Sadoff Investment Management Stake in Schwab Charles New (SCHW) Has Increased by $421,400 as Share Value Declined; Citizens & Northern Has Lowered Its Mcdonalds (MCD) Position by $315,276 as Market Value Rose

January 23, 2018 - By Hazel Jackson

Sadoff Investment Management Llc increased its stake in Schwab Charles Corp New (SCHW) by 1.08% based on its latest 2017Q3 regulatory filing with the SEC. Sadoff Investment Management Llc bought 9,800 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 917,195 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $40.12 million, up from 907,395 at the end of the previous reported quarter. Sadoff Investment Management Llc who had been investing in Schwab Charles Corp New for a number of months, seems to be bullish on the $74.32 billion market cap company. The stock decreased 0.07% or $0.04 during the last trading session, reaching $55.44. About 7.25M shares traded or 18.71% up from the average. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since January 23, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Citizens & Northern Corp decreased its stake in Mcdonalds Corp (MCD) by 16.93% based on its latest 2017Q3 regulatory filing with the SEC. Citizens & Northern Corp sold 2,021 shares as the company’s stock rose 15.92% with the market. The institutional investor held 9,919 shares of the restaurants company at the end of 2017Q3, valued at $1.55 million, down from 11,940 at the end of the previous reported quarter. Citizens & Northern Corp who had been investing in Mcdonalds Corp for a number of months, seems to be less bullish one the $140.47B market cap company. The stock increased 0.05% or $0.09 during the last trading session, reaching $176.21. About 3.22M shares traded or 6.37% up from the average. McDonald's Corporation (NYSE:MCD) has risen 18.25% since January 23, 2017 and is uptrending. It has outperformed by 1.55% the S&P500.

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 0 Sell and 8 Hold. Therefore 65% are positive. Charles Schwab had 86 analyst reports since August 11, 2015 according to SRatingsIntel. Keefe Bruyette & Woods maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Friday, September 15. Keefe Bruyette & Woods has “Buy” rating and $47.0 target. The firm has “Buy” rating by Sandler O’Neill given on Wednesday, January 17. The rating was maintained by Barclays Capital on Tuesday, October 10 with “Overweight”. The rating was reinitiated by UBS on Monday, March 13 with “Buy”. The firm earned “Overweight” rating on Thursday, October 13 by Barclays Capital. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Neutral” rating by Citigroup on Monday, January 22. The stock of The Charles Schwab Corporation (NYSE:SCHW) has “Overweight” rating given on Tuesday, September 8 by JP Morgan. The stock of The Charles Schwab Corporation (NYSE:SCHW) has “Buy” rating given on Wednesday, June 14 by Keefe Bruyette & Woods. The rating was upgraded by Nomura to “Buy” on Monday, January 25. Compass Point maintained the stock with “Neutral” rating in Friday, October 16 report.

Since August 2, 2017, it had 0 insider purchases, and 19 selling transactions for $64.67 million activity. 23,207 shares were sold by BECHTLE NANCY H, worth $998,528. Chandoha Marie A had sold 7,793 shares worth $350,732 on Thursday, October 5. Kallsen Terri R sold 1,000 shares worth $38,987. Clark Bernard J. had sold 75,244 shares worth $3.31 million. Another trade for 8,000 shares valued at $361,194 was made by Murtagh Nigel J on Tuesday, October 31.

Investors sentiment decreased to 1.03 in Q3 2017. Its down 0.27, from 1.3 in 2017Q2. It dived, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. Cap Interest Invsts owns 1.62M shares for 0.08% of their portfolio. 268,004 were accumulated by Robeco Institutional Asset Mngmt Bv. Riverpark Cap Ltd Liability Corporation has invested 3.63% in The Charles Schwab Corporation (NYSE:SCHW). Rbf Cap Limited Co owns 0.39% invested in The Charles Schwab Corporation (NYSE:SCHW) for 70,000 shares. Fiera Cap has invested 0.16% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Highvista Strategies Ltd Liability, Massachusetts-based fund reported 80,500 shares. Marsico Mngmt Ltd Co accumulated 233,207 shares. Ibm Retirement Fund has invested 0.26% in The Charles Schwab Corporation (NYSE:SCHW). Logan Mgmt Inc has invested 0.02% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Mutual Of America Mngmt Limited Liability Corporation has 143,594 shares for 0.1% of their portfolio. Cap Counsel Inc reported 0.23% stake. Royal National Bank Of Canada holds 0.04% or 1.78M shares in its portfolio. Usca Ria Limited Liability owns 16,578 shares. Natl Bank Of The West has invested 0.57% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Envestnet Asset Management accumulated 312,688 shares.

