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88,609 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Bought by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 88,609 shares of the company’s stock, valued at approximately $10,109,000. iShares Core U.S. Aggregate […] ....

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Connecticut Wealth Management LLC Trims Stake in Exelon Co. (NASDAQ:EXC)

Connecticut Wealth Management LLC lowered its position in Exelon Co. (NASDAQ:EXC – Get Rating) by 18.2% during the 4th quarter, HoldingsChannel reports. The fund owned 6,017 shares of the company’s stock after selling 1,336 shares during the period. Connecticut Wealth Management LLC’s holdings in Exelon were worth $348,000 at the end of the most recent […] ....

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Virtue Capital Management LLC Trims Stock Position in Kinder Morgan, Inc. (NYSE:KMI)

Virtue Capital Management LLC cut its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Get Rating) by 17.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 21,927 shares of the pipeline company’s stock after selling 4,771 shares during the quarter. Virtue Capital Management LLC’s holdings in Kinder Morgan were worth $348,000 at […] ....

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Nordea Investment Management AB Purchases 705 Shares of Whirlpool Co. (NYSE:WHR)

Nordea Investment Management AB raised its stake in Whirlpool Co. (NYSE:WHR – Get Rating) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,309 shares of the company’s stock after purchasing an additional 705 shares during the quarter. Nordea […] ....

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Beacon Financial Advisory LLC Has $447,000 Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Beacon Financial Advisory LLC reduced its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 24.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,010 shares of the exchange traded fund’s stock after selling 649 shares during the period. Beacon Financial […] ....

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