Fort Wayne, IN, based Investment company Phillips Financial Management, Llc buys SPDR Portfolio Short Term Corporate Bond, sells iShares National Muni Bond, Vanguard Extended Market, First Merchants Corp, DCP Midstream LP, General Electric Co during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Phillips Financial Management, Llc. As of 2017-12-31, Phillips Financial Management, Llc owns 54 stocks with a total value of $393 million. These are the details of the buys and sells.
New Purchases: SPSB, Added Positions: VNQ, AGG, VCIT, VTEB, SCHZ, TIP, JNK, ITOT, BSV, GNR, Reduced Positions: EFA, RWR, IVE, VEU, VXUS, VO, VCSH, VBR, STIP, MGV, Sold Out: MUB, VXF, FRME, DCP, GE,
For the details of PHILLIPS FINANCIAL MANAGEMENT, LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=PHILLIPS+FINANCIAL+MANAGEMENT%2C+LLC
These are the top 5 holdings of PHILLIPS FINANCIAL MANAGEMENT, LLCiShares Core S&P Mid-Cap (IJH) – 257,634 shares, 12.66% of the total portfolio. Shares reduced by 0.58%iShares Core S&P 500 (IVV) – 155,989 shares, 10.92% of the total portfolio. Shares reduced by 0.78%iShares S&P 500 Value (IVE) – 352,609 shares, 10.43% of the total portfolio. Shares reduced by 1.67%iShares Core U.S. Aggregate Bond (AGG) – 337,176 shares, 9.35% of the total portfolio. Shares added by 4.34%Vanguard REIT (VNQ) – 282,165 shares, 5.82% of the total portfolio. Shares added by 8.47%New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)
Phillips Financial Management, Llc initiated holdings in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.37 and $30.66, with an estimated average price of $30.54. The stock is now traded at around $30.31. The impact to the portfolio due to this purchase was 0.12%. The holdings were 15,323 shares as of 2017-12-31.
Best Financial Stocks For 2019: The NASDAQ OMX Group Inc.(NDAQ)
Advisors’ Opinion:
- [By ]
There’s at least one traditional financial giant that not only doesn’t fear blockchain technology, but is actively embracing it — Nasdaq (NDAQ) , the second-largest stock exchange in the world by market cap.
- [By Lisa Levin] Companies Reporting Before The Bell
Thermo Fisher Scientific Inc. (NYSE: TMO) is projected to report quarterly earnings at $2.4 per share on revenue of $5.63 billion.
Ford Motor Company (NYSE: F) is expected to report quarterly earnings at $0.41 per share on revenue of $37.16 billion.
Twitter, Inc. (NYSE: TWTR) is projected to report quarterly earnings at $0.11 per share on revenue of $605.26 million.
Comcast Corporation (NASDAQ: CMCSA) is expected to report quarterly earnings at $0.59 per share on revenue of $22.75 billion.
General Dynamics Corporation (NYSE: GD) is estimated to report quarterly earnings at $2.52 per share on revenue of $7.6 billion.
The Boeing Company (NYSE: BA) is expected to report quarterly earnings at $2.58 per share on revenue of $22.24 billion.
Anthem, Inc. (NYSE: ANTM) is estimated to report quarterly earnings at $4.91 per share on revenue of $22.52 billion.
Viacom, Inc. (NASDAQ: VIAB) is projected to report quarterly earnings at $0.79 per share on revenue of $3.04 billion.
Northrop Grumman Corporation (NYSE: NOC) is estimated to report quarterly earnings at $3.61 per share on revenue of $6.61 billion.
Rockwell Automation Inc. (NYSE: ROK) is expected to report quarterly earnings at $1.81 per share on revenue of $1.66 billion.
Wipro Limited (NYSE: WIT) is projected to report quarterly earnings at $0.07 per share on revenue of $2.15 billion.
The Goodyear Tire & Rubber Company (NASDAQ: GT) is expected to report quarterly earnings at $0.46 per share on revenue of $3.82 billion.
Owens Corning (NYSE: OC) is projected to report quarterly earnings at $0.97 per share on revenue of $1.62 billion.
T. Rowe Price Group, Inc. (NASDAQ: TROW) is estimated to report quarterly earnings at $1.71 per share on revenue of $1.29 billion.
Dr Pepper Snapple Group, Inc. (NYSE: DPS) is expected to report quarterly earnings at $1.04 per share on revenue of $1.57 billion.
Sirius XM Holdings Inc. (NASDAQ: SI - [By Asit Sharma]
In its last sequential quarter, Nasdaq Inc.(NASDAQ:NDAQ)relied on non-trading segments for growth as its market-services segment turned in a near flat performance. In the first quarter of 2018, however, healthy trading volumes resumed, and Nasdaq achieved expansion in each of its four operating segments. Before sifting through important highlights for the quarter, let’s briefly review the top-level performance:
- [By Joseph Griffin]
ILLEGAL ACTIVITY NOTICE: “$644.24 Million in Sales Expected for Nasdaq Inc (NDAQ) This Quarter” was first posted by Ticker Report and is the sole property of of Ticker Report. If you are reading this story on another site, it was illegally stolen and reposted in violation of U.S. & international trademark and copyright laws. The legal version of this story can be read at www.tickerreport.com/banking-finance/3374974/644-24-million-in-sales-expected-for-nasdaq-inc-ndaq-this-quarter.html.
