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Parallel Advisors LLC Reduces Holdings in Ares Capital Co. (NASDAQ:ARCC)

Parallel Advisors LLC lessened its position in shares of Ares Capital Co. (NASDAQ:ARCC – Get Rating) by 47.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 9,958 shares of the investment management company’s stock after selling 9,059 shares during the quarter. Parallel Advisors LLC’s holdings in Ares Capital were worth $211,000 as […]
Mary Beth Henson Thomson Reuter Raymond James Janney Montgomery Scott Joel Isaacson Co Securities Exchange Commission

Signature Estate & Investment Advisors LLC Sells 4,351 Shares of Ford Motor (NYSE:F)

Signature Estate & Investment Advisors LLC trimmed its position in Ford Motor (NYSE:F – Get Rating) by 6.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,836 shares of the auto manufacturer’s stock after selling 4,351 shares during the quarter. Signature Estate & Investment […]
Fvisit Holdingschannel Signature Estate Investment Advisors Securities Exchange Commission F Cornell Pochily Investment Advisors Inc Credit Suisse Group Ford Motor Co

iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV) Holdings Cut by Bristlecone Advisors LLC

Bristlecone Advisors LLC lowered its holdings in iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV – Get Rating) by 28.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,215 shares of the company’s stock after selling 1,290 shares during the period. Bristlecone Advisors LLC’s holdings in iShares Edge MSCI Min Vol EAFE ETF were […]
Bristlecone Advisors Advisors Inc Financial Management Network Inc Securities Exchange Commission Kathmere Capital Management Shares Edge

Pinnacle Bancorp Inc. Has $1.04 Million Holdings in Verizon Communications Inc. (NYSE:VZ)

Pinnacle Bancorp Inc. boosted its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 9.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 20,026 shares of the cell phone carrier’s stock after buying an additional 1,792 shares during the quarter. […]
Hans Erik Vestberg Craigl Silliman Pinnacle Bancorp Inc Securities Exchange Commission Deutsche Bank Aktiengesellschaft Wealth Management

Colton Groome Financial Advisors LLC Increases Position in iShares S&P 400 MidCap ETF (NYSEARCA:IJH)

Colton Groome Financial Advisors LLC increased its stake in shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH – Get Rating) by 136.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,172 shares of the company’s stock after buying an additional 8,184 […]
United States Index Fund Madison Wealth Partners Inc Colton Groome Financial Advisors Exchange Commission Financial Management Network Inc

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Pfizer Inc. (NYSE:PFE) Shares Purchased by Traverso Chambers Private Wealth Management LLC

Traverso Chambers Private Wealth Management LLC grew its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 1.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 30,426 shares of the biopharmaceutical company’s stock after acquiring an additional 469 shares during the period. Pfizer comprises about […]
United States Morgan Stanley Madison Wealth Partners Inc Wealth Management Traverso Chambers Private Wealth Management Financial Management Network Inc

Financial Management Network Inc. Has $8.27 Million Stock Position in Vanguard Health Care ETF (NYSEARCA:VHT)

Financial Management Network Inc. cut its stake in Vanguard Health Care ETF (NYSEARCA:VHT – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,753 shares of the company’s stock after selling 222 shares during the period. Vanguard […]
United States Vanguard Health Care Msci Us Investable Market Health Care Ellevest Inc Geowealth Management Exchange Commission

Financial Management Network Inc. Grows Holdings in iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV)

Financial Management Network Inc. lifted its holdings in iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV – Get Rating) by 32.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,475 shares of the company’s stock after buying an additional 14,443 shares during […]
Exchange Commission Patriot Investment Management Inc Financial Management Network Inc Crumly Associates Inc Db Wealth Management Group Wealth Management

Financial Management Network Inc. Has $1.59 Million Stock Position in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Financial Management Network Inc. decreased its stake in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV – Get Rating) by 8.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,848 shares of the company’s stock after selling […]
United States Cedar Mountain Advisors Financial Management Network Inc Securities Exchange Commission Wealth Advisors Eagle Bay Advisors

Financial Management Network Inc. Has $22.59 Million Stock Position in VanEck Vectors Morningstar Wide Moat ETF (NYSEARCA:MOAT)

Financial Management Network Inc. boosted its holdings in shares of VanEck Vectors Morningstar Wide Moat ETF (NYSEARCA:MOAT – Get Rating) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 293,813 shares of the company’s stock after buying an additional 14,455 shares during the period. […]
Financial Management Network Inc Financial Group Inc Moors Cabot Inc Capital Group Td Capital Management Tealwood Asset Management Inc

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