SEC Filing Articles

Karp Capital Management Corp Buys 56,860 Shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Karp Capital Management Corp grew its stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 13.4% during the 4th quarter, Holdings Channel reports. The firm owned 480,949 shares of the company’s stock after purchasing an additional 56,860 shares during the quarter. First Trust Preferred Securities and Income ETF makes up approximately 2.5% of […]

Stuart Chaussee & Associates Inc. Sells 687 Shares of Verizon Communications Inc. (NYSE:VZ)

Stuart Chaussee & Associates Inc. cut its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 36.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,178 shares of the cell phone carrier’s stock after selling 687 shares during the period. Stuart Chaussee & Associates Inc.’s […]

Stuart Chaussee & Associates Inc. Makes New $55,000 Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Stuart Chaussee & Associates Inc. bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, HoldingsChannel reports. The firm bought 726 shares of the company’s stock, valued at approximately $55,000. Several other large investors also recently bought and sold shares of SCHA. Jentner Corp lifted its holdings in shares […]

Stuart Chaussee & Associates Inc. Has $225,000 Position in Alphabet Inc (NASDAQ:GOOG)

Stuart Chaussee & Associates Inc. raised its holdings in Alphabet Inc (NASDAQ:GOOG) by 82.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 168 shares of the information services provider’s stock after purchasing an additional 76 shares during the quarter. Alphabet accounts for […]

iShares Core Conservative Allocation ETF (NYSEARCA:AOK) is Stuart Chaussee & Associates Inc.’s 4th Largest Position

Stuart Chaussee & Associates Inc. reduced its holdings in shares of iShares Core Conservative Allocation ETF (NYSEARCA:AOK) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 235,789 shares of the company’s stock after selling 12,957 shares during the quarter. […]

Walt Disney Co (NYSE:DIS) Stock Holdings Raised by Stuart Chaussee & Associates Inc.

Stuart Chaussee & Associates Inc. grew its position in shares of Walt Disney Co (NYSE:DIS) by 277.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,597 shares of the entertainment giant’s stock after buying an additional 4,114 shares during the quarter. […]

Stuart Chaussee & Associates Inc. Decreases Stock Position in The Coca-Cola Co (NYSE:KO)

Stuart Chaussee & Associates Inc. cut its holdings in The Coca-Cola Co (NYSE:KO) by 6.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 9,590 shares of the company’s stock after selling 675 shares during the quarter. The Coca-Cola makes up about 0.3% of Stuart Chaussee & Associates Inc.’s investment portfolio, making the […]

Sterling Investment Advisors Ltd. Lowers Stock Position in Marvell Technology Group Ltd. (NASDAQ:MRVL)

Sterling Investment Advisors Ltd. cut its position in shares of Marvell Technology Group Ltd. (NASDAQ:MRVL) by 16.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,000 shares of the semiconductor company’s stock after selling 1,000 shares during the period. Sterling Investment Advisors Ltd.’s holdings […]

Sterling Investment Advisors Ltd. Lowers Stock Position in Lockheed Martin Co. (NYSE:LMT)

Sterling Investment Advisors Ltd. lessened its stake in shares of Lockheed Martin Co. (NYSE:LMT) by 3.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 711 shares of the aerospace company’s stock after selling 24 shares during the quarter. […]

Stuart Chaussee & Associates Inc. Buys 12,295 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Stuart Chaussee & Associates Inc. grew its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 11.0% during the fourth quarter, Holdings Channel reports. The firm owned 124,443 shares of the company’s stock after purchasing an additional 12,295 shares during the period. Vanguard Dividend Appreciation ETF makes up approximately 8.8% of Stuart Chaussee & […]

Sterling Investment Advisors Ltd. Purchases 100 Shares of Facebook, Inc. (NASDAQ:FB)

Sterling Investment Advisors Ltd. increased its position in shares of Facebook, Inc. (NASDAQ:FB) by 6.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,691 shares of the social networking company’s stock after purchasing an additional 100 shares during the period. Sterling Investment […]

Sterling Investment Advisors Ltd. Increases Stock Holdings in Enterprise Products Partners L.P. (NYSE:EPD)

Sterling Investment Advisors Ltd. lifted its position in Enterprise Products Partners L.P. (NYSE:EPD) by 29.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,236 shares of the oil and gas producer’s stock after purchasing an additional 1,893 shares during the quarter. Sterling […]

