Jfs Wealth Advisors Maintains Holding in Apple (AAPL); As Wells Fargo Co New (WFC) Stock Price Declined, Schaller Investment Group Has Decreased by $836,000 Its Stake

February 18, 2018 - By Peter Erickson

Jfs Wealth Advisors Llc increased its stake in Apple Inc (AAPL) by 11.74% based on its latest 2017Q3 regulatory filing with the SEC. Jfs Wealth Advisors Llc bought 3,544 shares as the company’s stock rose 12.78% with the market. The institutional investor held 33,733 shares of the computer manufacturing company at the end of 2017Q3, valued at $5.20M, up from 30,189 at the end of the previous reported quarter. Jfs Wealth Advisors Llc who had been investing in Apple Inc for a number of months, seems to be bullish on the $874.91 billion market cap company. The stock decreased 0.32% or $0.56 during the last trading session, reaching $172.43. About 40.18 million shares traded or 17.89% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 18, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Schaller Investment Group Inc decreased its stake in Wells Fargo Co New (WFC) by 13.28% based on its latest 2017Q3 regulatory filing with the SEC. Schaller Investment Group Inc sold 15,200 shares as the company’s stock declined 8.66% while stock markets rallied. The hedge fund held 99,278 shares of the major banks company at the end of 2017Q3, valued at $5.48 million, down from 114,478 at the end of the previous reported quarter. Schaller Investment Group Inc who had been investing in Wells Fargo Co New for a number of months, seems to be less bullish one the $293.25B market cap company. The stock decreased 0.12% or $0.07 during the last trading session, reaching $59.95. About 18.66M shares traded. Wells Fargo & Company (NYSE:WFC) has risen 9.67% since February 18, 2017 and is uptrending. It has underperformed by 7.03% the S&P500.

Among 39 analysts covering Wells Fargo & Company (NYSE:WFC), 15 have Buy rating, 8 Sell and 16 Hold. Therefore 38% are positive. Wells Fargo & Company had 131 analyst reports since July 29, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital on Tuesday, January 3 with “Overweight”. Robert W. Baird maintained the stock with “Buy” rating in Tuesday, January 2 report. The company was upgraded on Monday, January 11 by Goldman Sachs. The firm has “Neutral” rating given on Monday, October 16 by UBS. The stock of Wells Fargo & Company (NYSE:WFC) earned “Hold” rating by Piper Jaffray on Friday, July 28. On Monday, February 5 the stock rating was maintained by Robert W. Baird with “Buy”. The stock of Wells Fargo & Company (NYSE:WFC) earned “Sell” rating by J.P. Morgan on Monday, February 5. The stock has “Buy” rating by Deutsche Bank on Tuesday, September 8. The firm has “Sell” rating given on Friday, July 14 by BMO Capital Markets. The rating was upgraded by Vetr to “Strong-Buy” on Wednesday, September 2.

Investors sentiment decreased to 0.73 in Q3 2017. Its down 0.15, from 0.88 in 2017Q2. It dived, as 92 investors sold WFC shares while 725 reduced holdings. 103 funds opened positions while 495 raised stakes. 3.65 billion shares or 0.40% less from 3.66 billion shares in 2017Q2 were reported. Schwab Charles Investment invested in 15.26 million shares or 0.73% of the stock. 281,410 were reported by Mirae Asset Global Investments Ltd. Cibc World Mkts reported 473,777 shares stake. Gardner Russo And Gardner Ltd owns 4.96% invested in Wells Fargo & Company (NYSE:WFC) for 12.70M shares. Sprucegrove Invest Management Limited stated it has 1.89% of its portfolio in Wells Fargo & Company (NYSE:WFC). Wedgewood Investors Inc Pa invested in 0.23% or 4,976 shares. Moreover, S&Co Incorporated has 0.82% invested in Wells Fargo & Company (NYSE:WFC). Capstone Inv Advsr Ltd Co reported 6,991 shares. Ibm Retirement Fund has invested 1.24% of its portfolio in Wells Fargo & Company (NYSE:WFC). Westport Asset Mgmt invested in 0.04% or 1,000 shares. 27,562 were reported by Golub Grp Ltd Liability Co. Cornerstone Cap Mngmt Ltd Liability reported 1.51M shares. California-based California Public Employees Retirement Systems has invested 1.01% in Wells Fargo & Company (NYSE:WFC). Columbus Hill Limited Partnership owns 503,000 shares. Cramer Rosenthal Mcglynn Limited Com reported 1.58 million shares or 1.39% of all its holdings.

Since November 17, 2017, it had 0 insider buys, and 1 sale for $292,234 activity.

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It increased, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. Moreover, Exxonmobil Invest Tx has 3.68% invested in Apple Inc. (NASDAQ:AAPL) for 943,245 shares. 167,042 were reported by Adell Harriman & Carpenter. Carroll Fincl accumulated 2% or 113,036 shares. Truepoint owns 4.44M shares. First Dallas Secs owns 2,976 shares. Gilman Hill Asset Management Ltd Llc reported 9,636 shares. Berkshire Money Inc holds 0.07% or 1,485 shares in its portfolio. Reik & Communications holds 4,771 shares. Lombard Odier Asset Mngmt (Switzerland) Sa reported 22,518 shares stake. New York-based Lombard Odier Asset (Usa) Corp has invested 0.68% in Apple Inc. (NASDAQ:AAPL). Holderness invested in 2.44% or 30,467 shares. Legacy Private Trust invested in 0.58% or 30,683 shares. Credit Agricole S A has invested 2.04% in Apple Inc. (NASDAQ:AAPL). Marco Invest Management Limited Liability Com accumulated 3.51% or 144,987 shares. Schafer Cullen Capital Management invested in 0.01% or 3,275 shares.

Among 53 analysts covering Apple Inc. (NASDAQ:AAPL), 34 have Buy rating, 1 Sell and 18 Hold. Therefore 64% are positive. Apple Inc. had 378 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Instinet given on Tuesday, December 19. Tigress Financial maintained the shares of AAPL in report on Monday, December 4 with “Buy” rating. The rating was maintained by UBS on Monday, November 27 with “Buy”. The company was maintained on Wednesday, August 2 by Credit Suisse. The company was maintained on Thursday, September 22 by RBC Capital Markets. The stock has “Hold” rating by Mizuho on Tuesday, August 1. KeyBanc Capital Markets maintained Apple Inc. (NASDAQ:AAPL) on Thursday, September 7 with “Hold” rating. Piper Jaffray maintained it with “Buy” rating and $200.0 target in Tuesday, January 2 report. As per Wednesday, January 27, the company rating was maintained by Maxim Group. The firm has “Buy” rating given on Friday, September 11 by UBS.

Since August 15, 2017, it had 0 buys, and 7 selling transactions for $70.47 million activity. Riccio Daniel J. also sold $2.73M worth of Apple Inc. (NASDAQ:AAPL) on Friday, January 5. Another trade for 56,808 shares valued at $8.79M was made by SCHILLER PHILIP W on Tuesday, October 3. Shares for $9.78M were sold by AHRENDTS ANGELA J. COOK TIMOTHY D sold $43.15M worth of stock or 268,623 shares. $1.01 million worth of Apple Inc. (NASDAQ:AAPL) was sold by KONDO CHRIS on Tuesday, August 15.

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