SEC Filing Articles

Cue Financial Group Inc. Acquires Shares of 10,285 Universal Insurance Holdings, Inc. (UVE)

Cue Financial Group Inc. acquired a new position in shares of Universal Insurance Holdings, Inc. (NYSE:UVE) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 10,285 shares of the insurance provider’s stock, valued at approximately $499,000. Other hedge funds and other institutional investors have […]

4,340 Shares in Msci Inc (MSCI) Purchased by Cue Financial Group Inc.

Cue Financial Group Inc. purchased a new position in shares of Msci Inc (NYSE:MSCI) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,340 shares of the technology company’s stock, valued at approximately $770,000. A number of other hedge funds and […]

1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (FBT) Shares Bought by Cue Financial Group Inc.

Cue Financial Group Inc. raised its holdings in 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (BMV:FBT) by 33.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,765 shares of the company’s stock after buying an additional 1,438 shares during the quarter. Cue Financial Group Inc. owned […]

Gateway Investment Advisers LLC Purchases 61,039 Shares of U.S. Bancorp (USB)

Gateway Investment Advisers LLC raised its position in U.S. Bancorp (NYSE:USB) by 5.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,118,488 shares of the financial services provider’s stock after purchasing an additional 61,039 shares during the period. Gateway […]

Gateway Investment Advisers LLC Has $56.50 Million Stake in Caterpillar Inc. (CAT)

Gateway Investment Advisers LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 0.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 370,537 shares of the industrial products company’s stock after selling 993 shares during the quarter. Gateway Investment Advisers LLC owned […]

Texas Instruments Incorporated (TXN) Holdings Reduced by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC lowered its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 0.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 522,834 shares of the semiconductor company’s stock after selling 1,393 shares during the quarter. Gateway Investment Advisers LLC owned […]

iShares US Preferred Stock ETF (PFF) Shares Sold by Cue Financial Group Inc.

Cue Financial Group Inc. trimmed its holdings in iShares US Preferred Stock ETF (NASDAQ:PFF) by 15.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,623 shares of the company’s stock after selling 3,107 shares during the period. Cue Financial […]

Cue Financial Group Inc. Trims Stake in Medley Capital Corp (MCC)

Cue Financial Group Inc. cut its holdings in Medley Capital Corp (NYSE:MCC) by 21.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 145,500 shares of the investment management company’s stock after selling 40,250 shares during the period. Cue Financial Group […]

Cue Financial Group Inc. Reduces Position in Invesco S&P 500 Pure Growth ETF (RPG)

Cue Financial Group Inc. lowered its stake in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG) by 5.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,070 shares of the company’s stock after selling 665 shares during the quarter. Cue Financial Group Inc. owned 0.05% […]

Gateway Investment Advisers LLC Sells 22,392 Shares of Aetna Inc (AET)

Gateway Investment Advisers LLC reduced its stake in shares of Aetna Inc (NYSE:AET) by 8.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 245,988 shares of the company’s stock after selling 22,392 shares during the period. Gateway Investment Advisers LLC owned about 0.08% of Aetna worth […]

Mondelez International Inc (MDLZ) Shares Sold by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC lowered its stake in shares of Mondelez International Inc (NASDAQ:MDLZ) by 0.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,103,841 shares of the company’s stock after selling 2,674 shares during the quarter. Gateway Investment Advisers […]

CSX Co. (CSX) Shares Sold by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC cut its stake in CSX Co. (NASDAQ:CSX) by 9.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 580,917 shares of the transportation company’s stock after selling 60,626 shares during the period. Gateway Investment Advisers LLC owned 0.07% of CSX […]

Cue Financial Group Inc. Sells 1,237 Shares of Broadridge Financial Solutions, Inc. (BR)

Cue Financial Group Inc. lowered its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 4.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 29,895 shares of the business services provider’s stock after selling 1,237 shares during the period. Broadridge Financial Solutions makes up approximately […]

Invesco S&P 500 Low Volatility ETF (SPLV) Shares Sold by Cue Financial Group Inc.

