Archive for Doug Wharley

Econ Financial Services Corp Purchases Shares of 43,844 Schwab U.S. Aggregate Bond ETF (SCHZ)

Econ Financial Services Corp bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 1st quarter, Holdings Channel reports. The firm bought 43,844 shares of the company’s stock, valued at approximately $2,275,000. Schwab U.S. Aggregate Bond ETF accounts for about 3.4% of Econ Financial Services Corp’s portfolio, making the stock its 11th […]

Nisa Investment Advisors LLC Sells 2,400 Shares of Amgen, Inc. (AMGN)

Nisa Investment Advisors LLC lowered its holdings in Amgen, Inc. (NASDAQ:AMGN) by 0.7% in the 1st quarter, HoldingsChannel reports. The fund owned 329,606 shares of the medical research company’s stock after selling 2,400 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Amgen were worth $62,619,000 at the end of the most recent quarter. […]

Q2 Holdings Inc (QTWO) Receives Average Rating of “Buy” from Brokerages

Q2 Holdings Inc (NYSE:QTWO) has been assigned a consensus recommendation of “Buy” from the eighteen brokerages that are currently covering the stock, Marketbeat reports. Two equities research analysts have rated the stock with a sell recommendation, four have issued a hold recommendation, eleven have assigned a buy recommendation and one has issued a strong buy […]

Dicerna Pharmaceuticals (DRNA) PT Lowered to $20.00

Dicerna Pharmaceuticals (NASDAQ:DRNA) had its price objective reduced by SunTrust Banks to $20.00 in a report issued on Thursday, The Fly reports. They currently have a buy rating on the biopharmaceutical company’s stock. Other analysts have also issued reports about the company. ValuEngine upgraded Dicerna Pharmaceuticals from a hold rating to a buy rating in […]

Virtusa (VRTU) Given “Overweight” Rating at Cantor Fitzgerald

Cantor Fitzgerald restated their overweight rating on shares of Virtusa (NASDAQ:VRTU) in a report released on Thursday, The Fly reports. The firm currently has a $56.00 price objective on the information technology services provider’s stock, down from their previous price objective of $62.00. VRTU has been the subject of a number of other research reports. […]

Csenge Advisory Group Acquires Shares of 5,026 iShares Barclays 1-3 Year Treasry Bnd Fd (SHY)

Csenge Advisory Group acquired a new stake in shares of iShares Barclays 1-3 Year Treasry Bnd Fd (BMV:SHY) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 5,026 shares of the company’s stock, valued at approximately $422,000. A number of other institutional investors and […]

First Mercantile Trust Co. Decreases Stake in Advance Auto Parts, Inc. (AAP)

First Mercantile Trust Co. decreased its position in Advance Auto Parts, Inc. (NYSE:AAP) by 53.3% during the 1st quarter, Holdings Channel reports. The firm owned 1,019 shares of the company’s stock after selling 1,162 shares during the period. First Mercantile Trust Co.’s holdings in Advance Auto Parts were worth $174,000 as of its most recent […]

CIBC Asset Management Inc Purchases 29,732 Shares of Prudential Public Limited (PUK)

CIBC Asset Management Inc raised its position in Prudential Public Limited (NYSE:PUK) by 155.4% during the first quarter, HoldingsChannel reports. The firm owned 48,859 shares of the financial services provider’s stock after buying an additional 29,732 shares during the period. CIBC Asset Management Inc’s holdings in Prudential Public were worth $1,965,000 at the end of […]

National Retail Properties, Inc. (NNN) Shares Bought by Cetera Advisor Networks LLC

Cetera Advisor Networks LLC boosted its position in National Retail Properties, Inc. (NYSE:NNN) by 4.7% in the 1st quarter, Holdings Channel reports. The institutional investor owned 14,778 shares of the real estate investment trust’s stock after buying an additional 666 shares during the period. Cetera Advisor Networks LLC’s holdings in National Retail Properties were worth […]

