As Coca Cola Co Com (KO) Stock Value Rose, Shareholder Sva Plumb Wealth Management Has Cut by $1.65 Million Its Position; Alleghany Upped Holding in Jpmorgan Chase & Co (JPM) by $5.23 Million as Market Valuation Declined

February 18, 2018 - By wolcottdaily

Alleghany Corp increased its stake in Jpmorgan Chase & Co (JPM) by 3.15% based on its latest 2017Q3 regulatory filing with the SEC. Alleghany Corp bought 55,000 shares as the company’s stock declined 6.04% while stock markets rallied. The institutional investor held 1.80 million shares of the major banks company at the end of 2017Q3, valued at $171.84 million, up from 1.74M at the end of the previous reported quarter. Alleghany Corp who had been investing in Jpmorgan Chase & Co for a number of months, seems to be bullish on the $392.76B market cap company. The stock decreased 0.72% or $0.83 during the last trading session, reaching $114.68. About 13.21 million shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since February 18, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

Sva Plumb Wealth Management Llc decreased its stake in Coca Cola Co Com (KO) by 37.37% based on its latest 2017Q3 regulatory filing with the SEC. Sva Plumb Wealth Management Llc sold 36,685 shares as the company’s stock rose 6.48% with the market. The institutional investor held 61,486 shares of the beverages (production and distribution) company at the end of 2017Q3, valued at $2.77M, down from 98,171 at the end of the previous reported quarter. Sva Plumb Wealth Management Llc who had been investing in Coca Cola Co Com for a number of months, seems to be less bullish one the $191.65 billion market cap company. The stock increased 0.45% or $0.2 during the last trading session, reaching $44.98. About 17.20M shares traded or 37.94% up from the average. The Coca-Cola Company (NYSE:KO) has declined 0.95% since February 18, 2017 and is downtrending. It has underperformed by 17.65% the S&P500.

Investors sentiment decreased to 0.91 in Q3 2017. Its down 0.28, from 1.19 in 2017Q2. It worsened, as 65 investors sold JPM shares while 767 reduced holdings. 125 funds opened positions while 635 raised stakes. 2.50 billion shares or 7.05% less from 2.69 billion shares in 2017Q2 were reported. River Mercantile Asset Management Llp reported 1.21% in JPMorgan Chase & Co. (NYSE:JPM). Sanders Cap Ltd Liability Corp owns 6.15M shares for 3.6% of their portfolio. Cutter & Brokerage Inc stated it has 7,050 shares or 0.27% of all its holdings. Torch Wealth Mgmt Limited Liability Corp has invested 2.22% in JPMorgan Chase & Co. (NYSE:JPM). Wg Shaheen & Assoc Dba Whitney & holds 43,354 shares. Clarkston Cap Ptnrs Ltd Llc reported 0.02% in JPMorgan Chase & Co. (NYSE:JPM). The Missouri-based First Heartland Consultants has invested 0.14% in JPMorgan Chase & Co. (NYSE:JPM). The Minnesota-based Carlson Capital has invested 0.11% in JPMorgan Chase & Co. (NYSE:JPM). Reilly Financial Advsr reported 0.08% in JPMorgan Chase & Co. (NYSE:JPM). United Fire Group reported 57,736 shares. Cleararc Inc stated it has 1.5% in JPMorgan Chase & Co. (NYSE:JPM). Ohio-based Winfield has invested 0.13% in JPMorgan Chase & Co. (NYSE:JPM). Nikko Asset Mgmt Americas Incorporated holds 16,249 shares or 0.08% of its portfolio. Ngam Limited Partnership has invested 0.9% in JPMorgan Chase & Co. (NYSE:JPM). The California-based Eqis Mngmt has invested 0.11% in JPMorgan Chase & Co. (NYSE:JPM).

Since August 21, 2017, it had 1 buy, and 9 insider sales for $22.34 million activity. Scher Peter also sold $3.01M worth of JPMorgan Chase & Co. (NYSE:JPM) on Friday, January 19. Shares for $425,399 were sold by Giles Nicole. BACON ASHLEY had sold 16,434 shares worth $1.84 million on Saturday, January 13. 48,344 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $5.43M were sold by Petno Douglas B. The insider Erdoes Mary E. sold 65,101 shares worth $7.31 million. $1.03 million worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by Lake Marianne.

