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Measured Wealth Private Client Group LLC lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 10.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,754 shares of the exchange traded fund’s stock after selling 3,863 shares during the period. SPDR Gold Shares […]
First Affirmative Financial Network bought a new position in Bank of America Co. (NYSE:BAC) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 7,294 shares of the financial services provider’s stock, valued at approximately $242,000. A number of other institutional investors have […]
Graybill Bartz & Assoc Ltd. increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 31,304 shares of the entertainment giant’s stock after purchasing an additional 267 shares during the period. Graybill Bartz […]
Occidental Asset Management LLC lowered its position in shares of Diageo plc (NYSE:DEO – Get Rating) by 1.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,202 shares of the company’s stock after selling 75 shares during the period. Occidental Asset Management LLC’s holdings in Diageo were […]
Graybill Bartz & Assoc Ltd. grew its position in Otis Worldwide Co. (NYSE:OTIS – Get Rating) by 0.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,823 shares of the company’s stock after purchasing an additional 216 shares during the quarter. Otis […]