SEC Filing Articles

Ballentine Partners LLC Lowers Position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Ballentine Partners LLC cut its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 154,270 shares of the company’s stock after selling 5,189 shares during the period. Ballentine Partners LLC owned 0.10% of Vanguard […]

Ballentine Partners LLC Sells 329 Shares of iShares Cohen & Steers REIT ETF (BATS:ICF)

Ballentine Partners LLC trimmed its position in iShares Cohen & Steers REIT ETF (BATS:ICF) by 0.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 109,653 shares of the company’s stock after selling 329 shares during the quarter. iShares Cohen & Steers REIT ETF comprises approximately 0.6% of Ballentine Partners LLC’s portfolio, making the […]

Brookmont Capital Management Sells 1,670 Shares of LyondellBasell Industries NV (NYSE:LYB)

Brookmont Capital Management lessened its position in shares of LyondellBasell Industries NV (NYSE:LYB) by 10.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,043 shares of the specialty chemicals company’s stock after selling 1,670 shares during the period. Brookmont Capital Management’s […]

Ballentine Partners LLC Sells 41,895 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Ballentine Partners LLC lessened its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,720,694 shares of the company’s stock after selling 41,895 shares during the quarter. iShares Core MSCI EAFE ETF accounts […]

Brookmont Capital Management Reduces Position in Union Pacific Co. (NYSE:UNP)

Brookmont Capital Management cut its position in shares of Union Pacific Co. (NYSE:UNP) by 25.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,066 shares of the railroad operator’s stock after selling 692 shares during the period. Brookmont Capital Management’s holdings […]

Diageo plc (NYSE:DEO) Shares Sold by Brookmont Capital Management

Brookmont Capital Management cut its stake in Diageo plc (NYSE:DEO) by 6.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,688 shares of the company’s stock after selling 1,021 shares during the period. Diageo accounts for about 1.6% of Brookmont Capital Management’s […]

Brookmont Capital Management Sells 1,958 Shares of Service Co. International (NYSE:SCI)

Brookmont Capital Management cut its holdings in Service Co. International (NYSE:SCI) by 16.3% during the 4th quarter, Holdings Channel reports. The fund owned 10,053 shares of the company’s stock after selling 1,958 shares during the period. Brookmont Capital Management’s holdings in Service Co. International were worth $463,000 as of its most recent filing with the […]

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Sold by Ballentine Partners LLC

Ballentine Partners LLC lessened its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 605,526 shares of the exchange traded fund’s stock after selling 5,317 shares during the quarter. iShares MSCI EAFE ETF makes […]

Brookmont Capital Management Sells 4,044 Shares of Abbott Laboratories (NYSE:ABT)

Brookmont Capital Management trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT) by 7.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 50,690 shares of the healthcare product maker’s stock after selling 4,044 shares during the period. Abbott Laboratories makes up approximately 2.6% of Brookmont Capital Management’s investment portfolio, making the stock […]

Brookmont Capital Management Cuts Stock Holdings in Analog Devices, Inc. (NASDAQ:ADI)

Brookmont Capital Management trimmed its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 9.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,144 shares of the semiconductor company’s stock after selling 3,071 shares during the quarter. Analog Devices […]

Cascade Investment Advisors Inc. Purchases New Shares in Altra Industrial Motion Corp (NASDAQ:AIMC)

Cascade Investment Advisors Inc. purchased a new stake in Altra Industrial Motion Corp (NASDAQ:AIMC) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 20,885 shares of the industrial products company’s stock, valued at approximately $756,000. A number of other institutional investors also recently […]

Norwegian Cruise Line Holdings Ltd. (NASDAQ:NCLH) Shares Sold by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. decreased its position in Norwegian Cruise Line Holdings Ltd. (NASDAQ:NCLH) by 3.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 16,745 shares of the company’s stock after selling 635 shares during the period. Cascade Investment Advisors Inc.’s holdings in Norwegian Cruise Line were […]

Cascade Investment Advisors Inc. Acquires 209 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Cascade Investment Advisors Inc. increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 6.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,549 shares of the company’s stock after buying an additional 209 shares during the period. Cascade Investment […]

