SEC Filing Articles

Russell Investments Group Ltd. Has $279,000 Holdings in PDC Energy, Inc. (PDCE)

Russell Investments Group Ltd. maintained its position in shares of PDC Energy, Inc. (NASDAQ:PDCE) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,462 shares of the energy producer’s stock at the close of the 2nd quarter. Russell Investments Group Ltd.’s holdings in PDC […]

Russell Investments Group Ltd. Has $268,000 Stake in Resolute Forest Products Inc. (RFP)

Russell Investments Group Ltd. lessened its stake in shares of Resolute Forest Products Inc. (NYSE:RFP) (TSE:RFP) by 60.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 61,000 shares of the basic materials company’s stock after selling 94,521 shares during the period. […]

American Economic Planning Group Inc. ADV Acquires 103 Shares of AT&T Inc. (T)

American Economic Planning Group Inc. ADV boosted its holdings in shares of AT&T Inc. (NYSE:T) by 1.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,576 shares of the technology company’s stock after acquiring an additional 103 shares during […]

Cisco Systems, Inc. (CSCO) Shares Bought by Personal Capital Advisors Corp

Personal Capital Advisors Corp lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 14.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,341 shares of the network equipment provider’s stock after buying an additional 3,962 shares during the quarter. Personal Capital Advisors Corp’s holdings in Cisco […]

CMH Wealth Management LLC Lowers Holdings in Chevron Corporation (CVX)

CMH Wealth Management LLC lessened its position in shares of Chevron Corporation (NYSE:CVX) by 0.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,445 shares of the oil and gas company’s stock after selling 20 shares during the period. […]

Parkwood LLC Raises Holdings in Amazon.com, Inc. (AMZN)

Parkwood LLC raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 28.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,669 shares of the e-commerce giant’s stock after buying an additional 822 shares during the quarter. Parkwood LLC’s holdings in […]

Exxon Mobil Corporation (XOM) Holdings Trimmed by Greenleaf Trust

Greenleaf Trust cut its holdings in shares of Exxon Mobil Corporation (NYSE:XOM) by 0.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,108 shares of the oil and gas company’s stock after selling 203 shares during the period. Greenleaf Trust’s holdings in Exxon […]

American Express Company (AXP) Position Lowered by BTR Capital Management Inc.

BTR Capital Management Inc. decreased its holdings in American Express Company (NYSE:AXP) by 41.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,710 shares of the payment services company’s stock after selling 3,375 shares during the quarter. BTR Capital Management Inc.’s holdings in […]

Russell Investments Group Ltd. Buys 547 Shares of TIER REIT Inc (TIER)

Russell Investments Group Ltd. increased its stake in shares of TIER REIT Inc (OTCMKTS:TIER) by 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,207 shares of the real estate investment trust’s stock after purchasing an additional 547 shares during […]

Territorial Bancorp Inc. (TBNK) Holdings Held by Russell Investments Group Ltd.

Russell Investments Group Ltd. held its stake in Territorial Bancorp Inc. (NASDAQ:TBNK) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,193 shares of the financial services provider’s stock at the close of the 2nd quarter. Russell Investments Group Ltd. owned 0.10% of Territorial Bancorp […]

American Express Company (AXP) Stake Lifted by Franklin Street Advisors Inc. NC

Franklin Street Advisors Inc. NC lifted its position in shares of American Express Company (NYSE:AXP) by 0.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 105,887 shares of the payment services company’s stock after purchasing an additional 495 shares during the period. American […]

Medtronic PLC (MDT) Stake Decreased by Legacy Private Trust Co.

