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XML Financial LLC lifted its position in shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO – Get Rating) by 17.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 44,650 shares of the investment management company’s stock after purchasing an additional 6,500 shares during the quarter. XML […]
XML Financial LLC lessened its holdings in shares of Cohen & Steers REIT and Preferred Income Fund, Inc. (NYSE:RNP – Get Rating) by 24.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 11,671 shares of the investment management company’s stock after selling 3,854 shares during the period. […]
XML Financial LLC purchased a new stake in Kimberly-Clark Co. (NYSE:KMB – Get Rating) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,580 shares of the company’s stock, valued at approximately $214,000. A number of other large investors have also […]
XML Financial LLC purchased a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,800 shares of the company’s stock, valued at approximately $201,000. Several other hedge funds have also made […]
XML Financial LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) in the fourth quarter, Holdings Channel reports. The fund acquired 6,592 shares of the company’s stock, valued at approximately $301,000. A number of other hedge funds have also recently added to or reduced their stakes in SCHZ. BCK […]