Archive for Doug Wharley

Skyline Asset Management LP Sells 8,700 Shares of Winnebago Industries, Inc. (WGO)

Skyline Asset Management LP lessened its stake in shares of Winnebago Industries, Inc. (NYSE:WGO) by 3.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 277,700 shares of the construction company’s stock after selling 8,700 shares during the quarter. Skyline Asset Management LP’s holdings in Winnebago Industries were worth $6,723,000 at the end of […]

Orgel Wealth Management LLC Has $10.31 Million Holdings in iShares Core S&P 500 ETF (IVV)

Orgel Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 102.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 40,979 shares of the company’s stock after buying an additional 20,757 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.1% of Orgel Wealth Management LLC’s holdings, […]

TRUE Private Wealth Advisors Sells 3,237 Shares of Suncor Energy Inc. (SU)

TRUE Private Wealth Advisors reduced its stake in Suncor Energy Inc. (NYSE:SU) (TSE:SU) by 29.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,916 shares of the oil and gas producer’s stock after selling 3,237 shares during the period. […]

Pennsylvania Trust Co Has $1.58 Million Stake in Polaris Industries Inc. (PII)

Pennsylvania Trust Co decreased its holdings in shares of Polaris Industries Inc. (NYSE:PII) by 30.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,660 shares of the company’s stock after selling 9,195 shares during the quarter. Pennsylvania Trust Co’s holdings […]

TRUE Private Wealth Advisors Has $730,000 Stake in Amgen, Inc. (AMGN)

TRUE Private Wealth Advisors grew its stake in shares of Amgen, Inc. (NASDAQ:AMGN) by 10.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,751 shares of the medical research company’s stock after acquiring an additional 358 shares during the quarter. TRUE Private […]

QCI Asset Management Inc. NY Buys 938 Shares of iShares Core S&P 500 ETF (IVV)

QCI Asset Management Inc. NY boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,720 shares of the company’s stock after acquiring an additional 938 shares during the period. QCI Asset Management […]

VanEck Vectors High Yield Municipal Index ETF (HYD) is Boyd Watterson Asset Management LLC OH’s 5th Largest Position

Boyd Watterson Asset Management LLC OH decreased its holdings in VanEck Vectors High Yield Municipal Index ETF (NYSEARCA:HYD) by 56.8% in the 4th quarter, HoldingsChannel reports. The fund owned 56,758 shares of the company’s stock after selling 74,478 shares during the quarter. VanEck Vectors High Yield Municipal Index ETF comprises about 2.5% of Boyd Watterson […]

iShares Barclays 1-3 Year Treasry Bnd Fd (SHY) Shares Bought by Boyd Watterson Asset Management LLC OH

Boyd Watterson Asset Management LLC OH increased its holdings in iShares Barclays 1-3 Year Treasry Bnd Fd (BMV:SHY) by 9.6% in the 4th quarter, HoldingsChannel reports. The fund owned 15,515 shares of the company’s stock after purchasing an additional 1,360 shares during the period. Boyd Watterson Asset Management LLC OH’s holdings in iShares Barclays 1-3 […]

Boyd Watterson Asset Management LLC OH Has $674,000 Position in Phillips 66 (PSX)

Boyd Watterson Asset Management LLC OH reduced its position in Phillips 66 (NYSE:PSX) by 19.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,819 shares of the oil and gas company’s stock after selling 1,930 shares during the quarter. Boyd […]

Boyd Watterson Asset Management LLC OH Takes $305,000 Position in Keysight Technologies Inc (KEYS)

Boyd Watterson Asset Management LLC OH bought a new stake in shares of Keysight Technologies Inc (NYSE:KEYS) during the 4th quarter, according to its most recent filing with the SEC. The firm bought 4,910 shares of the scientific and technical instruments company’s stock, valued at approximately $305,000. Other large investors also recently made changes to […]

Flaherty&Crumrine Prfrd Scts Incm Fd Inc (FFC) Holdings Lifted by Sit Investment Associates Inc.

