SEC Filing Articles

Cornerstone Advisors Inc. Grows Holdings in Stryker Co. (NYSE:SYK)

Cornerstone Advisors Inc. grew its holdings in shares of Stryker Co. (NYSE:SYK) by 15.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 732 shares of the medical technology company’s stock after buying an additional 100 shares during the quarter. Cornerstone […]

Cornerstone Advisors Inc. Has $499,000 Stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Cornerstone Advisors Inc. raised its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 98.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 5,620 shares of the company’s stock after purchasing an additional 2,790 shares during the period. Cornerstone Advisors Inc.’s holdings in Vanguard High Dividend Yield […]

Cornerstone Advisors Inc. Has $2.17 Million Stock Position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Cornerstone Advisors Inc. boosted its holdings in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS) by 0.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 21,288 shares of the company’s stock after buying an additional 142 shares during the quarter. Vanguard FTSE All-World ex-US Small-Cap ETF makes up approximately 0.3% of Cornerstone […]

Celgene Co. (NASDAQ:CELG) Shares Purchased by Cornerstone Advisors Inc.

Cornerstone Advisors Inc. boosted its holdings in Celgene Co. (NASDAQ:CELG) by 6.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,187 shares of the biopharmaceutical company’s stock after buying an additional 137 shares during the period. Cornerstone Advisors Inc.’s holdings in […]

Cornerstone Advisors Inc. Boosts Position in Portland General Electric (NYSE:POR)

Cornerstone Advisors Inc. boosted its holdings in shares of Portland General Electric (NYSE:POR) by 162.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 5,944 shares of the utilities provider’s stock after purchasing an additional 3,683 shares during the quarter. Cornerstone Advisors Inc.’s holdings in Portland General Electric were worth $335,000 as of its […]

Cornerstone Advisors Inc. Boosts Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Cornerstone Advisors Inc. raised its holdings in shares of Lockheed Martin Co. (NYSE:LMT) by 29.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 302 shares of the aerospace company’s stock after acquiring an additional 68 shares during the quarter. Cornerstone Advisors Inc.’s holdings […]

Clarius Group LLC Buys 407 Shares of Netflix, Inc. (NASDAQ:NFLX)

Clarius Group LLC grew its stake in Netflix, Inc. (NASDAQ:NFLX) by 5.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,829 shares of the Internet television network’s stock after acquiring an additional 407 shares during the period. Clarius Group LLC’s holdings […]

Smartsheet Inc (NYSE:SMAR) Shares Sold by Clarius Group LLC

Clarius Group LLC lessened its holdings in shares of Smartsheet Inc (NYSE:SMAR) by 2.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 238,101 shares of the company’s stock after selling 5,000 shares during the quarter. Smartsheet accounts for about 1.6% of Clarius Group […]

Clarius Group LLC Boosts Holdings in Union Pacific Co. (NYSE:UNP)

Clarius Group LLC raised its holdings in shares of Union Pacific Co. (NYSE:UNP) by 49.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 8,071 shares of the railroad operator’s stock after purchasing an additional 2,665 shares during the period. Clarius Group LLC’s holdings in Union Pacific were worth $1,307,000 at the end of the […]

Krueger & Catalano Capital Partners LLC Increases Position in Roper Technologies Inc (NYSE:ROP)

Krueger & Catalano Capital Partners LLC raised its position in Roper Technologies Inc (NYSE:ROP) by 59.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,036 shares of the industrial products company’s stock after purchasing an additional 385 shares during the quarter. […]

The Coca-Cola Co (NYSE:KO) Shares Acquired by Krueger & Catalano Capital Partners LLC

Krueger & Catalano Capital Partners LLC lifted its holdings in shares of The Coca-Cola Co (NYSE:KO) by 7.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,779 shares of the company’s stock after buying an additional 1,978 shares during […]

Krueger & Catalano Capital Partners LLC Sells 1,963 Shares of Emerson Electric Co. (NYSE:EMR)

Krueger & Catalano Capital Partners LLC reduced its position in Emerson Electric Co. (NYSE:EMR) by 10.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 16,988 shares of the industrial products company’s stock after selling 1,963 shares during the period. Krueger & Catalano Capital Partners LLC’s holdings in Emerson Electric were worth $1,136,000 as […]

