WFA of San Diego LLC acquired a new stake in Citigroup Inc. (NYSE:C – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,653 shares of the company’s stock, valued at approximately $75,000. Several other large investors have also bought and sold shares […]
FAS Wealth Partners decreased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 66.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 83,568 shares of the company’s stock after selling 163,240 shares during the quarter. FAS Wealth Partners’ holdings […]
Empirical Asset Management LLC lessened its position in S&P Global Inc. (NYSE:SPGI – Get Rating) by 13.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,508 shares of the business services provider’s stock after selling 243 shares during the quarter. Empirical Asset Management […]
Empirical Asset Management LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,648 shares of the industrial products company’s stock, valued at approximately $337,000. A number […]
Sage Financial Group Inc. lessened its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 0.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 52,867 shares of the company’s stock after selling 262 shares during the period. Vanguard S&P 500 ETF accounts for approximately 2.3% of Sage Financial Group Inc.’s holdings, making […]