Among 33 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 13 Hold. Therefore 55% are positive. JPMorgan Chase & Co had 110 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was maintained by Oppenheimer with “Hold” on Friday, July 14. The stock has “Neutral” rating by Goldman Sachs on Thursday, April 14. The stock has “Buy” rating by Wells Fargo on Wednesday, December 20. The stock of JPMorgan Chase & Co. (NYSE:JPM) earned “Hold” rating by Deutsche Bank on Tuesday, September 26. The stock has “Buy” rating by Deutsche Bank on Wednesday, August 12. The company was maintained on Friday, August 18 by Keefe Bruyette & Woods. Berenberg initiated the stock with “Sell” rating in Wednesday, July 13 report. On Friday, January 15 the stock rating was maintained by Argus Research with “Buy”. Jefferies maintained it with “Buy” rating and $102.0 target in Friday, September 15 report. The rating was maintained by RBC Capital Markets with “Buy” on Wednesday, December 6.

Investors sentiment decreased to 0.8 in Q3 2017. Its down 0.14, from 0.94 in 2017Q2. It turned negative, as 48 investors sold KO shares while 641 reduced holdings. 94 funds opened positions while 456 raised stakes. 2.73 billion shares or 0.93% more from 2.70 billion shares in 2017Q2 were reported. Fiera Cap Corporation stated it has 0.01% of its portfolio in The Coca-Cola Company (NYSE:KO). Thompson Inv holds 0.35% of its portfolio in The Coca-Cola Company (NYSE:KO) for 41,658 shares. Norris Perne French Llp Mi holds 0.07% of its portfolio in The Coca-Cola Company (NYSE:KO) for 9,936 shares. Moon Cap Mngmt Limited Liability Company has invested 0.27% in The Coca-Cola Company (NYSE:KO). Security holds 0.8% or 54,141 shares in its portfolio. 35,385 were reported by Ipswich Invest Mgmt Inc. Bangor Fincl Bank reported 13,812 shares or 0.13% of all its holdings. Clean Yield Group Incorporated holds 0.1% of its portfolio in The Coca-Cola Company (NYSE:KO) for 5,442 shares. 16,448 are owned by Jfs Wealth Advsrs. 17,563 are held by Strategic Advsrs Ltd. Godsey & Gibb Assoc has 2.19% invested in The Coca-Cola Company (NYSE:KO) for 284,745 shares. Overbrook reported 16,503 shares or 0.17% of all its holdings. Nordea Inv Mngmt holds 394,961 shares or 0.04% of its portfolio. Mackenzie reported 7,061 shares or 0% of all its holdings. Btim Corporation holds 50,602 shares.

Sva Plumb Wealth Management Llc, which manages about $1.95 billion and $809.15M US Long portfolio, upped its stake in Schwab U.S. Large (SCHX) by 27,813 shares to 581,345 shares, valued at $34.90M in 2017Q3, according to the filing. It also increased its holding in Intel Corp Com (NASDAQ:INTC) by 39,068 shares in the quarter, for a total of 64,758 shares, and has risen its stake in Berkshire Hathaway Inc Del Cl (BRKB).

Among 22 analysts covering Coca-Cola (NYSE:KO), 12 have Buy rating, 1 Sell and 9 Hold. Therefore 55% are positive. Coca-Cola had 70 analyst reports since July 21, 2015 according to SRatingsIntel. Jefferies maintained The Coca-Cola Company (NYSE:KO) rating on Tuesday, June 20. Jefferies has “Hold” rating and $4500 target. As per Friday, August 28, the company rating was downgraded by Vetr. The company was maintained on Tuesday, March 15 by Susquehanna. The company was maintained on Monday, September 18 by Stifel Nicolaus. The rating was maintained by Goldman Sachs on Thursday, April 21 with “Neutral”. Credit Suisse maintained it with “Outperform” rating and $51 target in Thursday, October 26 report. As per Tuesday, September 5, the company rating was maintained by Jefferies. Citigroup maintained The Coca-Cola Company (NYSE:KO) rating on Thursday, April 21. Citigroup has “Buy” rating and $50 target. Jefferies maintained the shares of KO in report on Thursday, January 4 with “Hold” rating. The stock of The Coca-Cola Company (NYSE:KO) earned “Hold” rating by Cowen & Co on Friday, October 27.

Since August 15, 2017, it had 0 insider purchases, and 3 insider sales for $5.80 million activity. Shares for $1.07 million were sold by Waller Kathy N. 15,000 shares were sold by LONG ROBERT EDWARD, worth $719,250 on Wednesday, January 24. Another trade for 100,000 shares valued at $4.61M was sold by SMITH BRIAN JOHN. $4.01 million worth of The Coca-Cola Company (NYSE:KO) was sold by HAYS ED.

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