Paychex, Inc. (PAYX) Shares Bought by Cetera Advisor Networks LLC

Cetera Advisor Networks LLC boosted its position in shares of Paychex, Inc. (NASDAQ:PAYX) by 8.5% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 8,849 shares of the business services provider’s stock after acquiring an additional 694 shares during the quarter. Cetera Advisor Networks LLC’s holdings in Paychex were worth $707,000 as of its […]

BlackRock, Inc. (BLK) Shares Bought by Cetera Advisors LLC

Cetera Advisors LLC raised its holdings in BlackRock, Inc. (NYSE:BLK) by 3.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 932 shares of the asset manager’s stock after purchasing an additional 32 shares during the period. Cetera Advisors LLC’s […]

Sensient Technologies Co. (SXT) Stake Lowered by First Mercantile Trust Co.

First Mercantile Trust Co. cut its holdings in Sensient Technologies Co. (NYSE:SXT) by 7.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,855 shares of the specialty chemicals company’s stock after selling 240 shares during the period. First Mercantile Trust Co.’s holdings in Sensient Technologies […]

A. O. Smith Corp (AOS) Shares Bought by California Public Employees Retirement System

California Public Employees Retirement System lifted its holdings in shares of A. O. Smith Corp (NYSE:AOS) by 1.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 307,863 shares of the industrial products company’s stock after acquiring an additional 3,304 shares during the period. California Public […]

Comerica Bank Acquires 795 Shares of Applied Industrial Technologies (AIT)

Comerica Bank raised its holdings in Applied Industrial Technologies (NYSE:AIT) by 1.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,007 shares of the industrial products company’s stock after purchasing an additional 795 shares during the period. Comerica Bank’s holdings in […]

Exchange Capital Management Inc. Has $5.01 Million Stake in Amgen, Inc. (AMGN)

Exchange Capital Management Inc. lifted its holdings in shares of Amgen, Inc. (NASDAQ:AMGN) by 4.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,352 shares of the medical research company’s stock after purchasing an additional 1,204 shares during the quarter. […]

Mizuho Trims Depomed (ASRT) Target Price to $3.00

Depomed (NYSE:ASRT) had its price objective cut by Mizuho from $6.00 to $3.00 in a research note issued to investors on Thursday morning, The Fly reports. They currently have a neutral rating on the stock. Separately, Zacks Investment Research upgraded Depomed from a hold rating to a buy rating and set a $4.75 target price […]

Agilent Technologies (A) Lowered to “Hold” at Zacks Investment Research

Zacks Investment Research cut shares of Agilent Technologies (NYSE:A) from a buy rating to a hold rating in a research note issued to investors on Thursday morning, Zacks.com reports. According to Zacks, “Agilent reported weak fiscal second-quarter results due to slowing global demand in small molecule Pharma and softness in the China Food market. However, […]

ALPS ELEC LTD/ADR (APELY) Lowered to Sell at Zacks Investment Research

Zacks Investment Research cut shares of ALPS ELEC LTD/ADR (OTCMKTS:APELY) from a hold rating to a sell rating in a research report sent to investors on Thursday, Zacks.com reports. According to Zacks, “ALPS ELECTRIC CO., LTD. is a Japan-based company mainly engaged in the manufacture and sale of electronic components and audio equipment. The Company […]

Land Securities Group (LSGOF) Downgraded by Zacks Investment Research to Hold

Zacks Investment Research lowered shares of Land Securities Group (OTCMKTS:LSGOF) from a buy rating to a hold rating in a research note released on Friday morning, Zacks.com reports. According to Zacks, “Land Securities Group PLC is a real estate company. Its portfolio primarily includes office buildings, shopping and leisure destinations. Land Securities Group PLC is […]

Air Industries Group (AIRI) Lifted to “Hold” at Zacks Investment Research

Zacks Investment Research upgraded shares of Air Industries Group (NYSEAMERICAN:AIRI) from a sell rating to a hold rating in a research report report published on Friday, Zacks.com reports. According to Zacks, “Air Industries Group Inc. is engaged in designing and manufactureing flight critical products including flight safety parts, landing gear and components, arresting gear, flight […]

Benjamin F. Edwards & Company Inc. Has $2.25 Million Holdings in Cisco Systems, Inc. (CSCO)

