Valley Forge Investment Consultants Inc. ADV cut its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 14.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 318,693 shares of the company’s stock after selling 55,672 shares during the period. iShares Core MSCI EAFE ETF comprises approximately 10.0% […]
Diamant Asset Management Inc. lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 4,858 shares of the industrial products company’s stock after selling 77 shares during the quarter. Caterpillar makes up approximately 1.2% of Diamant Asset Management Inc.’s portfolio, making […]
CENTRAL TRUST Co decreased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,036 shares of the industrial products company’s stock after selling 605 shares during the quarter. CENTRAL TRUST […]
Simplicity Wealth LLC acquired a new position in Prologis, Inc. (NYSE:PLD – Free Report) during the first quarter, HoldingsChannel.com reports. The fund acquired 12,339 shares of the real estate investment trust’s stock, valued at approximately $1,607,000. A number of other institutional investors have also made changes to their positions in PLD. True Wealth Design LLC […]
Sachetta LLC bought a new position in shares of American Tower Co. (NYSE:AMT – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 507 shares of the real estate investment trust’s stock, valued at approximately $110,000. A number of other large investors have also modified their holdings of AMT. McClarren Financial Advisors Inc. […]