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Somerset Group LLC Sells 265 Shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Somerset Group LLC cut its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 0.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 29,163 shares of the company’s stock after selling 265 shares during the period. Vanguard Short-Term Inflation-Protected Securities ETF comprises about 1.2% of Somerset Group LLC’s holdings, making the […]

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Securities-exchange-commission
Financial-gravity-asset-management-inc
Blue-trust-inc
Securities-index-fund
Somerset-group
Eversource-wealth-advisors
Free-report
Short-term-inflation-protected-securities
Avenue-asset-management
Source-wealth-advisors

IPG Investment Advisors LLC Buys 2,242 Shares of NextEra Energy, Inc. (NYSE:NEE)

IPG Investment Advisors LLC raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 22.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,041 shares of the utilities provider’s stock after purchasing an additional 2,242 shares […]

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America
Mitchell-sinkler-starr
Scotiabank
Nextera-energy-profile
Exchange-commission
Investment-advisors
United-services-automobile-association
Wells-fargo-company
Somerset-group
S-co-inc
Quarter-for-nextera-energy

Douglass Winthrop Advisors LLC Buys 100 Shares of Chubb Limited (NYSE:CB)

Douglass Winthrop Advisors LLC increased its position in Chubb Limited (NYSE:CB – Free Report) by 1.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 8,175 shares of the financial services provider’s stock after acquiring an additional 100 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in Chubb were worth $1,848,000 at the […]

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Canada
America
Roth-mkm
Annmariet-hagan
Mitchell-sinkler-starr
Raymond-james
Johnw-keogh
United-services-automobile-association
Douglass-winthrop-advisors
Chubb-limited
Royal-bank

NextEra Energy, Inc. (NYSE:NEE) Stock Position Lowered by Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 130,800 shares of the utilities provider’s stock after selling 11,008 shares during the quarter. Douglass Winthrop […]

United-states
America
Nextera-energy-company-profile
Nextera-energy-inc
News-ratings-for-nextera-energy-daily
Nextera-energy
Securities-exchange-commission
Quarter-for-nextera-energy
Investment-advisors
Somerset-group
Douglass-winthrop-advisors

Focus Financial Network Inc. ADV Makes New Investment in Invesco QQQ (NASDAQ:QQQ)

Focus Financial Network Inc. ADV acquired a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 225,659 shares of the exchange traded fund’s stock, valued at approximately $92,461,000. Invesco QQQ comprises […]

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Financial-network-inc
Steward-partners-investment-advisory
Securities-exchange-commission
Investment-advisors
Stifel-financial-corp
Td-asset-management-inc
Focus-financial-network
Free-report
Financial-corp
Management-inc

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