As Microsoft (MSFT) Shares Rose, Holder Summit Financial Wealth Advisors Has Trimmed Holding by $343,570; Vantage Investment Advisors Has Trimmed Discovery Communications (DISCA) Stake by $350,532

May 21, 2018 - By Maria Brooks

Discovery, Inc. (NASDAQ:DISCA) Logo

Summit Financial Wealth Advisors Llc decreased its stake in Microsoft Corp (MSFT) by 18.78% based on its latest 2017Q4 regulatory filing with the SEC. Summit Financial Wealth Advisors Llc sold 4,042 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 17,476 shares of the prepackaged software company at the end of 2017Q4, valued at $1.50M, down from 21,518 at the end of the previous reported quarter. Summit Financial Wealth Advisors Llc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $747.77 billion market cap company. The stock increased 1.00% or $0.965 during the last trading session, reaching $97.325. About 11.19M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since May 21, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Vantage Investment Advisors Llc decreased its stake in Discovery Communications Inc. (DISCA) by 98.9% based on its latest 2017Q4 regulatory filing with the SEC. Vantage Investment Advisors Llc sold 16,692 shares as the company’s stock declined 8.64% with the market. The institutional investor held 185 shares of the consumer services company at the end of 2017Q4, valued at $4,000, down from 16,877 at the end of the previous reported quarter. Vantage Investment Advisors Llc who had been investing in Discovery Communications Inc. for a number of months, seems to be less bullish one the $16.67 billion market cap company. The stock increased 0.20% or $0.045 during the last trading session, reaching $22.615. About 2.62 million shares traded. Discovery, Inc. (NASDAQ:DISCA) has declined 21.53% since May 21, 2017 and is downtrending. It has underperformed by 33.08% the S&P500.

Vantage Investment Advisors Llc, which manages about $916.05M and $434.64 million US Long portfolio, upped its stake in Mcdonalds Corp. (NYSE:MCD) by 3,221 shares to 35,944 shares, valued at $6.19M in 2017Q4, according to the filing. It also increased its holding in Apple Inc. (NASDAQ:AAPL) by 1,777 shares in the quarter, for a total of 88,499 shares, and has risen its stake in Emerson Electric Co (NYSE:EMR).

Among 35 analysts covering Discovery Communications (NASDAQ:DISCA), 12 have Buy rating, 2 Sell and 21 Hold. Therefore 34% are positive. Discovery Communications had 99 analyst reports since August 3, 2015 according to SRatingsIntel. As per Thursday, January 5, the company rating was downgraded by Barclays Capital. The stock of Discovery, Inc. (NASDAQ:DISCA) has “Hold” rating given on Tuesday, September 19 by Cowen & Co. Pivotal Research upgraded the shares of DISCA in report on Tuesday, August 8 to “Buy” rating. As per Friday, August 11, the company rating was initiated by Piper Jaffray. The stock of Discovery, Inc. (NASDAQ:DISCA) has “Buy” rating given on Thursday, July 13 by RBC Capital Markets. The stock of Discovery, Inc. (NASDAQ:DISCA) earned “Mkt Perform” rating by FBR Capital on Wednesday, November 2. The stock of Discovery, Inc. (NASDAQ:DISCA) has “Buy” rating given on Tuesday, January 2 by Barrington. The stock has “Hold” rating by Needham on Tuesday, July 25. The firm has “Hold” rating given on Monday, April 25 by Topeka Capital Markets. The firm earned “Buy” rating on Thursday, August 6 by Pivotal Research.

Analysts await Discovery, Inc. (NASDAQ:DISCA) to report earnings on July, 30. They expect $0.85 EPS, up 25.00% or $0.17 from last year’s $0.68 per share. DISCA’s profit will be $626.40 million for 6.65 P/E if the $0.85 EPS becomes a reality. After $0.53 actual EPS reported by Discovery, Inc. for the previous quarter, Wall Street now forecasts 60.38% EPS growth.

More notable recent Discovery, Inc. (NASDAQ:DISCA) news were published by: 247Wallst.com which released: “Earnings You Might Have Missed: Hertz, Zillow, Discovery, Dish Network” on May 08, 2018, also Investorplace.com with their article: “Netflix, Inc. (NFLX) New Same-Sex Comedy Film to Star Jennifer Aniston” published on May 21, 2018, Streetinsider.com published: “Paulson’s 13F Shows New Stake in Goldcorp (GG), Increase in Discovery (DISCA), Viacom (VIAB) (more…)” on May 15, 2018. More interesting news about Discovery, Inc. (NASDAQ:DISCA) were released by: Seekingalpha.com and their article: “How About Them Synergies?” published on May 16, 2018 as well as Seekingalpha.com‘s news article titled: “Discovery Communications: Weighing The Scripps Acquisition” with publication date: April 25, 2018.

Since December 13, 2017, it had 5 buys, and 4 sales for $10.76 million activity. MALONE JOHN C had bought 102,377 shares worth $2.03 million. WARGO J DAVID bought $1.07 million worth of stock or 50,000 shares. $212,856 worth of Discovery, Inc. (NASDAQ:DISCA) was bought by Wiedenfels Gunnar. Campbell Bruce sold 3,047 shares worth $55,349. 2,571 Discovery, Inc. (NASDAQ:DISCA) shares with value of $61,902 were sold by Sims Savalle. Leavy David had sold 20,673 shares worth $484,002.

