Page 20 - Xml Financial News Today

XML Financial LLC cut its holdings in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,547 shares of the company’s stock after selling 645 shares during the quarter. XML […]

XML Financial LLC lessened its holdings in shares of SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Get Rating) by 3.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 106,137 shares of the company’s stock after selling 3,624 shares during the quarter. XML Financial LLC […]

XML Financial LLC lifted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,126 shares of the exchange traded fund’s stock after acquiring an additional […]

XML Financial LLC grew its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 0.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 102,876 shares of the pharmacy operator’s stock after buying an additional 848 shares during […]

XML Financial LLC lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 0.6% during the fourth quarter, Holdings Channel reports. The firm owned 121,691 shares of the exchange traded fund’s stock after selling 769 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.4% of XML Financial LLC’s portfolio, […]

XML Financial LLC lessened its holdings in shares of Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX – Get Rating) by 2.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 155,851 shares of the investment management company’s stock after selling 3,370 shares during the quarter. XML Financial LLC’s holdings in Eaton Vance Municipal […]

XML Financial LLC grew its holdings in International Business Machines Co. (NYSE:IBM – Get Rating) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 41,915 shares of the technology company’s stock after acquiring an additional 884 shares during the quarter. […]

XML Financial LLC decreased its position in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 158,630 shares of the chip maker’s stock after selling 3,043 shares during the period. XML […]

XML Financial LLC increased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Get Rating) by 12.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,750 shares of the exchange traded fund’s stock after buying an additional […]

XML Financial LLC grew its position in Bank of America Co. (NYSE:BAC – Get Rating) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 322,777 shares of the financial services provider’s stock after buying an additional 2,459 […]