As Lyondellbasell Industries N (LYB) Stock Declined, Holder Manning & Napier Advisors Decreased Its Stake by $775,368; Charles Schwab (SCHW) Share Price Declined While Moody National Bank Trust Division Has Decreased Holding by $348,300

February 15, 2018 - By Ellis Scott

Moody National Bank Trust Division decreased its stake in Charles Schwab Corp (SCHW) by 23.92% based on its latest 2017Q3 regulatory filing with the SEC. Moody National Bank Trust Division sold 8,100 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 25,760 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $1.13 million, down from 33,860 at the end of the previous reported quarter. Moody National Bank Trust Division who had been investing in Charles Schwab Corp for a number of months, seems to be less bullish one the $70.11 billion market cap company. The stock decreased 0.19% or $0.1 during the last trading session, reaching $52.3. About 3.14 million shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since February 15, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Manning & Napier Advisors Llc decreased its stake in Lyondellbasell Industries N (LYB) by 8.48% based on its latest 2017Q3 regulatory filing with the SEC. Manning & Napier Advisors Llc sold 7,832 shares as the company’s stock declined 12.71% while stock markets rallied. The institutional investor held 84,549 shares of the major chemicals company at the end of 2017Q3, valued at $8.37M, down from 92,381 at the end of the previous reported quarter. Manning & Napier Advisors Llc who had been investing in Lyondellbasell Industries N for a number of months, seems to be less bullish one the $43.56 billion market cap company. The stock decreased 1.42% or $1.59 during the last trading session, reaching $110.41. About 1.79M shares traded. LyondellBasell Industries N.V. (NYSE:LYB) has risen 0.33% since February 15, 2017 and is uptrending. It has underperformed by 16.37% the S&P500.

Since September 6, 2017, it had 0 insider purchases, and 20 selling transactions for $91.13 million activity. Clark Bernard J. had sold 75,244 shares worth $3.31M on Wednesday, September 27. Another trade for 1,000 shares valued at $44,357 was sold by Kallsen Terri R. $361,194 worth of The Charles Schwab Corporation (NYSE:SCHW) was sold by Murtagh Nigel J. 4,500 shares valued at $200,255 were sold by Chandoha Marie A on Tuesday, October 3. MCLIN STEPHEN T sold 18,663 shares worth $1.01 million.

Moody National Bank Trust Division, which manages about $2.04 billion US Long portfolio, upped its stake in Valero Energy Corp (NYSE:VLO) by 4,170 shares to 7,606 shares, valued at $585,000 in 2017Q3, according to the filing.

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 1 Sell and 7 Hold. Therefore 65% are positive. Charles Schwab had 91 analyst reports since August 11, 2015 according to SRatingsIntel. Keefe Bruyette & Woods initiated it with “Outperform” rating and $46 target in Thursday, December 8 report. The stock has “Buy” rating by UBS on Monday, March 13. The firm earned “Buy” rating on Monday, July 18 by Deutsche Bank. UBS maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Friday, October 16. UBS has “Buy” rating and $34 target. On Monday, October 16 the stock rating was maintained by SunTrust with “Buy”. SunTrust upgraded The Charles Schwab Corporation (NYSE:SCHW) on Tuesday, October 18 to “Buy” rating. Barclays Capital maintained the shares of SCHW in report on Tuesday, October 10 with “Overweight” rating. On Friday, September 15 the stock rating was maintained by Keefe Bruyette & Woods with “Buy”. The firm has “Buy” rating by Jefferies given on Monday, July 10. The stock of The Charles Schwab Corporation (NYSE:SCHW) has “Buy” rating given on Monday, August 14 by Jefferies.

