Jrm Investment Counsel Stake in Blackstone Mtg Tr (BXMT) Increased as Share Value Were Volatile; Tinicum Holding in Antero Midstream Partners LP (AM) Cut by $21.03 Million

February 21, 2018 - By Linda Rogers

Tinicum Inc decreased its stake in Antero Midstream Partners Lp (AM) by 17.81% based on its latest 2017Q3 regulatory filing with the SEC. Tinicum Inc sold 678,512 shares as the company’s stock declined 3.38% while stock markets rallied. The institutional investor held 3.13M shares of the natural gas distribution company at the end of 2017Q3, valued at $98.74 million, down from 3.81 million at the end of the previous reported quarter. Tinicum Inc who had been investing in Antero Midstream Partners Lp for a number of months, seems to be less bullish one the $5.05B market cap company. The stock decreased 2.49% or $0.69 during the last trading session, reaching $27.01. About 706,131 shares traded or 22.15% up from the average. Antero Midstream Partners LP (NYSE:AM) has risen 39.56% since February 21, 2017 and is uptrending. It has outperformed by 22.86% the S&P500.

Jrm Investment Counsel Llc increased its stake in Blackstone Mtg Tr Inc (BXMT) by 7.31% based on its latest 2017Q3 regulatory filing with the SEC. Jrm Investment Counsel Llc bought 18,978 shares as the company’s stock 0.00% . The institutional investor held 278,445 shares of the consumer services company at the end of 2017Q3, valued at $8.64M, up from 259,467 at the end of the previous reported quarter. Jrm Investment Counsel Llc who had been investing in Blackstone Mtg Tr Inc for a number of months, seems to be bullish on the $3.38 billion market cap company. The stock decreased 0.67% or $0.21 during the last trading session, reaching $31.21. About 949,862 shares traded. Blackstone Mortgage Trust, Inc. (NYSE:BXMT) has risen 12.11% since February 21, 2017 and is uptrending. It has underperformed by 4.59% the S&P500.

Among 18 analysts covering Antero Midstream Partners LP (NYSE:AM), 16 have Buy rating, 0 Sell and 2 Hold. Therefore 89% are positive. Antero Midstream Partners LP had 46 analyst reports since July 23, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Wednesday, November 15 by Robert W. Baird. The firm has “Outperform” rating given on Wednesday, October 5 by Wells Fargo. Janney Capital initiated it with “Buy” rating and $27 target in Tuesday, February 9 report. The stock of Antero Midstream Partners LP (NYSE:AM) earned “Overweight” rating by JP Morgan on Tuesday, May 31. As per Wednesday, May 31, the company rating was initiated by Janney Capital. On Sunday, August 13 the stock rating was upgraded by Stifel Nicolaus to “Buy”. The stock of Antero Midstream Partners LP (NYSE:AM) earned “Buy” rating by Tudor Pickering on Friday, September 9. The stock of Antero Midstream Partners LP (NYSE:AM) has “Hold” rating given on Tuesday, May 30 by Wells Fargo. The company was maintained on Wednesday, September 7 by Stifel Nicolaus. The rating was downgraded by Credit Suisse on Friday, July 31 to “Neutral”.

Analysts await Antero Midstream Partners LP (NYSE:AM) to report earnings on May, 14. They expect $0.40 EPS, up 14.29% or $0.05 from last year’s $0.35 per share. AM’s profit will be $74.77M for 16.88 P/E if the $0.40 EPS becomes a reality. After $0.34 actual EPS reported by Antero Midstream Partners LP for the previous quarter, Wall Street now forecasts 17.65% EPS growth.

