Archive for November, 2018

Vanguard FTSE Emerging Markets ETF (VWO) Stake Increased by Pinnacle Wealth Management Advisory Group LLC

Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 5.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,383 shares of the exchange traded fund’s stock after acquiring an additional 1,455 shares […]

Twin Tree Management LP Has $1.43 Million Position in Bank of Montreal (BMO)

Twin Tree Management LP trimmed its stake in shares of Bank of Montreal (NYSE:BMO) (TSE:BMO) by 69.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,323 shares of the bank’s stock after selling 40,210 shares during the quarter. Twin Tree Management […]

Todd Asset Management LLC Has $1.62 Million Holdings in HSBC Holdings plc (HSBC)

Todd Asset Management LLC grew its position in HSBC Holdings plc (NYSE:HSBC) by 14.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,784 shares of the financial services provider’s stock after purchasing an additional 4,517 shares during the quarter. Todd Asset Management […]

Roosevelt Investment Group Inc. Buys 241 Shares of MarketAxess Holdings Inc. (MKTX)

Roosevelt Investment Group Inc. grew its stake in MarketAxess Holdings Inc. (NASDAQ:MKTX) by 0.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,183 shares of the financial services provider’s stock after purchasing an additional 241 shares during the quarter. Roosevelt Investment […]

Roosevelt Investment Group Inc. Sells 892 Shares of Eversource Energy (ES)

Roosevelt Investment Group Inc. lowered its stake in Eversource Energy (NYSE:ES) by 19.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,639 shares of the utilities provider’s stock after selling 892 shares during the period. Roosevelt Investment Group Inc.’s holdings in Eversource Energy were […]

Roosevelt Investment Group Inc. Invests $611,000 in Tellurian Inc (TELL) Stock

Roosevelt Investment Group Inc. bought a new position in shares of Tellurian Inc (NASDAQ:TELL) in the 3rd quarter, Holdings Channel reports. The firm bought 68,090 shares of the oil and gas producer’s stock, valued at approximately $611,000. A number of other institutional investors have also bought and sold shares of the stock. BlackRock Inc. boosted […]

PNC Financial Services Group Inc. Boosts Position in SPDR Bloomberg Barclays Convertible Securities ETF (CWB)

PNC Financial Services Group Inc. boosted its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB) by 6.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,600,667 shares of the exchange traded fund’s stock after purchasing an additional 103,387 shares during […]

Invesco Dynamic Large Cap Value ETF (PWV) Shares Bought by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lifted its holdings in shares of Invesco Dynamic Large Cap Value ETF (NYSEARCA:PWV) by 20.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,793,448 shares of the company’s stock after acquiring an additional 467,258 shares during the quarter. PNC […]

Rational Advisors LLC Purchases Shares of 19,440 Telefonica Brasil SA (VIV)

Rational Advisors LLC purchased a new stake in shares of Telefonica Brasil SA (NYSE:VIV) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 19,440 shares of the Wireless communications provider’s stock, valued at approximately $189,000. Other hedge funds and other institutional investors also […]

Trillium Asset Management LLC Takes $2.28 Million Position in Chipotle Mexican Grill, Inc. (CMG)

Trillium Asset Management LLC purchased a new position in Chipotle Mexican Grill, Inc. (NYSE:CMG) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,009 shares of the restaurant operator’s stock, valued at approximately $2,277,000. A number of other institutional investors and hedge funds have […]

Todd Asset Management LLC Has $3.24 Million Holdings in SUBARU CORP/ADR (FUJHY)

Todd Asset Management LLC raised its stake in shares of SUBARU CORP/ADR (OTCMKTS:FUJHY) by 9.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 220,600 shares of the company’s stock after purchasing an additional 19,500 shares during the period. Todd […]

Todd Asset Management LLC Takes $12.56 Million Position in Michael Kors Holdings Ltd (KORS)

Todd Asset Management LLC purchased a new position in shares of Michael Kors Holdings Ltd (NYSE:KORS) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 183,169 shares of the lifestyle brand’s stock, valued at approximately $12,558,000. Todd Asset Management LLC […]

KLA-Tencor Corp (KLAC) Position Reduced by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. decreased its position in shares of KLA-Tencor Corp (NASDAQ:KLAC) by 8.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,123 shares of the semiconductor company’s stock after selling 8,394 shares during the […]

Rational Advisors LLC Has $252,000 Holdings in Ingersoll-Rand PLC (IR)

Rational Advisors LLC grew its stake in shares of Ingersoll-Rand PLC (NYSE:IR) by 75.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,456 shares of the industrial products company’s stock after buying an additional 1,053 shares during the […]

TPI Composites Inc (TPIC) Shares Bought by Trillium Asset Management LLC

Trillium Asset Management LLC raised its position in shares of TPI Composites Inc (NASDAQ:TPIC) by 5.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 123,568 shares of the industrial products company’s stock after acquiring an additional 6,610 shares during the period. […]

