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Concord Wealth Partners trimmed its holdings in iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 42.6% in the second quarter, Holdings Channel reports. The institutional investor owned 1,400 shares of the company’s stock after selling 1,038 shares during the period. Concord Wealth Partners’ holdings in iShares Global Energy ETF were worth $52,000 at the […]
Concord Wealth Partners cut its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 23.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 431 shares of the company’s stock after selling 131 shares during the period. Concord Wealth Partners’ holdings in […]
Concord Wealth Partners lifted its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 40.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 252 shares of the financial services provider’s stock after purchasing an additional 72 […]
Concord Wealth Partners raised its holdings in Realty Income Co. (NYSE:O – Free Report) by 38.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 922 shares of the real estate investment trust’s stock after acquiring an additional 254 shares during the quarter. Concord Wealth […]
Concord Wealth Partners lifted its position in Pioneer Natural Resources (NYSE:PXD – Free Report) by 120.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 728 shares of the oil and gas development company’s stock after acquiring an additional 398 shares during the quarter. Concord Wealth Partners’ holdings in Pioneer Natural Resources were worth $151,000 […]