Archive for Daniel Rudford

Tempus Wealth Planning LLC Makes New $220,000 Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Tempus Wealth Planning LLC purchased a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,344 shares of the company’s stock, valued at approximately $220,000. Several other hedge funds have also recently added to […]

Sowa Financial Group Inc. Makes New Investment in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Sowa Financial Group Inc. acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 1,394 shares of the exchange traded fund’s stock, valued at approximately $129,000. A number of other institutional investors also recently bought and sold […]

Magnolia Capital Advisors LLC Buys Shares of 1,781 iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Magnolia Capital Advisors LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 1,781 shares of the exchange traded fund’s stock, valued at approximately $313,000. Several other hedge funds have also […]

Wealth Advisors Inc. Takes Position in Walt Disney Co (NYSE:DIS)

Wealth Advisors Inc. acquired a new stake in Walt Disney Co (NYSE:DIS) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,515 shares of the entertainment giant’s stock, valued at approximately $767,000. Several other institutional investors have also recently […]

TFG Advisers LLC Acquires New Position in Lockheed Martin Co. (NYSE:LMT)

TFG Advisers LLC purchased a new position in Lockheed Martin Co. (NYSE:LMT) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 1,612 shares of the aerospace company’s stock, valued at approximately $627,000. Other hedge funds have also bought and sold shares of the company. Private Ocean LLC increased its stake in Lockheed Martin […]

Westshore Wealth LLC Makes New $419,000 Investment in Philip Morris International Inc. (NYSE:PM)

Westshore Wealth LLC acquired a new position in shares of Philip Morris International Inc. (NYSE:PM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,924 shares of the company’s stock, valued at approximately $419,000. Other institutional investors and hedge funds also […]

11,601 Shares in Intel Co. (NASDAQ:INTC) Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC acquired a new position in shares of Intel Co. (NASDAQ:INTC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,601 shares of the chip maker’s stock, valued at approximately $694,000. Intel makes up about 0.6% […]

Magnolia Capital Advisors LLC Buys Shares of 1,383 Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Magnolia Capital Advisors LLC bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,383 shares of the company’s stock, valued at approximately $226,000. Several other institutional investors and hedge funds have also […]

2,560 Shares in Union Pacific Co. (NYSE:UNP) Bought by Magnolia Capital Advisors LLC

Magnolia Capital Advisors LLC purchased a new position in Union Pacific Co. (NYSE:UNP) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,560 shares of the railroad operator’s stock, valued at approximately $462,000. A number of other hedge funds have also recently modified […]

11,004 Shares in Verizon Communications Inc. (NYSE:VZ) Purchased by Westshore Wealth LLC

Westshore Wealth LLC acquired a new position in Verizon Communications Inc. (NYSE:VZ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 11,004 shares of the cell phone carrier’s stock, valued at approximately $676,000. Verizon Communications comprises about 0.7% of Westshore Wealth LLC’s holdings, making the […]

Westshore Wealth LLC Makes New Investment in Johnson & Johnson (NYSE:JNJ)

Westshore Wealth LLC bought a new position in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 6,350 shares of the company’s stock, valued at approximately $926,000. Johnson & Johnson accounts for approximately 1.0% of Westshore Wealth LLC’s holdings, making […]

Wealth Advisors Inc. Invests $1.62 Million in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Wealth Advisors Inc. purchased a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,402 shares of the company’s stock, valued at approximately $1,616,000. Vanguard Dividend Appreciation ETF makes up 0.9% of Wealth […]

Westshore Wealth LLC Acquires New Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Westshore Wealth LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 18,760 shares of the network equipment provider’s stock, valued at approximately $900,000. Cisco Systems accounts for approximately 1.0% of Westshore […]

Magnolia Capital Advisors LLC Invests $469,000 in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Magnolia Capital Advisors LLC acquired a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 10,565 shares of the exchange traded fund’s stock, valued at approximately $469,000. Other hedge funds also […]

Dime Community Bancshares, Inc. (NASDAQ:DCOM) Given Average Rating of “Hold” by Brokerages

Dime Community Bancshares, Inc. (NASDAQ:DCOM) has received a consensus rating of “Hold” from the seven brokerages that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, three have given a hold rating and two have issued a buy rating on the company. The average 12 […]

Tempus Wealth Planning LLC Acquires New Holdings in ConocoPhillips (NYSE:COP)

Tempus Wealth Planning LLC acquired a new stake in ConocoPhillips (NYSE:COP) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,450 shares of the energy producer’s stock, valued at approximately $354,000. Several other hedge funds also recently modified their holdings of COP. Executive Wealth Management LLC […]

