Archive for Patrick Bannon

Evermay Wealth Management LLC Cuts Stock Holdings in TJX Companies Inc (NYSE:TJX)

Evermay Wealth Management LLC trimmed its stake in shares of TJX Companies Inc (NYSE:TJX) by 8.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 7,380 shares of the apparel and home fashions retailer’s stock after selling 650 shares during the period. Evermay Wealth Management LLC’s holdings in TJX Companies were worth $451,000 at the […]

Evermay Wealth Management LLC Cuts Stock Holdings in Anthem Inc (NYSE:ANTM)

Evermay Wealth Management LLC decreased its holdings in shares of Anthem Inc (NYSE:ANTM) by 9.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,887 shares of the company’s stock after selling 189 shares during the period. Evermay Wealth Management LLC’s holdings in Anthem were worth $570,000 at […]

Evermay Wealth Management LLC Has $789,000 Position in Travelers Companies Inc (NYSE:TRV)

Evermay Wealth Management LLC raised its position in Travelers Companies Inc (NYSE:TRV) by 11.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,762 shares of the insurance provider’s stock after acquiring an additional 615 shares during the quarter. Evermay Wealth […]

United Parcel Service, Inc. (NYSE:UPS) Shares Purchased by Evermay Wealth Management LLC

Evermay Wealth Management LLC grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 27.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,036 shares of the transportation company’s stock after acquiring an additional 1,095 shares […]

Evermay Wealth Management LLC Has $488,000 Stake in Medtronic PLC (NYSE:MDT)

Evermay Wealth Management LLC increased its stake in shares of Medtronic PLC (NYSE:MDT) by 8.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,303 shares of the medical technology company’s stock after acquiring an additional 325 shares during the period. Evermay Wealth Management LLC’s […]

Evermay Wealth Management LLC Purchases 171 Shares of Automatic Data Processing (NASDAQ:ADP)

Evermay Wealth Management LLC grew its position in shares of Automatic Data Processing (NASDAQ:ADP) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,010 shares of the business services provider’s stock after acquiring an additional 171 shares during […]

Evermay Wealth Management LLC Raises Holdings in Chevron Co. (NYSE:CVX)

Evermay Wealth Management LLC increased its position in Chevron Co. (NYSE:CVX) by 8.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,517 shares of the oil and gas company’s stock after buying an additional 435 shares during the quarter. Evermay Wealth Management LLC’s holdings […]

Evermay Wealth Management LLC Sells 799 Shares of AT&T Inc. (NYSE:T)

Evermay Wealth Management LLC lowered its stake in shares of AT&T Inc. (NYSE:T) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,209 shares of the technology company’s stock after selling 799 shares during the quarter. Evermay Wealth Management LLC’s holdings in AT&T […]

Evermay Wealth Management LLC Acquires 390 Shares of American Express (NYSE:AXP)

Evermay Wealth Management LLC raised its holdings in American Express (NYSE:AXP) by 6.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 6,766 shares of the payment services company’s stock after buying an additional 390 shares during the period. Evermay Wealth Management LLC’s holdings in American Express were worth $842,000 at the end of the […]

Evermay Wealth Management LLC Sells 4,931 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Evermay Wealth Management LLC cut its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 25.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,579 shares of the exchange traded fund’s stock after selling 4,931 shares during the quarter. Evermay Wealth Management […]

iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by Evermay Wealth Management LLC

Evermay Wealth Management LLC cut its position in iShares Select Dividend ETF (NASDAQ:DVY) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,567 shares of the company’s stock after selling 159 shares during the period. Evermay Wealth Management LLC’s holdings in iShares Select Dividend […]

Raytheon (NYSE:RTN) Stake Boosted by Evermay Wealth Management LLC

Evermay Wealth Management LLC grew its stake in shares of Raytheon (NYSE:RTN) by 45.7% during the 4th quarter, HoldingsChannel reports. The fund owned 2,980 shares of the aerospace company’s stock after acquiring an additional 935 shares during the period. Evermay Wealth Management LLC’s holdings in Raytheon were worth $655,000 as of its most recent SEC […]

Insider Selling: Pinnacle West Capital Co. (NYSE:PNW) VP Sells 1,628 Shares of Stock

Pinnacle West Capital Co. (NYSE:PNW) VP Lee R. Nickloy sold 1,628 shares of Pinnacle West Capital stock in a transaction that occurred on Tuesday, February 25th. The shares were sold at an average price of $100.61, for a total value of $163,793.08. The sale was disclosed in a legal filing with the Securities & Exchange […]

Boston Beer (NYSE:SAM) Lifted to “Hold” at ValuEngine

ValuEngine upgraded shares of Boston Beer (NYSE:SAM) from a sell rating to a hold rating in a research note released on Tuesday, ValuEngine reports. Several other brokerages have also commented on SAM. Zacks Investment Research raised shares of Boston Beer from a hold rating to a strong-buy rating and set a $470.00 price target for […]

