First National Trust Co decreased its stake in shares of Ares Capital Co. (NASDAQ:ARCC – Get Rating) by 9.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,158 shares of the investment management company’s stock after selling 1,327 shares during […]
Portland Global Advisors LLC grew its stake in shares of Diageo plc (NYSE:DEO – Get Rating) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,960 shares of the company’s stock after buying an additional 1,093 shares during the quarter. Diageo […]
Oakwell Private Wealth Management LLC reduced its position in SPDR S&P 600 Small Cap ETF (NYSEARCA:SLY – Get Rating) by 29.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,865 shares of the company’s stock after selling 1,603 shares during the period. Oakwell Private Wealth Management LLC’s […]
Oakwell Private Wealth Management LLC raised its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Get Rating) by 0.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 109,593 shares of the company’s stock after purchasing an additional 911 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for about 2.6% […]
Oakwell Private Wealth Management LLC trimmed its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,328 shares of the company’s stock after selling 2,272 shares during the quarter. […]