Legacy Private Trust Co. reduced its position in Medtronic PLC (NYSE:MDT) by 29.7% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,370 shares of the medical technology company’s stock after selling 2,690 shares during the period. Legacy Private Trust Co.’s holdings in Medtronic PLC were […]

State of Alaska Department of Revenue Acquires 410 Shares of ConocoPhillips (COP)

State of Alaska Department of Revenue lifted its holdings in ConocoPhillips (NYSE:COP) by 10.6% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,287 shares of the energy producer’s stock after purchasing an additional 410 shares during the period. State of Alaska Department of Revenue’s […]

Kimberly-Clark Corporation (KMB) Stake Increased by Fisher Asset Management LLC

Fisher Asset Management LLC grew its holdings in Kimberly-Clark Corporation (NYSE:KMB) by 37.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,611 shares of the company’s stock after buying an additional 977 shares during the quarter. Fisher Asset Management LLC’s holdings in […]

United Parcel Service, Inc. (UPS) Holdings Reduced by Hollencrest Securities LLC

Hollencrest Securities LLC trimmed its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 0.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 290,853 shares of the transportation company’s stock after selling 1,551 shares during the quarter. United Parcel Service comprises 4.8% […]

Dow Chemical Co (DOW) Stake Lowered by Exxonmobil Investment Management Inc. TX

Exxonmobil Investment Management Inc. TX cut its holdings in Dow Chemical Co (NYSE:DOW) by 12.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 215,800 shares of the basic materials company’s stock after selling 32,080 shares during the quarter. Exxonmobil Investment Management Inc. […]

Trust Co. of Vermont Acquires 1,257 Shares of Costco Wholesale Corporation (COST)

Trust Co. of Vermont lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.6% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 36,058 shares of the retailer’s stock after acquiring an additional 1,257 shares during the quarter. Trust Co. of Vermont’s holdings in Costco […]

Hills Bank & Trust Co. Has $4.72 Million Holdings in U.S. Bancorp (USB)

Hills Bank & Trust Co. boosted its holdings in shares of U.S. Bancorp (NYSE:USB) by 136.4% in the second quarter, according to its most recent filing with the SEC. The firm owned 90,893 shares of the financial services provider’s stock after acquiring an additional 52,447 shares during the period. U.S. Bancorp accounts for 1.5% of […]

Private Capital Advisors Inc. Trims Position in Comcast Corporation (CMCSA)

Private Capital Advisors Inc. lowered its position in shares of Comcast Corporation (NASDAQ:CMCSA) by 4.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 258,209 shares of the cable giant’s stock after selling 12,455 shares during the period. Comcast […]

Gateway Investment Advisers LLC Trims Stake in Boeing Company (The) (BA)

Gateway Investment Advisers LLC trimmed its holdings in Boeing Company (The) (NYSE:BA) by 2.1% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 417,083 shares of the aircraft producer’s stock after selling 8,813 shares during the period. Gateway Investment Advisers LLC owned 0.07% of Boeing Company (The) worth […]

Pennsylvania Trust Co Increases Position in Union Pacific Corporation (UNP)

Pennsylvania Trust Co lifted its position in shares of Union Pacific Corporation (NYSE:UNP) by 48.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 142,230 shares of the railroad operator’s stock after buying an additional 46,601 shares during the period. Pennsylvania […]

Philip Morris International Inc (PM) Shares Bought by Stokes & Hubbell Capital Management LLC

Stokes & Hubbell Capital Management LLC raised its stake in Philip Morris International Inc (NYSE:PM) by 10.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 53,125 shares of the company’s stock after buying an additional 4,856 shares during the period. […]

Wal-Mart Stores, Inc. (WMT) Shares Bought by Bank of The West

Bank of The West boosted its stake in shares of Wal-Mart Stores, Inc. (NYSE:WMT) by 11.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 16,444 shares of the retailer’s stock after acquiring an additional 1,647 shares during the quarter. Bank of […]

Honeywell International Inc. (HON) Holdings Increased by NN Investment Partners Holdings N.V.

