Page 46 - Cap Value News Today

Mosaic Family Wealth Partners LLC reduced its position in shares of Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 13.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,518 shares of the company’s stock after selling […]

Mosaic Family Wealth Partners LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 8,600 shares of the company’s stock, valued at approximately $318,000. A number of other […]

Mosaic Family Wealth Partners LLC decreased its position in Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 13.7% in the 4th quarter, HoldingsChannel reports. The firm owned 2,518 shares of the company’s stock after selling 399 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Vanguard U.S. Value Factor were worth $284,000 […]

Lodestar Private Asset Management LLC lowered its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 2.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 35,284 shares of the company’s stock after selling 857 shares during the period. Lodestar Private […]

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.

Financial Counselors Inc. trimmed its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 92.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 76,113 shares of the company’s stock after selling 903,498 shares during the quarter. Financial Counselors Inc. owned […]

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2024 investor letter.

Aspiriant LLC cut its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,865 shares of the company’s stock after selling 452 shares during the quarter. Aspiriant LLC’s holdings in Schwab […]