Facebook (FB) Holder Sand Hill Global Advisors Decreased Its Holding as Shares Rose; Two Hbrs Invt (TWO) Shareholder West Family Investments Cut Its Stake

February 23, 2018 - By Richard Conner

West Family Investments Inc decreased its stake in Two Hbrs Invt Corp (TWO) by 10.89% based on its latest 2017Q3 regulatory filing with the SEC. West Family Investments Inc sold 127,965 shares as the company’s stock rose 8.54% with the market. The institutional investor held 1.05M shares of the real estate investment trusts company at the end of 2017Q3, valued at $10.55 million, down from 1.18 million at the end of the previous reported quarter. West Family Investments Inc who had been investing in Two Hbrs Invt Corp for a number of months, seems to be less bullish one the $2.68 billion market cap company. The stock increased 1.05% or $0.16 during the last trading session, reaching $15.34. About 992,387 shares traded. Two Harbors Investment Corp. (NYSE:TWO) has risen 18.26% since February 23, 2017 and is uptrending. It has outperformed by 1.56% the S&P500.

Sand Hill Global Advisors Llc decreased its stake in Facebook Inc (FB) by 92.86% based on its latest 2017Q3 regulatory filing with the SEC. Sand Hill Global Advisors Llc sold 46,435 shares as the company’s stock rose 10.88% with the market. The institutional investor held 3,570 shares of the technology company at the end of 2017Q3, valued at $610,000, down from 50,005 at the end of the previous reported quarter. Sand Hill Global Advisors Llc who had been investing in Facebook Inc for a number of months, seems to be less bullish one the $532.46B market cap company. The stock increased 2.40% or $4.3 during the last trading session, reaching $183.29. About 17.34 million shares traded. Facebook, Inc. (NASDAQ:FB) has risen 26.75% since February 23, 2017 and is uptrending. It has outperformed by 10.05% the S&P500.

Among 54 analysts covering Facebook (NASDAQ:FB), 50 have Buy rating, 2 Sell and 2 Hold. Therefore 93% are positive. Facebook had 236 analyst reports since July 21, 2015 according to SRatingsIntel. As per Thursday, April 28, the company rating was maintained by Monness Crespi. Mizuho maintained the shares of FB in report on Thursday, April 28 with “Buy” rating. The firm earned “Overweight” rating on Friday, August 28 by Global Equities Research. The rating was maintained by M Partners on Friday, May 13 with “Buy”. On Friday, January 20 the stock rating was reinitiated by Pacific Crest with “Overweight”. Pivotal Research maintained Facebook, Inc. (NASDAQ:FB) on Thursday, July 27 with “Hold” rating. As per Friday, April 1, the company rating was maintained by Citigroup. The firm earned “Outperform” rating on Thursday, April 28 by Wedbush. The firm earned “Buy” rating on Wednesday, July 26 by Stifel Nicolaus. SunTrust maintained it with “Buy” rating and $135 target in Thursday, April 28 report.

Investors sentiment decreased to 1.15 in 2017 Q3. Its down 0.25, from 1.4 in 2017Q2. It dived, as 53 investors sold FB shares while 618 reduced holdings. 128 funds opened positions while 644 raised stakes. 1.63 billion shares or 0.88% more from 1.62 billion shares in 2017Q2 were reported. Boston Family Office Lc owns 17,858 shares for 0.35% of their portfolio. Investec Asset North America accumulated 0.65% or 22,457 shares. Ironwood Limited Liability reported 133 shares. Associated Banc reported 1.05% of its portfolio in Facebook, Inc. (NASDAQ:FB). Lincoln Natl holds 16,768 shares or 0.12% of its portfolio. Obermeyer Wood Counsel Lllp holds 0.02% or 1,332 shares. The California-based Jacobs And Ca has invested 2.45% in Facebook, Inc. (NASDAQ:FB). Archford Cap Strategies Ltd invested in 0.18% or 2,831 shares. 5.22M are owned by Eaton Vance Mngmt. Ashmore Wealth Management Lc has invested 4.45% of its portfolio in Facebook, Inc. (NASDAQ:FB). Swiss Financial Bank reported 1.73% in Facebook, Inc. (NASDAQ:FB). Moreover, Franklin Street Advisors Incorporated Nc has 2% invested in Facebook, Inc. (NASDAQ:FB). Amer Beacon, a Texas-based fund reported 620 shares. Personal Capital Advsrs holds 163,144 shares or 0.54% of its portfolio. Callahan Advsrs Ltd Com has 2.02% invested in Facebook, Inc. (NASDAQ:FB) for 56,324 shares.

Analysts await Facebook, Inc. (NASDAQ:FB) to report earnings on May, 2. They expect $1.40 EPS, up 34.62% or $0.36 from last year’s $1.04 per share. FB’s profit will be $4.07B for 32.73 P/E if the $1.40 EPS becomes a reality. After $2.20 actual EPS reported by Facebook, Inc. for the previous quarter, Wall Street now forecasts -36.36% negative EPS growth.

