Archive for Doug Wharley

Bridge Creek Capital Management LLC acquired a new position in shares of International Business Machines Co. (NYSE:IBM) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 3,980 shares of the technology company’s stock, valued at approximately $530,000. Other hedge funds and other institutional […]

Hexavest Inc. trimmed its holdings in shares of The Allstate Co. (NYSE:ALL) by 14.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 92,268 shares of the insurance provider’s stock after selling 15,594 shares during the period. Hexavest Inc.’s holdings in The Allstate were worth $10,602,000 […]

Foundations Investment Advisors LLC lifted its stake in Bank of America Co. (NYSE:BAC) by 112.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,166 shares of the financial services provider’s stock after purchasing an additional 11,199 shares during the […]

Equities analysts expect that EVO Payments, Inc. (NASDAQ:EVOP) will announce earnings per share (EPS) of $0.13 for the current quarter, Zacks Investment Research reports. Four analysts have made estimates for EVO Payments’ earnings, with estimates ranging from $0.10 to $0.18. EVO Payments posted earnings of $0.11 per share in the same quarter last year, which […]

Rye Brook Capital LLC purchased a new position in shares of Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 28,350 shares of the company’s stock, valued at approximately $8,374,000. Vanguard Consumer Discretionary ETF makes up about 6.1% of Rye Brook Capital LLC’s portfolio, making the stock its […]

Brokerages forecast that Dave & Buster’s Entertainment Inc (NASDAQ:PLAY) will report ($0.48) earnings per share (EPS) for the current fiscal quarter, Zacks Investment Research reports. Seven analysts have issued estimates for Dave & Buster’s Entertainment’s earnings, with the highest EPS estimate coming in at ($0.30) and the lowest estimate coming in at ($0.67). Dave & […]

Selective Wealth Management Inc. cut its stake in shares of Invesco DWA Consumer Staples Momentum ETF (NASDAQ:PSL) by 11.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,881 shares of the company’s stock after selling 373 shares during the quarter. Selective Wealth […]

American National Bank lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,747 shares of the company’s stock after buying an additional 1,738 shares during the period. Johnson & Johnson […]

NuWave Investment Management LLC trimmed its holdings in shares of The Trade Desk, Inc. (NASDAQ:TTD) by 24.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,104 shares of the technology company’s stock after selling 364 shares during the period. The Trade […]

ZrCoin (CURRENCY:ZRC) traded 15.7% lower against the US dollar during the 24-hour period ending at 9:00 AM Eastern on April 11th. During the last week, ZrCoin has traded 38.1% lower against the US dollar. One ZrCoin coin can now be purchased for about $0.24 or 0.00000396 BTC on cryptocurrency exchanges. ZrCoin has a market capitalization […]

CHURCHILL MANAGEMENT Corp acquired a new stake in shares of The Kraft Heinz Company (NASDAQ:KHC) during the first quarter, Holdings Channel.com reports. The firm acquired 165,217 shares of the company’s stock, valued at approximately $6,609,000. Several other institutional investors and hedge funds also recently modified their holdings of the company. Summit Financial Group Inc. purchased […]

American National Bank grew its stake in ResMed Inc. (NYSE:RMD) by 23,860.0% during the first quarter, Holdings Channel.com reports. The fund owned 4,792 shares of the medical equipment provider’s stock after acquiring an additional 4,772 shares during the period. American National Bank’s holdings in ResMed were worth $930,000 at the end of the most recent […]

Legacy Private Trust Co. grew its position in shares of Kimberly-Clark Co. (NYSE:KMB) by 5.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,529 shares of the company’s stock after buying an additional 3,240 shares during the quarter. Legacy Private Trust […]

Parcion Private Wealth LLC cut its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 4.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,177 shares of the exchange traded fund’s stock after selling 386 shares during the quarter. Parcion Private Wealth […]

Pure Financial Advisors Inc. cut its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 6.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,781 shares of the company’s stock after selling 2,694 shares during the quarter. Pure Financial Advisors Inc.’s holdings in Vanguard […]

OLD Dominion Capital Management Inc. trimmed its stake in TE Connectivity Ltd. (NYSE:TEL) by 56.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 3,104 shares of the electronics maker’s stock after selling 3,993 shares during the period. OLD Dominion Capital Management Inc.’s holdings in TE Connectivity were worth $401,000 as of its most recent […]

BTR Capital Management Inc. reduced its stake in Starwood Property Trust, Inc. (NYSE:STWD) by 4.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,688 shares of the real estate investment trust’s stock after selling 625 shares during the period. BTR Capital Management Inc.’s […]

Legacy Private Trust Co. lowered its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 3.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,802 shares of the information services provider’s stock after selling 214 shares during the period. Alphabet comprises 1.3% of Legacy Private Trust Co.’s portfolio, […]

KMG Fiduciary Partners LLC cut its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP) by 65.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,268 shares of the company’s stock after selling 13,874 shares during the period. KMG […]

Equities research analysts predict that Westlake Chemical Co. (NYSE:WLK) will post earnings per share of $1.39 for the current quarter, Zacks reports. Four analysts have provided estimates for Westlake Chemical’s earnings, with estimates ranging from $0.57 to $1.67. Westlake Chemical reported earnings per share of $0.65 in the same quarter last year, which suggests a […]

KMG Fiduciary Partners LLC bought a new stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 680 shares of the exchange traded fund’s stock, valued at approximately $244,000. Several other institutional investors and hedge […]

Baldwin Brothers Inc. MA purchased a new stake in shares of MGM Resorts International (NYSE:MGM) in the first quarter, Holdings Channel reports. The firm purchased 3,250 shares of the company’s stock, valued at approximately $123,000. Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Steward Partners […]

Baldwin Brothers Inc. MA lifted its stake in shares of SAP SE (NYSE:SAP) by 46.2% during the 1st quarter, Holdings Channel reports. The fund owned 1,814 shares of the software maker’s stock after buying an additional 573 shares during the quarter. Baldwin Brothers Inc. MA’s holdings in SAP were worth $223,000 at the end of […]

Baldwin Brothers Inc. MA boosted its holdings in shares of HDFC Bank Limited (NYSE:HDB) by 11.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,264 shares of the bank’s stock after buying an additional 425 shares during the quarter. […]

Hodges Capital Management Inc. lessened its position in shares of Citigroup Inc. (NYSE:C) by 9.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,417 shares of the company’s stock after selling 455 shares during the quarter. Hodges Capital Management Inc.’s holdings in Citigroup […]