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Concentric Wealth Management LLC lifted its position in Realty Income Co. (NYSE:O – Free Report) by 10.3% in the 4th quarter, Holdings Channel reports. The fund owned 70,464 shares of the real estate investment trust’s stock after acquiring an additional 6,607 shares during the quarter. Concentric Wealth Management LLC’s holdings in Realty Income were worth […]
Concentric Wealth Management LLC raised its holdings in Realty Income Co. (NYSE:O – Free Report) by 10.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 70,464 shares of the real estate investment trust’s stock after acquiring an additional 6,607 […]
Concentric Wealth Management LLC cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 3.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 146,083 shares of the technology company’s stock after selling 4,528 shares during the period. Concentric Wealth Management LLC’s holdings in AT&T were worth $2,451,000 as of its most […]
Comerica Bank decreased its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 3.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 571,263 shares of the energy producer’s stock after selling 22,615 shares during the quarter. Comerica Bank’s holdings in ConocoPhillips were worth $66,307,000 at […]
Comerica Bank lowered its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 3.8% during the fourth quarter, Holdings Channel reports. The firm owned 571,263 shares of the energy producer’s stock after selling 22,615 shares during the period. Comerica Bank’s holdings in ConocoPhillips were worth $66,307,000 as of its most recent SEC filing. A […]