Articles written by: Madelyn Jones

Umpqua Hldgs (UMPQ) Stake Raised by Engineers Gate Manager Lp; Eaton Vance Tx Mng By Wrt Op (ETV) Shareholder Strategic Wealth Advisors Groupinc Has Upped Holding by $514,416 as Valuation Rose

Umpqua Hldgs (UMPQ) Stake Raised by Engineers Gate Manager Lp; Eaton Vance Tx Mng By Wrt Op (ETV) Shareholder Strategic Wealth Advisors Groupinc Has Upped Holding by $514,416 as Valuation Rose

Engineers Gate Manager Lp increased its stake in Umpqua Hldgs Corp (UMPQ) by 122.77% based on its latest 2018Q4 regulatory filing with the SEC. Engineers Gate Manager Lp bought 72,863 shares as the company’s stock declined 5.76% while stock markets rallied. The institutional investor held 132,214 shares of the savings […]

As Prudential Financial  (PRU) Stock Price Rose, Peloton Wealth Strategists Has Lifted Its Stake; Ryder Sys Com (R) Valuation Rose While Boston Advisors Lowered Position by $2.94 Million

As Prudential Financial (PRU) Stock Price Rose, Peloton Wealth Strategists Has Lifted Its Stake; Ryder Sys Com (R) Valuation Rose While Boston Advisors Lowered Position by $2.94 Million

Boston Advisors Llc decreased its stake in Ryder Sys Inc Com (R) by 76.27% based on its latest 2018Q4 regulatory filing with the SEC. Boston Advisors Llc sold 61,155 shares as the company’s stock rose 12.35% with the market. The institutional investor held 19,029 shares of the consumer services company […]

As Caci Intl (CACI) Stock Value Rose, Mason Street Advisors Has Boosted by $820,224 Its Position; As Walmart (WMT) Shares Rose, Twin Focus Capital Partners Has Raised Stake

As Caci Intl (CACI) Stock Value Rose, Mason Street Advisors Has Boosted by $820,224 Its Position; As Walmart (WMT) Shares Rose, Twin Focus Capital Partners Has Raised Stake

Twin Focus Capital Partners Llc increased its stake in Walmart Inc (WMT) by 100% based on its latest 2018Q4 regulatory filing with the SEC. Twin Focus Capital Partners Llc bought 10,000 shares as the company’s stock rose 0.40% with the market. The institutional investor held 20,000 shares of the consumer […]

Contrarius Investment Management LTD Increases Stake in Facebook (FB); Generation Investment Management Llp Stake in Schein Henry (HSIC) Cut by $82.50 Million as Stock Declined

Contrarius Investment Management LTD Increases Stake in Facebook (FB); Generation Investment Management Llp Stake in Schein Henry (HSIC) Cut by $82.50 Million as Stock Declined

Generation Investment Management Llp decreased its stake in Schein Henry Inc (HSIC) by 7.8% based on its latest 2018Q4 regulatory filing with the SEC. Generation Investment Management Llp sold 1.06 million shares as the company’s stock declined 13.57% while stock markets rallied. The hedge fund held 12.51M shares of the […]

Wespac Advisors Increases Holding in Apple (AAPL); Mcdonalds              Com (MCD) Stock Declined While First United Bank Trust Boosted Position by $438,783

Wespac Advisors Increases Holding in Apple (AAPL); Mcdonalds Com (MCD) Stock Declined While First United Bank Trust Boosted Position by $438,783

First United Bank Trust increased its stake in Mcdonalds Corp Com (MCD) by 28.15% based on its latest 2018Q4 regulatory filing with the SEC. First United Bank Trust bought 2,479 shares as the company’s stock declined 3.86% while stock markets rallied. The institutional investor held 11,286 shares of the restaurants […]

Capwealth Advisors Has Lowered Its Oaktree Cap Group Unit Cl (OAK) Holding by $472,875; Shares Rose; Wells Fargo & Company Trimmed Valley Natl Bancorp (VLY) Stake by $1.31 Million as Market Value Rose

Capwealth Advisors Has Lowered Its Oaktree Cap Group Unit Cl (OAK) Holding by $472,875; Shares Rose; Wells Fargo & Company Trimmed Valley Natl Bancorp (VLY) Stake by $1.31 Million as Market Value Rose

Capwealth Advisors Llc decreased its stake in Oaktree Cap Group Llc Unit Cl (OAK) by 51.58% based on its latest 2018Q4 regulatory filing with the SEC. Capwealth Advisors Llc sold 12,125 shares as the company’s stock rose 6.37% with the market. The institutional investor held 11,383 shares of the finance […]

As Model N (MODN) Market Valuation Rose, Vanguard Group Trimmed by $1.30 Million Its Position; Tuttle Tactical Management Upped Wells Fargo & Co. (WFC) Holding by $5.63 Million; Share Price Declined

As Model N (MODN) Market Valuation Rose, Vanguard Group Trimmed by $1.30 Million Its Position; Tuttle Tactical Management Upped Wells Fargo & Co. (WFC) Holding by $5.63 Million; Share Price Declined

Vanguard Group Inc decreased its stake in Model N Inc (MODN) by 9.26% based on its latest 2018Q4 regulatory filing with the SEC. Vanguard Group Inc sold 99,847 shares as the company’s stock rose 25.24% with the market. The institutional investor held 978,500 shares of the technology company at the […]

Orinda Asset Management Holding in City Office Reit (CIO) Decreased by $371,710; Boeing Co (BA) Stock Rose While Bank Hapoalim Bm Lifted Position by $587,006

Orinda Asset Management Holding in City Office Reit (CIO) Decreased by $371,710; Boeing Co (BA) Stock Rose While Bank Hapoalim Bm Lifted Position by $587,006

Bank Hapoalim Bm increased its stake in Boeing Co (BA) by 22.55% based on its latest 2018Q4 regulatory filing with the SEC. Bank Hapoalim Bm bought 1,823 shares as the company’s stock rose 29.74% with the market. The institutional investor held 9,907 shares of the aerospace company at the end […]