Flagship Harbor Advisors LLC Acquires 1,236 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Flagship Harbor Advisors LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 10.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,007 shares of the company’s stock after acquiring an additional 1,236 shares during the period. […]

Mastercard Inc (NYSE:MA) Shares Sold by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC trimmed its holdings in shares of Mastercard Inc (NYSE:MA) by 3.1% during the third quarter, Holdings Channel reports. The firm owned 4,960 shares of the credit services provider’s stock after selling 158 shares during the quarter. Flagship Harbor Advisors LLC’s holdings in Mastercard were worth $1,347,000 as of its most recent […]

Flagship Harbor Advisors LLC Purchases 10,279 Shares of iShares Edge MSCI USA Quality Factor ETF (BATS:QUAL)

Flagship Harbor Advisors LLC boosted its position in iShares Edge MSCI USA Quality Factor ETF (BATS:QUAL) by 109.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,681 shares of the company’s stock after purchasing an additional 10,279 shares during the […]

Flagship Harbor Advisors LLC Boosts Position in Merck & Co., Inc. (NYSE:MRK)

Flagship Harbor Advisors LLC raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 2.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 29,339 shares of the company’s stock after purchasing an additional 578 shares during the period. Flagship Harbor Advisors LLC’s holdings in Merck […]

Flagship Harbor Advisors LLC Boosts Holdings in UnitedHealth Group Inc (NYSE:UNH)

Flagship Harbor Advisors LLC raised its holdings in UnitedHealth Group Inc (NYSE:UNH) by 3.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,408 shares of the healthcare conglomerate’s stock after purchasing an additional 185 shares during the quarter. Flagship Harbor Advisors LLC’s […]

SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) is Managed Account Services Inc.’s 7th Largest Position

Managed Account Services Inc. boosted its stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) by 18.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 174,348 shares of the company’s stock after buying an additional 27,636 shares during the quarter. SPDR Portfolio Short Term Corporate Bond ETF accounts for 2.7% of […]

Managed Account Services Inc. Has $3.54 Million Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Managed Account Services Inc. reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 19.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 74,193 shares of the company’s stock after selling 18,156 shares during the quarter. iShares MSCI EAFE […]

Managed Account Services Inc. Buys 1,759 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Managed Account Services Inc. grew its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 15.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,107 shares of the company’s stock after acquiring an additional 1,759 shares during the quarter. Managed Account Services Inc.’s holdings in […]

Managed Account Services Inc. Sells 563 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

Managed Account Services Inc. lowered its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB) by 9.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,648 shares of the company’s stock after selling 563 shares during the period. Managed Account Services Inc.’s holdings in iShares […]

Accenture Plc (NYSE:ACN) Holdings Cut by Krueger & Catalano Capital Partners LLC

Krueger & Catalano Capital Partners LLC trimmed its holdings in shares of Accenture Plc (NYSE:ACN) by 1.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 16,543 shares of the information technology services provider’s stock after selling 182 shares during the quarter. Accenture accounts for approximately 2.3% of Krueger & Catalano Capital Partners LLC’s […]

Walmart Inc (NYSE:WMT) Shares Bought by Krueger & Catalano Capital Partners LLC

Krueger & Catalano Capital Partners LLC boosted its position in shares of Walmart Inc (NYSE:WMT) by 6.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,531 shares of the retailer’s stock after buying an additional 1,099 shares during the period. Walmart […]

Krueger & Catalano Capital Partners LLC Has $1.90 Million Stake in Becton Dickinson and Co (NYSE:BDX)

Krueger & Catalano Capital Partners LLC raised its stake in shares of Becton Dickinson and Co (NYSE:BDX) by 6.1% in the third quarter, Holdings Channel.com reports. The firm owned 7,509 shares of the medical instruments supplier’s stock after buying an additional 431 shares during the period. Krueger & Catalano Capital Partners LLC’s holdings in Becton […]

Grace & White Inc. NY Reduces Stake in Gorman-Rupp Co (NYSE:GRC)

Grace & White Inc. NY lessened its position in Gorman-Rupp Co (NYSE:GRC) by 1.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 287,048 shares of the industrial products company’s stock after selling 4,979 shares during the period. Gorman-Rupp comprises 2.3% of […]