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Institutional & Family Asset Management LLC raised its stake in The Southern Company (NYSE:SO – Free Report) by 2.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,394 shares of the utilities provider’s stock after purchasing an additional 1,415 shares […]
JDM Financial Group LLC lessened its holdings in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 28.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 2,061 shares of the company’s stock after selling 815 shares during the period. JDM Financial Group LLC’s holdings in iShares MSCI EAFE Small-Cap ETF […]
Wrapmanager Inc. lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 24.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,058 shares of the exchange traded fund’s stock after selling 1,315 shares during the period. Wrapmanager Inc.’s holdings […]
Brighton Jones LLC lessened its position in The Coca-Cola Company (NYSE:KO – Free Report) by 1.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 34,238 shares of the company’s stock after selling 373 shares during the quarter. Brighton Jones LLC’s holdings in Coca-Cola were […]
Wrapmanager Inc. trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.2% in the 1st quarter, Holdings Channel reports. The firm owned 3,115 shares of the retailer’s stock after selling 391 shares during the quarter. Wrapmanager Inc.’s holdings in Walmart were worth $459,000 at the end of the most recent quarter. […]