Benjamin F. Edwards & Company Inc. trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 13.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 51,877 shares of the network equipment provider’s stock after selling 8,004 shares during the period. Benjamin F. Edwards & Company Inc.’s holdings in Cisco Systems were worth […]

BNP Paribas Arbitrage SA Has $365,000 Holdings in Acacia Communications, Inc. (ACIA)

BNP Paribas Arbitrage SA raised its stake in shares of Acacia Communications, Inc. (NASDAQ:ACIA) by 877.1% in the first quarter, HoldingsChannel.com reports. The fund owned 6,371 shares of the technology company’s stock after acquiring an additional 5,719 shares during the period. BNP Paribas Arbitrage SA’s holdings in Acacia Communications were worth $365,000 at the end […]

Bernardo Wealth Planning LLC Invests $211,000 in iShares MSCI Emerging Markets ETF (EEM) Stock

Bernardo Wealth Planning LLC purchased a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) during the 1st quarter, Holdings Channel reports. The firm purchased 4,913 shares of the exchange traded fund’s stock, valued at approximately $211,000. Several other large investors have also recently made changes to their positions in the company. BlackRock Inc. grew […]

Horizonte Minerals (HZM) Rating Reiterated by Shore Capital

Shore Capital reissued their not rated rating on shares of Horizonte Minerals (LON:HZM) in a report issued on Thursday morning, Digital Look reports. LON:HZM opened at GBX 1.81 ($0.02) on Thursday. The stock has a market cap of $26.12 million and a price-to-earnings ratio of -18.06. Horizonte Minerals has a 52 week low of GBX […]

Keller Group (KLR) Earns Buy Rating from Jefferies Financial Group

Jefferies Financial Group reiterated their buy rating on shares of Keller Group (LON:KLR) in a research note issued to investors on Thursday morning, Digital Look reports. Jefferies Financial Group currently has a GBX 770 ($10.06) target price on the stock. KLR has been the topic of several other reports. Berenberg Bank lifted their price target […]

Genus (GNS) Price Target Raised to GBX 3,200 at Peel Hunt

Genus (LON:GNS) had its price objective boosted by Peel Hunt from GBX 2,800 ($36.59) to GBX 3,200 ($41.81) in a research report sent to investors on Thursday, ThisIsMoney.Co.Uk reports. They currently have a buy rating on the stock. A number of other equities research analysts have also issued reports on GNS. HSBC initiated coverage on […]

Shore Capital Reiterates “Not Rated” Rating for Countryside Properties (CSP)

Shore Capital restated their not rated rating on shares of Countryside Properties (LON:CSP) in a report issued on Thursday, Digital Look reports. Several other equities analysts have also commented on CSP. Peel Hunt reissued a buy rating on shares of Countryside Properties in a research report on Thursday. Numis Securities reissued a buy rating and […]

Vanguard FTSE Developed Markets ETF (VEA) Stake Lowered by Alerus Financial NA

Alerus Financial NA reduced its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 11.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,913 shares of the company’s stock after selling 652 shares during the quarter. Alerus Financial NA’s holdings in Vanguard […]

4,576 Shares in Methanex Co. (MEOH) Acquired by Acorn Wealth Advisors LLC

Acorn Wealth Advisors LLC bought a new position in shares of Methanex Co. (NASDAQ:MEOH) (TSE:MX) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,576 shares of the specialty chemicals company’s stock, valued at approximately $268,000. A number of other hedge funds […]

CSFB Analysts Give Royal Bank of Canada (RY) a C$109.00 Price Target

CSFB set a C$109.00 price target on Royal Bank of Canada (TSE:RY) (NYSE:RY) in a research report released on Thursday, BayStreet.CA reports. The brokerage currently has a neutral rating on the financial services provider’s stock. Several other brokerages have also commented on RY. Desjardins boosted their price target on Royal Bank of Canada from C$108.00 […]