Investors sentiment decreased to 0.87 in 2017 Q4. Its down 0.05, from 0.92 in 2017Q3. It is negative, as 74 investors sold DISCA shares while 172 reduced holdings. 93 funds opened positions while 121 raised stakes. 228.72 million shares or 11.88% more from 204.44 million shares in 2017Q3 were reported. 72,239 are owned by Fjarde Ap. Bnp Paribas Asset Mngmt Hldgs invested in 0% or 10,182 shares. Hbk Limited Partnership has 238,660 shares. Van Den Berg I reported 1.51 million shares or 3.6% of all its holdings. Asset Management One has invested 0.02% of its portfolio in Discovery, Inc. (NASDAQ:DISCA). State Street holds 8.78 million shares or 0.01% of its portfolio. New York-based Sg Americas Securities Lc has invested 0.01% in Discovery, Inc. (NASDAQ:DISCA). Cap Research, a California-based fund reported 8.70M shares. Moreover, Private Mngmt Group Inc has 2.55% invested in Discovery, Inc. (NASDAQ:DISCA) for 2.34 million shares. Contravisory Inv Mngmt reported 0% stake. Clifford Swan Counsel Ltd Liability Company stated it has 618,182 shares or 0.71% of all its holdings. Confluence Inv Ltd has 2.20M shares. Da Davidson stated it has 17,407 shares. Diversified Strategies Ltd invested in 5.25% or 273,500 shares. The Ohio-based Stratos Wealth Partners Ltd has invested 0% in Discovery, Inc. (NASDAQ:DISCA).

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 31 have Buy rating, 1 Sell and 5 Hold. Therefore 84% are positive. Microsoft Corporation had 185 analyst reports since July 22, 2015 according to SRatingsIntel. JP Morgan upgraded Microsoft Corporation (NASDAQ:MSFT) on Friday, April 27 to “Overweight” rating. The company was maintained on Wednesday, July 20 by BMO Capital Markets. The rating was maintained by Credit Suisse on Monday, August 7 with “Buy”. As per Thursday, February 1, the company rating was maintained by Bernstein. Citigroup upgraded the stock to “Neutral” rating in Friday, January 27 report. The firm earned “Overweight” rating on Thursday, February 1 by KeyBanc Capital Markets. The stock has “Buy” rating by Cowen & Co on Sunday, September 17. The company was maintained on Wednesday, December 20 by RBC Capital Markets. Bernstein maintained it with “Buy” rating and $100.0 target in Tuesday, December 12 report. The stock has “Buy” rating by UBS on Friday, October 21.

Summit Financial Wealth Advisors Llc, which manages about $360.13 million and $290.99 million US Long portfolio, upped its stake in Proshares Tr (NOBL) by 8,685 shares to 433,646 shares, valued at $27.77 million in 2017Q4, according to the filing. It also increased its holding in Royal Dutch Shell Plc by 9,355 shares in the quarter, for a total of 75,292 shares, and has risen its stake in Pfizer Inc (NYSE:PFE).

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: 247Wallst.com which released: “Will Microsoft’s Q1 Earnings Boost Its Valuation?” on April 26, 2018, also Nasdaq.com with their article: “Blockchain: Party Like It’s 1999? Or 2000?” published on May 21, 2018, Seekingalpha.com published: “Microsoft Does It Again” on May 01, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Seekingalpha.com and their article: “Alphabet: Has Google’s Growth Slowed?” published on May 21, 2018 as well as Investorplace.com‘s news article titled: “3 Stocks to Watch on Thursday: Booking Holdings Inc (BKNG), Microsoft Corporation (MSFT) and Qualcomm, Inc …” with publication date: May 10, 2018.

Investors sentiment decreased to 0.77 in Q4 2017. Its down 0.06, from 0.83 in 2017Q3. It worsened, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Moreover, Night Owl Cap Mngmt Limited has 6.9% invested in Microsoft Corporation (NASDAQ:MSFT) for 173,195 shares. Ionic Capital Mgmt Ltd Liability reported 56,780 shares. Concorde Asset Management Ltd Liability Corp stated it has 0.45% in Microsoft Corporation (NASDAQ:MSFT). Gruss & stated it has 70,500 shares. Birinyi Associate has invested 1.82% in Microsoft Corporation (NASDAQ:MSFT). 284,499 were accumulated by Horan Mgmt. Shine Advisory Services reported 9,420 shares or 0.4% of all its holdings. The New York-based Markston Intl Limited Liability has invested 3.44% in Microsoft Corporation (NASDAQ:MSFT). Melvin Management L P, New York-based fund reported 1.49M shares. Pacific Global Investment Management Com stated it has 3.23% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Arbor Investment Advisors Ltd Company holds 0.18% or 4,937 shares in its portfolio. Toth Advisory Corp reported 2.64% in Microsoft Corporation (NASDAQ:MSFT). The Virginia-based Outfitter Advsr Limited has invested 0.39% in Microsoft Corporation (NASDAQ:MSFT). Greatmark Invest Prns Inc holds 155,038 shares or 4.81% of its portfolio. Palo Cap invested 0.76% of its portfolio in Microsoft Corporation (NASDAQ:MSFT).

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on July, 19. They expect $1.08 EPS, up 10.20% or $0.10 from last year’s $0.98 per share. MSFT’s profit will be $8.30B for 22.53 P/E if the $1.08 EPS becomes a reality. After $0.95 actual EPS reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts 13.68% EPS growth.

Since February 16, 2018, it had 0 buys, and 3 insider sales for $930,912 activity.

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