Trip.com Group (NASDAQ:TCOM) & China Techfaith Wireless Comm. Tech. (NASDAQ:CNTF) Head to Head Analysis

China Techfaith Wireless Comm. Tech. (NASDAQ:CNTF) and Trip.com Group (NASDAQ:TCOM) are both computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, analyst recommendations, risk, valuation and dividends. Insider and Institutional Ownership 0.2% of China Techfaith Wireless Comm. Tech. […]

Apple (NASDAQ:AAPL) Given “Buy” Rating at UBS Group

UBS Group reiterated their buy rating on shares of Apple (NASDAQ:AAPL) in a research report sent to investors on Monday morning, BenzingaRatingsTable reports. They currently have a $290.00 target price on the iPhone maker’s stock, down from their prior target price of $335.00. AAPL has been the topic of several other reports. Citigroup lowered their […]

Icon Plc (NASDAQ:ICLR) Short Interest Up 21.2% in March

Icon Plc (NASDAQ:ICLR) saw a large growth in short interest in March. As of March 13th, there was short interest totalling 1,015,000 shares, a growth of 21.2% from the February 27th total of 837,400 shares. Approximately 1.9% of the company’s stock are short sold. Based on an average daily volume of 321,500 shares, the short-interest […]

Magnolia Capital Advisors LLC Buys Shares of 28,101 iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Magnolia Capital Advisors LLC bought a new stake in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 28,101 shares of the company’s stock, valued at approximately $1,843,000. iShares Edge MSCI Min […]

Westshore Wealth LLC Purchases Shares of 65,417 iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Westshore Wealth LLC bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 65,417 shares of the company’s stock, valued at approximately $3,900,000. iShares Russell Mid-Cap ETF makes up approximately 4.3% of Westshore Wealth […]

Wacker Chemie (OTCMKTS:WKCMF) Given “Equal Weight” Rating at Morgan Stanley

Morgan Stanley reiterated their equal weight rating on shares of Wacker Chemie (OTCMKTS:WKCMF) in a research report released on Monday, The Fly reports. WKCMF has been the subject of several other research reports. Kepler Capital Markets reaffirmed a sell rating on shares of Wacker Chemie in a research report on Thursday, March 12th. Warburg Research […]

Tempus Wealth Planning LLC Buys Shares of 9,882 GlaxoSmithKline plc (NYSE:GSK)

Tempus Wealth Planning LLC bought a new stake in shares of GlaxoSmithKline plc (NYSE:GSK) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 9,882 shares of the pharmaceutical company’s stock, valued at approximately $464,000. A number of other hedge funds […]

Berenberg Bank Reiterates Hold Rating for SGS (OTCMKTS:SGSOY)

Berenberg Bank restated their hold rating on shares of SGS (OTCMKTS:SGSOY) in a report issued on Monday morning, The Fly reports. A number of other analysts have also recently weighed in on the company. ValuEngine cut SGS from a hold rating to a sell rating in a research report on Saturday, February 1st. Jefferies Financial […]

OLXA (OLXA) Achieves Market Cap of $87,321.57

OLXA (CURRENCY:OLXA) traded up 1% against the US dollar during the 24 hour period ending at 14:00 PM Eastern on March 31st. One OLXA token can now be purchased for about $0.0001 or 0.00000001 BTC on popular exchanges including EtherFlyer, EtherDelta (ForkDelta) and Coinlim. OLXA has a total market capitalization of $87,321.57 and approximately $5.00 […]

TG Therapeutics Inc (NASDAQ:TGTX) Expected to Post Earnings of -$0.62 Per Share

Equities analysts expect that TG Therapeutics Inc (NASDAQ:TGTX) will report earnings per share (EPS) of ($0.62) for the current quarter, according to Zacks Investment Research. Two analysts have made estimates for TG Therapeutics’ earnings. TG Therapeutics reported earnings per share of ($0.43) during the same quarter last year, which would suggest a negative year-over-year growth […]

Zacks: Brokerages Expect Rosehill Resources Inc (NASDAQ:ROSE) Will Post Earnings of $0.05 Per Share

Equities analysts expect Rosehill Resources Inc (NASDAQ:ROSE) to post earnings of $0.05 per share for the current quarter, according to Zacks Investment Research. Three analysts have provided estimates for Rosehill Resources’ earnings. The highest EPS estimate is $0.11 and the lowest is ($0.03). Rosehill Resources posted earnings per share of $3.16 in the same quarter […]

