SEC Filing Articles

WISDOMTREE TR/JAPAN HEDGED EQUITY (DXJ) Stake Lessened by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC trimmed its position in shares of WISDOMTREE TR/JAPAN HEDGED EQUITY (NYSEARCA:DXJ) by 22.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,100 shares of the exchange traded fund’s stock after selling 325 shares during the quarter. Blue Bell Private Wealth Management LLC’s holdings in WISDOMTREE TR/JAPAN HEDGED EQUITY […]

Truewealth LLC Has $458,000 Stake in Centurylink Inc (CTL)

Truewealth LLC cut its holdings in shares of Centurylink Inc (NYSE:CTL) by 36.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 30,256 shares of the technology company’s stock after selling 17,709 shares during the period. Truewealth LLC’s holdings in Centurylink were worth $458,000 as […]

Colliers International Group Inc (CIGI) Position Boosted by Kirr Marbach & Co. LLC IN

Kirr Marbach & Co. LLC IN raised its position in Colliers International Group Inc (NASDAQ:CIGI) (TSE:CIGI) by 2.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 241,550 shares of the financial services provider’s stock after buying an additional 5,463 shares during the quarter. Colliers International Group comprises 3.7% of Kirr Marbach & Co. LLC […]

Hecla Mining (HL) Shares Sold by Bennicas & Associates Inc.

Bennicas & Associates Inc. cut its stake in shares of Hecla Mining (NYSE:HL) by 16.7% during the 4th quarter, HoldingsChannel reports. The fund owned 29,907 shares of the basic materials company’s stock after selling 6,000 shares during the period. Bennicas & Associates Inc.’s holdings in Hecla Mining were worth $71,000 as of its most recent […]

Macnealy Hoover Investment Management Inc. Has $1.31 Million Holdings in Ingersoll-Rand PLC (IR)

Macnealy Hoover Investment Management Inc. trimmed its position in shares of Ingersoll-Rand PLC (NYSE:IR) by 3.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 14,366 shares of the industrial products company’s stock after selling 525 shares during the period. Macnealy Hoover Investment Management Inc.’s holdings in Ingersoll-Rand were worth $1,311,000 as of […]

Fortive Corp (FTV) Shares Sold by Family Capital Trust Co

Family Capital Trust Co decreased its stake in Fortive Corp (NYSE:FTV) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,773 shares of the technology company’s stock after selling 395 shares during the quarter. Family Capital Trust Co’s holdings in […]

Kirr Marbach & Co. LLC IN Reduces Position in Heritage Insurance Holdings Inc (HRTG)

Kirr Marbach & Co. LLC IN lowered its holdings in Heritage Insurance Holdings Inc (NYSE:HRTG) by 0.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 251,624 shares of the insurance provider’s stock after selling 756 shares during the period. Kirr Marbach & Co. LLC IN’s holdings […]

NCR Co. (NCR) Shares Bought by Kirr Marbach & Co. LLC IN

Kirr Marbach & Co. LLC IN raised its holdings in NCR Co. (NYSE:NCR) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 280,205 shares of the information technology services provider’s stock after purchasing an additional 2,935 shares during the quarter. NCR makes […]

American International Group Inc (AIG) Position Increased by Kirr Marbach & Co. LLC IN

Kirr Marbach & Co. LLC IN grew its position in shares of American International Group Inc (NYSE:AIG) by 2.5% in the 4th quarter, HoldingsChannel reports. The firm owned 215,786 shares of the insurance provider’s stock after buying an additional 5,290 shares during the period. American International Group comprises approximately 2.4% of Kirr Marbach & Co. […]

Landsberg Bennett & Dubbaneh LLC Takes $1.67 Million Position in Cadence Design Systems Inc (CDNS)

Landsberg Bennett & Dubbaneh LLC acquired a new stake in Cadence Design Systems Inc (NASDAQ:CDNS) in the fourth quarter, Holdings Channel reports. The firm acquired 38,337 shares of the software maker’s stock, valued at approximately $1,667,000. A number of other institutional investors have also added to or reduced their stakes in CDNS. Vanguard Group Inc […]

Landsberg Bennett & Dubbaneh LLC Purchases New Holdings in Dollar General Corp. (DG)

Landsberg Bennett & Dubbaneh LLC purchased a new stake in Dollar General Corp. (NYSE:DG) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 12,128 shares of the company’s stock, valued at approximately $1,311,000. A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Diversified Trust Co […]

Landsberg Bennett & Dubbaneh LLC Invests $2.39 Million in Diageo plc (DEO) Stock

Landsberg Bennett & Dubbaneh LLC bought a new stake in Diageo plc (NYSE:DEO) in the 4th quarter, Holdings Channel reports. The institutional investor bought 16,856 shares of the company’s stock, valued at approximately $2,390,000. Diageo accounts for about 0.9% of Landsberg Bennett & Dubbaneh LLC’s investment portfolio, making the stock its 26th largest position. A […]