Sand Hill Global Advisors Llc, which manages about $1.31B and $937.60 million US Long portfolio, upped its stake in Ishares Tr (AGG) by 79,415 shares to 288,714 shares, valued at $31.64 million in 2017Q3, according to the filing. It also increased its holding in Wells Fargo Co New (NYSE:WFC) by 9,089 shares in the quarter, for a total of 29,123 shares, and has risen its stake in Vanguard Intl Equity Index F (VGK).

Since August 24, 2017, it had 0 insider purchases, and 35 selling transactions for $735.05 million activity. On Tuesday, September 12 the insider Stretch Colin sold $130,184. Another trade for 247,452 shares valued at $42.50M was made by Zuckerberg Mark on Tuesday, September 19. The insider FISCHER DAVID B. sold $2.75 million. Koum Jan also sold $109.70 million worth of Facebook, Inc. (NASDAQ:FB) on Wednesday, August 30. $2.77 million worth of Facebook, Inc. (NASDAQ:FB) shares were sold by Cox Christopher K. The insider Sandberg Sheryl sold $9.75 million.

Since January 29, 2018, it had 1 insider buy, and 5 insider sales for $1.20 million activity. Shares for $141,114 were sold by Sandberg Rebecca B on Monday, January 29. 3,186 shares valued at $48,311 were sold by RISKEY MARY KATHRYN on Monday, January 29. Farrell Brad sold $375,718 worth of Two Harbors Investment Corp. (NYSE:TWO) on Monday, January 29. $44,548 worth of Two Harbors Investment Corp. (NYSE:TWO) was bought by SIERING THOMAS.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.71, from 1.6 in 2017Q2. It turned negative, as 51 investors sold TWO shares while 73 reduced holdings. 34 funds opened positions while 76 raised stakes. 224.85 million shares or 4.63% less from 235.77 million shares in 2017Q2 were reported. Camelot Portfolios Limited Liability stated it has 204,379 shares. Asset Management One Company reported 0.01% stake. Grantham Mayo Van Otterloo And Limited Liability Co reported 24,300 shares. Hilltop reported 0.04% stake. Cibc Asset holds 0% or 12,352 shares. Geode Cap Ltd Liability Company has invested 0.01% in Two Harbors Investment Corp. (NYSE:TWO). C M Bidwell And Associates Limited, a Hawaii-based fund reported 1,737 shares. Blackrock invested in 0.01% or 21.15 million shares. California State Teachers Retirement System reported 579,386 shares. Moody Retail Bank Division reported 0.02% of its portfolio in Two Harbors Investment Corp. (NYSE:TWO). Lakeview Prtn Ltd Llc reported 16,560 shares. Stephens Ar reported 0.01% of its portfolio in Two Harbors Investment Corp. (NYSE:TWO). World Asset Management owns 12,699 shares. Apg Asset Nv accumulated 1.27 million shares or 0.02% of the stock. 10,380 are held by Metropolitan Life Ins New York.

Among 10 analysts covering Two Harbors Investment (NYSE:TWO), 6 have Buy rating, 0 Sell and 4 Hold. Therefore 60% are positive. Two Harbors Investment had 37 analyst reports since August 6, 2015 according to SRatingsIntel. Wells Fargo downgraded the stock to “Market Perform” rating in Tuesday, April 11 report. Maxim Group maintained the shares of TWO in report on Friday, May 6 with “Buy” rating. The stock has “Market Perform” rating by Wells Fargo on Monday, January 18. As per Thursday, February 8, the company rating was maintained by FBR Capital. The company was downgraded on Thursday, August 6 by Zacks. The firm earned “Buy” rating on Tuesday, January 9 by Maxim Group. FBR Capital upgraded it to “Buy” rating and $16.5 target in Friday, November 10 report. Keefe Bruyette & Woods maintained the stock with “Buy” rating in Friday, February 9 report. The stock of Two Harbors Investment Corp. (NYSE:TWO) earned “Outperform” rating by Wells Fargo on Friday, November 4. The firm has “Market Perform” rating by Wells Fargo given on Friday, January 15.

West Family Investments Inc, which manages about $826.91 million US Long portfolio, upped its stake in Thl Cr Inc (NASDAQ:TCRD) by 53,898 shares to 612,713 shares, valued at $5.72 million in 2017Q3, according to the filing. It also increased its holding in Conocophillips (NYSE:COP) by 6,950 shares in the quarter, for a total of 7,200 shares, and has risen its stake in Nustar Energy Lp (NYSE:NS).

Analysts await Two Harbors Investment Corp. (NYSE:TWO) to report earnings on May, 2. They expect $0.47 EPS, down 12.96% or $0.07 from last year’s $0.54 per share. TWO’s profit will be $82.02M for 8.16 P/E if the $0.47 EPS becomes a reality. After $0.47 actual EPS reported by Two Harbors Investment Corp. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

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