Cue Financial Group Inc. reduced its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) by 14.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,464 shares of the company’s stock after selling 7,420 shares during the quarter. […]

McCollum Christoferson Group LLC Raises Stake in Analog Devices, Inc. (ADI)

McCollum Christoferson Group LLC lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 45,542 shares of the semiconductor company’s stock after purchasing an additional 645 shares during the quarter. McCollum Christoferson Group LLC’s holdings in […]

DORCHESTER WEALTH MANAGEMENT Co Has $427,000 Position in Maxar Technologies Ltd (MAXR)

DORCHESTER WEALTH MANAGEMENT Co increased its stake in shares of Maxar Technologies Ltd (NYSE:MAXR) by 116.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,000 shares of the company’s stock after purchasing an additional 7,000 shares during the period. […]

DORCHESTER WEALTH MANAGEMENT Co Raises Stake in Brookfield Renewable Partners LP (BEP)

DORCHESTER WEALTH MANAGEMENT Co increased its position in Brookfield Renewable Partners LP (NYSE:BEP) (TSE:BEP) by 90.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,285 shares of the utilities provider’s stock after buying an additional 18,155 shares during the […]

McCollum Christoferson Group LLC Has $3.68 Million Stake in AFLAC Incorporated (AFL)

McCollum Christoferson Group LLC lifted its position in AFLAC Incorporated (NYSE:AFL) by 2.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 78,216 shares of the financial services provider’s stock after acquiring an additional 2,043 shares during the quarter. McCollum Christoferson Group LLC’s holdings […]

DORCHESTER WEALTH MANAGEMENT Co Acquires 23,800 Shares of Gold Fields Limited (GFI)

DORCHESTER WEALTH MANAGEMENT Co grew its holdings in Gold Fields Limited (NYSE:GFI) by 11.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 239,200 shares of the company’s stock after acquiring an additional 23,800 shares during the period. DORCHESTER WEALTH MANAGEMENT Co’s holdings […]

McCollum Christoferson Group LLC Sells 1,190 Shares of iShares Barclays 1-3 Year Treasry Bnd Fd (SHY)

McCollum Christoferson Group LLC reduced its stake in iShares Barclays 1-3 Year Treasry Bnd Fd (BMV:SHY) by 6.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,380 shares of the company’s stock after selling 1,190 shares during the period. McCollum Christoferson […]

McCollum Christoferson Group LLC Buys 14,585 Shares of Cimarex Energy Co (XEC)

McCollum Christoferson Group LLC increased its stake in shares of Cimarex Energy Co (NYSE:XEC) by 40.2% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 50,852 shares of the oil and gas producer’s stock after acquiring an additional 14,585 shares during the period. Cimarex Energy makes up […]

McCollum Christoferson Group LLC Has $8.98 Million Position in West Pharmaceutical Services Inc. (WST)

McCollum Christoferson Group LLC trimmed its holdings in shares of West Pharmaceutical Services Inc. (NYSE:WST) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,719 shares of the medical instruments supplier’s stock after selling 494 shares during […]

Mcdonald’s Corp (MCD) Stake Increased by DORCHESTER WEALTH MANAGEMENT Co

DORCHESTER WEALTH MANAGEMENT Co increased its position in shares of Mcdonald’s Corp (NYSE:MCD) by 1.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,572 shares of the fast-food giant’s stock after purchasing an additional 314 shares during the period. DORCHESTER WEALTH MANAGEMENT […]

Beacon Capital Management Inc. Grows Position in Invesco Global Listed Private Equity ETF (PSP)

Beacon Capital Management Inc. increased its position in shares of Invesco Global Listed Private Equity ETF (NYSEARCA:PSP) by 6.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 855,790 shares of the company’s stock after purchasing an additional 49,881 shares during the quarter. […]

American Economic Planning Group Inc. ADV Takes Position in VANGUARD WORLD/VANGUARD MEGA CAP G (MGK)

American Economic Planning Group Inc. ADV purchased a new position in VANGUARD WORLD/VANGUARD MEGA CAP G (BMV:MGK) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,664 shares of the company’s stock, valued at approximately $213,000. A number of […]