Howard Capital Management Inc. Sells 727,070 Shares of ProShares Ultra QQQ (QLD)

Howard Capital Management Inc. lowered its position in shares of ProShares Ultra QQQ (NYSEARCA:QLD) by 85.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 120,667 shares of the company’s stock after selling 727,070 shares during the quarter. ProShares Ultra QQQ accounts for approximately […]

Hamlin Capital Management LLC Takes $47.72 Million Position in H & R Block Inc (HRB)

Hamlin Capital Management LLC bought a new stake in shares of H & R Block Inc (NYSE:HRB) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,880,890 shares of the company’s stock, valued at approximately $47,718,000. H & R Block makes up approximately 2.2% of […]

Gagnon Securities LLC Grows Stake in NCS Multistage Holdings Inc (NCSM)

Gagnon Securities LLC increased its stake in shares of NCS Multistage Holdings Inc (NASDAQ:NCSM) by 127.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 66,294 shares of the company’s stock after purchasing an additional 37,111 shares during the period. Gagnon Securities LLC owned approximately […]

Gagnon Securities LLC Buys 470 Shares of NINTENDO LTD/ADR (NTDOY)

Gagnon Securities LLC boosted its stake in shares of NINTENDO LTD/ADR (OTCMKTS:NTDOY) by 1.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,419 shares of the company’s stock after buying an additional 470 shares during the period. Gagnon Securities LLC’s holdings in NINTENDO LTD/ADR were […]

Gagnon Securities LLC Acquires Shares of 40,782 iRobot Co. (IRBT)

Gagnon Securities LLC acquired a new position in shares of iRobot Co. (NASDAQ:IRBT) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 40,782 shares of the industrial products company’s stock, valued at approximately $3,415,000. Other hedge funds and other institutional investors also recently bought and sold shares of the company. PNC Financial Services […]

Gagnon Securities LLC Lowers Stake in Ameresco Inc (AMRC)

Gagnon Securities LLC decreased its position in Ameresco Inc (NYSE:AMRC) by 8.6% in the 4th quarter, Holdings Channel reports. The firm owned 925,294 shares of the utilities provider’s stock after selling 87,391 shares during the period. Ameresco makes up approximately 3.5% of Gagnon Securities LLC’s investment portfolio, making the stock its 7th largest position. Gagnon […]

Gagnon Securities LLC Raises Position in Alpha and Omega Semiconductor Ltd (AOSL)

Gagnon Securities LLC boosted its position in shares of Alpha and Omega Semiconductor Ltd (NASDAQ:AOSL) by 22.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 777,718 shares of the semiconductor company’s stock after acquiring an additional 141,973 shares during the period. Alpha […]

Castlight Health Inc (CSLT) Holdings Cut by Gagnon Advisors LLC

Gagnon Advisors LLC reduced its stake in shares of Castlight Health Inc (NYSE:CSLT) by 15.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,169,056 shares of the software maker’s stock after selling 215,544 shares during the quarter. Castlight Health accounts […]

Anheuser Busch Inbev NV (BUD) Shares Sold by Bennicas & Associates Inc.

Bennicas & Associates Inc. lowered its holdings in shares of Anheuser Busch Inbev NV (NYSE:BUD) by 46.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,675 shares of the consumer goods maker’s stock after selling 3,175 shares during the period. Bennicas & Associates Inc.’s holdings in Anheuser Busch Inbev were worth $242,000 at […]

Newmont Mining Corp (NEM) Shares Bought by Bennicas & Associates Inc.

Bennicas & Associates Inc. increased its holdings in Newmont Mining Corp (NYSE:NEM) by 3.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 93,310 shares of the basic materials company’s stock after buying an additional 3,334 shares during the period. Newmont Mining makes up approximately 3.0% of Bennicas & Associates Inc.’s holdings, making the stock […]

Bennicas & Associates Inc. Takes Position in Kirkland Lake Gold Ltd (KL)

Bennicas & Associates Inc. acquired a new position in shares of Kirkland Lake Gold Ltd (NYSE:KL) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 46,960 shares of the company’s stock, valued at approximately $1,225,000. A number of other institutional investors and hedge funds also recently modified their holdings of KL. Neuberger Berman […]

41,928 Shares in Schwab U.S. Mid-Cap ETF (SCHM) Purchased by Strategic Family Wealth Counselors L.L.C.

Strategic Family Wealth Counselors L.L.C. purchased a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 41,928 shares of the company’s stock, valued at approximately $2,010,000. Schwab U.S. Mid-Cap ETF accounts for about 2.3% of […]

21,714 Shares in Covanta Holding Corp (CVA) Purchased by Strategic Family Wealth Counselors L.L.C.

Strategic Family Wealth Counselors L.L.C. purchased a new position in Covanta Holding Corp (NYSE:CVA) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 21,714 shares of the energy company’s stock, valued at approximately $291,000. Several other institutional investors and hedge funds have also […]