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Legacy Capital Wealth Partners LLC Has $8.24 Million Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Legacy Capital Wealth Partners LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,090 shares of the company’s stock after purchasing an additional 1,037 shares during the quarter. iShares […]
United States Legacy Capital Wealth Partners First Command Advisory Services Inc Exchange Commission Cerity Partners National Association

Bryn Mawr Capital Management LLC Has $3.73 Million Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Bryn Mawr Capital Management LLC reduced its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 64.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 53,033 shares of the company’s stock after selling 95,664 shares during the period. Bryn Mawr Capital […]
United States Cerity Partners Envestnet Portfolio Solutions Inc Charles Schwab Investment Management Inc Bryn Mawr Capital Management National Association

Brookfield Co. (NYSE:BN) Stock Position Decreased by Parkside Financial Bank & Trust

Parkside Financial Bank & Trust cut its stake in shares of Brookfield Co. (NYSE:BN – Free Report) by 25.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,121 shares of the company’s stock after selling 387 shares during the period. Parkside Financial Bank & […]
Ocm Growth Holdings Llc Jpmorgan Chase Co Securities Exchange Commission Brookfield Company Profile Brookfield Co First Command Advisory Services Inc

New York State Common Retirement Fund Has $30.32 Million Stake in Globe Life Inc. (NYSE:GL)

New York State Common Retirement Fund trimmed its holdings in Globe Life Inc. (NYSE:GL – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 249,065 shares of the company’s stock after selling 32,499 shares during the […]
New York United States Lindbrook Capital Globe Life Inc Wells Fargo Company First Command Advisory Services Inc

Fortive (NYSE:FTV) Price Target Cut to $98.00 by Analysts at Citigroup

Fortive (NYSE:FTV – Free Report) had its price objective cut by Citigroup from $101.00 to $98.00 in a report published on Thursday, Benzinga reports. They currently have a buy rating on the technology company’s stock. Several other research analysts have also recently issued reports on the company. StockNews.com raised Fortive from a hold rating to […]
United States Charlese Mclaughlin Staceya Walker Wells Fargo Company Securities Exchange Commission Healthcare Solutions

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Pinnacle West Capital Co. (NYSE:PNW) Shares Sold by Meritage Portfolio Management

Meritage Portfolio Management trimmed its holdings in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 0.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,417 shares of the utilities provider’s stock after selling 256 shares during the quarter. Meritage Portfolio Management owned […]
United States Exchange Commission Financial Gravity Asset Management Inc Morgan Stanley Blue Trust Inc Financial Private Wealth Inc
Source: wkrb13.com

Pinnacle West Capital Co. (NYSE:PNW) Shares Sold by Meritage Portfolio Management

Meritage Portfolio Management trimmed its holdings in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 0.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,417 shares of the utilities provider’s stock after selling 256 shares during the quarter. Meritage Portfolio Management owned […]
United States Financial Private Wealth Inc Blue Trust Inc Morgan Stanley Financial Gravity Asset Management Inc Exchange Commission

Stock Yards Bank & Trust Co. Has $799,000 Stake in The Allstate Co. (NYSE:ALL)

Stock Yards Bank & Trust Co. lessened its holdings in shares of The Allstate Co. (NYSE:ALL – Free Report) by 1.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,708 shares of the insurance provider’s stock after selling 77 shares during the […]
United States Roth Mkm Johne Dugenske Raymond James Johnc Pintozzi Exchange Commission

The Allstate Co. (NYSE:ALL) Shares Sold by Stock Yards Bank & Trust Co.

Stock Yards Bank & Trust Co. lowered its position in shares of The Allstate Co. (NYSE:ALL – Free Report) by 1.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 5,708 shares of the insurance provider’s stock after selling 77 shares during the quarter. Stock Yards Bank & Trust Co.’s holdings in Allstate were […]
United States Johne Dugenske Raymond James Johnc Pintozzi First Command Advisory Services Inc Jpmorgan Chase Co

Bfsg LLC Sells 813 Shares of Pinnacle West Capital Co. (NYSE:PNW)

Bfsg LLC decreased its holdings in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 15.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,510 shares of the utilities provider’s stock after selling 813 shares during the quarter. Bfsg LLC’s holdings in […]
United States Wells Fargo Company Exchange Commission Financial Private Wealth Inc Financial Gravity Asset Management Inc Pinnacle West Capital Co

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