Archive for Doug Wharley

Marotta Asset Management Has $17.86 Million Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Marotta Asset Management lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 22.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 348,262 shares of the company’s stock after acquiring an additional 62,881 shares during the quarter. Schwab Short-Term U.S. Treasury […]

Bridge Creek Capital Management LLC Purchases Shares of 3,980 International Business Machines Co. (NYSE:IBM)

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 […]

Bridge Creek Capital Management LLC Purchases 235 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Bridge Creek Capital Management LLC boosted its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 54.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 670 shares of the medical research company’s stock after acquiring an additional 235 shares during the quarter. Bridge Creek Capital Management LLC’s holdings in Thermo Fisher Scientific […]

The Allstate Co. (NYSE:ALL) Shares Sold by Hexavest Inc.

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 […]

North American Management Corp Purchases New Shares in Jacobs Engineering Group Inc. (NYSE:J)

North American Management Corp acquired a new position in shares of Jacobs Engineering Group Inc. (NYSE:J) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,920 shares of the company’s stock, valued at approximately $248,000. A number of other hedge funds and other institutional investors have […]

Foundations Investment Advisors LLC Purchases 11,199 Shares of Bank of America Co. (NYSE:BAC)

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 […]

ParkinGo (GOT) Trading Up 39% This Week

ParkinGo (CURRENCY:GOT) traded 5.2% higher against the dollar during the 1-day period ending at 10:00 AM E.T. on April 11th. ParkinGo has a market cap of $2.70 million and $1,296.00 worth of ParkinGo was traded on exchanges in the last 24 hours. Over the last seven days, ParkinGo has traded up 39% against the dollar. […]

EVO Payments, Inc. (NASDAQ:EVOP) Expected to Announce Earnings of $0.13 Per Share

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 […]

Abner Herrman & Brock LLC Purchases 728 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Abner Herrman & Brock LLC raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 1.2% in the 1st quarter, Holdings Channel reports. The firm owned 63,921 shares of the semiconductor company’s stock after buying an additional 728 shares during the quarter. Texas Instruments accounts for 1.8% of Abner Herrman & Brock LLC’s holdings, making the […]

Rye Brook Capital LLC Invests $8.37 Million in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR)

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 […]

Fulton Breakefield Broenniman LLC Buys 89 Shares of Northrop Grumman Co. (NYSE:NOC)

Fulton Breakefield Broenniman LLC increased its holdings in Northrop Grumman Co. (NYSE:NOC) by 4.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,003 shares of the aerospace company’s stock after acquiring an additional 89 shares during the period. Fulton Breakefield Broenniman LLC’s […]

Analysts Expect Dave & Buster’s Entertainment Inc (NASDAQ:PLAY) to Post -$0.48 Earnings Per Share

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 & […]

DHT Holdings, Inc. (NYSE:DHT) Expected to Announce Quarterly Sales of $67.12 Million

Wall Street analysts expect DHT Holdings, Inc. (NYSE:DHT) to report $67.12 million in sales for the current fiscal quarter, Zacks Investment Research reports. Three analysts have made estimates for DHT’s earnings, with estimates ranging from $64.28 million to $69.10 million. DHT posted sales of $152.52 million during the same quarter last year, which would indicate […]

Invesco DWA Consumer Staples Momentum ETF (NASDAQ:PSL) Stake Lowered by Selective Wealth Management Inc.

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 […]

Union Pacific Co. (NYSE:UNP) Shares Acquired by American National Bank

American National Bank grew its holdings in Union Pacific Co. (NYSE:UNP) by 1.6% during the 1st quarter, Holdings Channel reports. The firm owned 34,108 shares of the railroad operator’s stock after buying an additional 546 shares during the period. Union Pacific comprises approximately 1.8% of American National Bank’s investment portfolio, making the stock its 21st […]

American National Bank Grows Position in Johnson & Johnson (NYSE:JNJ)

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 Buys Shares of 2,332 Baidu, Inc. (NASDAQ:BIDU)

NuWave Investment Management LLC bought a new stake in Baidu, Inc. (NASDAQ:BIDU) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,332 shares of the information services provider’s stock, valued at approximately $507,000. A number of other large investors have also recently added to or reduced […]