Sit Investment Associates Inc. raised its holdings in Flaherty&Crumrine Prfrd Scts Incm Fd Inc (NYSE:FFC) by 2,732.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 424,872 shares of the financial services provider’s stock after purchasing an additional 409,872 shares during the period. Sit Investment Associates Inc.’s holdings in Flaherty&Crumrine Prfrd Scts Incm Fd were […]

Sit Investment Associates Inc. Sells 5,050 Shares of NESTLE S A/S (NSRGY)

Sit Investment Associates Inc. lessened its stake in shares of NESTLE S A/S (OTCMKTS:NSRGY) by 7.1% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 66,000 shares of the company’s stock after selling 5,050 shares during the period. Sit Investment Associates Inc.’s holdings in NESTLE S A/S were […]

ProShares UltraPro Short QQQ (SQQQ) Shares Gap Up to $14.50

ProShares UltraPro Short QQQ (NASDAQ:SQQQ)’s share price gapped up before the market opened on Monday . The stock had previously closed at $14.10, but opened at $14.50. ProShares UltraPro Short QQQ shares last traded at $14.90, with a volume of 25649467 shares changing hands. The company also recently disclosed a quarterly dividend, which was paid […]

Ducommun Incorporated (DCO) Expected to Announce Quarterly Sales of $157.88 Million

Wall Street brokerages expect that Ducommun Incorporated (NYSE:DCO) will report sales of $157.88 million for the current fiscal quarter, according to Zacks Investment Research. Three analysts have made estimates for Ducommun’s earnings, with the lowest sales estimate coming in at $156.26 million and the highest estimate coming in at $160.00 million. Ducommun posted sales of […]

Investors Buy Shares of NextEra Energy (NEE) on Weakness

Traders purchased shares of NextEra Energy Inc (NYSE:NEE) on weakness during trading on Monday. $218.34 million flowed into the stock on the tick-up and $110.75 million flowed out of the stock on the tick-down, for a money net flow of $107.59 million into the stock. Of all stocks tracked, NextEra Energy had the 18th highest […]

Investors Buy SPDR S&P MidCap 400 ETF Trust (MDY) on Weakness

Traders purchased shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) on weakness during trading hours on Monday. $277.06 million flowed into the stock on the tick-up and $93.83 million flowed out of the stock on the tick-down, for a money net flow of $183.23 million into the stock. Of all companies tracked, SPDR S&P […]

Micron Technology (MU) Shares Gap Down to $36.01

Shares of Micron Technology, Inc. (NASDAQ:MU) gapped down prior to trading on Monday . The stock had previously closed at $37.30, but opened at $36.01. Micron Technology shares last traded at $34.67, with a volume of 34537609 shares traded. Several research firms have recently weighed in on MU. Macquarie set a $70.00 price objective on […]

Zacks: Brokerages Anticipate Monotype Imaging Holdings Inc. (TYPE) Will Announce Quarterly Sales of $64.98 Million

Brokerages forecast that Monotype Imaging Holdings Inc. (NASDAQ:TYPE) will report sales of $64.98 million for the current quarter, according to Zacks Investment Research. Two analysts have made estimates for Monotype Imaging’s earnings, with the highest sales estimate coming in at $65.05 million and the lowest estimate coming in at $64.91 million. Monotype Imaging reported sales […]

Investors Buy Shares of Anthem (ANTM) on Weakness

Traders purchased shares of Anthem Inc (NYSE:ANTM) on weakness during trading on Monday. $155.45 million flowed into the stock on the tick-up and $67.71 million flowed out of the stock on the tick-down, for a money net flow of $87.74 million into the stock. Of all companies tracked, Anthem had the 24th highest net in-flow […]

Investors Sell Shares of Regency Centers (REG) on Strength (REG)