Sterling Investment Advisors Ltd. Has $241,000 Stake in Twitter Inc (NYSE:TWTR)

Sterling Investment Advisors Ltd. grew its position in Twitter Inc (NYSE:TWTR) by 15.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,532 shares of the social networking company’s stock after purchasing an additional 1,000 shares during the period. Sterling […]

Sterling Investment Advisors Ltd. Has $308,000 Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Sterling Investment Advisors Ltd. increased its position in Vanguard Growth ETF (NYSEARCA:VUG) by 54.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,696 shares of the company’s stock after buying an additional 600 shares during the period. Sterling Investment […]

Sterling Investment Advisors Ltd. Has $160,000 Position in Energy Transfer LP Unit (NYSE:ET)

Sterling Investment Advisors Ltd. reduced its position in shares of Energy Transfer LP Unit (NYSE:ET) by 7.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,479 shares of the pipeline company’s stock after selling 1,024 shares during the period. Sterling Investment […]

Sterling Investment Advisors Ltd. Has $160,000 Stake in PPG Industries, Inc. (NYSE:PPG)

Sterling Investment Advisors Ltd. lowered its stake in shares of PPG Industries, Inc. (NYSE:PPG) by 29.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 1,200 shares of the specialty chemicals company’s stock after selling 500 shares during the period. Sterling Investment Advisors Ltd.’s holdings in PPG […]

Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Sterling Investment Advisors Ltd.

Sterling Investment Advisors Ltd. grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 319.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,162 shares of the company’s stock after acquiring an additional 885 shares during the quarter. Sterling […]

Sterling Investment Advisors Ltd. Purchases 51 Shares of Alibaba Group Holding Ltd (NYSE:BABA)

Sterling Investment Advisors Ltd. grew its position in Alibaba Group Holding Ltd (NYSE:BABA) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,659 shares of the specialty retailer’s stock after acquiring an additional 51 shares during the period. Sterling Investment Advisors Ltd.’s holdings in Alibaba Group […]

Sterling Investment Advisors Ltd. Buys New Holdings in Digital Turbine Inc (NASDAQ:APPS)

Sterling Investment Advisors Ltd. bought a new stake in Digital Turbine Inc (NASDAQ:APPS) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 25,000 shares of the software maker’s stock, valued at approximately $178,000. Other large investors have also recently modified their holdings […]

Sterling Investment Advisors Ltd. Takes $222,000 Position in RealReal Inc (NASDAQ:REAL)

Sterling Investment Advisors Ltd. acquired a new stake in shares of RealReal Inc (NASDAQ:REAL) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 11,800 shares of the company’s stock, valued at approximately $222,000. Several other hedge funds and other institutional investors […]

Sterling Investment Advisors Ltd. Sells 570 Shares of iShares International Developed Property ETF (NYSEARCA:WPS)

Sterling Investment Advisors Ltd. decreased its stake in shares of iShares International Developed Property ETF (NYSEARCA:WPS) by 7.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,507 shares of the company’s stock after selling 570 shares during the quarter. Sterling Investment […]

Sterling Investment Advisors Ltd. Sells 298 Shares of Public Storage (NYSE:PSA)

Sterling Investment Advisors Ltd. lessened its position in shares of Public Storage (NYSE:PSA) by 4.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,801 shares of the real estate investment trust’s stock after selling 298 shares during the period. Sterling Investment […]

Sterling Investment Advisors Ltd. Boosts Stock Holdings in Flaherty & Crumrine Dynmc Prf&Inm Fd Inc (NYSE:DFP)

Sterling Investment Advisors Ltd. grew its position in shares of Flaherty & Crumrine Dynmc Prf&Inm Fd Inc (NYSE:DFP) by 66.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,000 shares of the company’s stock after buying an additional 2,000 shares during […]

iShares MSCI EAFE ETF (NYSEARCA:EFA) Stake Lifted by Sterling Investment Advisors Ltd.

Sterling Investment Advisors Ltd. increased its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,421 shares of the exchange traded fund’s stock after buying an additional 389 shares […]

iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Stock Holdings Lowered by Stuart Chaussee & Associates Inc.

Stuart Chaussee & Associates Inc. decreased its position in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 37.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,265,387 shares of the company’s stock after selling 745,845 shares during the […]