Excalibur Management Has Increased Position in Wells Fargo & Co (WFC) as Stock Declined; Weyerhaeuser Co (WY) Market Valuation Rose While Capital Innovations Has Trimmed Its Position

June 24, 2018 - By Vivian Currie

Weyerhaeuser Company (NYSE:WY) Logo

Capital Innovations Llc decreased its stake in Weyerhaeuser Co (WY) by 37.95% based on its latest 2018Q1 regulatory filing with the SEC. Capital Innovations Llc sold 12,171 shares as the company’s stock rose 3.62% while stock markets declined. The institutional investor held 19,900 shares of the real estate investment trusts company at the end of 2018Q1, valued at $697,000, down from 32,071 at the end of the previous reported quarter. Capital Innovations Llc who had been investing in Weyerhaeuser Co for a number of months, seems to be less bullish one the $26.95 billion market cap company. The stock decreased 0.42% or $0.15 during the last trading session, reaching $35.6. About 5.93 million shares traded or 40.33% up from the average. Weyerhaeuser Company (NYSE:WY) has risen 11.40% since June 24, 2017 and is uptrending. It has underperformed by 1.17% the S&P500. Some Historical WY News: 27/04/2018 – Weyerhaeuser 1Q Net $269M; 22/05/2018 – Simons to represent Weyerhaeuser at Nareit REITweek: 2018 Investor Conference; 23/05/2018 – Columbia Bank Appoints Craig D. Eerkes As Chairman Of The Board To Succeed William T. Weyerhaeuser; 05/03/2018 Weyerhaeuser Distribution Adds FiberonĀ® Decking to its Houston and Phoenix Facilities; 27/04/2018 – Weyerhaeuser 1Q Adj EPS 36c; 25/04/2018 – Weyerhaeuser Co expected to post earnings of 33 cents a share – Earnings Preview; 27/04/2018 – Weyerhaeuser 1Q EPS 35c; 27/04/2018 – Weyerhaeuser 1Q Wood Products Revenue $1.309; 27/04/2018 – WEYERHAEUSER CO WY.N : D. A. DAVIDSON RAISES TARGET PRICE BY $2.50 TO $37.50 ; RATING NEUTRAL; 27/04/2018 – Weyerhaeuser Sees 2Q Wood Products Adjusted Earnings Significantly Higher Compared With 1Q

Excalibur Management Corp increased its stake in Wells Fargo & Co (WFC) by 171.62% based on its latest 2018Q1 regulatory filing with the SEC. Excalibur Management Corp bought 12,842 shares as the company’s stock declined 8.45% with the market. The institutional investor held 20,325 shares of the major banks company at the end of 2018Q1, valued at $1.07M, up from 7,483 at the end of the previous reported quarter. Excalibur Management Corp who had been investing in Wells Fargo & Co for a number of months, seems to be bullish on the $262.84B market cap company. The stock decreased 0.79% or $0.43 during the last trading session, reaching $53.94. About 24.54 million shares traded or 28.58% up from the average. Wells Fargo & Company (NYSE:WFC) has risen 4.02% since June 24, 2017 and is uptrending. It has underperformed by 8.55% the S&P500. Some Historical WFC News: 15/05/2018 – FED NOMINEE CLARIDA SAYS ACTIVITIES OF WELLS FARGO ARE EGREGIOUS AND UNACCEPTABLE; 28/03/2018 – Wells Fargo’s Silvia Doesn’t See a Trade War (Video); 09/04/2018 – Yahoo! Finance: Exclusive: U.S. consumer watchdog seeks record fine against Wells Fargo for abuses; 08/05/2018 – Horizon Global at Wells Fargo Industrials Conference Tomorrow; 13/04/2018 – WELLS FARGO CFO JOHN SHREWSBERRY SPEAKS ON BLOOMBERG TV; 02/05/2018 – Wells Fargo Advisors LLC Exits TriplePoint Venture Growth BDC; 21/03/2018 – No Barriers Warriors, Wells Fargo Seek Veterans with Disabilities for their 2018 Expedition; 04/05/2018 – CAI to Participate in Wells Fargo Securities Industrials Conference; 26/04/2018 – Investigation Targets Wells Fargo’s 401(k) Actions — Barrons.com; 14/05/2018 – MyAllies News: JPMorgan poaches Wells Fargo banker for entertainment group

More notable recent Wells Fargo & Company (NYSE:WFC) news were published by: Fool.com which released: “Why Wells Fargo Is Leaving the Midwest Behind” on June 06, 2018, also Benzinga.com with their article: “Flagstar To Acquire 52 Wells Fargo Branches Across Midwest: ‘It Really Is A Good Fit'” published on June 07, 2018, Seekingalpha.com published: “WSJ: Wells Fargo planning to restructure wealth management business” on June 18, 2018. More interesting news about Wells Fargo & Company (NYSE:WFC) were released by: Fool.com and their article: “Is Wells Fargo & Company a Buy?” published on June 15, 2018 as well as Seekingalpha.com‘s news article titled: “Wells Fargo eyes post-Brexit hubs” with publication date: June 04, 2018.