Traders sold shares of Regency Centers Corp (NYSE:REG) on strength during trading on Monday. $7.33 million flowed into the stock on the tick-up and $19.21 million flowed out of the stock on the tick-down, for a money net flow of $11.88 million out of the stock. Of all companies tracked, Regency Centers had the 0th […]

General Electric (GE) Shares Bought by Tobam

Tobam lifted its holdings in shares of General Electric (NYSE:GE) by 23.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 582,916 shares of the conglomerate’s stock after purchasing an additional 110,691 shares during the quarter. Tobam’s holdings in […]

PPDAI Group (PPDF) Trading Down 5.4%

PPDAI Group Inc – (NYSE:PPDF) shares were down 5.4% on Monday . The stock traded as low as $3.62 and last traded at $3.70. Approximately 1,362,800 shares were traded during trading, an increase of 73% from the average daily volume of 789,750 shares. The stock had previously closed at $3.91. Several research analysts have weighed […]

Renaissance Technologies LLC Purchases 3,441,350 Shares of New Gold Inc (NGD)

Renaissance Technologies LLC boosted its position in New Gold Inc (NYSEAMERICAN:NGD) by 119.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,332,384 shares of the basic materials company’s stock after buying an additional 3,441,350 shares during the quarter. Renaissance Technologies LLC owned approximately […]

Synergy Hits 24 Hour Trading Volume of $0.00 (SNRG)

Synergy (CURRENCY:SNRG) traded flat against the U.S. dollar during the 1 day period ending at 10:00 AM ET on January 16th. In the last week, Synergy has traded down 4.3% against the U.S. dollar. One Synergy coin can now be purchased for $0.0129 or 0.00000348 BTC on major exchanges. Synergy has a market capitalization of […]

Progressive Corp (PGR) Shares Bought by Navellier & Associates Inc

Navellier & Associates Inc grew its holdings in shares of Progressive Corp (NYSE:PGR) by 22.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,929 shares of the insurance provider’s stock after purchasing an additional 4,446 shares during the quarter. Navellier […]

M. Kraus & Co Reduces Position in Thermo Fisher Scientific Inc. (TMO)

M. Kraus & Co cut its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,805 shares of the medical research company’s stock after selling 285 shares during the period. Thermo […]

Navellier & Associates Inc Sells 4,495 Shares of CME Group Inc (CME)

Navellier & Associates Inc lowered its position in CME Group Inc (NASDAQ:CME) by 20.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 17,517 shares of the financial services provider’s stock after selling 4,495 shares during the quarter. Navellier & Associates Inc’s holdings in CME […]

Zacks: Brokerages Anticipate Nutrien Ltd (NTR) Will Announce Earnings of $0.54 Per Share

Analysts expect that Nutrien Ltd (NYSE:NTR) will announce earnings per share of $0.54 for the current fiscal quarter, according to Zacks Investment Research. Two analysts have provided estimates for Nutrien’s earnings, with the highest EPS estimate coming in at $0.59 and the lowest estimate coming in at $0.46. The firm is scheduled to report its […]

Copart (CPRT) Upgraded by BidaskClub to “Strong-Buy”

BidaskClub upgraded shares of Copart (NASDAQ:CPRT) from a buy rating to a strong-buy rating in a research note issued to investors on Tuesday morning. Several other brokerages also recently issued reports on CPRT. Zacks Investment Research raised shares of Copart from a hold rating to a buy rating and set a $71.00 price objective on […]

ALQO (XLQ) Price Hits $0.0496 on Exchanges

ALQO (CURRENCY:XLQ) traded down 13.9% against the U.S. dollar during the 24-hour period ending at 8:00 AM Eastern on January 16th. ALQO has a total market capitalization of $2.85 million and approximately $7,347.00 worth of ALQO was traded on exchanges in the last 24 hours. During the last seven days, ALQO has traded 18% lower […]

