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LifeSteps Financial Inc. Has $385,000 Stock Holdings in Caterpillar Inc. (NYSE:CAT) - Vimarsana News

LifeSteps Financial Inc. Has $385,000 Stock Holdings in Caterpillar Inc. (NYSE:CAT)

LifeSteps Financial Inc. decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 5.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,684 shares of the industrial products company’s stock after selling 90 shares during the quarter. […]

Source: wkrb13.com
Nuveen Preferred & Income Opportunities Fund (NYSE:JPC) Short Interest Update - Vimarsana News

Nuveen Preferred & Income Opportunities Fund (NYSE:JPC) Short Interest Update

Nuveen Preferred & Income Opportunities Fund (NYSE:JPC – Get Rating) was the recipient of a significant growth in short interest during the month of May. As of May 15th, there was short interest totalling 146,400 shares, a growth of 607.2% from the April 30th total of 20,700 shares. Based on an average daily volume of […]

More super fund members are planning to switch funds - Vimarsana News

More super fund members are planning to switch funds

Superannuation fund members are becoming more engaged and knowledgeable with their super and the result is record levels of fund switching.

Prentice Wealth Management LLC Lowers Stake in Exxon Mobil Co. (NYSE:XOM) - Vimarsana News

Prentice Wealth Management LLC Lowers Stake in Exxon Mobil Co. (NYSE:XOM)

Prentice Wealth Management LLC lessened its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 2.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,485 shares of the oil and gas company’s stock after selling 423 […]

Stokes Capital Advisors LLC Boosts Stock Holdings in Johnson & Johnson (NYSE:JNJ) - Vimarsana News

Stokes Capital Advisors LLC Boosts Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Stokes Capital Advisors LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,396 shares of the company’s stock after acquiring an additional 1,294 […]