Fiduciary Financial Services Of The Southwest Has Boosted Its Apple (AAPL) Holding by $643,104 as Stock Price Rose; First Trust Advisors LP Decreased Its Stake in Cullen Frost Bankers (CFR) by $586,748 as Market Valuation Declined

January 19, 2018 - By Clifton Ray

Fiduciary Financial Services Of The Southwest Inc increased its stake in Apple Inc (AAPL) by 16.7% based on its latest 2017Q3 regulatory filing with the SEC. Fiduciary Financial Services Of The Southwest Inc bought 4,176 shares as the company’s stock rose 12.78% with the market. The institutional investor held 29,189 shares of the computer manufacturing company at the end of 2017Q3, valued at $4.50M, up from 25,013 at the end of the previous reported quarter. Fiduciary Financial Services Of The Southwest Inc who had been investing in Apple Inc for a number of months, seems to be bullish on the $907.07B market cap company. The stock decreased 0.53% or $0.95 during the last trading session, reaching $178.31. About 17.94M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since January 19, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

First Trust Advisors Lp decreased its stake in Cullen Frost Bankers Inc (CFR) by 1.41% based on its latest 2017Q3 regulatory filing with the SEC. First Trust Advisors Lp sold 6,242 shares as the company’s stock declined 3.20% while stock markets rallied. The institutional investor held 434,964 shares of the finance company at the end of 2017Q3, valued at $41.29 million, down from 441,206 at the end of the previous reported quarter. First Trust Advisors Lp who had been investing in Cullen Frost Bankers Inc for a number of months, seems to be less bullish one the $6.38 billion market cap company. The stock increased 0.90% or $0.9 during the last trading session, reaching $101.05. About 154,167 shares traded. Cullen/Frost Bankers, Inc. (NYSE:CFR) has risen 44.85% since January 19, 2017 and is uptrending. It has outperformed by 28.15% the S&P500.

Since August 7, 2017, it had 0 insider purchases, and 12 insider sales for $93.68 million activity. Srouji Johny sold $948,612 worth of stock. SCHILLER PHILIP W sold $8.79 million worth of stock. KONDO CHRIS had sold 6,209 shares worth $1.01M on Tuesday, August 15. COOK TIMOTHY D had sold 268,623 shares worth $43.15M. AHRENDTS ANGELA J had sold 63,388 shares worth $9.78 million. 31,625 shares were sold by SEWELL D BRUCE, worth $5.00 million.

Among 52 analysts covering Apple Inc. (NASDAQ:AAPL), 39 have Buy rating, 1 Sell and 12 Hold. Therefore 75% are positive. Apple Inc. had 350 analyst reports since July 21, 2015 according to SRatingsIntel. Credit Suisse maintained the stock with “Outperform” rating in Wednesday, October 28 report. The stock of Apple Inc. (NASDAQ:AAPL) earned “Hold” rating by Mizuho on Wednesday, September 27. FBN Securities maintained the shares of AAPL in report on Wednesday, August 2 with “Buy” rating. On Friday, February 12 the stock rating was maintained by FBR Capital with “Outperform”. As per Wednesday, November 18, the company rating was upgraded by Goldman Sachs. The rating was maintained by Goldman Sachs on Wednesday, October 12 with “Buy”. The firm earned “Positive” rating on Monday, August 17 by Pacific Crest. Cowen & Co maintained the stock with “Market Perform” rating in Tuesday, August 25 report. The stock of Apple Inc. (NASDAQ:AAPL) has “Equal-Weight” rating given on Tuesday, January 24 by Barclays Capital. The rating was maintained by Goldman Sachs on Wednesday, October 26 with “Buy”.

Investors sentiment increased to 0.7 in 2017 Q3. Its up 0.02, from 0.68 in 2017Q2. It improved, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. New Jersey Better Educational Savings Trust reported 24,000 shares or 3.12% of all its holdings. Telemus Capital Ltd Liability stated it has 83,665 shares. Copeland Cap Management Ltd Company holds 0.44% or 42,298 shares in its portfolio. Overbrook Mngmt has 1.89% invested in Apple Inc. (NASDAQ:AAPL) for 54,159 shares. Beach Inv Counsel Incorporated Pa has 153,449 shares. Moreover, Ws Management Lllp has 1.65% invested in Apple Inc. (NASDAQ:AAPL). Green Square Capital Limited Liability Corporation has invested 2.68% in Apple Inc. (NASDAQ:AAPL). Winfield Associates reported 43,691 shares stake. Evergreen Mngmt Lc reported 1.95% in Apple Inc. (NASDAQ:AAPL). Clifford Swan Investment Counsel Ltd Liability Com reported 3.17% in Apple Inc. (NASDAQ:AAPL). Todd Asset Mgmt Lc holds 1.14% or 266,188 shares in its portfolio. Janney Montgomery Scott Lc has invested 1.62% in Apple Inc. (NASDAQ:AAPL). Union Fincl Bank invested in 49,583 shares. Icon Advisers Com has invested 0.87% of its portfolio in Apple Inc. (NASDAQ:AAPL). Shelton Cap Mgmt owns 437,397 shares or 5.24% of their US portfolio.