Cascade Investment Advisors Inc. Trims Stock Holdings in Schlumberger Limited. (NYSE:SLB)

Cascade Investment Advisors Inc. reduced its stake in Schlumberger Limited. (NYSE:SLB) by 16.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 22,605 shares of the oil and gas company’s stock after selling 4,440 shares during the period. Cascade Investment Advisors Inc.’s […]

Mondelez International Inc (NASDAQ:MDLZ) Position Lessened by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. decreased its stake in Mondelez International Inc (NASDAQ:MDLZ) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,625 shares of the company’s stock after selling 825 shares during the period. Cascade Investment Advisors Inc.’s holdings […]

Cascade Investment Advisors Inc. Trims Position in Gentex Co. (NASDAQ:GNTX)

Cascade Investment Advisors Inc. lessened its stake in shares of Gentex Co. (NASDAQ:GNTX) by 3.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 42,875 shares of the auto parts company’s stock after selling 1,675 shares during the period. Cascade Investment Advisors […]

QUALCOMM, Inc. (NASDAQ:QCOM) Shares Sold by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. cut its stake in shares of QUALCOMM, Inc. (NASDAQ:QCOM) by 16.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,184 shares of the wireless technology company’s stock after selling 3,031 shares during the quarter. Cascade Investment Advisors Inc.’s holdings […]

Cascade Investment Advisors Inc. Has $1.43 Million Holdings in Welltower Inc (NYSE:WELL)

Cascade Investment Advisors Inc. lessened its holdings in shares of Welltower Inc (NYSE:WELL) by 23.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,480 shares of the real estate investment trust’s stock after selling 5,406 shares during the period. Welltower […]

Cascade Investment Advisors Inc. Sells 640 Shares of Starbucks Co. (NASDAQ:SBUX)

Cascade Investment Advisors Inc. trimmed its holdings in shares of Starbucks Co. (NASDAQ:SBUX) by 3.2% in the 4th quarter, Holdings Channel reports. The firm owned 19,633 shares of the coffee company’s stock after selling 640 shares during the quarter. Starbucks accounts for 1.3% of Cascade Investment Advisors Inc.’s holdings, making the stock its 11th biggest […]

Cascade Investment Advisors Inc. Cuts Stake in Metlife Inc (NYSE:MET)

Cascade Investment Advisors Inc. lowered its stake in shares of Metlife Inc (NYSE:MET) by 3.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 30,400 shares of the financial services provider’s stock after selling 1,200 shares during the period. Metlife makes up approximately 1.2% of Cascade Investment Advisors […]

Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by TTP Investments Inc.

TTP Investments Inc. grew its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT) by 6.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 55,571 shares of the exchange traded fund’s stock after acquiring an additional 3,333 shares during the quarter. Vanguard Information Technology ETF accounts […]

Northrop Grumman Co. (NYSE:NOC) Shares Sold by Tompkins Financial Corp

Tompkins Financial Corp reduced its position in Northrop Grumman Co. (NYSE:NOC) by 3.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,131 shares of the aerospace company’s stock after selling 38 shares during the period. Tompkins Financial Corp’s holdings in Northrop Grumman were worth $389,000 at the end of the most recent reporting period. […]

Pegasus Asset Management Inc. Has $1.82 Million Stock Holdings in Duke Energy Corp (NYSE:DUK)

Pegasus Asset Management Inc. lifted its stake in shares of Duke Energy Corp (NYSE:DUK) by 4.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,924 shares of the utilities provider’s stock after purchasing an additional 895 shares during the period. Pegasus Asset Management Inc.’s […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Acquired by Tompkins Financial Corp

Tompkins Financial Corp grew its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 8.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 258,923 shares of the company’s stock after purchasing an additional 20,129 shares during the period. Vanguard FTSE Developed Markets […]

Pegasus Asset Management Inc. Invests $51,000 in Sorrento Therapeutics Inc (NASDAQ:SRNE)

Pegasus Asset Management Inc. purchased a new position in Sorrento Therapeutics Inc (NASDAQ:SRNE) in the 4th quarter, Holdings Channel reports. The firm purchased 15,000 shares of the biopharmaceutical company’s stock, valued at approximately $51,000. Several other large investors have also made changes to their positions in SRNE. SG Americas Securities LLC purchased a new stake […]

Pegasus Asset Management Inc. Boosts Holdings in Eaton Co. PLC (NYSE:ETN)

Pegasus Asset Management Inc. lifted its stake in Eaton Co. PLC (NYSE:ETN) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 31,293 shares of the industrial products company’s stock after purchasing an additional 327 shares during the period. Eaton […]

Baidu Inc (NASDAQ:BIDU) Shares Sold by Pegasus Asset Management Inc.