ICOBID (ICOB) Market Cap Tops $7,858.00

ICOBID (CURRENCY:ICOB) traded flat against the dollar during the 1 day period ending at 8:00 AM Eastern on January 16th. ICOBID has a market capitalization of $7,858.00 and $0.00 worth of ICOBID was traded on exchanges in the last day. One ICOBID coin can now be bought for approximately $0.0001 or 0.00000002 BTC on major […]

Union Pacific (UNP) Rating Reiterated by Credit Suisse Group

Credit Suisse Group restated their outperform rating on shares of Union Pacific (NYSE:UNP) in a research note published on Tuesday morning, The Fly reports. The firm currently has a $180.00 price objective on the railroad operator’s stock, up from their prior price objective of $166.00. Several other brokerages have also weighed in on UNP. Royal […]

Total (TOT) Rating Increased to Hold at Zacks Investment Research

Zacks Investment Research upgraded shares of Total (NYSE:TOT) from a strong sell rating to a hold rating in a research note published on Tuesday. According to Zacks, “TOTAL continues to benefit from strong contribution of its new startups. In addition, strategic acquisitions strengthened its portfolio and helped expand its operations. The company is utilizing its […]

Watch Point Trust Co Has $2.20 Million Holdings in Procter & Gamble Co (PG)

Watch Point Trust Co boosted its stake in shares of Procter & Gamble Co (NYSE:PG) by 7.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,393 shares of the company’s stock after acquiring an additional 1,895 shares during the quarter. Watch Point Trust […]

Banco Bilbao Vizcaya Argentaria (BBVA) Lowered to “Hold” at HSBC

HSBC cut shares of Banco Bilbao Vizcaya Argentaria (NYSE:BBVA) from a buy rating to a hold rating in a research note published on Tuesday morning, The Fly reports. BBVA has been the subject of several other reports. Citigroup raised Banco Bilbao Vizcaya Argentaria from a neutral rating to a buy rating in a research report […]

PDL BioPharma (PDLI) Upgraded by Zacks Investment Research to Hold

Zacks Investment Research upgraded shares of PDL BioPharma (NASDAQ:PDLI) from a sell rating to a hold rating in a research note issued to investors on Tuesday morning. According to Zacks, “PDL BioPharma is focused on acquiring and managing income-generating assets. It has agreements with several companies whereby it receives royalties from their products’ sales. PDL […]

Atlas Financial (AFH) Rating Increased to Buy at Zacks Investment Research

Zacks Investment Research upgraded shares of Atlas Financial (NASDAQ:AFH) from a hold rating to a buy rating in a research note published on Tuesday morning. Zacks Investment Research currently has $11.00 target price on the insurance provider’s stock. According to Zacks, “Atlas Financial Holdings Inc. provides commercial automobile insurance policies primarily in the United States […]

Callisto Network (CLO) Price Tops $0.0037

Callisto Network (CURRENCY:CLO) traded up 0.1% against the dollar during the one day period ending at 9:00 AM ET on January 16th. One Callisto Network coin can now be bought for $0.0037 or 0.00000101 BTC on popular cryptocurrency exchanges including Exrates, Stocks.Exchange, BiteBTC and OOOBTC. In the last seven days, Callisto Network has traded 19.6% […]

First Citizens Bank & Trust Co. Has $1.54 Million Holdings in Robert Half International Inc. (RHI)

First Citizens Bank & Trust Co. raised its stake in Robert Half International Inc. (NYSE:RHI) by 47.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,890 shares of the business services provider’s stock after acquiring an additional 8,642 shares during the […]

First Citizens Bank & Trust Co. Purchases 1,256 Shares of NVIDIA Co. (NVDA)

First Citizens Bank & Trust Co. raised its position in NVIDIA Co. (NASDAQ:NVDA) by 8.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,600 shares of the computer hardware maker’s stock after acquiring an additional 1,256 shares during the quarter. First Citizens […]

