Mark Sheptoff Financial Planning Raised Bank Amer (BAC) Position; Southernsun Asset Management Has Lifted Its Diebold Nixdorf (DBD) Stake

February 19, 2018 - By Maria Brooks

Mark Sheptoff Financial Planning Llc increased Bank Amer Corp (BAC) stake by 245.61% reported in 2017Q3 SEC filing. Mark Sheptoff Financial Planning Llc acquired 23,800 shares as Bank Amer Corp (BAC)’s stock declined 6.00%. The Mark Sheptoff Financial Planning Llc holds 33,490 shares with $849,000 value, up from 9,690 last quarter. Bank Amer Corp now has $328.89B valuation. The stock decreased 0.75% or $0.24 during the last trading session, reaching $31.97. About 62.14M shares traded. Bank of America Corporation (NYSE:BAC) has risen 58.64% since February 19, 2017 and is uptrending. It has outperformed by 41.94% the S&P500.

Southernsun Asset Management Llc increased Diebold Nixdorf Incorporated (DBD) stake by 133.53% reported in 2017Q3 SEC filing. Southernsun Asset Management Llc acquired 3.95M shares as Diebold Nixdorf Incorporated (DBD)’s stock declined 12.62%. The Southernsun Asset Management Llc holds 6.90M shares with $157.67M value, up from 2.95M last quarter. Diebold Nixdorf Incorporated now has $1.16B valuation. The stock decreased 3.47% or $0.55 during the last trading session, reaching $15.3. About 1.65M shares traded or 13.02% up from the average. Diebold Nixdorf, Incorporated (NYSE:DBD) has risen 12.54% since February 19, 2017 and is uptrending. It has underperformed by 4.16% the S&P500.

Among 33 analysts covering Bank of America (NYSE:BAC), 22 have Buy rating, 0 Sell and 11 Hold. Therefore 67% are positive. Bank of America had 106 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Buy” rating by Jefferies on Monday, October 10. The rating was downgraded by Citigroup on Tuesday, April 4 to “Neutral”. The rating was upgraded by Robert W. Baird on Tuesday, September 1 to “Buy”. The stock of Bank of America Corporation (NYSE:BAC) has “Buy” rating given on Tuesday, September 1 by Bernstein. The stock of Bank of America Corporation (NYSE:BAC) earned “Buy” rating by Nomura on Tuesday, September 8. Keefe Bruyette & Woods maintained Bank of America Corporation (NYSE:BAC) on Tuesday, October 3 with “Buy” rating. On Tuesday, July 18 the stock rating was maintained by BMO Capital Markets with “Hold”. The stock of Bank of America Corporation (NYSE:BAC) earned “Outperform” rating by CLSA on Friday, January 29. The company was maintained on Friday, January 19 by Sandler O’Neill. The stock of Bank of America Corporation (NYSE:BAC) has “Buy” rating given on Wednesday, August 30 by RBC Capital Markets.

Investors sentiment decreased to 1.04 in Q3 2017. Its down 0.08, from 1.12 in 2017Q2. It is negative, as 68 investors sold BAC shares while 569 reduced holdings. 117 funds opened positions while 547 raised stakes. 6.91 billion shares or 9.01% more from 6.34 billion shares in 2017Q2 were reported. First Fincl In accumulated 0.02% or 1,173 shares. Cognios Ltd has 0.09% invested in Bank of America Corporation (NYSE:BAC) for 8,737 shares. Nepsis Cap Mgmt reported 255,609 shares. 94,323 are held by B And T Cap Management Dba Alpha Cap Management. 4.50 million are owned by Nokota Mgmt L P. Hellman Jordan Mgmt Incorporated Ma stated it has 1.01% in Bank of America Corporation (NYSE:BAC). Novare Management Ltd Liability Corp invested in 83,849 shares or 0.37% of the stock. Ally Fincl Incorporated, a Michigan-based fund reported 215,000 shares. 411,881 were accumulated by First Long Island Invsts Limited Liability Company. Princeton Port Strategies Group Incorporated Ltd Com invested in 0.47% or 68,908 shares. Pathstone Family Office Llc has invested 0.01% in Bank of America Corporation (NYSE:BAC). Cohen Steers reported 0.09% stake. Boyer And Corporon Wealth Mngmt Ltd, Kansas-based fund reported 212,972 shares. Pennsylvania-based Swarthmore Gp has invested 2.09% in Bank of America Corporation (NYSE:BAC). Letko Brosseau Assocs invested in 2.08% or 9.08M shares.

Mark Sheptoff Financial Planning Llc decreased Davita Inc (NYSE:DVA) stake by 7,900 shares to 1,600 valued at $95,000 in 2017Q3. It also reduced At&T Inc (NYSE:T) stake by 8,083 shares and now owns 99,839 shares. Verizon Communications Inc (NYSE:VZ) was reduced too.

Among 10 analysts covering Diebold Inc (NYSE:DBD), 6 have Buy rating, 0 Sell and 4 Hold. Therefore 60% are positive. Diebold Inc had 28 analyst reports since July 29, 2015 according to SRatingsIntel. Wedbush upgraded Diebold Nixdorf, Incorporated (NYSE:DBD) rating on Friday, July 31. Wedbush has “Outperform” rating and $40 target. The firm has “Neutral” rating given on Monday, August 15 by JP Morgan. On Monday, September 26 the stock rating was upgraded by JP Morgan to “Overweight”. The firm has “In-Line” rating by Imperial Capital given on Wednesday, September 16. Wedbush maintained the shares of DBD in report on Thursday, February 4 with “Outperform” rating. The rating was maintained by JP Morgan with “Neutral” on Wednesday, November 1. The rating was downgraded by Imperial Capital to “In-Line” on Tuesday, March 7. The rating was initiated by Lake Street with “Buy” on Monday, June 19. J.P. Morgan downgraded Diebold Nixdorf, Incorporated (NYSE:DBD) rating on Tuesday, August 8. J.P. Morgan has “Hold” rating and $3100 target. The firm has “Hold” rating given on Wednesday, August 23 by KeyBanc Capital Markets.

Southernsun Asset Management Llc decreased Federal Signal Corp (NYSE:FSS) stake by 162,109 shares to 1.43M valued at $30.53M in 2017Q3. It also reduced Westrock Co stake by 130,284 shares and now owns 1.41M shares. Idex Corp. (NYSE:IEX) was reduced too.

Since December 15, 2017, it had 1 buying transaction, and 0 sales for $66,978 activity. Shares for $66,978 were bought by FITZGERALD GALE S on Friday, December 15.

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