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WMS Partners LLC grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.1% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 10,756 shares of the exchange traded fund’s stock after buying an additional 120 shares during the period. WMS Partners LLC’s holdings in SPDR […]
AlphaCentric Advisors LLC cut its stake in Valero Energy Co. (NYSE:VLO – Free Report) by 4.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,883 shares of the oil and gas company’s stock after selling 172 shares during the quarter. AlphaCentric Advisors […]
Doliver Advisors LP boosted its position in ProShares Short S&P500 (NYSEARCA:SH – Free Report) by 26.9% during the 1st quarter, Holdings Channel reports. The fund owned 510,690 shares of the real estate investment trust’s stock after buying an additional 108,277 shares during the period. ProShares Short S&P500 makes up 2.4% of Doliver Advisors LP’s portfolio, […]
Stamos Capital Partners L.P. acquired a new position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 6,100 shares of the company’s stock, valued at approximately $307,000. Other large investors also recently modified their holdings of the company. Osterweis Capital Management Inc. […]
Girard Partners LTD. raised its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 33.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,882 shares of the exchange traded fund’s stock after acquiring an additional 22,238 shares during the […]