Investors sentiment decreased to 1.03 in Q3 2017. Its down 0.27, from 1.3 in 2017Q2. It worsened, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. Princeton Portfolio Strategies Grp Limited owns 56,255 shares. Theleme Partners Limited Liability Partnership owns 11.26 million shares. Sanctuary Wealth Advsr Ltd Llc holds 3,000 shares or 0.1% of its portfolio. Epoch Investment Prtnrs holds 0% or 11,380 shares in its portfolio. Addison Company invested in 0.36% or 9,251 shares. D L Carlson Invest Grp holds 64,950 shares or 0.88% of its portfolio. Pittenger And Anderson reported 0.68% stake. Warren Averett Asset Mngmt Limited Liability Corporation, a Alabama-based fund reported 15,901 shares. First Personal Financial Serv reported 0% in The Charles Schwab Corporation (NYSE:SCHW). 336 were reported by Tradewinds Capital Mgmt Llc. State Of Tennessee Treasury Department holds 849,278 shares or 0.19% of its portfolio. Atlanta Cap Mgmt Company L L C invested 0.17% in The Charles Schwab Corporation (NYSE:SCHW). Whittier holds 0.3% or 186,733 shares in its portfolio. Balyasny Asset Mgmt Limited invested in 0.02% or 107,281 shares. Bar Harbor Tru accumulated 4,704 shares.

Investors sentiment decreased to 0.84 in 2017 Q3. Its down 0.12, from 0.96 in 2017Q2. It dived, as 52 investors sold LYB shares while 276 reduced holdings. 88 funds opened positions while 187 raised stakes. 287.42 million shares or 0.30% less from 288.30 million shares in 2017Q2 were reported. Royal Fincl Bank Of Canada reported 3.06M shares or 0.15% of all its holdings. State Treasurer State Of Michigan accumulated 374,104 shares. Wills Fincl Grp has invested 2% of its portfolio in LyondellBasell Industries N.V. (NYSE:LYB). Brown Advisory Inc holds 0% or 3,843 shares. Barclays Public Ltd Co has invested 0.05% in LyondellBasell Industries N.V. (NYSE:LYB). Manning And Napier Advsrs Limited owns 84,549 shares for 0.07% of their portfolio. Fincl Counselors has 3,882 shares. Oppenheimer & invested in 0.06% or 23,484 shares. Reinhart Prns reported 4,610 shares or 0.05% of all its holdings. National Bank Of New York Mellon Corporation, a New York-based fund reported 4.21 million shares. Swiss Financial Bank holds 0.14% or 1.26M shares in its portfolio. Delphi Mngmt Ma invested in 18,429 shares or 1.02% of the stock. Dorsey And Whitney Trust Ltd Llc reported 3,257 shares. Bancshares Of Nova Scotia reported 0.44% in LyondellBasell Industries N.V. (NYSE:LYB). St Germain D J Incorporated reported 0.52% of its portfolio in LyondellBasell Industries N.V. (NYSE:LYB).

Among 24 analysts covering LyondellBasell (NYSE:LYB), 9 have Buy rating, 3 Sell and 12 Hold. Therefore 38% are positive. LyondellBasell had 73 analyst reports since September 1, 2015 according to SRatingsIntel. The firm has “Neutral” rating given on Monday, April 18 by Citigroup. The rating was downgraded by Cowen & Co to “Market Perform” on Monday, June 13. RBC Capital Markets maintained LyondellBasell Industries N.V. (NYSE:LYB) on Wednesday, June 21 with “Hold” rating. Nomura maintained LyondellBasell Industries N.V. (NYSE:LYB) rating on Tuesday, September 26. Nomura has “Neutral” rating and $99 target. Barclays Capital maintained the shares of LYB in report on Tuesday, October 31 with “Overweight” rating. The rating was initiated by Bernstein on Friday, September 11 with “Outperform”. The firm has “Neutral” rating by UBS given on Monday, October 30. The rating was maintained by Citigroup on Tuesday, February 6 with “Buy”. Nomura maintained LyondellBasell Industries N.V. (NYSE:LYB) rating on Monday, July 11. Nomura has “Neutral” rating and $85 target. The rating was downgraded by JP Morgan to “Neutral” on Thursday, June 23.

Manning & Napier Advisors Llc, which manages about $52.21B and $11.67 billion US Long portfolio, upped its stake in Ishares Tr (Prn) (IEF) by 41,356 shares to 61,442 shares, valued at $6.54 million in 2017Q3, according to the filing. It also increased its holding in Prologis Inc (NYSE:PLD) by 39,350 shares in the quarter, for a total of 203,655 shares, and has risen its stake in Vanguard Index Fds (Prn) (VO).

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