Baudax Bio (NASDAQ:BXRX) Short Interest Update

Baudax Bio (NASDAQ:BXRX) saw a significant decline in short interest in the month of March. As of March 13th, there was short interest totalling 1,864,200 shares, a decline of 7.3% from the February 27th total of 2,010,000 shares. Currently, 21.1% of the shares of the company are sold short. Based on an average daily volume […]

BP (NYSE:BP) Trading 2% Higher

Shares of BP plc (NYSE:BP) were up 2% during mid-day trading on Tuesday . The stock traded as high as $24.21 and last traded at $24.39, approximately 14,326,330 shares traded hands during trading. A decline of 44% from the average daily volume of 25,705,876 shares. The stock had previously closed at $23.92. Several equities research […]

Boston Private Financial Hldg Inc (NASDAQ:BPFH) Short Interest Update

Boston Private Financial Hldg Inc (NASDAQ:BPFH) was the target of a significant decrease in short interest in March. As of March 13th, there was short interest totalling 1,394,300 shares, a decrease of 8.9% from the February 27th total of 1,530,000 shares. Approximately 1.7% of the shares of the company are short sold. Based on an […]

Manulife Financial (NYSE:MFC) Shares Up 3.6%

Manulife Financial Co. (NYSE:MFC) (TSE:MFC) shot up 3.6% during mid-day trading on Tuesday . The stock traded as high as $12.04 and last traded at $12.43, 519,429 shares were traded during mid-day trading. A decline of 89% from the average session volume of 4,713,716 shares. The stock had previously closed at $12.00. Several equities research […]

Putnam Premier Income Trust (NYSE:PPT) Trading Up 3.2%

Putnam Premier Income Trust (NYSE:PPT) traded up 3.2% on Tuesday . The stock traded as high as $4.40 and last traded at $4.51, 47,804 shares traded hands during trading. A decline of 93% from the average session volume of 721,247 shares. The stock had previously closed at $4.37. The company has a 50-day moving average […]

World Fuel Services (NYSE:INT) Shares Up 3.3%

Shares of World Fuel Services Corp (NYSE:INT) were up 3.3% during trading on Tuesday . The company traded as high as $23.98 and last traded at $24.44, approximately 17,648 shares were traded during trading. A decline of 98% from the average daily volume of 1,067,837 shares. The stock had previously closed at $23.65. A number […]

Credicorp (NYSE:BAP) Stock Price Up 8.5%

Credicorp Ltd. (NYSE:BAP) shares traded up 8.5% on Tuesday . The company traded as high as $133.91 and last traded at $144.35, approximately 35,190 shares changed hands during mid-day trading. A decline of 94% from the average daily volume of 555,944 shares. The stock had previously closed at $133.10. BAP has been the subject of […]

Axonics Modulation Technologies (NASDAQ:AXNX) Trading 5.6% Higher

Axonics Modulation Technologies Inc (NASDAQ:AXNX) traded up 5.6% during mid-day trading on Tuesday . The company traded as high as $23.90 and last traded at $25.08, 11,206 shares were traded during mid-day trading. A decline of 99% from the average session volume of 815,351 shares. The stock had previously closed at $23.76. A number of […]

Insight Enterprises (NASDAQ:NSIT) Trading 0.7% Higher

Insight Enterprises, Inc. (NASDAQ:NSIT)’s share price traded up 0.7% during trading on Tuesday . The company traded as high as $42.37 and last traded at $42.39, 12,907 shares were traded during mid-day trading. A decline of 98% from the average session volume of 550,899 shares. The stock had previously closed at $42.10. Several equities analysts […]

Bausch Health Companies (NYSE:BHC) Trading Up 2.7%

Bausch Health Companies Inc (NYSE:BHC) was up 2.7% on Tuesday . The stock traded as high as $15.37 and last traded at $15.66, approximately 2,131,900 shares were traded during trading. A decline of 70% from the average daily volume of 7,189,447 shares. The stock had previously closed at $15.25. Several equities research analysts recently weighed […]

Vanda Pharmaceuticals (NASDAQ:VNDA) Shares Up 2.2%

Shares of Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) rose 2.2% on Tuesday . The stock traded as high as $10.17 and last traded at $9.88, approximately 29,394 shares changed hands during mid-day trading. A decline of 97% from the average daily volume of 1,037,410 shares. The stock had previously closed at $9.67. Several brokerages have recently issued […]

