Kopp Investment Advisors, LLC, This is an independent money management firm registered with the Securities and Exchange Commission (SEC) as a investment adviser. The firm focuses on long term investment, holding good companies for at least three years. The company focuses on investment opportunities that provide security to the clients. The firm submitted its SEC…
Gilead Sciences, Inc. (GILD), Apple Inc. (AAPL), Foot Locker, Inc. (FL): Top 3 Holdings of Ferguson Wellman Capital Management, Inc
Ferguson Wellman Capital Management, Inc is an investment advisory firm founded in 1975 with the focus of providing personalized services to clients. The firm is independent and employee-owned and fully dedicated to investment management. On November 4, 2014, the company submitted its SEC 13F Filings for the period ended September 30, 2014. According to the…
Apple Inc. (AAPL), Johnson & Johnson (JNJ), Microsoft Corporation (MSFT): Top 3 Holdings of BP PLC (ADR) (BP)
BP PLC (ADR) (NYSE:BP) is an oil and petrochemicals company that extracts, refines, and sells oil and gas products. The company also generates solar energy and manufactures chemicals. BP PLC (ADR) (NYSE:BP) delivered its SEC 13F Filings on November 4, 2014, for the third quarter ended September 30, 2014. The filings showed that Apple Inc.…
American Airlines Group Inc (AAL), Depomed Inc (DEPO), General Motors Company (GM): Top 3 Holdings of Deltec Asset Management LLC
Deltec Asset Management LLC is an investment firm based in New York City and fully registered with the Securities and Exchange Commission. The company manages commingled funds and separate accounts for individuals, families, funds, trusts, and institutions. Currently, the company manages approximately $900 million in assets. According to the firm’s SEC 13F Filings submitted on…
Intel Corporation (INTC), NCR Corporation (NCR), E I Du Pont De Nemours And Co (DD): Top 3 Holdings of Minneapolis Portfolio Management Group, LLC
Minneapolis Portfolio Management Group, LLC, is a portfolio management firm founded in 1995. The firm actively manages separate accounts for families, individuals, retirement funds, trusts, and institutions. Minneapolis Portfolio Management Group, LLC, submitted its SEC 13F Filings for the third quarter on November 4, 2014, covering the period ended September 30, 2014. According to the…
Apple Inc. (AAPL), CVS Health Corp (CVS), Avago Technologies Ltd (AVGO): Top 3 Holdings of Putnam Fl Investment Management Co
Putnam Fl Investment Management Co is an independent investment management firm that provides a wide range of comprehensive and personalized services to a diversified clientele that includes endowments, foundations, unions, religious organizations as well as individuals and families. The firm’s latest SEC 13F Filing for the third quarter ended September 30, 2014, was submitted on…
The Blackstone Group L.P. (BX), Realogy Holdings Corp (RLGY), Discovery Communications Inc. (DISCA): Top 3 Holdings of RiverPark Advisors, LLC
RiverPark Advisors, LLC is a privately owned investment management and advisory firm founded in 2009. The firm is mainly owned by employees whose stake account for 84% of the firm. RiverPark Advisors, LLC, forwarded its SEC 13F Filings on November 4, 2014, for the quarter ended September 30, 2014. The Blackstone Group L.P. (NYSE:BX), Realogy…
Chevron Corporation (CVX), Schlumberger Limited. (SLB), Microsoft Corporation (MSFT): Top 3 Stock Holdings of BTR Capital Management Inc
BTR Capital Management started offering investment services in 1989 and it has current portfolio of $362 million with Chevron Corporation (NYSE:CVX), Schlumberger Limited. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT) as its primary stock investments. According to the recent SEC 13F filing of BTR Capital Management on October 14, its largest investment is in the information technology sector…
BlackRock, Inc (BLK) Hires JP Morgan Executive to Lead New Sales Force Unit
BlackRock, Inc. (NYSE:BLK), the worlds biggest money management company, is set to implement a reorganization of its sales force. In a report by Reuters, the company revealed that it is going to engage the services of Lee Beck. Beck will be tasked with overseeing the company’s sales to wirehouses, with his tenure at the company…
Berkshire Hathaway Inc. (BRK.B), Johnson & Johnson (JNJ), Stryker Corporation (SYK): Top 3 Holdings of Roberts Glore & Co
Roberts Glore & Co is an investment manager that focuses on designing and implementing personalized investment management strategies for its clients. The firm was founded in 1984 through a partnership bringing together individuals with experience in investment management. Roberts Glore & Co submitted its SEC 13F Filings for the third quarter ending September 30, 2014,…