Analysts await Cullen/Frost Bankers, Inc. (NYSE:CFR) to report earnings on January, 24. They expect $1.39 EPS, up 8.59% or $0.11 from last year’s $1.28 per share. CFR’s profit will be $87.80 million for 18.17 P/E if the $1.39 EPS becomes a reality. After $1.41 actual EPS reported by Cullen/Frost Bankers, Inc. for the previous quarter, Wall Street now forecasts -1.42% negative EPS growth.

Among 18 analysts covering CullenFrost (NYSE:CFR), 3 have Buy rating, 1 Sell and 14 Hold. Therefore 17% are positive. CullenFrost had 69 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Buy” rating by SunTrust given on Monday, October 30. The firm has “Sector Perform” rating by RBC Capital Markets given on Thursday, April 28. On Monday, October 30 the stock rating was maintained by JP Morgan with “Neutral”. The firm has “Underperform” rating by Macquarie Research given on Thursday, January 21. Piper Jaffray maintained Cullen/Frost Bankers, Inc. (NYSE:CFR) on Thursday, July 27 with “Hold” rating. The stock of Cullen/Frost Bankers, Inc. (NYSE:CFR) earned “Sector Perform” rating by RBC Capital Markets on Thursday, April 27. The stock of Cullen/Frost Bankers, Inc. (NYSE:CFR) earned “Hold” rating by Piper Jaffray on Friday, October 6. On Tuesday, November 28 the stock rating was maintained by SunTrust with “Buy”. The stock of Cullen/Frost Bankers, Inc. (NYSE:CFR) has “Hold” rating given on Monday, August 28 by Keefe Bruyette & Woods. Evercore downgraded Cullen/Frost Bankers, Inc. (NYSE:CFR) on Friday, September 11 to “Sell” rating.

Investors sentiment decreased to 1.14 in Q3 2017. Its down 0.17, from 1.31 in 2017Q2. It turned negative, as 38 investors sold CFR shares while 78 reduced holdings. 32 funds opened positions while 100 raised stakes. 50.53 million shares or 1.55% less from 51.33 million shares in 2017Q2 were reported. 60,800 are held by Third Avenue Mngmt Ltd Llc. Assetmark owns 3 shares. Synovus Fincl invested in 0.01% or 3,467 shares. Advisory Svcs Ltd Llc holds 0% or 39 shares in its portfolio. Comerica Financial Bank holds 0.1% in Cullen/Frost Bankers, Inc. (NYSE:CFR) or 140,992 shares. 74,520 are held by Royal Natl Bank Of Canada. Ameriprise Incorporated holds 173,570 shares. Rockefeller Serv holds 0% or 1,814 shares in its portfolio. Moreover, Charter has 0.15% invested in Cullen/Frost Bankers, Inc. (NYSE:CFR) for 13,169 shares. Moreover, Coldstream Capital Inc has 0.09% invested in Cullen/Frost Bankers, Inc. (NYSE:CFR). Evercore Wealth Management Lc invested in 214 shares. Glenmede Na owns 0% invested in Cullen/Frost Bankers, Inc. (NYSE:CFR) for 9,936 shares. Thrivent For Lutherans stated it has 0.03% of its portfolio in Cullen/Frost Bankers, Inc. (NYSE:CFR). Bnp Paribas Arbitrage holds 26,551 shares or 0.01% of its portfolio. Jcsd Capital Ltd Liability Corp holds 2.47% or 27,500 shares in its portfolio.

Since October 27, 2017, it had 0 buys, and 2 insider sales for $4.86 million activity. 7,000 shares were sold by Wolfshohl Candace K, worth $664,930.

First Trust Advisors Lp, which manages about $85.44 billion and $38.87 billion US Long portfolio, upped its stake in Wex Inc (NYSE:WEX) by 8,804 shares to 27,673 shares, valued at $3.11 million in 2017Q3, according to the filing. It also increased its holding in Expedia Inc Del (NASDAQ:EXPE) by 9,991 shares in the quarter, for a total of 1.07 million shares, and has risen its stake in Dst Sys Inc Del (NYSE:DST).

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