Daiwa Sb Investments LTD Continues to Hold Position in Southwest Airlines Co (LUV); Microsoft Com (MSFT) Holder Sva Plumb Wealth Management Has Raised Its Holding by $307,105 as Share Value Rose

May 20, 2018 - By Vivian Currie

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Daiwa Sb Investments Ltd increased its stake in Southwest Airlines Co (LUV) by 80.53% based on its latest 2017Q4 regulatory filing with the SEC. Daiwa Sb Investments Ltd bought 6,120 shares as the company’s stock declined 14.07% with the market. The institutional investor held 13,720 shares of the air freight and delivery services company at the end of 2017Q4, valued at $898,000, up from 7,600 at the end of the previous reported quarter. Daiwa Sb Investments Ltd who had been investing in Southwest Airlines Co for a number of months, seems to be bullish on the $30.26 billion market cap company. The stock decreased 0.53% or $0.28 during the last trading session, reaching $52.19. About 6.95M shares traded or 34.83% up from the average. Southwest Airlines Co. (NYSE:LUV) has risen 7.20% since May 20, 2017 and is uptrending. It has underperformed by 4.35% the S&P500.

Sva Plumb Wealth Management Llc increased its stake in Microsoft Corp Com (MSFT) by 2.49% based on its latest 2017Q4 regulatory filing with the SEC. Sva Plumb Wealth Management Llc bought 3,613 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 148,513 shares of the prepackaged software company at the end of 2017Q4, valued at $12.70M, up from 144,900 at the end of the previous reported quarter. Sva Plumb Wealth Management Llc who had been investing in Microsoft Corp Com for a number of months, seems to be bullish on the $740.35 billion market cap company. The stock increased 0.19% or $0.18 during the last trading session, reaching $96.36. About 13.92 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since May 20, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Sva Plumb Wealth Management Llc, which manages about $1.95 billion and $852.83M US Long portfolio, decreased its stake in General Electric Co Com (NYSE:GE) by 93,431 shares to 164,838 shares, valued at $2.88 million in 2017Q4, according to the filing. It also reduced its holding in Schlumberger Ltd Com (NYSE:SLB) by 19,444 shares in the quarter, leaving it with 36,476 shares, and cut its stake in Spdr S&P 500 Etf Tr Tr Unit (SPY).

Since February 16, 2018, it had 0 insider purchases, and 3 selling transactions for $930,912 activity.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Benzinga.com which released: “Microsoft Presents New Technology At Build Conference” on May 08, 2018, also Seekingalpha.com with their article: “Microsoft Earnings Preview” published on April 23, 2018, Seekingalpha.com published: “Microsoft Building Trust Along With IoT And AI” on May 10, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Nasdaq.com and their article: “Microsoft Corporation Replacing Surface Pro 4s in “Flickergate” Resolution” published on May 14, 2018 as well as Seekingalpha.com‘s news article titled: “Microsoft: Enterprise Strength Buoys An Especially Strong Quarter” with publication date: April 30, 2018.

Investors sentiment decreased to 0.77 in 2017 Q4. Its down 0.06, from 0.83 in 2017Q3. It turned negative, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Js Capital Mngmt Limited Co holds 5.13% or 124,000 shares in its portfolio. Cacti Asset Ltd Liability invested in 0.27% or 38,761 shares. Addenda invested in 0.96% or 162,411 shares. 3.37 million were reported by Teacher Retirement System Of Texas. 742,306 were accumulated by Northwestern Mutual Wealth Mgmt. Intact Mgmt Inc accumulated 210,700 shares. Jacobs And Ca owns 2.39% invested in Microsoft Corporation (NASDAQ:MSFT) for 155,278 shares. Allsquare Wealth Mngmt Limited Liability invested in 6,211 shares or 0.42% of the stock. National Bank Of Nova Scotia Trust Commerce holds 1.69% or 182,502 shares in its portfolio. Eagle Lc has 1.96% invested in Microsoft Corporation (NASDAQ:MSFT) for 42,519 shares. Country Tru Bank & Trust holds 2.49% or 676,240 shares in its portfolio. Wendell David Associates owns 124,218 shares. Grimes & accumulated 1.37% or 166,401 shares. Ct Mason reported 129,058 shares or 3.89% of all its holdings. Creative Planning invested in 1.15M shares.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 31 have Buy rating, 1 Sell and 5 Hold. Therefore 84% are positive. Microsoft Corporation had 185 analyst reports since July 22, 2015 according to SRatingsIntel. Oppenheimer maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, July 21 with “Buy” rating. On Friday, January 27 the stock rating was maintained by Canaccord Genuity with “Hold”. The firm has “Buy” rating given on Thursday, October 5 by Canaccord Genuity. The firm has “Buy” rating given on Wednesday, January 31 by Canaccord Genuity. Barclays Capital maintained the shares of MSFT in report on Friday, October 23 with “Overweight” rating. The rating was upgraded by Tigress Financial on Monday, January 23 to “Buy”. The company was maintained on Friday, October 27 by Canaccord Genuity. Vetr upgraded the stock to “Strong-Buy” rating in Wednesday, September 2 report. Bank of America maintained it with “Buy” rating and $106 target in Thursday, February 1 report. The firm has “Buy” rating given on Tuesday, October 31 by Cowen & Co.