Pegasus Asset Management Inc. decreased its holdings in Baidu Inc (NASDAQ:BIDU) by 6.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,041 shares of the information services provider’s stock after selling 664 shares during the quarter. Pegasus Asset Management Inc.’s holdings in […]

Tompkins Financial Corp Acquires 190 Shares of Stryker Co. (NYSE:SYK)

Tompkins Financial Corp boosted its stake in Stryker Co. (NYSE:SYK) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,423 shares of the medical technology company’s stock after purchasing an additional 190 shares during the period. Tompkins Financial Corp’s holdings in […]

Tompkins Financial Corp Buys 2,916 Shares of TJX Companies Inc (NYSE:TJX)

Tompkins Financial Corp increased its stake in shares of TJX Companies Inc (NYSE:TJX) by 3.4% in the fourth quarter, Holdings Channel reports. The firm owned 87,674 shares of the apparel and home fashions retailer’s stock after buying an additional 2,916 shares during the quarter. Tompkins Financial Corp’s holdings in TJX Companies were worth $5,353,000 at […]

Tompkins Financial Corp Trims Stake in Invesco Senior Loan ETF (NYSEARCA:BKLN)

Tompkins Financial Corp cut its position in Invesco Senior Loan ETF (NYSEARCA:BKLN) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,925 shares of the exchange traded fund’s stock after selling 2,485 shares during the quarter. Tompkins Financial Corp’s […]

Invesco Preferred ETF (NYSEARCA:PGX) Shares Acquired by Tompkins Financial Corp

Tompkins Financial Corp lifted its holdings in shares of Invesco Preferred ETF (NYSEARCA:PGX) by 7.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 290,100 shares of the company’s stock after buying an additional 20,631 shares during the period. Tompkins Financial Corp […]

Dominion Energy Inc (NYSE:D) Shares Acquired by Tompkins Financial Corp

Tompkins Financial Corp grew its stake in Dominion Energy Inc (NYSE:D) by 25.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,912 shares of the utilities provider’s stock after acquiring an additional 1,010 shares during the period. Tompkins Financial Corp’s holdings in Dominion Energy were worth […]

Tompkins Financial Corp Buys 1,377 Shares of Travelers Companies Inc (NYSE:TRV)

Tompkins Financial Corp increased its stake in shares of Travelers Companies Inc (NYSE:TRV) by 5.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,887 shares of the insurance provider’s stock after purchasing an additional 1,377 shares during the quarter. Tompkins Financial Corp’s […]

Tompkins Financial Corp Sells 199 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Tompkins Financial Corp reduced its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,272 shares of the home improvement retailer’s stock after selling 199 shares during the quarter. Tompkins Financial Corp’s holdings in Lowe’s Companies […]

Medtronic PLC (NYSE:MDT) Shares Purchased by Tompkins Financial Corp

Tompkins Financial Corp increased its holdings in shares of Medtronic PLC (NYSE:MDT) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,473 shares of the medical technology company’s stock after purchasing an additional 112 shares during the quarter. Tompkins Financial Corp’s holdings […]

Boeing Co (NYSE:BA) Shares Acquired by Pegasus Asset Management Inc.

