As Wal Mart Stores (WMT) Market Valuation Rose, Holder Ftb Advisors Trimmed Holding; Compass Capital Management Has Lifted Its Stake in Procter And Gamble Co (PG) as Share Value Declined

January 19, 2018 - By Michael Collier

Ftb Advisors Inc decreased its stake in Wal Mart Stores Inc (WMT) by 3.86% based on its latest 2017Q3 regulatory filing with the SEC. Ftb Advisors Inc sold 4,431 shares as the company’s stock rose 13.55% with the market. The institutional investor held 110,459 shares of the consumer services company at the end of 2017Q3, valued at $8.64 million, down from 114,890 at the end of the previous reported quarter. Ftb Advisors Inc who had been investing in Wal Mart Stores Inc for a number of months, seems to be less bullish one the $308.98B market cap company. The stock increased 1.56% or $1.6 during the last trading session, reaching $104.3. About 12.31 million shares traded or 38.24% up from the average. Wal-Mart Stores, Inc. (NYSE:WMT) has risen 13.83% since January 19, 2017 and is uptrending. It has underperformed by 2.87% the S&P500.

Compass Capital Management Inc increased its stake in Procter And Gamble Co (PG) by 1.74% based on its latest 2017Q3 regulatory filing with the SEC. Compass Capital Management Inc bought 4,269 shares as the company’s stock declined 5.32% while stock markets rallied. The institutional investor held 249,589 shares of the package goods and cosmetics company at the end of 2017Q3, valued at $22.71 million, up from 245,320 at the end of the previous reported quarter. Compass Capital Management Inc who had been investing in Procter And Gamble Co for a number of months, seems to be bullish on the $228.78 billion market cap company. The stock decreased 0.37% or $0.33 during the last trading session, reaching $90.18. About 7.70M shares traded or 12.22% up from the average. The Procter & Gamble Company (NYSE:PG) has risen 7.54% since January 19, 2017 and is uptrending. It has underperformed by 9.16% the S&P500.

Investors sentiment decreased to 0.82 in Q3 2017. Its down 0.12, from 0.94 in 2017Q2. It dived, as 51 investors sold PG shares while 765 reduced holdings. 110 funds opened positions while 558 raised stakes. 1.50 billion shares or 1.10% more from 1.48 billion shares in 2017Q2 were reported. 5,999 are held by First Bancshares Sioux Falls. Steinberg Asset Mngmt stated it has 0.36% of its portfolio in The Procter & Gamble Company (NYSE:PG). Town & Country Fincl Bank & Dba First Bankers reported 3.35% stake. Boston Llc reported 132,407 shares stake. Invesco Ltd owns 12.52M shares for 0.42% of their portfolio. Proshare Advsr Llc has invested 0.87% in The Procter & Gamble Company (NYSE:PG). Pictet Asset Limited holds 0.38% or 1.47M shares in its portfolio. Cullen Frost Bankers holds 0.61% or 205,637 shares in its portfolio. The Illinois-based Barrington Strategic Wealth Mgmt Group Inc has invested 0.39% in The Procter & Gamble Company (NYSE:PG). Wallace Management owns 30,853 shares for 0.45% of their portfolio. Banque Pictet & Cie Sa invested 2.43% in The Procter & Gamble Company (NYSE:PG). Bailard Inc reported 0.09% in The Procter & Gamble Company (NYSE:PG). Fayerweather Charles stated it has 29,230 shares or 3.49% of all its holdings. Badgley Phelps & Bell has invested 0.08% in The Procter & Gamble Company (NYSE:PG). Montecito Bankshares Trust, California-based fund reported 15,832 shares.

Since August 15, 2017, it had 0 insider buys, and 19 sales for $6.75 million activity. Shares for $115,695 were sold by Matthew Price. On Tuesday, August 15 the insider Pritchard Marc S. sold $339,077. Skoufalos Ioannis sold 2,893 shares worth $266,273. Shares for $231,206 were sold by Majoras Deborah P on Tuesday, August 15. On Tuesday, August 15 Coombe Gary A sold $154,168 worth of The Procter & Gamble Company (NYSE:PG) or 1,675 shares. Keith R. Alexandra had sold 1,675 shares worth $154,168 on Tuesday, August 15.