Red Hat Inc (RHT) Holdings Decreased by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. lessened its holdings in shares of Red Hat Inc (NYSE:RHT) by 3.3% during the third quarter, HoldingsChannel.com reports. The firm owned 71,915 shares of the open-source software company’s stock after selling 2,419 shares during the quarter. Royal London Asset Management Ltd.’s holdings in Red Hat were worth $9,800,000 at the […]

Rational Advisors LLC Boosts Stake in PNC Financial Services Group Inc (PNC)

Rational Advisors LLC lifted its position in PNC Financial Services Group Inc (NYSE:PNC) by 248.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 899 shares of the financial services provider’s stock after buying an additional 641 shares during the period. Rational Advisors LLC’s holdings in […]

Royal London Asset Management Ltd. Raises Holdings in Newell Brands Inc (NWL)

Royal London Asset Management Ltd. grew its holdings in shares of Newell Brands Inc (NYSE:NWL) by 1.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 410,072 shares of the company’s stock after purchasing an additional 7,428 shares during the quarter. Royal London Asset Management […]

IDEXX Laboratories, Inc. (IDXX) Stake Decreased by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. lessened its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX) by 2.2% during the third quarter, Holdings Channel reports. The institutional investor owned 34,880 shares of the company’s stock after selling 772 shares during the quarter. Royal London Asset Management Ltd.’s holdings in IDEXX Laboratories were worth $8,708,000 as of […]

ISHARES CORE S&P U.S. GROWTH ETF (IUSG) Shares Bought by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. raised its holdings in shares of ISHARES CORE S&P U.S. GROWTH ETF (BMV:IUSG) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,898,961 shares of the company’s stock after acquiring an additional […]

Seizert Capital Partners LLC Cuts Holdings in Travelers Companies Inc (TRV)

Seizert Capital Partners LLC cut its holdings in shares of Travelers Companies Inc (NYSE:TRV) by 26.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,619 shares of the insurance provider’s stock after selling 928 shares during the period. Seizert Capital […]

L3 Technologies Inc (LLL) Stake Lessened by Seizert Capital Partners LLC

Seizert Capital Partners LLC trimmed its position in shares of L3 Technologies Inc (NYSE:LLL) by 58.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,299 shares of the aerospace company’s stock after selling 4,704 shares during the quarter. Seizert […]

Preformed Line Products (PLPC) Shares Bought by Seizert Capital Partners LLC

Seizert Capital Partners LLC increased its position in Preformed Line Products (NASDAQ:PLPC) by 103.0% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 7,241 shares of the technology company’s stock after acquiring an additional 3,674 shares during the quarter. Seizert Capital Partners LLC’s holdings in Preformed Line Products were worth $509,000 as of its most […]

Horizon Global Corp (HZN) Holdings Boosted by Rutabaga Capital Management LLC MA

Rutabaga Capital Management LLC MA grew its stake in shares of Horizon Global Corp (NYSE:HZN) by 26.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 941,437 shares of the company’s stock after buying an additional 194,246 shares during the period. Horizon […]

Staley Capital Advisers Inc. Purchases 55,812 Shares of General Motors (GM)

Staley Capital Advisers Inc. boosted its position in General Motors (NYSE:GM) (TSE:GMM.U) by 4.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,309,196 shares of the auto manufacturer’s stock after buying an additional 55,812 shares during the quarter. General Motors makes up about […]

Markel Co. (MKL) Shares Sold by Red Cedar Capital LLC

Red Cedar Capital LLC cut its holdings in Markel Co. (NYSE:MKL) by 11.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,262 shares of the insurance provider’s stock after selling 163 shares during the quarter. Markel comprises 1.3% of Red Cedar Capital LLC’s holdings, making the […]

Shoker Investment Counsel Inc. Buys Shares of 2,050 Medtronic PLC (MDT)

Shoker Investment Counsel Inc. bought a new position in Medtronic PLC (NYSE:MDT) in the 3rd quarter, HoldingsChannel reports. The institutional investor bought 2,050 shares of the medical technology company’s stock, valued at approximately $201,000. Several other large investors have also recently made changes to their positions in MDT. Ballew Advisors Inc bought a new position […]

Rutabaga Capital Management LLC MA Sells 26,831 Shares of UMH PROPERTIES/SH SH (UMH)

Rutabaga Capital Management LLC MA cut its position in UMH PROPERTIES/SH SH (NYSE:UMH) by 6.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 381,809 shares of the real estate investment trust’s stock after selling 26,831 shares during the quarter. Rutabaga Capital Management LLC […]

Express Scripts Holding Co (ESRX) Expected to Announce Quarterly Sales of $26.01 Billion

