Modera Wealth Management Lowered Union Pacific (UNP) Holding as Share Value Declined; As Altria Group (MO) Stock Price Declined, Tiedemann Wealth Management Has Trimmed Its Position

February 15, 2018 - By Winifred Garcia

Tiedemann Wealth Management Llc decreased its stake in Altria Group Inc (MO) by 65.22% based on its latest 2017Q3 regulatory filing with the SEC. Tiedemann Wealth Management Llc sold 58,899 shares as the company’s stock declined 2.84% while stock markets rallied. The institutional investor held 31,408 shares of the farming and seeds and milling company at the end of 2017Q3, valued at $1.52M, down from 90,307 at the end of the previous reported quarter. Tiedemann Wealth Management Llc who had been investing in Altria Group Inc for a number of months, seems to be less bullish one the $123.92 billion market cap company. The stock decreased 0.70% or $0.46 during the last trading session, reaching $65.18. About 5.53 million shares traded. Altria Group, Inc. (NYSE:MO) has risen 11.92% since February 15, 2017 and is uptrending. It has underperformed by 4.78% the S&P500.

Modera Wealth Management Llc decreased its stake in Union Pacific (UNP) by 36.54% based on its latest 2017Q3 regulatory filing with the SEC. Modera Wealth Management Llc sold 2,870 shares as the company’s stock declined 2.52% while stock markets rallied. The institutional investor held 4,984 shares of the railroads company at the end of 2017Q3, valued at $578,000, down from 7,854 at the end of the previous reported quarter. Modera Wealth Management Llc who had been investing in Union Pacific for a number of months, seems to be less bullish one the $104.84B market cap company. The stock increased 3.81% or $4.89 during the last trading session, reaching $133.19. About 4.78 million shares traded. Union Pacific Corporation (NYSE:UNP) has risen 31.45% since February 15, 2017 and is uptrending. It has outperformed by 14.75% the S&P500.

Investors sentiment decreased to 0.9 in Q3 2017. Its down 0.02, from 0.92 in 2017Q2. It dived, as 67 investors sold UNP shares while 490 reduced holdings. 95 funds opened positions while 408 raised stakes. 601.66 million shares or 1.15% less from 608.67 million shares in 2017Q2 were reported. Alpine Woods Capital Investors Ltd Com reported 53,600 shares or 0.32% of all its holdings. 5,547 are owned by Planning Corporation. Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Invest Mngmt invested in 0.01% or 4,800 shares. Toronto Dominion Bancorp holds 318,581 shares or 0.12% of its portfolio. Aldebaran Fincl Inc invested 1.18% in Union Pacific Corporation (NYSE:UNP). Jacobs Levy Equity Mgmt stated it has 4,061 shares. Tower Lc (Trc) invested in 0.02% or 1,993 shares. Scotia holds 0.13% of its portfolio in Union Pacific Corporation (NYSE:UNP) for 77,444 shares. Eubel Brady Suttman Asset Mgmt Incorporated stated it has 0.07% of its portfolio in Union Pacific Corporation (NYSE:UNP). Alberta – Canada-based Mawer has invested 1.11% in Union Pacific Corporation (NYSE:UNP). Moreover, Ajo Ltd Partnership has 0.01% invested in Union Pacific Corporation (NYSE:UNP) for 24,967 shares. Waverton Investment Limited holds 1.83% of its portfolio in Union Pacific Corporation (NYSE:UNP) for 254,530 shares. Cbre Clarion Ltd Co invested in 0% or 2,065 shares. Bb&T Secs Limited Liability Corp has 118,228 shares for 0.19% of their portfolio. Vigilant Cap Mgmt owns 1.57% invested in Union Pacific Corporation (NYSE:UNP) for 91,155 shares.

Modera Wealth Management Llc, which manages about $1.59 billion and $443.83 million US Long portfolio, upped its stake in Amgen Inc. (NASDAQ:AMGN) by 24,613 shares to 25,921 shares, valued at $4.83 million in 2017Q3, according to the filing. It also increased its holding in Vanguard Total Stock Market Etf (VTI) by 2,505 shares in the quarter, for a total of 12,744 shares, and has risen its stake in Ishares Russell 2000 Value Etf (IWN).

