Exeter finance news11/3/2023 ![]() 18 meeting, the Ethics Commission voted unanimously to find probable cause that Mattscheck had failed to disclose his interest in a piece of property in Exeter, and also failed to disclose that he served as president of the Rhode Island Public Works Association and New England Branch of American Public Works Association. However, his letter of resignation, provided by the town clerk's office, stated that he had decided to retire "effective today October 3, 2022." He had held the position since 2007.Īt its Oct. Town council minutes state that Mattscheck resigned as Exeter's director of public works effective Oct. Ethics panel says volunteer positions should have been disclosed "I wouldn’t consider that personal, I would consider that a reasonable position for any taxpayer to take," he said. ![]() He described Davis as an "unhappy, disgruntled taxpayer" and "an angry man" who was frustrated by planning and zoning decisions.ĭavis freely acknowledged that he has a number of pending lawsuits against the town, some of which originated with a dispute that involved Mattscheck, but said that as a town resident and taxpayer he had an interest in ensuring that Exeter officials were following the law. Davis III, a resident who has filed a number of lawsuits against the Town of Exeter over ongoing zoning disputes.Įllis said that he had unintentionally left out information because he misunderstood the requirements. Stocks that Exeter Financial, LLC keeps buyingThis article first appeared on GuruFocus.All three complaints were filed by Asa S. Exeter Financial, LLC's High Yield stocksĤ. Exeter Financial, LLC's Top Growth Companies, andģ. Exeter Financial, LLC's Undervalued StocksĢ. Here is the complete portfolio of Exeter Financial, LLC. The impact to a portfolio due to this purchase was 0.17%. The stock is now traded at around $404.370000. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. Įxeter Financial, LLC added to a holding in Vanguard S&P 500 ETF by 44.47%. The impact to a portfolio due to this purchase was 0.33%. The stock is now traded at around $226.080000. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. Įxeter Financial, LLC added to a holding in Amgen Inc by 45.36%. The impact to a portfolio due to this purchase was 0.11%. The stock is now traded at around $48.910000. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. New Purchase: Vanguard FTSE Developed Markets ETF (VEA)Įxeter Financial, LLC initiated holding in Vanguard FTSE Developed Markets ETF. The impact to a portfolio due to this purchase was 0.12%. The stock is now traded at around $462.270000. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. New Purchase: UnitedHealth Group Inc (UNH)Įxeter Financial, LLC initiated holding in UnitedHealth Group Inc. The impact to a portfolio due to this purchase was 0.15%. The stock is now traded at around $33.530000. ![]() The purchase prices were between $31.05 and $33.6, with an estimated average price of $32.71. New Purchase: Dimensional International Value ETF (DFIV)Įxeter Financial, LLC initiated holding in Dimensional International Value ETF. McDonald's Corp (MCD) - 21,125 shares, 3.06% of the total portfolio. Target Corp (TGT) - 27,798 shares, 3.46% of the total portfolio. Microsoft Corp ( MSFT) - 28,163 shares, 4.85% of the total portfolio. Shares reduced by 3.22%įirst Trust Enhanced Equity Income Fund ( FFA) - 449,304 shares, 5.16% of the total portfolio. These are the top 5 holdings of Exeter Financial, LLCĪpple Inc ( AAPL) - 58,937 shares, 5.56% of the total portfolio. Click here to check it out.įor the details of Exeter Financial, LLC's stock buys and sells, Warning! GuruFocus has detected 4 Warning Sign with AMGN. Reduced Positions: T, ORCL, INTC, AAPL, FFA, BAC, ICSH, MMM, TROW, CLX, LMT, COST, TGT, COP, CVS, USB, MDT, CAG, LW, ABBV, UPS, PSX, These are the details of the buys and sells.Īdded Positions: AMGN, VOO, VZ, GSK, ITW, TRV, SJM, KMB, APD, HRL, CL, KO, CAH, ADM, MO, XOM, PM, RTX, SBUX, SYY, As of 2021Q4, Exeter Financial, LLC owns 83 stocks with a total value of $183 million. Core Equity 2 ETF, UnitedHealth Group Inc, sells AT&T Inc, Costco Wholesale Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Exeter Financial, LLC. Investment company Exeter Financial, LLC ( Current Portfolio) buys Amgen Inc, Vanguard S&P 500 ETF, Dimensional International Value ETF, Dimensional U.S.
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