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Evermay Wealth Management LLC Raises Position in Rockwell Automation, Inc. (NYSE:ROK)

Evermay Wealth Management LLC increased its stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 18.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,837 shares of the industrial products company’s stock after buying an additional 440 shares during the quarter. Evermay […] ....

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American Express (NYSE:AXP) Receives Average Recommendation of "Hold" from Analysts

Shares of American Express (NYSE:AXP) have received an average recommendation of “Hold” from the twenty-two ratings firms that are covering the stock, Marketbeat reports. Three research analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and ten have given a buy recommendation to the company. The average 1-year target […] ....

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Schubert & Co Takes Position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL)

Schubert & Co acquired a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 11,412 shares of the company’s stock, valued at approximately $366,000. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July comprises 0.3% of Schubert […] ....

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Peak Asset Management LLC Raises Stock Position in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA)

Peak Asset Management LLC grew its holdings in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 5.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,499 shares of the company’s stock after acquiring an additional 2,639 shares during […] ....

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United Parcel Service, Inc. (NYSE:UPS) Shares Bought by United Services Automobile Association

United Services Automobile Association lifted its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 235.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 237,333 shares of the transportation company’s stock after purchasing an additional 166,557 shares during the quarter. United Parcel Service makes up 0.8% of United Services Automobile […] ....

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