NN Investment Partners Holdings N.V. raised its holdings in Honeywell International Inc. (NYSE:HON) by 1.4% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,873 shares of the conglomerate’s stock after acquiring an additional 109 shares during the period. NN Investment […]

Union Bankshares Corp Buys 1,063 Shares of Bank of America Corporation (BAC)

Union Bankshares Corp raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 5.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,459 shares of the financial services provider’s stock after buying an additional 1,063 shares during the quarter. Union […]

Gilead Sciences, Inc. (GILD) Holdings Cut by Acropolis Investment Management LLC

Acropolis Investment Management LLC lessened its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 65.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,670 shares of the biopharmaceutical company’s stock after selling 10,805 shares during the quarter. Acropolis Investment Management LLC’s holdings in […]

Banced Corp Has $615,000 Position in Bristol-Myers Squibb Company (BMY)

Banced Corp increased its position in shares of Bristol-Myers Squibb Company (NYSE:BMY) by 2.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,044 shares of the biopharmaceutical company’s stock after purchasing an additional 271 shares during the period. Bristol-Myers Squibb makes up approximately […]

Bristol-Myers Squibb Company (BMY) Holdings Lifted by First Financial Bank Trust Division

First Financial Bank Trust Division grew its stake in shares of Bristol-Myers Squibb Company (NYSE:BMY) by 804.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 165,729 shares of the biopharmaceutical company’s stock after acquiring an additional 147,414 shares […]

M. Kraus & Co Raises Stake in United Technologies Corporation (UTX)

M. Kraus & Co lifted its position in shares of United Technologies Corporation (NYSE:UTX) by 0.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,514 shares of the conglomerate’s stock after purchasing an additional 401 shares during the quarter. United Technologies Corporation accounts for […]

Merck & Company, Inc. (MRK) Holdings Lifted by Bank of Montreal Can

Bank of Montreal Can grew its stake in shares of Merck & Company, Inc. (NYSE:MRK) by 8.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,723,813 shares of the company’s stock after acquiring an additional 732,720 shares during […]

Appleton Partners Inc. MA Sells 1,025 Shares of Abbott Laboratories (ABT)

Appleton Partners Inc. MA decreased its stake in shares of Abbott Laboratories (NYSE:ABT) by 4.9% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 20,008 shares of the healthcare product maker’s stock after selling 1,025 shares during the period. Appleton Partners Inc. MA’s holdings in Abbott Laboratories […]

Carlson Capital Management Invests $416,000 in Facebook, Inc. (FB)

Carlson Capital Management bought a new position in shares of Facebook, Inc. (NASDAQ:FB) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 2,753 shares of the social networking company’s stock, valued at approximately $416,000. Other large investors have also recently modified their holdings of […]

Stuart Chaussee & Associates Inc. Has $346,000 Position in Coca-Cola Company (The) (KO)

Stuart Chaussee & Associates Inc. maintained its position in shares of Coca-Cola Company (The) (NYSE:KO) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,705 shares of the company’s stock at the close of the second quarter. Coca-Cola Company […]

Lathrop Investment Management Corp Has $13,214,000 Stake in General Electric Company (GE)

Lathrop Investment Management Corp maintained its position in shares of General Electric Company (NYSE:GE) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 443,431 shares of the conglomerate’s stock at the end of the 2nd quarter. General Electric accounts for about 3.8% of Lathrop Investment […]

DAVENPORT & Co LLC Sells 5,125 Shares of Apple Inc. (AAPL)

DAVENPORT & Co LLC cut its stake in Apple Inc. (NASDAQ:AAPL) by 1.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 382,307 shares of the iPhone maker’s stock after selling 5,125 shares during the period. DAVENPORT & Co LLC’s holdings in […]

Johnson & Johnson (JNJ) Shares Sold by Alta Capital Management LLC

Alta Capital Management LLC lessened its position in shares of Johnson & Johnson (NYSE:JNJ) by 10.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,871 shares of the company’s stock after selling 214 shares during the quarter. Alta Capital Management LLC’s […]

Winslow Capital Management LLC Sells 570,880 Shares of Xilinx, Inc. (XLNX)

Winslow Capital Management LLC decreased its stake in Xilinx, Inc. (NASDAQ:XLNX) by 16.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,949,039 shares of the programmable devices maker’s stock after selling 570,880 shares during the quarter. Winslow Capital Management LLC owned approximately 1.19% of […]

Winslow Capital Management LLC Buys 679,096 Shares of American Tower Corporation (REIT) (AMT)

