Robertson Stephens Wealth Management LLC Purchases New Position in Principal Financial Group, Inc. (NYSE:PFG) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Robertson Stephens Wealth Management LLC decreased its holdings in Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 27.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,623 shares of the company’s stock after selling 1,711 shares during the period. Robertson […]
Robertson Stephens Wealth Management LLC trimmed its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 11.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,249 shares of the real estate investment trust’s stock after selling 156 shares during the […]
Robertson Stephens Wealth Management LLC lessened its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 9.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,200 shares of the company’s stock after selling 440 shares during the quarter. […]
Natixis Advisors L.P. raised its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 8.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,150,979 shares of the company’s stock after buying an additional 90,875 shares during the quarter. […]