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North Investment Partners Case Study - A cat among the pigeons

The retail distribution review (RDR) will fundamentally change the relationship between clients, financial advisers and providers. John Husselbee ...

Envestnet Asset Management Inc. Boosts Position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)

Envestnet Asset Management Inc. grew its stake in Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RHS) by 44.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,071 shares of the company’s stock after acquiring an additional 1,859 shares during the period. Envestnet Asset Management Inc. owned 0.13% of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $779,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of RHS. Bank of America Corp DE acquired a new stake in Invesco S&P 500 Equal Weight Consumer Staples ETF during the second quarter valued at $12,252,000. Cambridge Investment Research Advisors Inc. acquired a new stake in Invesco S&P 500 Equal Weight Consumer Staples ETF during the second quarter valued at $5,399,000. Pacific Sun Financial Corp acquired a new stake in shares of Invesco S&P 500 Equal Weight Consumer Staples ETF in the second quarter valued at about $2,194,000. Jane Street Group LLC grew its position in shares of Invesco S&P 500 Equal Weight Consumer Staples ETF by 184.6% in the third quarter. Jane Street Group LLC now owns 25,534 shares of the company’s stock valued at $3,277,000 after purchasing an additional 16,563 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. acquired a new stake in shares of Invesco S&P 500 Equal Weight Consumer Staples ETF in the third quarter valued at about $2,124,000.

Gemmer Asset Management LLC Boosts Stake in American Express (AXP)

American Express Company, together with its subsidiaries, provides charge and credit payment card products and travel-related services to consumers and businesses worldwide. It operates through four segments: U.S. Consumer Services, International Consumer and Network Services, Global Commercial Services, and Global Merchant Services. The company's products and services include charge and credit card products, as well as other payment and financing products; network services; expense management products and services; travel-related services; and stored value/prepaid products. Its products and services also comprise merchant acquisition and processing, servicing and settlement, merchant financing, point-of-sale marketing, and information products and services for merchants; and fraud prevention services, as well as the design and operation of customer loyalty programs. The company

The following is a excerpt from Lucent Technologies Management?

The following is a excerpt from Lucent Technologies Management?

Executive Summary We design and deliver the systems, software and services that drive next-generation communications networks.


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