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Beacon Financial Advisory LLC Decreases Stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Beacon Financial Advisory LLC reduced its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 17.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,318 shares of the company’s stock after selling 931 shares […]

OneAscent Financial Services LLC Makes New Investment in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

OneAscent Financial Services LLC bought a new position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 2,742 shares of the company’s stock, valued at approximately $210,000. A number of other institutional […]

JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM) is Shore Point Advisors LLC s 4th Largest Position

Shore Point Advisors LLC grew its holdings in shares of JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM – Get Rating) by 4.2% in the first quarter, Holdings Channel reports. The institutional investor owned 233,799 shares of the company’s stock after purchasing an additional 9,362 shares during the period. JPMorgan US Momentum Factor ETF makes up 7.0% […]

Shore Point Advisors LLC Cuts Stake in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Shore Point Advisors LLC lowered its position in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Get Rating) by 2.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,155 shares of the company’s stock after selling 1,004 shares during the […]

Shore Point Advisors LLC Purchases Shares of 1,794 Chubb Limited (NYSE:CB)

Shore Point Advisors LLC purchased a new stake in shares of Chubb Limited (NYSE:CB – Get Rating) during the first quarter, Holdings Channel.com reports. The firm purchased 1,794 shares of the financial services provider’s stock, valued at approximately $348,000. A number of other hedge funds have also bought and sold shares of the stock. Ronald […]

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