Builders FirstSource (BLDR) Downgraded by SunTrust Banks

SunTrust Banks lowered shares of Builders FirstSource (NASDAQ:BLDR) from a buy rating to a hold rating in a report released on Tuesday morning, Marketbeat reports. A number of other analysts have also commented on the company. Royal Bank of Canada lowered Builders FirstSource from an outperform rating to a sector perform rating and decreased their […]

Crocs’ (CROX) “Buy” Rating Reaffirmed at Pivotal Research

Pivotal Research reaffirmed their buy rating on shares of Crocs (NASDAQ:CROX) in a research note issued to investors on Tuesday. The firm currently has a $35.00 target price on the textile maker’s stock, up from their prior target price of $33.00. Several other equities analysts also recently weighed in on CROX. BidaskClub downgraded Crocs from […]

IGM Financial (IGIFF) Downgraded by Royal Bank of Canada

Royal Bank of Canada cut shares of IGM Financial (OTCMKTS:IGIFF) from an outperform rating to a sector perform rating in a report published on Tuesday morning. Several other equities analysts have also commented on the stock. TD Securities restated a buy rating on shares of IGM Financial in a research report on Monday, November 19th. […]

Carmichael Hill & Associates Inc. Increases Stake in Invesco QQQ Trust (QQQ)

Carmichael Hill & Associates Inc. grew its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 7.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,677 shares of the exchange traded fund’s stock after purchasing an additional 260 shares during the period. […]

Daiwa SB Investments Ltd. Has $6.90 Million Position in Analog Devices, Inc. (ADI)

Daiwa SB Investments Ltd. reduced its position in Analog Devices, Inc. (NASDAQ:ADI) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,440 shares of the semiconductor company’s stock after selling 1,080 shares during the period. Analog Devices comprises […]

Pendragon (PDGNF) Upgraded to Hold by Zacks Investment Research

Pendragon (OTCMKTS:PDGNF) was upgraded by Zacks Investment Research from a “sell” rating to a “hold” rating in a note issued to investors on Wednesday. According to Zacks, “Pendragon PLC is an automotive retailer company. Its operating segment consists of Stratstone, Evans Halshaw, California, Leasing, Quickco, Pinewood and Central. The company sells new and used motor […]

Cardinal Health (CAH) Lifted to “Hold” at Zacks Investment Research

Cardinal Health (NYSE:CAH) was upgraded by Zacks Investment Research from a “sell” rating to a “hold” rating in a report released on Wednesday. According to Zacks, “Cardinal Health’s Specialty business gained a number of Pharmaceutical Distribution customers recently. An exclusive profile of Medical and Pharmaceutical offerings provide the company with a competitive edge in the […]

Amkor Technology (AMKR) Upgraded by BidaskClub to Hold

BidaskClub upgraded shares of Amkor Technology (NASDAQ:AMKR) from a sell rating to a hold rating in a report published on Tuesday morning. Other equities research analysts also recently issued research reports about the company. TheStreet downgraded Amkor Technology from a b- rating to a c+ rating in a report on Friday, October 19th. Citigroup reduced […]

Ecopetrol (EC) Upgraded to “Hold” by ValuEngine

ValuEngine upgraded shares of Ecopetrol (NYSE:EC) from a sell rating to a hold rating in a research report report published on Tuesday morning. Other analysts also recently issued reports about the company. Raymond James raised Ecopetrol from an underperform rating to a market perform rating in a research note on Monday, October 22nd. Zacks Investment […]

Cohen & Steers Limited Drtn Prfd&Incm Fd (LDP) Shares Bought by Carmichael Hill & Associates Inc.

Carmichael Hill & Associates Inc. grew its position in Cohen & Steers Limited Drtn Prfd&Incm Fd (NYSE:LDP) by 7.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,480 shares of the company’s stock after purchasing an additional 3,893 shares during the period. […]