Equities research analysts predict that Express Scripts Holding Co (NASDAQ:ESRX) will post sales of $26.01 billion for the current fiscal quarter, Zacks reports. Eight analysts have issued estimates for Express Scripts’ earnings, with estimates ranging from $25.52 billion to $26.30 billion. Express Scripts posted sales of $25.38 billion in the same quarter last year, which […]

Rutabaga Capital Management LLC MA Purchases Shares of 533,943 Cooper Tire & Rubber Co (CTB)

Rutabaga Capital Management LLC MA purchased a new position in shares of Cooper Tire & Rubber Co (NYSE:CTB) in the third quarter, Holdings Channel reports. The institutional investor purchased 533,943 shares of the company’s stock, valued at approximately $15,111,000. Cooper Tire & Rubber makes up about 3.5% of Rutabaga Capital Management LLC MA’s holdings, making […]

BABB 24 Hour Trading Volume Hits $34,115.00 (BAX)

BABB (CURRENCY:BAX) traded 1.6% lower against the U.S. dollar during the twenty-four hour period ending at 14:00 PM Eastern on November 21st. One BABB token can now be bought for about $0.0004 or 0.00000010 BTC on popular cryptocurrency exchanges including IDEX, Kucoin, DDEX and Bancor Network. In the last week, BABB has traded down 23.8% […]

Lightning Bitcoin [Futures] (LBTC) Trading Down 74.6% Over Last Week

Lightning Bitcoin [Futures] (CURRENCY:LBTC) traded up 3.7% against the U.S. dollar during the 1 day period ending at 14:00 PM ET on November 21st. One Lightning Bitcoin [Futures] coin can currently be bought for about $32.22 or 0.00344831 BTC on major cryptocurrency exchanges including ZB.COM, BtcTrade.im and CoinEgg. Lightning Bitcoin [Futures] has a total market […]

Staley Capital Advisers Inc. Acquires New Holdings in iShares 1-3 Year Credit Bond ETF (CSJ)

Staley Capital Advisers Inc. acquired a new position in iShares 1-3 Year Credit Bond ETF (NASDAQ:CSJ) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 38,782 shares of the exchange traded fund’s stock, valued at approximately $2,010,000. Several other hedge funds have also recently added […]

Staley Capital Advisers Inc. Acquires 1,000 Shares of iShares Short Maturity Bond ETF (NEAR)

Staley Capital Advisers Inc. raised its holdings in iShares Short Maturity Bond ETF (BATS:NEAR) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 332,300 shares of the company’s stock after acquiring an additional 1,000 shares during the period. Staley Capital […]

Schwab Emerging Markets Equity ETF (SCHE) Shares Sold by Staley Capital Advisers Inc.

Staley Capital Advisers Inc. decreased its stake in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) by 26.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 11,329 shares of the company’s stock after selling 4,000 shares during the period. Staley Capital Advisers Inc.’s holdings in Schwab Emerging Markets Equity ETF were worth $291,000 […]

Brokerages Anticipate US Xpress Enterprises Inc (USX) to Announce $0.43 EPS

Wall Street brokerages predict that US Xpress Enterprises Inc (NYSE:USX) will report earnings of $0.43 per share for the current fiscal quarter, Zacks reports. Three analysts have provided estimates for US Xpress Enterprises’ earnings, with estimates ranging from $0.33 to $0.50. The company is expected to report its next quarterly earnings results on Thursday, February […]

salesforce.com, inc. (CRM) Shares Sold by Rosenblum Silverman Sutton S F Inc. CA

Rosenblum Silverman Sutton S F Inc. CA lessened its position in salesforce.com, inc. (NYSE:CRM) by 4.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 59,882 shares of the CRM provider’s stock after selling 2,540 shares during the period. salesforce.com makes […]

Wesbanco Bank Inc. Has $13.56 Million Holdings in Chubb Ltd (CB)

Wesbanco Bank Inc. lowered its position in shares of Chubb Ltd (NYSE:CB) by 12.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 101,434 shares of the financial services provider’s stock after selling 15,088 shares during the quarter. Wesbanco Bank Inc.’s holdings in Chubb were worth $13,556,000 at the end of the most recent […]

Wesbanco Bank Inc. Has $29.59 Million Stake in Texas Instruments Incorporated (TXN)

Wesbanco Bank Inc. decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 3.3% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 275,803 shares of the semiconductor company’s stock after selling 9,531 shares during the period. Texas Instruments makes up about 1.5% of Wesbanco Bank Inc.’s […]

Financial Comparison: Chicken Soup for The Soul Entrtnmnt (CSSE) & Jerrick Media (JMDA)

Chicken Soup for The Soul Entrtnmnt (NASDAQ:CSSE) and Jerrick Media (OTCMKTS:JMDA) are both consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, profitability, valuation, risk, dividends and analyst recommendations. Analyst Recommendations This is a summary of current recommendations for Chicken […]