The Trade Desk, Inc. (NASDAQ:TTD) Shares Sold by NuWave Investment Management LLC

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 […]

1,597 Shares in Stryker Co. (NYSE:SYK) Purchased by NuWave Investment Management LLC

NuWave Investment Management LLC bought a new position in shares of Stryker Co. (NYSE:SYK) in the 1st quarter, HoldingsChannel.com reports. The fund bought 1,597 shares of the medical technology company’s stock, valued at approximately $389,000. A number of other hedge funds and other institutional investors have also modified their holdings of SYK. Colony Group LLC […]

ZrCoin Price Down 38.1% Over Last 7 Days (ZRC)

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 […]

Zacks: Analysts Expect Cullen/Frost Bankers, Inc. (NYSE:CFR) to Post $1.42 Earnings Per Share

Equities research analysts expect Cullen/Frost Bankers, Inc. (NYSE:CFR) to announce earnings per share (EPS) of $1.42 for the current fiscal quarter, according to Zacks. Four analysts have provided estimates for Cullen/Frost Bankers’ earnings. The lowest EPS estimate is $1.19 and the highest is $1.56. Cullen/Frost Bankers reported earnings of ($0.59) per share during the same […]

CHURCHILL MANAGEMENT Corp Acquires Shares of 165,217 The Kraft Heinz Company (NASDAQ:KHC)

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 […]

Family Legacy Inc. Buys 308 Shares of Vulcan Materials (NYSE:VMC)

Family Legacy Inc. increased its stake in shares of Vulcan Materials (NYSE:VMC) by 1.3% during the first quarter, HoldingsChannel reports. The fund owned 23,174 shares of the construction company’s stock after buying an additional 308 shares during the period. Vulcan Materials comprises about 1.9% of Family Legacy Inc.’s investment portfolio, making the stock its 8th […]

American National Bank Raises Stock Position in ResMed Inc. (NYSE:RMD)

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 […]

Bifrost (BFC) Price Reaches $0.13 (BFC)

Bifrost (BFC) (CURRENCY:BFC) traded 5.1% lower against the dollar during the 1 day period ending at 9:00 AM E.T. on April 11th. One Bifrost (BFC) coin can currently be bought for $0.13 or 0.00000212 BTC on major exchanges. During the last week, Bifrost (BFC) has traded 9.8% higher against the dollar. Bifrost (BFC) has a […]

Legacy Private Trust Co. Raises Position in Kimberly-Clark Co. (NYSE:KMB)

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 […]

Zacks: Analysts Anticipate Vectrus, Inc. (NYSE:VEC) Will Post Earnings of $0.74 Per Share

Equities analysts expect that Vectrus, Inc. (NYSE:VEC) will report $0.74 earnings per share for the current quarter, according to Zacks. Two analysts have made estimates for Vectrus’ earnings, with the highest EPS estimate coming in at $0.89 and the lowest estimate coming in at $0.59. Vectrus posted earnings of $0.75 per share during the same […]

Parcion Private Wealth LLC Cuts Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)

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 […]

Church & Dwight Co., Inc. (NYSE:CHD) Shares Sold by Hexavest Inc.

Hexavest Inc. trimmed its holdings in Church & Dwight Co., Inc. (NYSE:CHD) by 16.9% during the first quarter, Holdings Channel.com reports. The fund owned 131,636 shares of the company’s stock after selling 26,817 shares during the period. Hexavest Inc.’s holdings in Church & Dwight were worth $11,498,000 at the end of the most recent reporting […]

Pure Financial Advisors Inc. Has $4.96 Million Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

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 […]

NuWave Investment Management LLC Grows Stock Holdings in Alibaba Group Holding Limited (NYSE:BABA)

NuWave Investment Management LLC grew its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA) by 43.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,971 shares of the specialty retailer’s stock after buying an additional 594 shares during the quarter. […]

OLD Dominion Capital Management Inc. Has $401,000 Stake in TE Connectivity Ltd. (NYSE:TEL)

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 […]

