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Godshalk Welsh Capital Management Inc. Purchases 4,000 Shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY)

Godshalk Welsh Capital Management Inc. lifted its position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 36.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 15,000 shares of the company’s stock after buying an additional 4,000 shares […]

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Motco Sells 973 Shares of JPMorgan International Bond Opportunities ETF (BATS:JPIB)

Motco trimmed its position in shares of JPMorgan International Bond Opportunities ETF (BATS:JPIB – Free Report) by 15.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,504 shares of the company’s stock after selling 973 shares during the period. Motco’s holdings in JPMorgan […]

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W Advisors LLC Trims Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

W Advisors LLC trimmed its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 12.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 39,906 shares of the company’s stock after selling 5,483 shares during the period. iShares MSCI EAFE Growth ETF makes up approximately 2.9% of W Advisors LLC’s investment portfolio, […]

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Merit Financial Group LLC Has $4.27 Million Position in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Merit Financial Group LLC cut its position in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 7.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 146,967 shares of the company’s stock after selling 11,960 shares during the quarter. Merit Financial […]

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Summit Financial LLC Decreases Stake in iShares Preferred and Income Securities ETF (NASDAQ:PFF)

Summit Financial LLC cut its holdings in iShares Preferred and Income Securities ETF (NASDAQ:PFF – Free Report) by 41.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,813 shares of the company’s stock after selling 25,172 shares during […]

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Cary Street Partners Asset Management LLC Purchases 342 Shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

Cary Street Partners Asset Management LLC Purchases 342 Shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)
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Cary Street Partners Asset Management LLC Lowers Position in Vanguard Total International Bond ETF (NASDAQ:BNDX)

Cary Street Partners Asset Management LLC trimmed its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 76.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,119 shares of the company’s stock after selling 20,199 shares during the quarter. Cary Street […]

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Cary Street Partners Asset Management LLC Sells 1,717 Shares of Alphabet Inc. (NASDAQ:GOOG)

Cary Street Partners Asset Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,495 shares of the information services provider’s stock after selling 1,717 shares during the […]

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Cary Street Partners Asset Management LLC Sells 268 Shares of Becton, Dickinson and Company (NYSE:BDX)

Cary Street Partners Asset Management LLC lowered its position in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,888 shares of the medical instruments supplier’s stock after selling 268 […]

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Bristol-Myers Squibb (NYSE:BMY) Shares Sold by Cary Street Partners Asset Management LLC

Bristol-Myers Squibb (NYSE:BMY) Shares Sold by Cary Street Partners Asset Management LLC
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