Investors sentiment decreased to 0.59 in 2018 Q1. Its down 0.16, from 0.75 in 2017Q4. It is negative, as 108 investors sold WFC shares while 790 reduced holdings. 122 funds opened positions while 412 raised stakes. 3.62 billion shares or 0.62% less from 3.64 billion shares in 2017Q4 were reported. Regions Fincl Corporation has 1.08% invested in Wells Fargo & Company (NYSE:WFC). Moreover, Winslow Evans & Crocker Inc has 0% invested in Wells Fargo & Company (NYSE:WFC) for 15,340 shares. Commerzbank Aktiengesellschaft Fi holds 0.24% or 409,808 shares in its portfolio. Tru Advisors Ltd Liability Co owns 49,075 shares for 2.05% of their portfolio. Rosenbaum Jay D holds 12,125 shares or 1.28% of its portfolio. Buckhead Capital Management Lc reported 105,666 shares. Sfe Inv Counsel holds 52,327 shares or 1.42% of its portfolio. Trustco National Bank N Y owns 37,325 shares or 1.99% of their US portfolio. The Georgia-based Benedict Fincl Inc has invested 0.13% in Wells Fargo & Company (NYSE:WFC). Auxier Asset Mngmt holds 30,060 shares or 0.32% of its portfolio. Mengis Capital Mngmt holds 0.39% or 12,603 shares in its portfolio. Chevy Chase Inc has 0.87% invested in Wells Fargo & Company (NYSE:WFC) for 3.75M shares. 43,216 are owned by Duncker Streett & Inc. Berkshire Asset Mgmt Ltd Pa holds 482,962 shares. Bridgeway Cap Mngmt Incorporated has invested 0.15% in Wells Fargo & Company (NYSE:WFC).

Since May 24, 2018, it had 0 buys, and 1 insider sale for $1.40 million activity.

Among 39 analysts covering Wells Fargo & Company (NYSE:WFC), 17 have Buy rating, 8 Sell and 14 Hold. Therefore 44% are positive. Wells Fargo & Company had 149 analyst reports since July 29, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, March 29 by Sandler O’Neill. Sandler O’Neill upgraded the shares of WFC in report on Tuesday, January 9 to “Buy” rating. The stock of Wells Fargo & Company (NYSE:WFC) earned “Hold” rating by Piper Jaffray on Friday, October 13. BMO Capital Markets maintained Wells Fargo & Company (NYSE:WFC) on Wednesday, May 31 with “Sell” rating. The firm earned “Hold” rating on Friday, September 15 by Jefferies. The stock of Wells Fargo & Company (NYSE:WFC) earned “Sell” rating by Berenberg on Friday, July 21. The rating was maintained by RBC Capital Markets with “Buy” on Thursday, June 22. The stock of Wells Fargo & Company (NYSE:WFC) earned “Buy” rating by Buckingham Research on Monday, April 16. The stock of Wells Fargo & Company (NYSE:WFC) has “Buy” rating given on Wednesday, July 29 by Guggenheim. The company was initiated on Tuesday, November 24 by Piper Jaffray.

Investors sentiment decreased to 0.94 in 2018 Q1. Its down 0.20, from 1.14 in 2017Q4. It dropped, as 58 investors sold WY shares while 284 reduced holdings. 67 funds opened positions while 256 raised stakes. 556.76 million shares or 2.10% more from 545.30 million shares in 2017Q4 were reported. Nikko Asset Management Americas owns 497,700 shares or 0.62% of their US portfolio. Natl Bank Of Nova Scotia holds 0.02% or 96,261 shares. Moreover, Ironwood Invest Counsel Llc has 0.13% invested in Weyerhaeuser Company (NYSE:WY) for 8,360 shares. First Personal Ser holds 0.02% of its portfolio in Weyerhaeuser Company (NYSE:WY) for 2,668 shares. California-based Tcw Group has invested 0.15% in Weyerhaeuser Company (NYSE:WY). Andra Ap owns 190,700 shares for 0.17% of their portfolio. Mason Street Advsr Ltd Liability Com owns 105,201 shares. Veritable Ltd Partnership reported 0.02% stake. Advisory Serv Net Limited Liability Co accumulated 46,842 shares or 0.13% of the stock. 251,175 are held by Adams Asset Advsr Ltd Liability. First National Trust accumulated 14,537 shares. Credit Agricole S A has invested 0.02% of its portfolio in Weyerhaeuser Company (NYSE:WY). Perkins Coie Co holds 0.06% or 3,681 shares in its portfolio. Sunbelt Incorporated holds 14,210 shares. Community State Bank Na accumulated 1,600 shares or 0.01% of the stock.

Another recent and important Weyerhaeuser Company (NYSE:WY) news was published by Fool.com which published an article titled: “The 10 Largest REIT Stocks — Which Are the Best Buys Now?” on June 21, 2018.

Wells Fargo & Company (NYSE:WFC) Institutional Positions Chart

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By1 Vivian Currie

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