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Lumbard & Kellner LLC Makes New Investment in Vanguard Total World Stock Index Fund ETF Shares (NYSEARCA:VT)

Lumbard & Kellner LLC bought a new stake in shares of Vanguard Total World Stock Index Fund ETF Shares (NYSEARCA:VT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 6,345 shares of the exchange traded fund’s stock, valued at approximately $653,000. A […]

United-states
Securities-exchange-commission
Company-profile
Venturi-wealth-management
Loomis-sayles-co
Hm-payson-co
Glassman-wealth-services
Vanguard-total-world-stock-index-fund
Hazlett-burt-watson-inc
Lumbard-kellner
Free-report

ProVise Management Group LLC Sells 10,339 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

ProVise Management Group LLC decreased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 39.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 16,080 shares of the company’s stock after selling 10,339 shares during the quarter. ProVise Management Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $821,000 at the […]

Headlands-technologies
Capital-analysts
Provise-management-group
Hm-payson-co
Company-profile
Solutions-inc
Vanguard-tax-exempt-bond
Free-report
Vise-management-group
Planned-solutions
Tax-exempt-bond

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Purchased by Eagle Global Advisors LLC

Eagle Global Advisors LLC boosted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,730 shares of the company’s stock after buying an additional 2,800 shares during the period. […]

Capital-analysts
Headlands-technologies
Company-profile
Exchange-commission
Solutions-inc
Eagle-global-advisors
Hm-payson-co
Vanguard-tax-exempt-bond
Free-report
Global-advisors
Planned-solutions

Sepio Capital LP Trims Stake in WEX Inc. (NYSE:WEX)

Sepio Capital LP reduced its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 11.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,919 shares of the business services provider’s stock after selling 803 shares during the period. Sepio […]

United-states
William-blair
Jagtar-narula
Sara-trickett
Hm-payson-co
Citigroup
Vanguard-group-inc
Norges-bank
Jpmorgan-chase-co
Exchange-commission
Sepio-capital
Free-report

Primecap Management Co. CA Sells 20,440 Shares of WEX Inc. (NYSE:WEX)

Primecap Management Co. CA decreased its holdings in WEX Inc. (NYSE:WEX – Free Report) by 4.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 454,650 shares of the business services provider’s stock after selling 20,440 shares during the period. Primecap Management Co. CA owned […]

California
United-states
William-blair
Jagtar-narula
Sara-trickett
Primecap-management-co
Hm-payson-co
Jpmorgan-chase-co
Securities-exchange-commission
Victory-capital-management-inc
California-public-employees-retirement-system
Primecap-management

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