Winslow Capital Management LLC lifted its stake in American Tower Corporation (REIT) (NYSE:AMT) by 36.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,539,716 shares of the real estate investment trust’s stock after purchasing an additional 679,096 shares during the quarter. American Tower […]

Intuit Inc. (INTU) Shares Sold by Winslow Capital Management LLC

Winslow Capital Management LLC cut its position in Intuit Inc. (NASDAQ:INTU) by 16.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,708,016 shares of the software maker’s stock after selling 332,474 shares during the quarter. Winslow Capital Management LLC owned approximately 0.67% of […]

CQS Cayman LP Has $1.53 Million Position in Uranium Energy Corp. (UEC)

CQS Cayman LP lowered its position in shares of Uranium Energy Corp. (NYSEMKT:UEC) by 12.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 964,341 shares of the basic materials company’s stock after selling 133,400 shares during the quarter. CQS Cayman LP owned 0.70% of […]

Lawson Kroeker Investment Management Inc. NE Trims Position in AT&T Inc. (T)

Lawson Kroeker Investment Management Inc. NE trimmed its holdings in shares of AT&T Inc. (NYSE:T) by 1.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 30,429 shares of the technology company’s stock after selling 352 shares during the period. Lawson Kroeker Investment Management Inc. […]

Chevron Corporation (CVX) Shares Bought by Addison Capital Co

Addison Capital Co lifted its position in shares of Chevron Corporation (NYSE:CVX) by 0.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,149 shares of the oil and gas company’s stock after buying an additional 5 shares during the period. […]

Private Trust Co. NA Has $1.86 Million Holdings in Cisco Systems, Inc. (CSCO)

Private Trust Co. NA cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 22.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,567 shares of the network equipment provider’s stock after selling 17,046 shares during the period. […]

Cisco Systems, Inc. (CSCO) Shares Bought by Fulton Bank N.A.

Fulton Bank N.A. lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 21.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,809 shares of the network equipment provider’s stock after acquiring an additional 16,161 shares during the quarter. Fulton Bank […]

Covenant Asset Management LLC Has $1,125,000 Position in Alphabet Inc. (GOOG)

Covenant Asset Management LLC continued to hold its stake in Alphabet Inc. (NASDAQ:GOOG) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,238 shares of the information services provider’s stock at the end of the 2nd quarter. Covenant Asset Management LLC’s holdings in Alphabet were […]

Intel Corporation (INTC) Shares Sold by Central Bank & Trust Co.

Central Bank & Trust Co. lowered its position in shares of Intel Corporation (NASDAQ:INTC) by 13.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,970 shares of the chip maker’s stock after selling 4,808 shares during the quarter. Central Bank & […]

Verizon Communications Inc. (VZ) Shares Bought by Tompkins Financial Corp

Tompkins Financial Corp raised its position in shares of Verizon Communications Inc. (NYSE:VZ) by 2.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 74,064 shares of the cell phone carrier’s stock after purchasing an additional 2,050 shares during the quarter. Verizon Communications accounts […]

Edgar Lomax Co. VA Has $11.74 Million Stake in Morgan Stanley (MS)

Edgar Lomax Co. VA trimmed its position in Morgan Stanley (NYSE:MS) by 2.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 263,560 shares of the financial services provider’s stock after selling 7,575 shares during the quarter. Edgar Lomax Co. VA’s holdings in […]

Stillwater Investment Management L.P. Purchases Shares of 525,550 Gardner Denver Holdings, Inc. (GDI)

Stillwater Investment Management L.P. purchased a new position in shares of Gardner Denver Holdings, Inc. (NYSE:GDI) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 525,550 shares of the company’s stock, valued at approximately $11,357,000. Gardner Denver Holdings comprises 3.0% of Stillwater Investment […]

Veritable L.P. Grows Holdings in Consumer Staples Select Sect. SPDR (XLP)

Veritable L.P. boosted its holdings in Consumer Staples Select Sect. SPDR (NYSE:XLP) by 0.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,539 shares of the exchange traded fund’s stock after purchasing an additional 469 shares during the […]