Citizens & Northern Corp, which manages about $131.34 million US Long portfolio, upped its stake in Zimmer Biomet Holdings Inc. (ZMH) by 2,788 shares to 16,724 shares, valued at $1.96M in 2017Q3, according to the filing. It also increased its holding in Verizon Communications (NYSE:VZ) by 7,451 shares in the quarter, for a total of 17,261 shares, and has risen its stake in At&T Inc (NYSE:T).

Since August 9, 2017, it had 0 buys, and 3 selling transactions for $3.75 million activity. On Monday, August 14 Fairhurst David Ogden sold $751,013 worth of McDonald's Corporation (NYSE:MCD) or 4,782 shares. Erlinger Joseph M. also sold $1.67 million worth of McDonald's Corporation (NYSE:MCD) on Wednesday, August 9.

Investors sentiment decreased to 0.77 in Q3 2017. Its down 0.01, from 0.78 in 2017Q2. It dropped, as 48 investors sold MCD shares while 638 reduced holdings. 121 funds opened positions while 404 raised stakes. 520.27 million shares or 3.02% less from 536.45 million shares in 2017Q2 were reported. Westpac Banking invested in 53,401 shares or 0.18% of the stock. Bell Financial Bank invested in 34,540 shares. First Dallas Secs, Texas-based fund reported 1,700 shares. Tradewinds Management Ltd Liability Corporation holds 0.1% or 1,202 shares. Willis Inv Counsel stated it has 1.4% in McDonald's Corporation (NYSE:MCD). Planning Alternatives Limited Adv reported 0.05% of its portfolio in McDonald's Corporation (NYSE:MCD). Moreover, Segall Bryant Hamill Ltd Llc has 0.24% invested in McDonald's Corporation (NYSE:MCD). Ny State Teachers Retirement System invested in 0.53% or 1.35M shares. Roosevelt Investment Grp Inc owns 0.06% invested in McDonald's Corporation (NYSE:MCD) for 4,152 shares. Adirondack holds 1.57% of its portfolio in McDonald's Corporation (NYSE:MCD) for 12,773 shares. Paragon Mgmt Limited Liability Co owns 83,606 shares. Security Natl Trust has 5,959 shares for 0.31% of their portfolio. 25,783 are held by Davidson And Garrard Incorporated. 4,368 are held by Baker Boyer Bankshares. Commonwealth Of Pennsylvania Public School Empls Retrmt reported 65,874 shares.

Among 34 analysts covering McDonald’s Corporation (NYSE:MCD), 24 have Buy rating, 1 Sell and 9 Hold. Therefore 71% are positive. McDonald’s Corporation had 121 analyst reports since September 29, 2015 according to SRatingsIntel. The stock has “Market Perform” rating by Bernstein on Thursday, May 26. The firm has “Buy” rating by Nomura given on Monday, January 4. The firm has “Neutral” rating given on Tuesday, September 13 by Citigroup. The stock of McDonald's Corporation (NYSE:MCD) has “Buy” rating given on Wednesday, July 26 by RBC Capital Markets. The firm earned “Buy” rating on Friday, December 1 by Cowen & Co. The company was maintained on Monday, March 7 by UBS. The stock of McDonald's Corporation (NYSE:MCD) has “Hold” rating given on Monday, August 15 by Argus Research. RBC Capital Markets maintained McDonald's Corporation (NYSE:MCD) on Thursday, December 21 with “Buy” rating. The rating was maintained by Credit Suisse on Thursday, June 8 with “Buy”. The stock has “Hold” rating by Canaccord Genuity on Tuesday, July 25.

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