- [By Wayne Duggan]
Nasdaq Inc (NASDAQ: NDAQ) CEO Adena Friedman told CNBC the company is open to the possibility of adding a cryptocurrency exchange over time. Nasdaq also announced a deal to allow cryptocurrency exchange Gemini access to Nasdaq’s surveillance technology. Friedman told CNBC that cryptocurrency regulations must first be ironed out before the Nasdaq would add a crypto exchange.
Best Financial Stocks For 2019: eHealth Inc.(EHTH)
Advisors’ Opinion:
- [By Lisa Levin]
Shares of eHealth, Inc. (NASDAQ: EHTH) got a boost, shooting up 16 percent to $18.64 as the company posted upbeat Q1 results.
Enova International, Inc. (NYSE: ENVA) shares were also up, gaining 25 percent to $28.35 following Q1 results.
- [By Lisa Levin]
Shares of eHealth, Inc. (NASDAQ: EHTH) got a boost, shooting up 19 percent to $19.04 as the company posted upbeat Q1 results.
SVB Financial Group (NASDAQ: SIVB) shares were also up, gaining 17 percent to $301.12 following strong quarterly results.
- [By Lisa Levin] Gainers
Genprex, Inc. (NASDAQ: GNPX) jumped 46.7 percent to $16.1331. The low-float small-cap clinical stage gene therapy company saw its stock rally nearly 150 percent from Monday through Thursday. Formal news hasn't been announced this week that would support a triple-digit percentage rally (including more than 200 percent at one point on Thursday) but the quiet period following its initial public offering will expire on May 8.
Celyad SA (NASDAQ: CYAD) shares gained 24.7 percent to $36.17. Celyad reported the publication of THINK study case report of CYAD-01 Induced Complete Remission in relapsed/refractory AML patient in haematologica.
DMC Global Inc. (NASDAQ: BOOM) shares jumped 23.2 percent to $39.00 after the company reported upbeat Q1 results and issued upbeat Q2 guidance.
eHealth, Inc. (NASDAQ: EHTH) gained 21.8 percent to $19.58 as the company posted upbeat Q1 results.
Enova International, Inc. (NYSE: ENVA) climbed 20.4 percent to $27.20 following Q1 results.
SVB Financial Group (NASDAQ: SIVB) shares jumped 18.2 percent to $304.135 following strong quarterly results.
Knowles Corporation (NYSE: KN) gained 13.9 percent to $12.70 as the company reported Q1 results.
Zymeworks Inc. (NYSE: ZYME) gained 13.8 percent to $17.36.
Cocrystal Pharma, Inc. (NASDAQ: COCP) rose 11.8 percent to $2.336 after declining 25.09 percent on Thursday.
ImmunoGen, Inc. (NASDAQ: IMGN) shares surged 11.7 percent to $11.75 after the company announced 'successful completion of interim analysis' for FORWARD I Phase 3 mirvetuximab soravtansine trial.
Eloxx Pharmaceuticals, Inc. (NASDAQ: ELOX) gained 9.5 percent to $12.70.
Expedia Group, Inc. (NASDAQ: EXPE) shares rose 8.5 percent to $115.3801 after the company reported stronger-than-expected earnings for its first quarter on Thursday.
Sprint Corporation (NYSE: S) shares rose 8.3 percent to $6.50. The stock moved higher after a Reuters report suggested ongoing merger talks with T-M
Best Financial Stocks For 2019: NBT Bancorp Inc.(NBTB)
Advisors’ Opinion:
- [By Ethan Ryder]
NBT Bancorp (NASDAQ:NBTB) was downgraded by analysts at BidaskClub from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.
- [By Stephan Byrd]
Get a free copy of the Zacks research report on NBT Bancorp (NBTB)
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Best Financial Stocks For 2019: Beneficial Mutual Bancorp Inc.(BNCL)
Advisors’ Opinion:
- [By Joseph Griffin]
Media coverage about Beneficial Bancorp (NASDAQ:BNCL) has trended positive recently, according to Accern. Accern identifies positive and negative news coverage by monitoring more than twenty million news and blog sources in real-time. Accern ranks coverage of publicly-traded companies on a scale of negative one to one, with scores closest to one being the most favorable. Beneficial Bancorp earned a news impact score of 0.38 on Accern’s scale. Accern also gave media headlines about the bank an impact score of 45.8699493506664 out of 100, meaning that recent news coverage is somewhat unlikely to have an effect on the stock’s share price in the next several days.