Vanguard Total Bond Market ETF (BND) is American Economic Planning Group Inc. ADV’s 6th Largest Position

American Economic Planning Group Inc. ADV cut its holdings in Vanguard Total Bond Market ETF (NYSEARCA:BND) by 2.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 100,526 shares of the company’s stock after selling 2,498 shares during the period. Vanguard Total […]

Bainco International Investors Has $12.42 Million Stake in SPDR Gold Shares (GLD)

Bainco International Investors grew its position in SPDR Gold Shares (NYSEARCA:GLD) by 1.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,106 shares of the exchange traded fund’s stock after purchasing an additional 1,091 shares during the period. […]

iShares Core 1-5 Year USD Bond ETF (ISTB) is American Economic Planning Group Inc. ADV’s 2nd Largest Position

American Economic Planning Group Inc. ADV increased its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 1.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 586,917 shares of the company’s stock after purchasing an additional 9,881 shares during […]

Allianz Life Insurance Co. of North America Acquires Shares of 2,001 American Express (AXP)

Allianz Life Insurance Co. of North America acquired a new position in shares of American Express (NYSE:AXP) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 2,001 shares of the payment services company’s stock, valued at approximately $213,000. Other hedge funds and other institutional investors […]

Allianz Life Insurance Co. of North America Takes Position in Lockheed Martin Co. (LMT)

Allianz Life Insurance Co. of North America bought a new position in Lockheed Martin Co. (NYSE:LMT) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 754 shares of the aerospace company’s stock, valued at approximately $261,000. A number of other institutional investors and hedge funds […]

Allianz Life Insurance Co. of North America Invests $226,000 in Royal Caribbean Cruises Ltd (RCL)

Allianz Life Insurance Co. of North America purchased a new position in Royal Caribbean Cruises Ltd (NYSE:RCL) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 1,737 shares of the company’s stock, valued at approximately $226,000. Several other large investors have also recently modified […]

Allianz Life Insurance Co. of North America Purchases 485 Shares of iShares US Technology ETF (IYW)

Allianz Life Insurance Co. of North America lifted its position in shares of iShares US Technology ETF (NYSEARCA:IYW) by 20.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,810 shares of the exchange traded fund’s stock after buying an additional 485 shares during […]

Allianz Life Insurance Co. of North America Sells 934 Shares of iShares Convertible Bond ETF (ICVT)

Allianz Life Insurance Co. of North America decreased its holdings in iShares Convertible Bond ETF (BATS:ICVT) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 17,752 shares of the company’s stock after selling 934 shares during the quarter. iShares Convertible Bond ETF accounts […]

Allianz Life Insurance Co. of North America Cuts Holdings in Main Street Capital Co. (MAIN)

Allianz Life Insurance Co. of North America cut its stake in Main Street Capital Co. (NYSE:MAIN) by 6.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,561 shares of the financial services provider’s stock after selling 1,397 shares during the quarter. […]

Allianz Life Insurance Co. of North America Has $3.15 Million Holdings in Vanguard Information Technology ETF (VGT)

Allianz Life Insurance Co. of North America raised its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT) by 4.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,582 shares of the exchange traded fund’s stock after purchasing an additional 624 […]

Allianz Life Insurance Co. of North America Acquires New Stake in iShares Short Maturity Municipal Bond ETF (MEAR)

Allianz Life Insurance Co. of North America acquired a new position in iShares Short Maturity Municipal Bond ETF (BATS:MEAR) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 32,003 shares of the company’s stock, valued at approximately $1,599,000. iShares Short Maturity Municipal Bond […]

Allianz Life Insurance Co. of North America Acquires Shares of 98,780 iShares Short Maturity Bond ETF (NEAR)

Allianz Life Insurance Co. of North America acquired a new position in shares of iShares Short Maturity Bond ETF (BATS:NEAR) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 98,780 shares of the company’s stock, valued at approximately $4,957,000. iShares Short […]

Addenda Capital Inc. Sells 19,580 Shares of CBS Co. (CBS)

Addenda Capital Inc. lessened its holdings in shares of CBS Co. (NYSE:CBS) by 21.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,483 shares of the media conglomerate’s stock after selling 19,580 shares during the quarter. Addenda Capital Inc.’s holdings in CBS […]

Costco Wholesale Co. (COST) Holdings Reduced by Addenda Capital Inc.

