Jfs Wealth Advisors Has Decreased Its Apple (AAPL) Holding by $464,074; Thermo Fisher Scientific (TMO) Market Value Rose While Westwood Management Has Boosted Its Position

May 23, 2018 - By Clifton Ray

Apple Inc. (NASDAQ:AAPL) Logo

Jfs Wealth Advisors Llc decreased its stake in Apple Inc (AAPL) by 8.14% based on its latest 2017Q4 regulatory filing with the SEC. Jfs Wealth Advisors Llc sold 2,746 shares as the company’s stock declined 3.81% with the market. The institutional investor held 30,987 shares of the computer manufacturing company at the end of 2017Q4, valued at $5.24 million, down from 33,733 at the end of the previous reported quarter. Jfs Wealth Advisors Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $922.99B market cap company. The stock increased 0.33% or $0.6246 during the last trading session, reaching $187.7846. About 12.67M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since May 23, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Westwood Management Corp increased its stake in Thermo Fisher Scientific Inc. (TMO) by 0.84% based on its latest 2017Q4 regulatory filing with the SEC. Westwood Management Corp bought 1,800 shares as the company’s stock rose 8.51% while stock markets declined. The institutional investor held 215,411 shares of the industrial machinery and components company at the end of 2017Q4, valued at $40.90M, up from 213,611 at the end of the previous reported quarter. Westwood Management Corp who had been investing in Thermo Fisher Scientific Inc. for a number of months, seems to be bullish on the $87.09 billion market cap company. The stock decreased 0.64% or $1.39 during the last trading session, reaching $216.47. About 845,469 shares traded. Thermo Fisher Scientific Inc. (NYSE:TMO) has risen 33.66% since May 23, 2017 and is uptrending. It has outperformed by 22.11% the S&P500.

Since December 7, 2017, it had 0 insider purchases, and 10 insider sales for $47.05 million activity. $910,129 worth of Apple Inc. (NASDAQ:AAPL) was sold by KONDO CHRIS. Shares for $2.90 million were sold by WILLIAMS JEFFREY E. AHRENDTS ANGELA J also sold $6.75M worth of Apple Inc. (NASDAQ:AAPL) shares. $6.83 million worth of Apple Inc. (NASDAQ:AAPL) was sold by Maestri Luca. $6.51M worth of Apple Inc. (NASDAQ:AAPL) shares were sold by LEVINSON ARTHUR D. 69,491 shares valued at $11.56M were sold by SCHILLER PHILIP W on Tuesday, April 3.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on August, 7. They expect $2.19 EPS, up 31.14% or $0.52 from last year’s $1.67 per share. AAPL’s profit will be $10.76B for 21.44 P/E if the $2.19 EPS becomes a reality. After $2.73 actual EPS reported by Apple Inc. for the previous quarter, Wall Street now forecasts -19.78% negative EPS growth.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It improved, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. Hawkins Cap Limited Partnership invested in 4.56% or 14,911 shares. Bailard Inc stated it has 205,172 shares. Magnetar Fincl Ltd Com holds 7,975 shares. Convergence Limited Co holds 1.11% or 48,902 shares in its portfolio. Sns Fin Gru Limited Com has 3.26% invested in Apple Inc. (NASDAQ:AAPL). Marshall Wace Llp reported 67,565 shares or 0.48% of all its holdings. California-based Halbert Hargrove Russell Ltd Company has invested 0.68% in Apple Inc. (NASDAQ:AAPL). Polaris Greystone Grp Inc reported 0.46% of its portfolio in Apple Inc. (NASDAQ:AAPL). Matarin Cap Mgmt Ltd Limited Liability Company owns 71,682 shares or 0.94% of their US portfolio. Morgan Stanley invested in 41.23 million shares or 1.91% of the stock. Vestor Limited Liability holds 2.88% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 78,873 shares. Ent Fincl has 15,330 shares. Alphaone Inv Svcs Ltd Limited Liability Company reported 2,573 shares. Moreover, Guardian Trust Company has 1.27% invested in Apple Inc. (NASDAQ:AAPL) for 528,192 shares. Brookstone Mngmt has 0.27% invested in Apple Inc. (NASDAQ:AAPL) for 17,550 shares.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Livetradingnews.com which released: “Apple Inc. (NASDAQ:AAPL) Stock Consolidating” on May 22, 2018, also Thestreet.com with their article: “How to Trade Apple Ahead of Alphabet’s Launch of YouTube Music” published on May 21, 2018, Nasdaq.com published: “Thursday’s Vital Data: Facebook, Inc. (FB), Apple Inc. (AAPL) and Alibaba Group Holding Ltd (BABA)” on May 17, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Livetradingnews.com and their article: “Apple Inc. (NASDAQ:AAPL) Heffx Stock Technicals” published on May 23, 2018 as well as Benzinga.com‘s news article titled: “BofA: Apple Has Room To Grow In Emerging Markets” with publication date: May 23, 2018.

Jfs Wealth Advisors Llc, which manages about $1.43 billion and $408.29 million US Long portfolio, upped its stake in Ishares Tr (MUB) by 32,770 shares to 53,515 shares, valued at $5.93 million in 2017Q4, according to the filing. It also increased its holding in Ishares Tr (AGG) by 6,447 shares in the quarter, for a total of 172,377 shares, and has risen its stake in First Tr Exchange Traded (EMLP).