Intel Co. (NASDAQ:INTC) Shares Sold by Carolina Wealth Advisors LLC

Carolina Wealth Advisors LLC cut its position in shares of Intel Co. (NASDAQ:INTC) by 6.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 81,076 shares of the chip maker’s stock after selling 5,658 shares during the quarter. Intel comprises 3.8% of Carolina Wealth […]

BTR Capital Management Inc. Sells 625 Shares of Starwood Property Trust, Inc. (NYSE:STWD)

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 […]

LockTrip (LOC) Trading 16% Lower This Week

LockTrip (CURRENCY:LOC) traded 7% lower against the dollar during the 24-hour period ending at 8:00 AM E.T. on April 11th. In the last week, LockTrip has traded down 16% against the dollar. One LockTrip coin can currently be purchased for approximately $6.52 or 0.00010921 BTC on major cryptocurrency exchanges. LockTrip has a total market capitalization […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Legacy Private Trust Co.

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, […]

Farmers Trust Co. Has $4.48 Million Position in Honeywell International Inc. (NYSE:HON)

Farmers Trust Co. cut its stake in Honeywell International Inc. (NYSE:HON) by 25.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,639 shares of the conglomerate’s stock after selling 7,023 shares during the quarter. Farmers Trust Co.’s holdings in Honeywell International were worth $4,480,000 […]

KMG Fiduciary Partners LLC Has $616,000 Stock Holdings in American Electric Power Company, Inc. (NASDAQ:AEP)

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 […]

MFCoin (MFC) Market Cap Hits $183,523.33

MFCoin (CURRENCY:MFC) traded up 21.8% against the US dollar during the 24-hour period ending at 8:00 AM ET on April 11th. One MFCoin coin can now be bought for $0.0088 or 0.00000015 BTC on popular exchanges. During the last week, MFCoin has traded up 114.2% against the US dollar. MFCoin has a total market cap […]

Brokerages Anticipate Westlake Chemical Co. (NYSE:WLK) Will Announce Earnings of $1.39 Per Share

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 […]

Private Trust Co. NA Makes New Investment in Vanguard Total World Stock ETF (NYSEARCA:VT)

Private Trust Co. NA acquired a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT) during the 1st quarter, Holdings Channel.com reports. The fund acquired 4,072 shares of the exchange traded fund’s stock, valued at approximately $396,000. A number of other institutional investors have also recently modified their holdings of the business. Capital […]

KMG Fiduciary Partners LLC Takes Position in Vanguard Information Technology ETF (NYSEARCA:VGT)

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 […]

Private Advisory Group LLC Takes Position in Amkor Technology, Inc. (NASDAQ:AMKR)

Private Advisory Group LLC purchased a new stake in Amkor Technology, Inc. (NASDAQ:AMKR) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 27,627 shares of the semiconductor company’s stock, valued at approximately $655,000. Several other hedge funds also recently […]

Baldwin Brothers Inc. MA Purchases Shares of 3,250 MGM Resorts International (NYSE:MGM)

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 […]

Stryker Co. (NYSE:SYK) Shares Sold by Baldwin Brothers Inc. MA

Baldwin Brothers Inc. MA reduced its stake in Stryker Co. (NYSE:SYK) by 17.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 695 shares of the medical technology company’s stock after selling 150 shares during the quarter. Baldwin Brothers Inc. MA’s holdings in Stryker were […]

Baldwin Brothers Inc. MA Raises Stake in SAP SE (NYSE:SAP)

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 Takes $263,000 Position in Goldman Sachs BDC, Inc. (NYSE:GSBD)

Baldwin Brothers Inc. MA purchased a new stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 13,616 shares of the financial services provider’s stock, valued at approximately $263,000. Other hedge funds have also recently modified their […]

Baldwin Brothers Inc. MA Raises Holdings in HDFC Bank Limited (NYSE:HDB)

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. […]

Bath Savings Trust Co Reduces Stock Holdings in Columbia Sportswear (NASDAQ:COLM)

Bath Savings Trust Co decreased its position in Columbia Sportswear (NASDAQ:COLM) by 5.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,399 shares of the textile maker’s stock after selling 400 shares during the period. Bath Savings Trust Co’s holdings in […]

Hodges Capital Management Inc. Has $321,000 Holdings in Citigroup Inc. (NYSE:C)

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 […]