Among 29 analysts covering Union Pacific Corporation (NYSE:UNP), 13 have Buy rating, 2 Sell and 14 Hold. Therefore 45% are positive. Union Pacific Corporation had 104 analyst reports since July 24, 2015 according to SRatingsIntel. The stock of Union Pacific Corporation (NYSE:UNP) earned “Outperform” rating by RBC Capital Markets on Friday, October 23. Cowen & Co maintained the shares of UNP in report on Thursday, October 22 with “Outperform” rating. On Friday, March 31 the stock rating was maintained by Citigroup with “Buy”. The firm has “Sell” rating by CLSA given on Thursday, May 19. The firm has “Hold” rating by Oppenheimer given on Thursday, July 20. On Wednesday, November 2 the stock rating was initiated by Deutsche Bank with “Buy”. The firm has “Outperform” rating given on Thursday, January 11 by Daiwa Securities. UBS maintained the stock with “Buy” rating in Friday, January 26 report. Robert W. Baird maintained the stock with “Hold” rating in Thursday, September 14 report. The firm has “Hold” rating given on Monday, September 18 by Stifel Nicolaus.

Among 19 analysts covering Altria Group Inc. (NYSE:MO), 15 have Buy rating, 0 Sell and 4 Hold. Therefore 79% are positive. Altria Group Inc. had 59 analyst reports since July 31, 2015 according to SRatingsIntel. On Tuesday, October 3 the stock rating was maintained by RBC Capital Markets with “Hold”. The company was reinitiated on Tuesday, November 29 by Morgan Stanley. The stock has “Strong-Buy” rating by Vetr on Wednesday, September 2. The firm earned “Buy” rating on Monday, July 31 by Wells Fargo. Cowen & Co maintained it with “Hold” rating and $7400 target in Friday, July 7 report. Wells Fargo maintained the shares of MO in report on Thursday, January 4 with “Buy” rating. The firm earned “Sell” rating on Monday, May 29 by RBC Capital Markets. Piper Jaffray maintained Altria Group, Inc. (NYSE:MO) on Thursday, October 26 with “Buy” rating. The company was maintained on Monday, February 5 by RBC Capital Markets. The stock has “Outperform” rating by Credit Agricole on Thursday, July 30.

Since September 21, 2017, it had 0 buys, and 2 sales for $2.95 million activity. $1.96 million worth of Altria Group, Inc. (NYSE:MO) shares were sold by DEVITRE DINYAR S.

Tiedemann Wealth Management Llc, which manages about $5.35 billion and $839.40M US Long portfolio, upped its stake in Spring Bk Pharmaceuticals In by 50,000 shares to 412,049 shares, valued at $6.94M in 2017Q3, according to the filing. It also increased its holding in Exxon Mobil Corp (NYSE:XOM) by 7,711 shares in the quarter, for a total of 595,812 shares, and has risen its stake in Ishares Tr (ITOT).

Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.02, from 0.91 in 2017Q2. It is negative, as 91 investors sold MO shares while 516 reduced holdings. 118 funds opened positions while 420 raised stakes. 1.17 billion shares or 0.77% more from 1.16 billion shares in 2017Q2 were reported. 14,082 are held by One Association. Sky Invest Grp Inc Lc holds 24,486 shares or 0.64% of its portfolio. Horrell Capital Mgmt holds 169 shares or 0.01% of its portfolio. Connors Investor Inc holds 4,099 shares or 0.04% of its portfolio. Union Retail Bank stated it has 0.29% of its portfolio in Altria Group, Inc. (NYSE:MO). Greylin Mangement invested 0.08% of its portfolio in Altria Group, Inc. (NYSE:MO). Independent Franchise Prtnrs Ltd Liability Partnership holds 1.42% of its portfolio in Altria Group, Inc. (NYSE:MO) for 2.50 million shares. Wade G W invested in 10,674 shares or 0.08% of the stock. Centurylink Investment Management invested in 0.94% or 45,369 shares. Beacon Finance reported 95,666 shares stake. Mcf Advisors Limited Co holds 0.08% or 6,644 shares in its portfolio. Smith Moore And Company stated it has 18,613 shares. Carnegie Asset Mngmt Limited Liability invested in 0.18% or 23,648 shares. Fred Alger Management Inc has 0.02% invested in Altria Group, Inc. (NYSE:MO) for 69,732 shares. Lau Assoc Limited Liability Com invested in 0.44% or 8,950 shares.

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