Among 56 analysts covering Apple Inc. (NASDAQ:AAPL), 37 have Buy rating, 1 Sell and 18 Hold. Therefore 66% are positive. Apple Inc. had 414 analyst reports since July 21, 2015 according to SRatingsIntel. Drexel Hamilton maintained it with “Buy” rating and $115 target in Wednesday, July 27 report. The rating was maintained by Robert W. Baird with “Buy” on Monday, March 5. The firm has “Overweight” rating given on Monday, March 7 by Pacific Crest. The company was maintained on Tuesday, December 22 by Cowen & Co. As per Tuesday, December 19, the company rating was downgraded by Nomura. Citigroup maintained the shares of AAPL in report on Wednesday, August 2 with “Buy” rating. The firm earned “Buy” rating on Friday, August 7 by Morgan Stanley. Morgan Stanley maintained the shares of AAPL in report on Monday, October 12 with “Overweight” rating. The stock of Apple Inc. (NASDAQ:AAPL) has “Outperform” rating given on Tuesday, August 2 by Daiwa Securities. The stock of Apple Inc. (NASDAQ:AAPL) earned “Overweight” rating by Barclays Capital on Wednesday, October 28.

Investors sentiment decreased to 0.91 in Q4 2017. Its down 0.05, from 0.96 in 2017Q3. It worsened, as 43 investors sold TMO shares while 410 reduced holdings. 93 funds opened positions while 319 raised stakes. 335.65 million shares or 0.74% more from 333.20 million shares in 2017Q3 were reported. Invesco Limited reported 1.84 million shares or 0.13% of all its holdings. Acg Wealth owns 16,810 shares. Howland Cap Management Lc has 134,818 shares. Columbus Circle holds 0.8% in Thermo Fisher Scientific Inc. (NYSE:TMO) or 222,107 shares. Alabama-based Fjarde Ap has invested 0.32% in Thermo Fisher Scientific Inc. (NYSE:TMO). State Of Tennessee Treasury Department holds 338,826 shares. Rockefeller Services reported 0.05% in Thermo Fisher Scientific Inc. (NYSE:TMO). 1,500 were reported by Northeast Fincl Consultants. Intact Invest Mgmt stated it has 2,000 shares. Valley Natl Advisers Incorporated reported 12 shares or 0% of all its holdings. The New Jersey-based Supplemental Annuity Collective Of Nj has invested 0.24% in Thermo Fisher Scientific Inc. (NYSE:TMO). National Bank & Trust Of Ny Mellon accumulated 3.50 million shares. Pacad Investment reported 4,100 shares. Martingale Asset Mgmt Limited Partnership has 0.31% invested in Thermo Fisher Scientific Inc. (NYSE:TMO) for 122,024 shares. Sei reported 249,104 shares.

More recent Thermo Fisher Scientific Inc. (NYSE:TMO) news were published by: Seekingalpha.com which released: “Tracking David Tepper’s Appaloosa Management Portfolio – Q1 2018 Update” on May 21, 2018. Also Investorplace.com published the news titled: “What Is General Electric Company Stock Worth in a Breakup?” on May 22, 2018. Seekingalpha.com‘s news article titled: “Key events next week – healthcare” with publication date: May 18, 2018 was also an interesting one.

Among 19 analysts covering Thermo Fisher Scientific (NYSE:TMO), 18 have Buy rating, 0 Sell and 1 Hold. Therefore 95% are positive. Thermo Fisher Scientific had 63 analyst reports since July 24, 2015 according to SRatingsIntel. The stock of Thermo Fisher Scientific Inc. (NYSE:TMO) has “Buy” rating given on Wednesday, January 31 by Robert W. Baird. Cowen & Co maintained Thermo Fisher Scientific Inc. (NYSE:TMO) on Wednesday, October 11 with “Buy” rating. As per Monday, December 4, the company rating was maintained by Leerink Swann. Robert W. Baird maintained it with “Buy” rating and $222.0 target in Thursday, January 18 report. The rating was upgraded by Cleveland on Thursday, July 20 to “Buy”. The firm has “Overweight” rating by Morgan Stanley given on Thursday, April 26. Cowen & Co maintained the shares of TMO in report on Friday, September 8 with “Buy” rating. Robert W. Baird maintained it with “Buy” rating and $214.0 target in Monday, October 23 report. The firm has “Buy” rating given on Tuesday, October 6 by Argus Research. Cowen & Co maintained it with “Buy” rating and $220.0 target in Wednesday, October 25 report.

Westwood Management Corp, which manages about $655.18 million and $715.42M US Long portfolio, decreased its stake in Tennant Company (NYSE:TNC) by 22,000 shares to 9,000 shares, valued at $654,000 in 2017Q4, according to the filing.

Since December 15, 2017, it had 0 buys, and 9 selling transactions for $37.18 million activity. Shares for $211,430 were sold by Parrett William G on Friday, February 23. Durbin Patrick M had sold 6,000 shares worth $1.31M on Monday, February 5. CASPER MARC N sold $9.59 million worth of stock or 50,000 shares. On Friday, May 18 HARRIS C MARTIN sold $44,174 worth of Thermo Fisher Scientific Inc. (NYSE:TMO) or 206 shares. Shares for $7.32 million were sold by Herrema Gregory J. on Friday, February 2.

Apple Inc. (NASDAQ:AAPL) Institutional Positions Chart

Echostar Corporation-Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


Recent Posts

>