Quantum Capital Management Continues to Hold Stake in Primerica (PRI); Schlumberger LTD (SLB) Valuation Declined While Nelson Roberts Investment Advisors Decreased Its Stake by $619,275

February 19, 2018 - By Marie Mckinney

Quantum Capital Management Llc increased its stake in Primerica Inc (PRI) by 24.66% based on its latest 2017Q3 regulatory filing with the SEC. Quantum Capital Management Llc bought 38,009 shares as the company’s stock declined 5.20% while stock markets rallied. The institutional investor held 192,124 shares of the finance company at the end of 2017Q3, valued at $15.67M, up from 154,115 at the end of the previous reported quarter. Quantum Capital Management Llc who had been investing in Primerica Inc for a number of months, seems to be bullish on the $4.40 billion market cap company. The stock increased 0.61% or $0.6 during the last trading session, reaching $99.5. About 152,765 shares traded. Primerica, Inc. (NYSE:PRI) has risen 46.20% since February 19, 2017 and is uptrending. It has outperformed by 29.50% the S&P500.

Nelson Roberts Investment Advisors Llc decreased its stake in Schlumberger Ltd (SLB) by 9.18% based on its latest 2017Q3 regulatory filing with the SEC. Nelson Roberts Investment Advisors Llc sold 8,975 shares as the company’s stock declined 11.04% while stock markets rallied. The institutional investor held 88,814 shares of the oilfield services and equipment company at the end of 2017Q3, valued at $6.20M, down from 97,789 at the end of the previous reported quarter. Nelson Roberts Investment Advisors Llc who had been investing in Schlumberger Ltd for a number of months, seems to be less bullish one the $91.73B market cap company. The stock increased 0.11% or $0.07 during the last trading session, reaching $66.28. About 7.51 million shares traded. Schlumberger Limited (NYSE:SLB) has declined 3.30% since February 19, 2017 and is downtrending. It has underperformed by 20.00% the S&P500.

Among 38 analysts covering Schlumberger Limited. (NYSE:SLB), 31 have Buy rating, 1 Sell and 6 Hold. Therefore 82% are positive. Schlumberger Limited. had 139 analyst reports since July 22, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, October 26 by Loop Capital. The firm has “Buy” rating by HSBC given on Thursday, September 3. The company was maintained on Friday, October 16 by Cowen & Co. On Wednesday, August 30 the stock rating was maintained by Cowen & Co with “Buy”. On Tuesday, March 29 the stock rating was maintained by Citigroup with “Buy”. The firm earned “Buy” rating on Wednesday, March 23 by Citigroup. As per Friday, October 20, the company rating was maintained by Wells Fargo. Griffin Securities upgraded the stock to “Buy” rating in Monday, February 12 report. The firm earned “Buy” rating on Thursday, December 21 by RBC Capital Markets. BMO Capital Markets maintained it with “Buy” rating and $74.0 target in Tuesday, September 5 report.

Since October 24, 2017, it had 0 insider buys, and 3 insider sales for $8.09 million activity. The insider SANDVOLD TORE I sold 3,500 shares worth $219,205. The insider AYAT SIMON sold 75,000 shares worth $5.91M.

Investors sentiment is 0.88 in Q3 2017. Its the same as in 2017Q2. It is without change, as 69 investors sold SLB shares while 596 reduced holdings. only 105 funds opened positions while 481 raised stakes. 1.20 billion shares or 11.55% more from 1.07 billion shares in 2017Q2 were reported. The Virginia-based Davidson & Garrard has invested 1.05% in Schlumberger Limited (NYSE:SLB). Park Circle stated it has 1.38% in Schlumberger Limited (NYSE:SLB). Stack Financial Mgmt owns 393,310 shares. Tru Com Of Vermont has invested 0.34% of its portfolio in Schlumberger Limited (NYSE:SLB). Santa Barbara Asset Mgmt Limited Liability Corporation accumulated 1.44 million shares. Moreover, Pekin Singer Strauss Asset Management Il has 0.27% invested in Schlumberger Limited (NYSE:SLB) for 21,007 shares. The Connecticut-based Altrinsic Glob Advisors Limited Liability Com has invested 2.71% in Schlumberger Limited (NYSE:SLB). Bbva Compass Savings Bank has invested 0.53% in Schlumberger Limited (NYSE:SLB). Moreover, Wedge Capital L Lp Nc has 0.15% invested in Schlumberger Limited (NYSE:SLB). Spectrum Asset Mngmt Incorporated (Nb Ca) holds 0.22% in Schlumberger Limited (NYSE:SLB) or 3,685 shares. Nj State Employees Deferred Compensation Plan owns 21,286 shares for 0.27% of their portfolio. Benin has invested 4.19% in Schlumberger Limited (NYSE:SLB). First Bancorp has invested 0.59% in Schlumberger Limited (NYSE:SLB). Raab And Moskowitz Asset Ltd Liability accumulated 5,216 shares or 0.16% of the stock. Mutual Of America Cap Ltd has 171,094 shares for 0.2% of their portfolio.

Nelson Roberts Investment Advisors Llc, which manages about $356.76 million and $303.35M US Long portfolio, upped its stake in Verizon Communications Inc (NYSE:VZ) by 74,058 shares to 175,163 shares, valued at $8.67M in 2017Q3, according to the filing.

Among 8 analysts covering Primerica Inc. (NYSE:PRI), 2 have Buy rating, 0 Sell and 6 Hold. Therefore 25% are positive. Primerica Inc. had 20 analyst reports since August 17, 2015 according to SRatingsIntel. The stock of Primerica, Inc. (NYSE:PRI) earned “Hold” rating by SunTrust on Thursday, October 19. The rating was initiated by William Blair with “Outperform” on Friday, January 22. The company was downgraded on Friday, April 21 by Wells Fargo. The firm has “Outperform” rating given on Wednesday, September 9 by Wood. The stock has “Hold” rating by Keefe Bruyette & Woods on Friday, November 10. The stock of Primerica, Inc. (NYSE:PRI) has “Hold” rating given on Thursday, December 21 by Keefe Bruyette & Woods. On Monday, April 24 the stock rating was downgraded by William Blair to “Market Perform”. The stock of Primerica, Inc. (NYSE:PRI) has “Neutral” rating given on Thursday, January 26 by Citigroup. The stock of Primerica, Inc. (NYSE:PRI) earned “Hold” rating by Keefe Bruyette & Woods on Monday, September 11. The stock has “Hold” rating by Keefe Bruyette & Woods on Friday, June 23.

Since August 31, 2017, it had 0 buys, and 2 sales for $253,077 activity. Schneider Peter W. had sold 1,301 shares worth $100,077.

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By1 Marie Mckinney

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