United States Oil Fund (NYSEARCA:USO) Shares Down 1.1%

United States Oil Fund LP (NYSEARCA:USO)’s stock price dropped 1.1% on Tuesday . The stock traded as low as $4.03 and last traded at $4.19, approximately 84,003,665 shares traded hands during mid-day trading. An increase of 65% from the average daily volume of 51,018,164 shares. The stock had previously closed at $4.23. The firm has […]

IZEA Worldwide (NASDAQ:IZEA) Stock Price Up 22.3%

IZEA Worldwide Inc (NASDAQ:IZEA)’s share price shot up 22.3% during trading on Tuesday . The company traded as high as $0.20 and last traded at $0.23, 571,816 shares changed hands during mid-day trading. An increase of 63% from the average session volume of 350,094 shares. The stock had previously closed at $0.19. Separately, Zacks Investment […]

QuinStreet (NASDAQ:QNST) Trading 6.4% Higher

QuinStreet Inc (NASDAQ:QNST)’s share price was up 6.4% during trading on Tuesday . The stock traded as high as $7.89 and last traded at $8.27, approximately 26,461 shares changed hands during mid-day trading. A decline of 96% from the average daily volume of 703,767 shares. The stock had previously closed at $7.77. A number of […]

Royal Dutch Shell (NYSE:RDS.B) Trading Up 2.8%

Royal Dutch Shell plc ADR (NYSE:RDS.B) shot up 2.8% on Tuesday . The stock traded as high as $31.50 and last traded at $32.26, 1,026,799 shares traded hands during mid-day trading. A decline of 93% from the average session volume of 13,707,542 shares. The stock had previously closed at $31.39. RDS.B has been the subject […]

Aytu Bioscience (NASDAQ:AYTU) Stock Price Down 8.9%

Aytu Bioscience Inc (NASDAQ:AYTU) shares fell 8.9% during mid-day trading on Tuesday . The company traded as low as $1.65 and last traded at $1.53, 12,350,275 shares changed hands during mid-day trading. A decline of 74% from the average session volume of 47,286,864 shares. The stock had previously closed at $1.68. A number of research […]

Magnolia Capital Advisors LLC Invests $1.43 Million in iShares Core MSCI EAFE ETF (BATS:IEFA)

Magnolia Capital Advisors LLC purchased a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 21,853 shares of the company’s stock, valued at approximately $1,425,000. iShares Core MSCI EAFE ETF comprises […]

Magnolia Capital Advisors LLC Takes Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Magnolia Capital Advisors LLC purchased a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,736 shares of the company’s stock, valued at approximately $316,000. Several other hedge funds and other institutional […]

13,242 Shares in Newmont Goldcorp Corp (NYSE:NEM) Acquired by Westshore Wealth LLC

Westshore Wealth LLC purchased a new position in shares of Newmont Goldcorp Corp (NYSE:NEM) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 13,242 shares of the basic materials company’s stock, valued at approximately $575,000. Newmont Goldcorp comprises approximately 0.6% of Westshore Wealth […]

TFG Advisers LLC Purchases New Holdings in L3Harris (NYSE:LHX)

TFG Advisers LLC purchased a new stake in shares of L3Harris (NYSE:LHX) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 3,850 shares of the company’s stock, valued at approximately $761,000. Other hedge funds also recently modified their holdings of the company. Aigen Investment Management LP bought […]

Freeport-McMoRan (NYSE:FCX) Price Target Cut to $9.00

Freeport-McMoRan (NYSE:FCX) had its price objective decreased by Raymond James from $12.00 to $9.00 in a research report issued to clients and investors on Tuesday, BayStreet.CA reports. The brokerage currently has a “market perform” rating on the natural resource company’s stock. Raymond James’ price target would suggest a potential upside of 33.14% from the company’s […]

Westshore Wealth LLC Invests $389,000 in LYFT Inc (NASDAQ:LYFT)

Westshore Wealth LLC acquired a new position in LYFT Inc (NASDAQ:LYFT) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 9,038 shares of the ride-sharing company’s stock, valued at approximately $389,000. Several other institutional investors and hedge funds have also made changes to their […]

Analysts Anticipate LogMeIn Inc (NASDAQ:LOGM) to Announce $1.40 EPS

Analysts predict that LogMeIn Inc (NASDAQ:LOGM) will post $1.40 earnings per share (EPS) for the current fiscal quarter, Zacks Investment Research reports. Four analysts have provided estimates for LogMeIn’s earnings. The lowest EPS estimate is $1.39 and the highest is $1.41. LogMeIn reported earnings per share of $1.17 in the same quarter last year, which […]