Among 24 analysts covering Proctor & Gamble (NYSE:PG), 12 have Buy rating, 0 Sell and 12 Hold. Therefore 50% are positive. Proctor & Gamble had 74 analyst reports since August 4, 2015 according to SRatingsIntel. The stock has “Buy” rating by Jefferies on Monday, December 18. As per Thursday, October 29, the company rating was maintained by Barclays Capital. Jefferies maintained The Procter & Gamble Company (NYSE:PG) rating on Thursday, July 6. Jefferies has “Buy” rating and $9800 target. The company was upgraded on Wednesday, October 12 by Argus Research. The firm earned “Neutral” rating on Monday, October 26 by UBS. Stifel Nicolaus downgraded the shares of PG in report on Wednesday, December 21 to “Hold” rating. The firm has “Neutral” rating given on Tuesday, July 21 by Sterne Agee CRT. Jefferies maintained the shares of PG in report on Monday, July 17 with “Buy” rating. The firm has “Hold” rating by Zacks given on Tuesday, August 4. RBC Capital Markets maintained The Procter & Gamble Company (NYSE:PG) rating on Tuesday, September 5. RBC Capital Markets has “Hold” rating and $80.0 target.

Compass Capital Management Inc, which manages about $629.48M US Long portfolio, decreased its stake in Wal (NYSE:WMT) by 6,710 shares to 300,138 shares, valued at $23.45 million in 2017Q3, according to the filing. It also reduced its holding in Visa Inc (NYSE:V) by 13,574 shares in the quarter, leaving it with 249,535 shares, and cut its stake in Thermo Fisher Scientific Inc (NYSE:TMO).

Ftb Advisors Inc, which manages about $3.88 billion and $970.40M US Long portfolio, upped its stake in Ishares Edge Msci Min Vol Eafe (EFAV) by 10,526 shares to 236,984 shares, valued at $16.83 million in 2017Q3, according to the filing. It also increased its holding in Amazon.Com Inc (NASDAQ:AMZN) by 439 shares in the quarter, for a total of 1,065 shares, and has risen its stake in Ishares Core U.S. Aggregate Bo (AGG).

Since August 21, 2017, it had 0 buys, and 18 selling transactions for $1.67 billion activity. 474,042 shares were sold by WALTON S ROBSON, worth $37.94 million. 2.12M Wal-Mart Stores, Inc. (NYSE:WMT) shares with value of $166.15 million were sold by WALTON JIM C. Canney Jacqueline P also sold $125,299 worth of Wal-Mart Stores, Inc. (NYSE:WMT) on Tuesday, September 26. On Tuesday, August 29 the insider Gearhart Jeffrey J sold $727,698.

Among 37 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 18 have Buy rating, 0 Sell and 19 Hold. Therefore 49% are positive. Wal-Mart Stores Inc had 140 analyst reports since August 14, 2015 according to SRatingsIntel. The firm has “Positive” rating by Susquehanna given on Friday, February 10. Oppenheimer maintained Wal-Mart Stores, Inc. (NYSE:WMT) rating on Thursday, August 17. Oppenheimer has “Buy” rating and $90.0 target. The rating was maintained by Stifel Nicolaus on Wednesday, February 22 with “Hold”. The stock has “Neutral” rating by Citigroup on Monday, November 9. The firm earned “Hold” rating on Friday, June 9 by Credit Suisse. The firm earned “Market Perform” rating on Friday, November 17 by BMO Capital Markets. The rating was maintained by KeyBanc Capital Markets with “Buy” on Monday, November 13. Deutsche Bank downgraded the stock to “Hold” rating in Monday, September 11 report. The stock has “Hold” rating by Stifel Nicolaus on Monday, September 18. Credit Suisse reinitiated the shares of WMT in report on Friday, September 16 with “Outperform” rating.

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