Tesco’s (TSCO) Overweight Rating Reaffirmed at Barclays

Barclays reissued their overweight rating on shares of Tesco (LON:TSCO) in a research note published on Friday, ThisIsMoney.Co.Uk reports. A number of other research firms have also recently weighed in on TSCO. Deutsche Bank lifted their price objective on shares of Tesco from GBX 275 ($3.59) to GBX 300 ($3.92) and gave the company a […]

Foxtons Group’s (FOXT) “Buy” Rating Reaffirmed at Numis Securities

Numis Securities restated their buy rating on shares of Foxtons Group (LON:FOXT) in a research note published on Thursday morning, ThisIsMoney.Co.Uk reports. Other research analysts have also issued reports about the stock. Peel Hunt reiterated a sell rating on shares of Foxtons Group in a report on Thursday, January 31st. Berenberg Bank upgraded shares of […]

Liberum Capital Reaffirms “Buy” Rating for Sigmaroc (SRC)

Liberum Capital reaffirmed their buy rating on shares of Sigmaroc (LON:SRC) in a research report report published on Thursday morning, ThisIsMoney.Co.Uk reports. Separately, Berenberg Bank reissued a buy rating on shares of Sigmaroc in a research report on Tuesday, April 16th. Shares of LON:SRC opened at GBX 46.50 ($0.61) on Thursday. Sigmaroc has a 52-week […]

Head-To-Head Contrast: Phoenix New Media (FENG) and FOX (FOX)

FOX (NASDAQ:FOX) and Phoenix New Media (NYSE:FENG) are both consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, institutional ownership, dividends, analyst recommendations, valuation and earnings. Profitability This table compares FOX and Phoenix New Media’s net margins, return on equity and […]

Mercantile Bank (MBWM) Rating Lowered to Sell at BidaskClub

Mercantile Bank (NASDAQ:MBWM) was downgraded by BidaskClub from a “hold” rating to a “sell” rating in a research note issued on Saturday, BidAskClub reports. A number of other equities research analysts have also weighed in on MBWM. Zacks Investment Research lowered Mercantile Bank from a “buy” rating to a “hold” rating in a research note […]

Bilfinger (GBF) Stock Rating Reaffirmed by DZ Bank

DZ Bank reiterated their buy rating on shares of Bilfinger (ETR:GBF) in a research report report published on Thursday morning, Borsen Zeitung reports. Several other brokerages also recently weighed in on GBF. Independent Research set a €33.00 ($38.37) target price on shares of Bilfinger and gave the company a neutral rating in a research note […]

GlaxoSmithKline (GSK) Rating Reiterated by Credit Suisse Group

GlaxoSmithKline (LON:GSK)‘s stock had its “neutral” rating reiterated by equities research analysts at Credit Suisse Group in a research report issued on Monday, ThisIsMoney.Co.Uk reports. Several other research firms have also recently commented on GSK. Deutsche Bank restated a “hold” rating and set a GBX 1,520 ($19.86) price target on shares of GlaxoSmithKline in a […]

SilverCrest Metals (SIL) Price Target Increased to C$7.00 by Analysts at BMO Capital Markets

SilverCrest Metals (CVE:SIL) had its price target increased by BMO Capital Markets from C$6.50 to C$7.00 in a research note released on Thursday, BayStreet.CA reports. Other equities analysts have also recently issued research reports about the stock. Eight Capital upped their price target on shares of SilverCrest Metals from C$4.45 to C$6.00 in a research […]

Zeepin Price Reaches $0.0112 on Major Exchanges (ZPT)

Zeepin (CURRENCY:ZPT) traded down 0.5% against the U.S. dollar during the 1-day period ending at 23:00 PM Eastern on May 19th. Zeepin has a total market capitalization of $5.61 million and $298,946.00 worth of Zeepin was traded on exchanges in the last 24 hours. One Zeepin token can currently be purchased for about $0.0112 or […]

LiteDoge (LDOGE) 24 Hour Volume Tops $18.00

LiteDoge (CURRENCY:LDOGE) traded down 17.2% against the dollar during the one day period ending at 21:00 PM ET on May 19th. LiteDoge has a market capitalization of $380,759.00 and approximately $18.00 worth of LiteDoge was traded on exchanges in the last 24 hours. Over the last week, LiteDoge has traded down 14.7% against the dollar. […]