Investors sentiment increased to 2.05 in 2017 Q3. Its up 0.89, from 1.16 in 2017Q2. It improved, as 9 investors sold AM shares while 29 reduced holdings. 20 funds opened positions while 58 raised stakes. 90.48 million shares or 17.25% more from 77.17 million shares in 2017Q2 were reported. Avalon Advsrs Ltd Liability stated it has 0.02% in Antero Midstream Partners LP (NYSE:AM). 995,782 are held by Citigroup. Wells Fargo & Com Mn owns 48,743 shares. Hsbc Public Limited Company invested in 0.01% or 155,120 shares. Envestnet Asset Mngmt invested 0% in Antero Midstream Partners LP (NYSE:AM). Duff Phelps Management holds 0.19% or 435,000 shares in its portfolio. Walleye Trading Ltd Com has invested 0% in Antero Midstream Partners LP (NYSE:AM). Cadence Cap Ltd holds 154,269 shares or 0.3% of its portfolio. Weiss Multi accumulated 55,375 shares. Yorkville Cap Mgmt invested in 73,655 shares. Kayne Anderson Advisors Ltd Partnership invested in 2.85 million shares or 1.15% of the stock. Entrustpermal Management Limited Liability Co reported 94,200 shares. Harvest Fund Limited Liability holds 2.01% or 6.13 million shares. Pinnacle Ltd Liability Corp stated it has 1.18% of its portfolio in Antero Midstream Partners LP (NYSE:AM). 3.67M were accumulated by Barclays Public Ltd Com.

Among 9 analysts covering Blackstone Mortgage Trust Inc (NYSE:BXMT), 5 have Buy rating, 0 Sell and 4 Hold. Therefore 56% are positive. Blackstone Mortgage Trust Inc had 19 analyst reports since January 26, 2016 according to SRatingsIntel. The stock of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) has “Outperform” rating given on Monday, April 18 by Credit Suisse. FBR Capital maintained the stock with “Buy” rating in Thursday, February 15 report. The firm has “Buy” rating given on Thursday, July 6 by Keefe Bruyette & Woods. Keefe Bruyette & Woods maintained the shares of BXMT in report on Tuesday, August 8 with “Buy” rating. Keefe Bruyette & Woods maintained the shares of BXMT in report on Monday, May 29 with “Buy” rating. On Thursday, December 15 the stock rating was downgraded by Bank of America to “Neutral”. As per Friday, April 7, the company rating was maintained by Wood. The firm has “Buy” rating by FBR Capital given on Friday, December 1. On Tuesday, February 6 the stock rating was downgraded by J.P. Morgan to “Hold”. JMP Securities downgraded the stock to “Mkt Perform” rating in Thursday, February 16 report.

Jrm Investment Counsel Llc, which manages about $274.83M and $124.22M US Long portfolio, decreased its stake in Ishares Tr (EFAV) by 18,414 shares to 86,077 shares, valued at $6.12 million in 2017Q3, according to the filing. It also reduced its holding in Williams Cos Inc Del (NYSE:WMB) by 18,837 shares in the quarter, leaving it with 80,956 shares, and cut its stake in Kinder Morgan Inc Del (NYSE:KMI).

Since August 31, 2017, it had 0 insider buys, and 3 sales for $30,150 activity. Ruffing Thomas C also sold $3,954 worth of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) on Thursday, August 31. Another trade for 221 shares valued at $6,935 was sold by Marone Anthony F. JR.

Investors sentiment increased to 1.31 in 2017 Q3. Its up 0.12, from 1.19 in 2017Q2. It improved, as 13 investors sold BXMT shares while 59 reduced holdings. 29 funds opened positions while 65 raised stakes. 55.19 million shares or 1.38% less from 55.96 million shares in 2017Q2 were reported. Neuberger Berman Group Limited reported 2.81M shares. Essex Ser reported 0.12% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Tnb has invested 0.04% in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Cambridge Investment Rech Inc has 55,421 shares. Schwab Charles Investment Inc invested in 268,604 shares. 20,000 were reported by Janney Cap Lc. Lsv Asset Mngmt owns 755,283 shares or 0.04% of their US portfolio. 75,600 are owned by Susquehanna International Gp Ltd Liability Partnership. Stephens Ar accumulated 37,760 shares. Brown Brothers Harriman & stated it has 0.02% in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Alliancebernstein LP holds 274,811 shares. Vanguard Gp stated it has 0.01% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Lpl Financial Ltd Liability holds 0.02% or 152,336 shares. Great West Life Assurance Company Can stated it has 10,001 shares or 0% of all its holdings. Glenhill Lc reported 0.57% in Blackstone Mortgage Trust, Inc. (NYSE:BXMT).

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