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Klingenstein Fields & Co. LP Cuts Stock Position in CVS Health Co. (NYSE:CVS)

Klingenstein Fields & Co. LP lessened its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 1.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 288,000 shares of the pharmacy operator’s stock after selling 4,373 shares during the period. Klingenstein […]
Raymond James Health Care Wells Fargo Company Morgan Stanley Health Company Profile Health Trading Down

Bank of America Co. (NYSE:BAC) Shares Sold by Klingenstein Fields & Co. LP

Klingenstein Fields & Co. LP reduced its stake in shares of Bank of America Co. (NYSE:BAC – Get Rating) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,675 shares of the financial services provider’s stock after […]
United States Matthewm Koder Insider Activity At Bank Klingenstein Fields Co Exchange Commission America Co

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Klingenstein Fields & Co. LP

Klingenstein Fields & Co. LP cut its position in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 26.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,318 shares of the network equipment provider’s stock after selling 5,721 shares during the quarter. […]
Charles Robbins Deborahl Stahlkopf Goldman Sachs Group Klingenstein Fields Co Elevate Inc Dz Bank

Klingenstein Fields & Co. LP Has $36.41 Million Stock Position in Eli Lilly and Company (NYSE:LLY)

Klingenstein Fields & Co. LP decreased its stake in Eli Lilly and Company (NYSE:LLY – Get Rating) by 1.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 99,512 shares of the company’s stock after selling 1,833 shares during the period. Eli Lilly and makes up 1.9% of Klingenstein Fields & Co. LP’s portfolio, making […]
Annee White Eli Lilly Wells Fargo Company Moisand Fitzgerald Tamayo Riggs Asset Managment Co Destiny Wealth Partners
Source: wkrb13.com

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Red Tortoise LLC Invests $849,000 in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Red Tortoise LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 20,964 shares of the company’s stock, valued at approximately $849,000. A number […]
Dow Jones Red Tortoise Harbor Group Inc Round Table Services Klingenstein Fields Co Exchange Commission

American Financial Advisors LLC Acquires 1,261 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

American Financial Advisors LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 9.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,227 shares of the company’s stock after purchasing an additional 1,261 shares during the period. […]
United States Dow Jones American Financial Advisors Accurate Wealth Management Harbor Group Inc Exchange Commission

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Alesco Advisors LLC

Alesco Advisors LLC trimmed its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 12.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,043 shares of the company’s stock after selling 1,029 shares during the period. Alesco Advisors LLC’s […]
Dow Jones Accurate Wealth Management Harbor Group Inc Klingenstein Fields Co Round Table Services Intelligence Driven Advisers
Source: wkrb13.com

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