Among 20 analysts covering Southwest Airlines Co. (NYSE:LUV), 16 have Buy rating, 0 Sell and 4 Hold. Therefore 80% are positive. Southwest Airlines Co. had 74 analyst reports since July 30, 2015 according to SRatingsIntel. The company was maintained on Friday, April 28 by Imperial Capital. Imperial Capital maintained it with “Outperform” rating and $57 target in Tuesday, November 22 report. The firm earned “Buy” rating on Friday, October 23 by Deutsche Bank. The stock of Southwest Airlines Co. (NYSE:LUV) earned “Overweight” rating by Atlantic Securities on Thursday, December 14. The stock has “Buy” rating by Argus Research on Thursday, June 22. The firm earned “Buy” rating on Friday, July 24 by Deutsche Bank. The company was maintained on Friday, April 28 by Cowen & Co. The company was downgraded on Tuesday, January 30 by J.P. Morgan. The firm earned “Buy” rating on Wednesday, September 27 by Stifel Nicolaus. The firm has “Overweight” rating by Morgan Stanley given on Thursday, August 17.

More notable recent Southwest Airlines Co. (NYSE:LUV) news were published by: Bizjournals.com which released: “Southwest eyes new international routes, and BWI will play a role” on May 16, 2018, also Fool.com with their article: “Southwest Airlines Confirms Its International Ambitions” published on May 19, 2018, Bizjournals.com published: “Southwest Airlines eyes new international routes” on May 18, 2018. More interesting news about Southwest Airlines Co. (NYSE:LUV) were released by: Investorplace.com and their article: “5 Top Stock Trades for Thursday Morning” published on May 16, 2018 as well as Seekingalpha.com‘s news article titled: “Southwest cancels flights for inspections” with publication date: April 23, 2018.

Daiwa Sb Investments Ltd, which manages about $47.22 billion and $379.17M US Long portfolio, decreased its stake in Simon Property Group Inc (NYSE:SPG) by 2,760 shares to 110 shares, valued at $19,000 in 2017Q4, according to the filing. It also reduced its holding in Carnival Corp (NYSE:CCL) by 5,190 shares in the quarter, leaving it with 158,250 shares, and cut its stake in Altria Group Inc (NYSE:MO).

Since December 13, 2017, it had 1 insider purchase, and 8 insider sales for $7.80 million activity. 8,323 Southwest Airlines Co. (NYSE:LUV) shares with value of $490,066 were sold by Wells Gregory D. Shares for $133,466 were sold by Romo Tammy on Wednesday, February 21. Van de Ven Michael G had sold 31,099 shares worth $1.78 million on Friday, March 2. The insider BROOKS DOUGLAS H sold 10,000 shares worth $600,491. On Thursday, December 14 Jordan Robert E sold $2.12 million worth of Southwest Airlines Co. (NYSE:LUV) or 32,931 shares. 27,271 shares were sold by KELLY GARY C, worth $1.58M on Wednesday, February 21.

Investors sentiment increased to 0.96 in Q4 2017. Its up 0.07, from 0.89 in 2017Q3. It is positive, as 43 investors sold LUV shares while 274 reduced holdings. 116 funds opened positions while 188 raised stakes. 452.86 million shares or 2.65% more from 441.14 million shares in 2017Q3 were reported. Jaffetilchin Invest Prtn Ltd has invested 0.16% in Southwest Airlines Co. (NYSE:LUV). Rothschild Il holds 4,024 shares or 0.03% of its portfolio. White Pine Ltd Company holds 3,777 shares or 0.09% of its portfolio. Prudential Inc has 992,452 shares. Oakworth Cap holds 0.03% or 2,338 shares. Advisors Asset Management has invested 0.01% of its portfolio in Southwest Airlines Co. (NYSE:LUV). Texas Permanent School Fund invested in 149,031 shares. Davenport Ltd reported 1.02 million shares. Capital Planning Advsrs Ltd Liability Company stated it has 0.17% of its portfolio in Southwest Airlines Co. (NYSE:LUV). Ls Advsr Lc owns 11,786 shares. Moreover, Inv House Limited has 0.16% invested in Southwest Airlines Co. (NYSE:LUV). 876,645 were accumulated by Tide Point Management Lp. Gradient Investments Ltd Llc holds 257 shares or 0% of its portfolio. Department Mb National Bank & Trust N A invested in 1,080 shares or 0.01% of the stock. Cypress Asset Mngmt Inc Tx invested in 0.12% or 8,360 shares.

Southwest Airlines Co. (NYSE:LUV) Institutional Positions Chart

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