Philadelphia Trust Company Lifted Ii (IIVI) Holding; Johnson Investment Counsel Raised Wal (WMT) Position

November 15, 2017 - By Richard Conner

Philadelphia Trust Company increased Ii (IIVI) stake by 260% reported in 2017Q2 SEC filing. Philadelphia Trust Company acquired 78,000 shares as Ii (IIVI)’s stock declined 22.05%. The Philadelphia Trust Company holds 108,000 shares with $3.70 million value, up from 30,000 last quarter. Ii now has $2.94B valuation. It closed at $47.2 lastly. It is down 55.26% since November 15, 2016 and is uptrending. It has outperformed by 38.56% the S&P500.

Johnson Investment Counsel Inc increased Wal (WMT) stake by 39.34% reported in 2017Q2 SEC filing. Johnson Investment Counsel Inc acquired 112,565 shares as Wal (WMT)’s stock rose 13.55%. The Johnson Investment Counsel Inc holds 398,699 shares with $30.17M value, up from 286,134 last quarter. Wal now has $272.10 billion valuation. The stock declined 1.15% or $1.05 reaching $90.04 on the news. About 49,264 shares traded. Wal-Mart Stores Inc (NYSE:WMT) has risen 13.83% since November 15, 2016 and is uptrending. It has underperformed by 2.87% the S&P500.

Investors sentiment increased to 1.02 in Q2 2017. Its up 0.13, from 0.89 in 2017Q1. It improved, as 59 investors sold WMT shares while 517 reduced holdings. 129 funds opened positions while 457 raised stakes. 877.29 million shares or 0.13% more from 876.16 million shares in 2017Q1 were reported. Aimz Ltd Liability invested in 20,773 shares. Metropolitan Life Ins Co New York has 715,755 shares for 0.37% of their portfolio. Acadian Asset Mgmt Ltd Liability has 1.90 million shares. First Bank & Trust Of Mount Dora Trust Inv Services holds 1.17% or 29,632 shares in its portfolio. Patriot Wealth Inc invested in 0.71% or 55,704 shares. Legacy Private Tru reported 0.29% stake. Shelter Insur Retirement Plan reported 104,224 shares. Oakbrook Investments Ltd Liability invested in 0.11% or 20,943 shares. Cap Investment Advsr Lc, a Georgia-based fund reported 18,215 shares. Fdx Advsrs owns 60,027 shares. Gyroscope Cap Gp Ltd Liability Com reported 0.15% of its portfolio in Wal-Mart Stores Inc (NYSE:WMT). Cs Mckee Lp owns 315,401 shares for 1.91% of their portfolio. Sumitomo Life Insurance has invested 0.59% in Wal-Mart Stores Inc (NYSE:WMT). Carnegie Capital Asset Management Ltd Liability Co reported 9,646 shares. Bollard Limited Com holds 21,439 shares or 0.09% of its portfolio.

Johnson Investment Counsel Inc decreased Central Fund Of Canada Limited (CEF) stake by 22,600 shares to 32,068 valued at $512,000 in 2017Q2. It also reduced Parker Hannifin Corporation (NYSE:PH) stake by 49,795 shares and now owns 72,202 shares. Renaissancere Holdings Limited (NYSE:RNR) was reduced too.

Among 35 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 17 have Buy rating, 1 Sell and 17 Hold. Therefore 49% are positive. Wal-Mart Stores Inc had 119 analyst reports since August 14, 2015 according to SRatingsIntel. As per Wednesday, October 11, the company rating was maintained by Stifel Nicolaus. The firm has “Outperform” rating by Telsey Advisory Group given on Friday, April 7. Northcoast upgraded Wal-Mart Stores Inc (NYSE:WMT) on Friday, November 13 to “Buy” rating. The stock of Wal-Mart Stores Inc (NYSE:WMT) earned “Neutral” rating by Bank of America on Thursday, October 15. The rating was maintained by Robert W. Baird with “Buy” on Friday, September 15. The company was maintained on Monday, August 22 by BMO Capital Markets. Cowen & Co maintained Wal-Mart Stores Inc (NYSE:WMT) rating on Tuesday, August 15. Cowen & Co has “Buy” rating and $86.0 target. The stock of Wal-Mart Stores Inc (NYSE:WMT) earned “Hold” rating by TheStreet on Friday, September 18. Bernstein initiated Wal-Mart Stores Inc (NYSE:WMT) on Monday, February 6 with “Mkt Perform” rating. On Tuesday, August 1 the stock rating was initiated by Oppenheimer with “Buy”.

Since May 19, 2017, it had 0 buys, and 23 sales for $4.06 billion activity. $90.35 million worth of Wal-Mart Stores Inc (NYSE:WMT) was sold by WALTON JIM C. $868,299 worth of Wal-Mart Stores Inc (NYSE:WMT) shares were sold by Gearhart Jeffrey J. 1.46 million shares were sold by WALTON S ROBSON, worth $114.04M. The insider WALTON ALICE L sold $202.63M. The insider Canney Jacqueline P sold 1,322 shares worth $104,113. Chojnowski David had sold 5,142 shares worth $408,070 on Friday, May 19.

Among 6 analysts covering II-VI (NASDAQ:IIVI), 5 have Buy rating, 0 Sell and 1 Hold. Therefore 83% are positive. II-VI had 23 analyst reports since August 4, 2015 according to SRatingsIntel. The stock of II-VI, Inc. (NASDAQ:IIVI) earned “Buy” rating by Needham on Wednesday, January 25. TheStreet downgraded II-VI, Inc. (NASDAQ:IIVI) on Saturday, August 15 to “Buy” rating. The firm earned “Buy” rating on Monday, October 24 by Needham. The firm earned “Buy” rating on Wednesday, November 1 by Craig Hallum. The stock of II-VI, Inc. (NASDAQ:IIVI) earned “Buy” rating by Benchmark on Tuesday, August 8. The rating was upgraded by B. Riley & Co to “Buy” on Wednesday, October 26. The rating was downgraded by B. Riley & Co on Wednesday, July 26 to “Neutral”. The firm has “Hold” rating by Zacks given on Thursday, August 6. The firm has “Buy” rating by Benchmark given on Wednesday, August 23. The rating was maintained by Needham on Wednesday, June 21 with “Buy”.

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