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Wealthsource Partners LLC lessened its stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 15.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 58,763 shares of the company’s stock after selling 10,607 shares during the quarter. Wealthsource Partners […]
CHICAGO TRUST Co NA lowered its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,642 shares of the medical equipment provider’s stock after selling 50 shares during the period. CHICAGO TRUST […]
Wealthsource Partners LLC increased its stake in The Boeing Company (NYSE:BA – Free Report) by 9.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,681 shares of the aircraft producer’s stock after purchasing an additional 323 shares during the period. Wealthsource […]
Carlson Capital Management trimmed its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 8.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 621 shares of the investment management company’s stock after selling 60 shares during the period. Carlson Capital Management’s holdings in The […]
Wealthsource Partners LLC cut its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,205 shares of the cell phone carrier’s stock after selling 616 shares during the quarter. Wealthsource Partners […]