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Capital Performance Advisors LLP raised its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 13.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 920 shares of the retailer’s stock after purchasing an additional 108 shares during the quarter. […]
Capital Performance Advisors LLP lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 41.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,162 shares of the entertainment giant’s stock after selling 2,229 shares during […]
Capital Performance Advisors LLP increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 157,032 shares of the company’s stock after buying an additional 12,115 shares […]
Capital Performance Advisors LLP cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 41.3% in the fourth quarter, Holdings Channel reports. The fund owned 3,162 shares of the entertainment giant’s stock after selling 2,229 shares during the quarter. Capital Performance Advisors LLP’s holdings in Walt Disney were worth $285,000 as of […]
Capital Performance Advisors LLP increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 18.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,332 shares of the exchange traded fund’s stock after purchasing an additional 687 shares during the quarter. Capital […]