the quarter, beating the […]

Wells Fargo & Co (WFC) Shares Sold by Texas Permanent School Fund

Texas Permanent School Fund decreased its holdings in Wells Fargo & Co (NYSE:WFC) by 9.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 973,049 shares of the financial services provider’s stock after selling 97,139 shares during the quarter. Wells Fargo & Co makes […]

Texas Permanent School Fund Sells 6,634 Shares of CME Group Inc (CME)

Texas Permanent School Fund cut its stake in shares of CME Group Inc (NASDAQ:CME) by 8.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 76,459 shares of the financial services provider’s stock after selling 6,634 shares during the period. Texas Permanent School Fund’s holdings in […]

Walgreens Boots Alliance Inc (WBA) Shares Sold by Texas Permanent School Fund

Texas Permanent School Fund trimmed its holdings in Walgreens Boots Alliance Inc (NASDAQ:WBA) by 9.0% in the third quarter, HoldingsChannel.com reports. The fund owned 189,367 shares of the pharmacy operator’s stock after selling 18,745 shares during the period. Texas Permanent School Fund’s holdings in Walgreens Boots Alliance were worth $13,805,000 at the end of the […]

Texas Permanent School Fund Has $14.90 Million Holdings in Aetna Inc (AET)

Texas Permanent School Fund lowered its stake in shares of Aetna Inc (NYSE:AET) by 8.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 73,430 shares of the company’s stock after selling 6,392 shares during the period. Texas Permanent School Fund’s holdings in Aetna were worth $14,895,000 […]

Truvestments Capital LLC Buys 1,350 Shares of Prudential Financial Inc (PRU)

Truvestments Capital LLC grew its stake in shares of Prudential Financial Inc (NYSE:PRU) by 23.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 7,126 shares of the financial services provider’s stock after purchasing an additional 1,350 shares during the period. Truvestments Capital LLC’s holdings in Prudential […]

Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) to Issue $0.10 Monthly Dividend

Invesco BulletShares 2022 High Yield Corporate Bond ETF (NYSEARCA:BSJM) declared a monthly dividend on Monday, October 22nd, Wall Street Journal reports. Stockholders of record on Tuesday, October 23rd will be paid a dividend of 0.0954 per share on Wednesday, October 31st. This represents a $1.14 annualized dividend and a dividend yield of 4.70%. The ex-dividend […]

Invesco BulletShares 2023 Corporate Bond ETF (BSCN) Declares Monthly Dividend of $0.04

Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN) announced a monthly dividend on Monday, October 22nd, Wall Street Journal reports. Stockholders of record on Tuesday, October 23rd will be paid a dividend of 0.0444 per share on Wednesday, October 31st. This represents a $0.53 annualized dividend and a dividend yield of 2.66%. The ex-dividend date is […]

Old Republic International (ORI) Set to Announce Earnings on Thursday

Old Republic International (NYSE:ORI) is scheduled to release its earnings data on Thursday, October 25th. Analysts expect Old Republic International to post earnings of $0.44 per share for the quarter. Old Republic International (NYSE:ORI) last issued its quarterly earnings data on Thursday, July 26th. The insurance provider reported $0.47 earnings per share for the quarter, […]

RA Medical Systems (RMED) Coverage Initiated by Analysts at Cantor Fitzgerald

Cantor Fitzgerald began coverage on shares of RA Medical Systems (NYSE:RMED) in a research note published on Monday morning, The Fly reports. The firm issued an overweight rating and a $21.00 price objective on the stock. Separately, SunTrust Banks started coverage on RA Medical Systems in a research report on Monday. They set a buy […]

Schlumberger (SLB) Given New $72.00 Price Target at Citigroup

Schlumberger (NYSE:SLB) had its target price trimmed by Citigroup from $77.00 to $72.00 in a research report sent to investors on Monday. The firm currently has a buy rating on the oil and gas company’s stock. A number of other research firms also recently weighed in on SLB. Stifel Nicolaus started coverage on Schlumberger in […]

Independent Bank Group (IBTX) Releases Quarterly Earnings Results

Independent Bank Group (NASDAQ:IBTX) posted its quarterly earnings results on Monday. The bank reported $1.20 earnings per share (EPS) for the quarter, meeting the Thomson Reuters’ consensus estimate of $1.20, Briefing.com reports. Independent Bank Group had a return on equity of 8.10% and a net margin of 25.16%. During the same period in the previous […]

EchoLink (EKO) Market Cap Tops $2.88 Million

EchoLink (CURRENCY:EKO) traded 4.8% lower against the US dollar during the 1-day period ending at 7:00 AM Eastern on October 23rd. Over the last week, EchoLink has traded down 4.6% against the US dollar. One EchoLink token can currently be purchased for about $0.0077 or 0.00000120 BTC on major exchanges including Hotbit, LBank, HitBTC and […]

Delta Asset Management LLC TN Has $15.12 Million Stake in Walmart Inc (WMT)

Delta Asset Management LLC TN raised its holdings in shares of Walmart Inc (NYSE:WMT) by 2.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 161,050 shares of the retailer’s stock after acquiring an additional 3,743 shares during the quarter. Walmart makes up […]

Leavell Investment Management Inc. Acquires Shares of 2,651 Alibaba Group Holding Ltd (BABA)

Leavell Investment Management Inc. purchased a new stake in shares of Alibaba Group Holding Ltd (NYSE:BABA) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,651 shares of the specialty retailer’s stock, valued at approximately $437,000. Several other institutional investors also recently bought and […]

iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) Holdings Boosted by Leavell Investment Management Inc.

