Miracle Mile Advisors Maintains Holding in Disney Walt Co (DIS); Violich Capital Management Has Upped Position in Costco Wholesale (COST) by $1.29 Million

February 20, 2018 - By Richard Conner

Violich Capital Management Inc increased its stake in Costco Wholesale Corp (COST) by 10.75% based on its latest 2017Q3 regulatory filing with the SEC. Violich Capital Management Inc bought 7,886 shares as the company’s stock rose 1.54% with the market. The institutional investor held 81,238 shares of the department and specialty retail stores company at the end of 2017Q3, valued at $13.35M, up from 73,352 at the end of the previous reported quarter. Violich Capital Management Inc who had been investing in Costco Wholesale Corp for a number of months, seems to be bullish on the $84.12B market cap company. The stock increased 0.04% or $0.08 during the last trading session, reaching $191.56. About 1.97M shares traded. Costco Wholesale Corporation (NASDAQ:COST) has risen 25.14% since February 20, 2017 and is uptrending. It has outperformed by 8.44% the S&P500.

Miracle Mile Advisors Llc increased its stake in Disney Walt Co (DIS) by 59.67% based on its latest 2017Q3 regulatory filing with the SEC. Miracle Mile Advisors Llc bought 3,134 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 8,386 shares of the television services company at the end of 2017Q3, valued at $827,000, up from 5,252 at the end of the previous reported quarter. Miracle Mile Advisors Llc who had been investing in Disney Walt Co for a number of months, seems to be bullish on the $160.19 billion market cap company. The stock increased 1.28% or $1.35 during the last trading session, reaching $106.53. About 8.75 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since February 20, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.20, from 1.09 in 2017Q2. It dropped, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Peloton Wealth Strategists reported 0.68% in The Walt Disney Company (NYSE:DIS). Stratos Wealth Prns invested in 0.42% or 90,625 shares. Kemper Corporation Master Retirement has 22,500 shares for 1.33% of their portfolio. Schmidt P J Inv Mngmt, Wisconsin-based fund reported 37,238 shares. Clearbridge Limited Liability Corp holds 1,450 shares or 0% of its portfolio. Steinberg Asset invested in 7,708 shares or 0.11% of the stock. Citigroup Incorporated owns 0.08% invested in The Walt Disney Company (NYSE:DIS) for 1.02M shares. Horan Mgmt reported 0.12% stake. America First Invest Ltd Com holds 10 shares or 0% of its portfolio. First Quadrant Ltd Partnership Ca accumulated 207,963 shares. Bkd Wealth Advsrs Lc reported 34,747 shares. 8,198 are owned by Amica Retiree Med Trust. Stewart & Patten has invested 0.17% of its portfolio in The Walt Disney Company (NYSE:DIS). Cambridge Investment Research Advsr holds 0.34% or 256,059 shares in its portfolio. 3,705 are owned by Guyasuta Advisors Inc.

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 23 have Buy rating, 3 Sell and 13 Hold. Therefore 59% are positive. The Walt Disney Company had 152 analyst reports since July 24, 2015 according to SRatingsIntel. The stock has “Buy” rating by Pivotal Research on Monday, April 18. RBC Capital Markets maintained the stock with “Buy” rating in Friday, November 10 report. The firm earned “Overweight” rating on Wednesday, January 31 by Morgan Stanley. BMO Capital Markets maintained The Walt Disney Company (NYSE:DIS) on Wednesday, August 9 with “Sell” rating. The firm earned “Hold” rating on Monday, May 15 by Loop Capital. As per Monday, August 17, the company rating was maintained by FBR Capital. Cowen & Co maintained the shares of DIS in report on Friday, July 7 with “Hold” rating. The stock has “Buy” rating by Guggenheim on Tuesday, March 14. The firm earned “Neutral” rating on Tuesday, January 5 by Macquarie Research. GBH Insights maintained the shares of DIS in report on Wednesday, February 7 with “Buy” rating.

Investors sentiment decreased to 1.19 in 2017 Q3. Its down 0.09, from 1.28 in 2017Q2. It dropped, as 69 investors sold COST shares while 383 reduced holdings. 103 funds opened positions while 433 raised stakes. 304.48 million shares or 2.26% less from 311.53 million shares in 2017Q2 were reported. Gould Asset Ltd Llc Ca invested 0.11% in Costco Wholesale Corporation (NASDAQ:COST). Nelson Roberts Investment Advsr Limited Liability Com accumulated 58,070 shares. Hills Retail Bank And Trust invested in 0.23% or 4,534 shares. Northern Trust Corp reported 0.28% stake. Motley Fool Asset Mngmt invested in 40,000 shares or 1.32% of the stock. Livforsakringsbolaget Skandia Omsesidigt accumulated 8,317 shares. The New Jersey-based Architects has invested 0.03% in Costco Wholesale Corporation (NASDAQ:COST). Cobblestone Advsr Ltd Liability Corp New York owns 2,186 shares. Commonwealth Of Pennsylvania School Empls Retrmt Sys reported 35,669 shares or 0.09% of all its holdings. Adams Diversified Equity Fund, a Maryland-based fund reported 45,200 shares. Horan Cap Mngmt reported 0.17% of its portfolio in Costco Wholesale Corporation (NASDAQ:COST). Pillar Pacific Capital Mngmt Limited Liability Corp holds 0.81% or 38,262 shares. Baldwin Invest Management holds 9,675 shares or 0.6% of its portfolio. Mount Vernon Md has invested 3.68% in Costco Wholesale Corporation (NASDAQ:COST). Girard Partners Ltd reported 4,659 shares.

Since September 1, 2017, it had 0 insider buys, and 16 sales for $22.37 million activity. GALANTI RICHARD A sold $958,087 worth of Costco Wholesale Corporation (NASDAQ:COST) on Friday, December 22. 20,000 shares valued at $3.86 million were sold by LIBENSON RICHARD M on Monday, December 18. ZOOK DENNIS R sold $809,578 worth of Costco Wholesale Corporation (NASDAQ:COST) on Wednesday, October 4. Vachris Roland Michael had sold 5,200 shares worth $977,510 on Monday, January 8. 5,000 shares were sold by Murphy James P., worth $937,421 on Friday, January 5. 8,696 shares were sold by MOULTON PAUL G, worth $1.40M on Friday, October 20.

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By1 Richard Conner

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