Siacoin (SC) 24-Hour Volume Reaches $2.20 Million

Siacoin (CURRENCY:SC) traded 6% higher against the US dollar during the one day period ending at 18:00 PM ET on May 19th. One Siacoin coin can currently be purchased for $0.0033 or 0.00000041 BTC on popular exchanges including Bitbns, Upbit, Poloniex and Binance. Siacoin has a market capitalization of $136.05 million and approximately $2.20 million […]

Lisk (LSK) Price Tops $2.06 on Exchanges

Lisk (CURRENCY:LSK) traded 6.6% higher against the U.S. dollar during the 24 hour period ending at 17:00 PM Eastern on May 19th. Over the last week, Lisk has traded 13.5% higher against the U.S. dollar. Lisk has a total market capitalization of $240.87 million and $4.46 million worth of Lisk was traded on exchanges in […]

Bitnation 24 Hour Trading Volume Hits $1,299.00 (XPAT)

Bitnation (CURRENCY:XPAT) traded up 7.3% against the dollar during the one day period ending at 16:00 PM E.T. on May 19th. During the last seven days, Bitnation has traded 9% lower against the dollar. Bitnation has a total market capitalization of $234,034.00 and approximately $1,299.00 worth of Bitnation was traded on exchanges in the last […]

Kind Ads Token (KIND) Trading Up 9.2% This Week

Kind Ads Token (CURRENCY:KIND) traded down 7.8% against the dollar during the 24 hour period ending at 15:00 PM E.T. on May 19th. Kind Ads Token has a market cap of $349,076.00 and $8.00 worth of Kind Ads Token was traded on exchanges in the last day. During the last seven days, Kind Ads Token […]

RealChain Price Reaches $0.0012 on Exchanges (RCT)

RealChain (CURRENCY:RCT) traded up 3.7% against the dollar during the 24-hour period ending at 12:00 PM ET on May 19th. One RealChain token can now be purchased for $0.0012 or 0.00000015 BTC on major exchanges including OKEx, DigiFinex and CoinBene. RealChain has a market cap of $487,660.00 and $27,176.00 worth of RealChain was traded on […]

Daniel R. Chevallard Sells 10,000 Shares of Regulus Therapeutics Inc (RGLS) Stock

Regulus Therapeutics Inc (NASDAQ:RGLS) CFO Daniel R. Chevallard sold 10,000 shares of the company’s stock in a transaction dated Wednesday, May 15th. The shares were sold at an average price of $1.41, for a total transaction of $14,100.00. Following the completion of the sale, the chief financial officer now directly owns 90,539 shares in the […]

Texas Permanent School Fund Acquires 1,412 Shares of ASGN Inc (ASGN)

Texas Permanent School Fund boosted its holdings in shares of ASGN Inc (NYSE:ASGN) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,752 shares of the business services provider’s stock after acquiring an additional 1,412 shares during the […]

Navios Maritime (NM) Upgraded by Zacks Investment Research to “Buy”

Zacks Investment Research upgraded shares of Navios Maritime (NYSE:NM) from a hold rating to a buy rating in a report released on Saturday, Zacks.com reports. Zacks Investment Research currently has $4.00 price target on the shipping company’s stock. According to Zacks, “Navios Maritime Holdings Inc. is a seaborne shipping and logistics company engaged in the […]

JPMorgan Chase & Co. Trims Stake in CBRE Group Inc (CBRE)

JPMorgan Chase & Co. lessened its holdings in shares of CBRE Group Inc (NYSE:CBRE) by 4.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,372,772 shares of the financial services provider’s stock after selling 678,204 shares during the quarter. JPMorgan Chase & Co.’s holdings in CBRE […]

TrinityPoint Wealth LLC Takes Position in VF Corp (VFC)

TrinityPoint Wealth LLC purchased a new position in VF Corp (NYSE:VFC) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,677 shares of the textile maker’s stock, valued at approximately $320,000. Other hedge funds also recently made changes to their positions in […]