Leavell Investment Management Inc. grew its holdings in shares of iShares iBonds Dec 2023 Term Muni Bond ETF (BATS:IBML) by 240.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 34,000 shares of the company’s stock after buying an additional 24,000 shares during the period. Leavell Investment Management Inc.’s holdings in iShares iBonds Dec 2023 […]

First Solar, Inc. (FSLR) Shares Sold by Regent Investment Management LLC

Regent Investment Management LLC cut its holdings in First Solar, Inc. (NASDAQ:FSLR) by 14.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,300 shares of the solar cell manufacturer’s stock after selling 1,900 shares during the quarter. Regent Investment Management LLC’s holdings in First […]

Regent Investment Management LLC Buys Shares of 3,843 Starbucks Co. (SBUX)

Regent Investment Management LLC bought a new stake in shares of Starbucks Co. (NASDAQ:SBUX) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 3,843 shares of the coffee company’s stock, valued at approximately $218,000. Other large investors also recently made changes to their positions […]

Edge Wealth Management LLC Invests $103,000 in BCE Inc. (BCE)

Edge Wealth Management LLC acquired a new stake in BCE Inc. (NYSE:BCE) (TSE:BCE) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 2,530 shares of the utilities provider’s stock, valued at approximately $103,000. Several other institutional investors and hedge funds have also recently […]

Tompkins Financial Co. (TMP) Raises Dividend to $0.50 Per Share

Tompkins Financial Co. (NYSEAMERICAN:TMP) declared a quarterly dividend on Monday, October 22nd, Wall Street Journal reports. Investors of record on Tuesday, November 6th will be given a dividend of 0.50 per share by the financial services provider on Thursday, November 15th. This represents a $2.00 annualized dividend and a yield of 2.67%. The ex-dividend date […]

Wells Fargo & Co (WFC) Position Lifted by Leavell Investment Management Inc.

Leavell Investment Management Inc. increased its position in Wells Fargo & Co (NYSE:WFC) by 1.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 61,694 shares of the financial services provider’s stock after buying an additional 1,099 shares during the period. Leavell Investment Management Inc.’s holdings in Wells Fargo & Co were worth $3,243,000 as […]

Vanguard FTSE Emerging Markets ETF (VWO) Stake Lessened by Leavell Investment Management Inc.

Leavell Investment Management Inc. trimmed its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 16.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,228 shares of the exchange traded fund’s stock after selling 6,209 shares during the […]

Duff & Phelps Investment Management Co. Sells 230,730 Shares of CSX Co. (CSX)

Duff & Phelps Investment Management Co. lessened its holdings in shares of CSX Co. (NASDAQ:CSX) by 65.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,400 shares of the transportation company’s stock after selling 230,730 shares during the quarter. Duff & Phelps […]

Duff & Phelps Investment Management Co. Sells 1,700 Shares of Federal Realty Investment Trust (FRT)

Duff & Phelps Investment Management Co. reduced its holdings in shares of Federal Realty Investment Trust (NYSE:FRT) by 0.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 247,344 shares of the real estate investment trust’s stock after selling 1,700 shares during the period. Duff & Phelps Investment Management Co.’s holdings in Federal Realty Investment […]

Duff & Phelps Investment Management Co. Has $20.25 Million Holdings in Healthcare Realty Trust Inc (HR)

Duff & Phelps Investment Management Co. trimmed its position in shares of Healthcare Realty Trust Inc (NYSE:HR) by 17.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 692,108 shares of the real estate investment trust’s stock after selling 149,400 shares during the quarter. […]

1,930 Shares in iRobot Co. (IRBT) Acquired by Everence Capital Management Inc.

Everence Capital Management Inc. acquired a new position in iRobot Co. (NASDAQ:IRBT) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 1,930 shares of the industrial products company’s stock, valued at approximately $212,000. A number of other hedge funds and other institutional investors have also […]

42,464 Shares in Blink Charging Co (BLNK) Acquired by Perkins Capital Management Inc.

Perkins Capital Management Inc. acquired a new position in shares of Blink Charging Co (NASDAQ:BLNK) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 42,464 shares of the company’s stock, valued at approximately $104,000. Perkins Capital Management Inc. owned about 0.17% of Blink Charging at the end […]

Virtus Newfleet Dynamic Credit ETF (BLHY) to Issue Dividend Increase – $0.12 Per Share

Virtus Newfleet Dynamic Credit ETF (NYSEARCA:BLHY) declared a monthly dividend on Monday, October 22nd, Wall Street Journal reports. Investors of record on Tuesday, October 23rd will be paid a dividend of 0.1209 per share on Tuesday, October 30th. This represents a $1.45 annualized dividend and a yield of 5.99%. The ex-dividend date of this dividend […]

Invesco Multi-Factor Core Fixed Income ETF Plans Monthly Dividend of $0.06 (IMFC)

Invesco Multi-Factor Core Fixed Income ETF (NYSEARCA:IMFC) declared a monthly dividend on Monday, October 22nd, Wall Street Journal reports. Shareholders of record on Tuesday, October 23rd will be paid a dividend of 0.0582 per share on Wednesday, October 31st. This represents a $0.70 annualized dividend and a yield of 2.78%. The ex-dividend date of this […]

HomeStreet (HMST) Announces Quarterly Earnings Results

HomeStreet (NASDAQ:HMST) released its earnings results on Monday. The financial services provider reported $0.44 EPS for the quarter, beating the consensus estimate of $0.41 by $0.03, Fidelity Earnings reports. HomeStreet had a net margin of 11.40% and a return on equity of 6.66%. During the same period last year, the company posted $0.51 EPS. Shares […]

KKR & Co Inc (KKR) Given Consensus Rating of “Buy” by Brokerages

KKR & Co Inc (NYSE:KKR) has been given an average recommendation of “Buy” by the fourteen research firms that are covering the firm, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold recommendation and nine have given a buy recommendation to the company. The average 1 year price target among analysts […]