Addenda Capital Inc. reduced its position in Costco Wholesale Co. (NASDAQ:COST) by 21.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,801 shares of the retailer’s stock after selling 6,400 shares during the quarter. Addenda Capital Inc.’s holdings in Costco […]

Addenda Capital Inc. Decreases Stake in Waste Connections Inc (WCN)

Addenda Capital Inc. lessened its position in Waste Connections Inc (NYSE:WCN) by 0.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 266,552 shares of the business services provider’s stock after selling 2,050 shares during the quarter. Waste Connections comprises […]

Addenda Capital Inc. Has $11.91 Million Stake in Shopify Inc (SHOP)

Addenda Capital Inc. reduced its stake in shares of Shopify Inc (NYSE:SHOP) (TSE:SHOP) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,540 shares of the software maker’s stock after selling 520 shares during the period. Shopify accounts […]

State Street Corp (STT) Stake Lessened by Addenda Capital Inc.

Addenda Capital Inc. lowered its position in State Street Corp (NYSE:STT) by 10.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 72,410 shares of the asset manager’s stock after selling 8,337 shares during the period. Addenda Capital Inc.’s holdings in State Street were worth $6,024,000 as of […]

Addenda Capital Inc. Sells 3,090 Shares of CGI (GIB)

Addenda Capital Inc. lowered its holdings in CGI (NYSE:GIB) (TSE:GIB.A) by 0.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 385,985 shares of the technology company’s stock after selling 3,090 shares during the period. CGI comprises about 2.1% of Addenda Capital Inc.’s […]

Addenda Capital Inc. Lowers Holdings in Encana Corp (ECA)

Addenda Capital Inc. trimmed its position in Encana Corp (NYSE:ECA) (TSE:ECA) by 0.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,126,300 shares of the oil and gas company’s stock after selling 8,350 shares during the quarter. Encana accounts for 1.2% of Addenda […]

Addenda Capital Inc. Has $51.42 Million Holdings in Canadian National Railway (CNI)

Addenda Capital Inc. cut its stake in Canadian National Railway (NYSE:CNI) (TSE:CNR) by 0.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 573,407 shares of the transportation company’s stock after selling 4,440 shares during the period. Canadian National Railway […]

Suncor Energy Inc. (SU) is Addenda Capital Inc.’s 3rd Largest Position

Addenda Capital Inc. lessened its position in Suncor Energy Inc. (NYSE:SU) (TSE:SU) by 0.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,523,396 shares of the oil and gas producer’s stock after selling 13,340 shares during the quarter. Suncor Energy comprises about 4.9% […]

Vanguard Consumer Staples ETF (VDC) Stake Boosted by Beacon Capital Management Inc.

Beacon Capital Management Inc. lifted its position in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC) by 3.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 967,873 shares of the company’s stock after purchasing an additional 29,228 shares during […]

Vanguard Materials ETF (VAW) is Beacon Capital Management Inc.’s 7th Largest Position

Beacon Capital Management Inc. lifted its position in Vanguard Materials ETF (NYSEARCA:VAW) by 0.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,434,900 shares of the company’s stock after acquiring an additional 8,244 shares during the period. Vanguard Materials ETF accounts […]

EOG Resources Inc (EOG) Shares Bought by Bainco International Investors

Bainco International Investors boosted its position in EOG Resources Inc (NYSE:EOG) by 2.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 86,664 shares of the energy exploration company’s stock after purchasing an additional 1,962 shares during the period. EOG Resources makes up about […]

XPO Logistics Inc (XPO) Stake Raised by Bainco International Investors

Bainco International Investors increased its holdings in XPO Logistics Inc (NYSE:XPO) by 29.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 91,430 shares of the transportation company’s stock after purchasing an additional 20,770 shares during the period. Bainco International […]