Cadence Design Systems Inc (NASDAQ:CDNS) CFO John M. Wall Sells 3,000 Shares

Cadence Design Systems Inc (NASDAQ:CDNS) CFO John M. Wall sold 3,000 shares of Cadence Design Systems stock in a transaction dated Wednesday, February 26th. The shares were sold at an average price of $69.47, for a total value of $208,410.00. Following the completion of the transaction, the chief financial officer now directly owns 206,040 shares […]

Genesis Energy, L.P. (NYSE:GEL) Director Jack T. Taylor Acquires 20,000 Shares of Stock

Genesis Energy, L.P. (NYSE:GEL) Director Jack T. Taylor acquired 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 27th. The stock was acquired at an average price of $10.38 per share, with a total value of $207,600.00. NYSE:GEL traded down $0.98 during trading hours on Friday, reaching $9.40. 300,295 shares […]

J M Smucker (NYSE:SJM) Rating Reiterated by Jefferies Financial Group

J M Smucker (NYSE:SJM)‘s stock had its “hold” rating reissued by investment analysts at Jefferies Financial Group in a note issued to investors on Wednesday, AnalystRatings.com reports. They presently have a $109.00 price objective on the stock. Jefferies Financial Group’s price objective points to a potential upside of 8.20% from the company’s current price. Several […]

Square (NYSE:SQ) Stock Rating Reaffirmed by Credit Suisse Group

Credit Suisse Group reaffirmed their positive rating on shares of Square (NYSE:SQ) in a report issued on Tuesday morning, LiveTradingNews reports. Other equities research analysts also recently issued research reports about the company. Evercore ISI lowered their price target on Square from $50.00 to $37.00 and set an underperform rating on the stock in a […]

Teck Resources (NYSE:TECK) Given Buy Rating at Canaccord Genuity

Teck Resources (NYSE:TECK) (TSE:TECK)‘s stock had its “buy” rating reissued by equities researchers at Canaccord Genuity in a research report issued on Wednesday, AnalystRatings.com reports. They presently have a $25.50 price target on the basic materials company’s stock. Canaccord Genuity’s target price points to a potential upside of 155.00% from the company’s previous close. A […]

Tronox (NYSE:TROX) Issues Quarterly Earnings Results, Meets Estimates

Tronox (NYSE:TROX) issued its quarterly earnings data on Tuesday. The company reported $0.14 EPS for the quarter, meeting the Thomson Reuters’ consensus estimate of $0.14, Fidelity Earnings reports. The business had revenue of $693.00 million during the quarter, compared to the consensus estimate of $723.71 million. Tronox had a negative net margin of 4.13% and […]

Superior Energy Services (NYSE:SPN) Rating Reiterated by Royal Bank of Canada

Superior Energy Services (NYSE:SPN)‘s stock had its “hold” rating reissued by research analysts at Royal Bank of Canada in a research note issued to investors on Wednesday, AnalystRatings.com reports. They currently have a $6.50 price objective on the oil and gas company’s stock. Royal Bank of Canada’s price target suggests a potential upside of 92.88% […]

ValuEngine Upgrades Skechers USA (NYSE:SKX) to Hold

ValuEngine upgraded shares of Skechers USA (NYSE:SKX) from a sell rating to a hold rating in a report issued on Tuesday, ValuEngine reports. Other analysts have also recently issued research reports about the stock. UBS Group reduced their target price on shares of Skechers USA from $49.00 to $47.00 and set a buy rating for […]

B. Riley Financial Inc (NASDAQ:RILY) Major Shareholder B. Riley Financial, Inc. Buys 30,638 Shares

B. Riley Financial Inc (NASDAQ:RILY) major shareholder B. Riley Financial, Inc. acquired 30,638 shares of the business’s stock in a transaction that occurred on Wednesday, February 26th. The shares were bought at an average price of $9.21 per share, for a total transaction of $282,175.98. The acquisition was disclosed in a filing with the Securities […]

Teladoc Health (NYSE:TDOC) Releases Earnings Results, Beats Expectations By $0.07 EPS

Teladoc Health (NYSE:TDOC) issued its earnings results on Wednesday. The health services provider reported ($0.26) earnings per share (EPS) for the quarter, beating the Zacks’ consensus estimate of ($0.33) by $0.07, Fidelity Earnings reports. The company had revenue of $156.49 million for the quarter, compared to analysts’ expectations of $153.79 million. Teladoc Health had a […]

Solar Capital Ltd. (NASDAQ:SLRC) Insider Michael S. Gross Purchases 15,000 Shares of Stock

Solar Capital Ltd. (NASDAQ:SLRC) insider Michael S. Gross acquired 15,000 shares of Solar Capital stock in a transaction on Tuesday, February 25th. The shares were purchased at an average cost of $19.61 per share, with a total value of $294,150.00. Following the completion of the acquisition, the insider now owns 165,894 shares of the company’s […]