Pegasus Asset Management Inc. grew its position in Boeing Co (NYSE:BA) by 0.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,986 shares of the aircraft producer’s stock after acquiring an additional 48 shares during the quarter. Boeing comprises […]

Global Payments Inc (NYSE:GPN) Shares Acquired by Lbmc Investment Advisors LLC

Lbmc Investment Advisors LLC lifted its stake in Global Payments Inc (NYSE:GPN) by 28.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,476 shares of the business services provider’s stock after buying an additional 544 shares during the period. Lbmc Investment Advisors […]

Vanguard Russell 2000 (NASDAQ:VTWO) Shares Sold by Lbmc Investment Advisors LLC

Lbmc Investment Advisors LLC decreased its holdings in shares of Vanguard Russell 2000 (NASDAQ:VTWO) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 28,320 shares of the company’s stock after selling 158 shares during the period. Vanguard Russell 2000 comprises approximately 0.5% of Lbmc Investment Advisors LLC’s portfolio, making the stock its 21st […]

Droms Strauss Advisors Inc. MO ADV Invests $202,000 in iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV)

Droms Strauss Advisors Inc. MO ADV bought a new stake in iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,716 shares of the company’s stock, valued at approximately $202,000. Other institutional […]

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Acquired by Lbmc Investment Advisors LLC

Lbmc Investment Advisors LLC increased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 712,523 shares of the exchange traded fund’s stock after buying an additional 2,151 shares during the quarter. […]

Lbmc Investment Advisors LLC Has $10.66 Million Stake in iShares US Utilities ETF (NYSEARCA:IDU)

Lbmc Investment Advisors LLC lifted its position in shares of iShares US Utilities ETF (NYSEARCA:IDU) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,801 shares of the company’s stock after acquiring an additional 344 shares during the […]

Droms Strauss Advisors Inc. MO ADV Sells 515 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Droms Strauss Advisors Inc. MO ADV lowered its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 3.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,766 shares of the exchange traded fund’s stock after selling 515 shares during the period. Vanguard Real Estate […]

Financial Consulate Inc. Invests $405,000 in WesBanco Inc (NASDAQ:WSBC)

Financial Consulate Inc. purchased a new position in WesBanco Inc (NASDAQ:WSBC) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,720 shares of the financial services provider’s stock, valued at approximately $405,000. Several other institutional investors also recently bought and […]

Financial Consulate Inc. Cuts Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Financial Consulate Inc. lowered its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 1.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 16,074 shares of the company’s stock after selling 285 shares during the period. Financial Consulate Inc.’s holdings […]

Financial Consulate Inc. Has $3.95 Million Position in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG)

Financial Consulate Inc. lessened its position in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG) by 70.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,179 shares of the company’s stock after selling 75,539 shares during the period. Invesco S&P 500 Pure Growth ETF makes […]

Ally Financial Inc (NYSE:ALLY) Shares Sold by Financial Consulate Inc.

Financial Consulate Inc. cut its position in shares of Ally Financial Inc (NYSE:ALLY) by 11.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 84,634 shares of the financial services provider’s stock after selling 10,756 shares during the quarter. Ally Financial accounts for about […]

Financial Consulate Inc. Buys New Stake in Bristol-Myers Squibb Co (NYSE:BMY)

Financial Consulate Inc. acquired a new stake in shares of Bristol-Myers Squibb Co (NYSE:BMY) in the fourth quarter, HoldingsChannel reports. The fund acquired 3,800 shares of the biopharmaceutical company’s stock, valued at approximately $244,000. Several other institutional investors have also added to or reduced their stakes in the company. Financial Advantage Inc. lifted its position […]

Metlife Inc (NYSE:MET) Shares Sold by DAVENPORT & Co LLC

DAVENPORT & Co LLC lessened its holdings in shares of Metlife Inc (NYSE:MET) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 98,861 shares of the financial services provider’s stock after selling 3,520 shares during the period. […]

DAVENPORT & Co LLC Increases Stake in Diageo plc (NYSE:DEO)

DAVENPORT & Co LLC grew its position in shares of Diageo plc (NYSE:DEO) by 0.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 426,504 shares of the company’s stock after buying an additional 1,184 shares during the period. DAVENPORT & Co LLC’s holdings in Diageo were worth $71,832,000 as of its most […]

Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by DAVENPORT & Co LLC

DAVENPORT & Co LLC reduced its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 18.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 221,665 shares of the software company’s stock after selling 51,108 shares during the period. DAVENPORT & Co […]