Archive for Patrick Bannon

Evercore ISI Reaffirms “In-Line” Rating for QUALCOMM (QCOM)

Evercore ISI restated their in-line rating on shares of QUALCOMM (NASDAQ:QCOM) in a research report report published on Monday, The Fly reports. The brokerage currently has a $60.00 price target on the wireless technology company’s stock, down from their prior price target of $68.00. A number of other analysts have also recently weighed in on […]

First Horizon National (FHN) Upgraded to “Hold” at Zacks Investment Research

Zacks Investment Research upgraded shares of First Horizon National (NYSE:FHN) from a sell rating to a hold rating in a research report sent to investors on Monday morning. According to Zacks, “Shares of First Horizon have underperformed the industry over the past three months. While estimates remained stable ahead of fourth-quarter 2018 earnings release, the […]

Prudential Financial (PRU) Downgraded by Zacks Investment Research

Zacks Investment Research downgraded shares of Prudential Financial (NYSE:PRU) from a hold rating to a sell rating in a report published on Monday. According to Zacks, “Prudential’s exposure to still low interest rates as well as to products like annuities and universal life guarantying low returns remains a woe. Escalating expenses continue to weigh on […]

Douglas Lane & Associates LLC Has $1.32 Million Position in American International Group Inc (AIG)

Douglas Lane & Associates LLC cut its holdings in American International Group Inc (NYSE:AIG) by 46.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 33,514 shares of the insurance provider’s stock after selling 29,218 shares during the quarter. Douglas Lane & Associates LLC’s holdings in American International Group were worth $1,321,000 at the […]

E&G Advisors LP Sells 533 Shares of Chubb Ltd (CB)

E&G Advisors LP lessened its stake in Chubb Ltd (NYSE:CB) by 11.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,310 shares of the financial services provider’s stock after selling 533 shares during the period. E&G Advisors LP’s holdings in Chubb […]

DORCHESTER WEALTH MANAGEMENT Co Grows Holdings in General Mills, Inc. (GIS)

DORCHESTER WEALTH MANAGEMENT Co raised its position in General Mills, Inc. (NYSE:GIS) by 15.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,875 shares of the company’s stock after acquiring an additional 1,175 shares during the quarter. DORCHESTER […]

Douglas Lane & Associates LLC Acquires 8,201 Shares of American Express (AXP)

Douglas Lane & Associates LLC grew its holdings in American Express (NYSE:AXP) by 1.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 593,953 shares of the payment services company’s stock after purchasing an additional 8,201 shares during the quarter. American Express makes up approximately […]

E&G Advisors LP Has $81,000 Position in QEP Resources Inc (QEP)

E&G Advisors LP trimmed its stake in shares of QEP Resources Inc (NYSE:QEP) by 29.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,300 shares of the pipeline company’s stock after selling 6,000 shares during the quarter. E&G Advisors LP’s holdings in QEP […]

E&G Advisors LP Sells 1,200 Shares of Stanley Black & Decker, Inc. (SWK)

E&G Advisors LP lessened its holdings in Stanley Black & Decker, Inc. (NYSE:SWK) by 34.3% during the 4th quarter, HoldingsChannel reports. The firm owned 2,300 shares of the industrial products company’s stock after selling 1,200 shares during the quarter. E&G Advisors LP’s holdings in Stanley Black & Decker were worth $275,000 at the end of […]

$365.69 Million in Sales Expected for Mammoth Energy Services Inc (TUSK) This Quarter

Wall Street brokerages forecast that Mammoth Energy Services Inc (NASDAQ:TUSK) will post $365.69 million in sales for the current quarter, Zacks Investment Research reports. Five analysts have provided estimates for Mammoth Energy Services’ earnings, with the highest sales estimate coming in at $422.10 million and the lowest estimate coming in at $336.90 million. Mammoth Energy […]

First Midwest Bank Trust Division Increases Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)

First Midwest Bank Trust Division boosted its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) by 55.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 4,096 shares of the company’s stock after purchasing an additional 1,468 shares during the period. First Midwest Bank Trust Division’s holdings in iShares S&P Small-Cap 600 Growth ETF […]

Community Trust & Investment Co. Decreases Holdings in Lowe’s Companies, Inc. (LOW)

Community Trust & Investment Co. lessened its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 27.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,529 shares of the home improvement retailer’s stock after selling 44,829 shares during the quarter. […]

CKW Financial Group Acquires New Stake in Gilead Sciences, Inc. (GILD)

CKW Financial Group acquired a new position in Gilead Sciences, Inc. (NASDAQ:GILD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 900 shares of the biopharmaceutical company’s stock, valued at approximately $56,000. Several other institutional investors have also […]

Hedeker Wealth LLC Sells 624 Shares of 3M Co (MMM)

Hedeker Wealth LLC cut its stake in shares of 3M Co (NYSE:MMM) by 3.7% in the 4th quarter, Holdings Channel reports. The firm owned 16,433 shares of the conglomerate’s stock after selling 624 shares during the quarter. 3M accounts for 2.5% of Hedeker Wealth LLC’s investment portfolio, making the stock its 11th biggest position. Hedeker […]

1,280 Shares in iShares Global Materials ETF (MXI) Acquired by Daiwa SB Investments Ltd.

Daiwa SB Investments Ltd. acquired a new stake in shares of iShares Global Materials ETF (NYSEARCA:MXI) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,280 shares of the company’s stock, valued at approximately $73,000. Other hedge funds have also recently made changes to their positions in […]

Vanguard Small-Cap ETF (VB) Shares Bought by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 227.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,353 shares of the company’s stock after acquiring an additional 9,970 shares during the quarter. Ferguson Wellman Capital Management Inc.’s […]

Ferguson Wellman Capital Management Inc. Sells 6,031 Shares of iShares MSCI EAFE ETF (EFA)

Ferguson Wellman Capital Management Inc. cut its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 4.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 124,416 shares of the exchange traded fund’s stock after selling 6,031 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in iShares MSCI EAFE ETF were […]

Huntington Ingalls Industries Inc (HII) Position Lowered by Bowling Portfolio Management LLC

Bowling Portfolio Management LLC lessened its position in shares of Huntington Ingalls Industries Inc (NYSE:HII) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,277 shares of the aerospace company’s stock after selling 360 shares during the quarter. […]

Renewable Energy Group Inc (REGI) Shares Sold by Bowling Portfolio Management LLC

Bowling Portfolio Management LLC trimmed its holdings in Renewable Energy Group Inc (NASDAQ:REGI) by 20.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 56,962 shares of the oil and gas company’s stock after selling 14,634 shares during the period. […]

BTIM Corp. Has $33.88 Million Position in Chubb Ltd (CB)

BTIM Corp. lessened its holdings in Chubb Ltd (NYSE:CB) by 4.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 262,301 shares of the financial services provider’s stock after selling 12,656 shares during the period. BTIM Corp. owned about 0.06% of Chubb worth […]

Xerox Corp (XRX) Stake Lessened by BLB&B Advisors LLC

BLB&B Advisors LLC decreased its holdings in shares of Xerox Corp (NYSE:XRX) by 19.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,801 shares of the information technology services provider’s stock after selling 4,562 shares during the period. BLB&B Advisors LLC’s holdings […]

Butensky & Cohen Financial Security Inc. Takes Position in Bank of New York Mellon Corp (BK)

Butensky & Cohen Financial Security Inc. acquired a new position in Bank of New York Mellon Corp (NYSE:BK) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 26,905 shares of the bank’s stock, valued at approximately $1,266,000. Other institutional investors and hedge funds […]

Breiter Capital Management Inc. Buys 2,938 Shares of Walgreens Boots Alliance Inc (WBA)

Breiter Capital Management Inc. raised its stake in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 29.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,052 shares of the pharmacy operator’s stock after buying an additional 2,938 […]

Michael (Mike) Veverka Sells 253,241 Shares of Jumbo Interactive Ltd (JIN) Stock

Jumbo Interactive Ltd (ASX:JIN) insider Michael (Mike) Veverka sold 253,241 shares of the firm’s stock in a transaction dated Friday, January 11th. The stock was sold at an average price of A$7.55 ($5.36), for a total transaction of A$1,912,476.03 ($1,356,365.98). Shares of JIN opened at A$8.00 ($5.67) on Friday. TRADEMARK VIOLATION NOTICE: This article was […]

Bristlecone Advisors LLC Has $2.05 Million Stake in UnitedHealth Group Inc (UNH)

Bristlecone Advisors LLC raised its holdings in shares of UnitedHealth Group Inc (NYSE:UNH) by 12.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,234 shares of the healthcare conglomerate’s stock after acquiring an additional 925 shares during the quarter. Bristlecone Advisors LLC’s […]