Security National Bank Of So Dak Has Lifted Its Stake in Aflac (AFL) as Market Valuation Declined; Sheffield Asset Management Trimmed Its Position in Tableau Software (DATA) as Shares Rose

June 21, 2018 - By Moses P. Lee

Aflac Incorporated (NYSE:AFL) Logo

Craig C. Albert decreased its stake in Tableau Software Inc (DATA) by 32.81% based on its latest 2018Q1 regulatory filing with the SEC. Sheffield Asset Management Llc sold 184,173 shares as the company’s stock rose 18.11% while stock markets declined. The hedge fund run by Craig C. Albert held 377,161 shares of the technology company at the end of 2018Q1, valued at $30.48 million, down from 561,334 at the end of the previous reported quarter. Sheffield Asset Management Llc who had been investing in Tableau Software Inc for a number of months, seems to be less bullish one the $8.22 billion market cap company. The stock decreased 3.19% or $3.32 during the last trading session, reaching $100.81. About 636,235 shares traded. Tableau Software, Inc. (NYSE:DATA) has risen 53.64% since June 21, 2017 and is uptrending. It has outperformed by 41.07% the S&P500.

Security National Bank Of So Dak increased its stake in Aflac Inc (AFL) by 90.15% based on its latest 2018Q1 regulatory filing with the SEC. Security National Bank Of So Dak bought 12,688 shares as the company’s stock declined 0.09% with the market. The institutional investor held 26,762 shares of the accident &health insurance company at the end of 2018Q1, valued at $1.17 million, up from 14,074 at the end of the previous reported quarter. Security National Bank Of So Dak who had been investing in Aflac Inc for a number of months, seems to be bullish on the $34.40 billion market cap company. The stock decreased 0.65% or $0.29 during the last trading session, reaching $44.43. About 1.50M shares traded. Aflac Incorporated (NYSE:AFL) has risen 21.38% since June 21, 2017 and is uptrending. It has outperformed by 8.81% the S&P500.

Among 22 analysts covering Aflac Incorporated (NYSE:AFL), 5 have Buy rating, 2 Sell and 15 Hold. Therefore 23% are positive. Aflac Incorporated had 60 analyst reports since August 12, 2015 according to SRatingsIntel. On Wednesday, March 21 the stock rating was maintained by Barclays Capital with “Hold”. RBC Capital Markets maintained it with “Sector Perform” rating and $64 target in Tuesday, February 2 report. On Tuesday, March 27 the stock rating was maintained by JP Morgan with “Overweight”. The firm earned “Underperform” rating on Monday, May 1 by RBC Capital Markets. The company was downgraded on Monday, May 23 by Sandler O’Neill. RBC Capital Markets maintained the shares of AFL in report on Thursday, February 2 with “Underperform” rating. The stock of Aflac Incorporated (NYSE:AFL) earned “Hold” rating by Wells Fargo on Thursday, July 27. On Monday, January 22 the stock rating was upgraded by Raymond James to “Buy”. The firm has “Hold” rating by Deutsche Bank given on Monday, December 5. The firm earned “Hold” rating on Tuesday, March 20 by Keefe Bruyette & Woods.

Investors sentiment increased to 7.76 in 2018 Q1. Its up 6.70, from 1.06 in 2017Q4. It is positive, as 56 investors sold AFL shares while 35 reduced holdings. 82 funds opened positions while 624 raised stakes. 1.00 billion shares or 291.45% more from 256.45 million shares in 2017Q4 were reported. North Star Asset Inc stated it has 127,309 shares or 0.5% of all its holdings. Hexavest reported 4,800 shares. Putnam Invs Ltd Limited Liability Company invested in 0% or 10,562 shares. Davis R M holds 0.01% or 4,860 shares in its portfolio. Amp Investors Ltd, Australia-based fund reported 661,815 shares. M&T Financial Bank holds 190,723 shares. Penbrook Mngmt Lc, New York-based fund reported 6,600 shares. Willow Creek Wealth Mngmt Inc invested in 6,836 shares or 0.16% of the stock. Bb&T invested 0.11% of its portfolio in Aflac Incorporated (NYSE:AFL). 201,770 are owned by Lpl Ltd Liability Co. The New Hampshire-based Ledyard Bancorporation has invested 0.07% in Aflac Incorporated (NYSE:AFL). Provident Inv Management invested in 0.04% or 5,902 shares. Ameritas Invest Ptnrs Inc accumulated 30,660 shares or 0.06% of the stock. Canada Pension Plan Invest Board, a Ontario – Canada-based fund reported 760,734 shares. Parsons Mgmt Ri accumulated 59,694 shares.

Since February 16, 2018, it had 2 insider buys, and 4 insider sales for $2.81 million activity. Lloyd Karole had bought 2,000 shares worth $178,090 on Tuesday, February 20. On Wednesday, February 28 TILLMAN AUDREY B sold $117,123 worth of Aflac Incorporated (NYSE:AFL) or 1,300 shares. AMOS DANIEL P had sold 24,983 shares worth $2.24M. $239,194 worth of Aflac Incorporated (NYSE:AFL) was sold by HOWARD JUNE P. Another trade for 550 shares valued at $49,022 was bought by MOSKOWITZ JOSEPH L.

More important recent Tableau Software, Inc. (NYSE:DATA) news were published by: Seekingalpha.com which released: “Tableau Still Lacks Leverage” on May 24, 2018, also Seekingalpha.com published article titled: “This May Be The Scariest IPO Filing You’ve Ever Seen”, Gurufocus.com published: “Four Jim Simons Stocks to Avoid or Sell” on June 21, 2018. More interesting news about Tableau Software, Inc. (NYSE:DATA) was released by: Benzinga.com and their article: “Benzinga’s Top Upgrades, Downgrades For June 20, 2018” with publication date: June 20, 2018.

Analysts await Tableau Software, Inc. (NYSE:DATA) to report earnings on August, 1. They expect $-0.67 EPS, down 24.07% or $0.13 from last year’s $-0.54 per share. After $-0.73 actual EPS reported by Tableau Software, Inc. for the previous quarter, Wall Street now forecasts -8.22% EPS growth.

Among 47 analysts covering Tableau Software (NYSE:DATA), 20 have Buy rating, 3 Sell and 24 Hold. Therefore 43% are positive. Tableau Software had 155 analyst reports since July 24, 2015 according to SRatingsIntel. Maxim Group maintained Tableau Software, Inc. (NYSE:DATA) rating on Thursday, May 3. Maxim Group has “Hold” rating and $10200 target. The rating was downgraded by William Blair on Wednesday, November 2 to “Market Perform”. The company was upgraded on Tuesday, January 24 by Citigroup. The firm has “Buy” rating by UBS given on Thursday, August 3. On Friday, February 3 the stock rating was maintained by RBC Capital Markets with “Sector Perform”. On Thursday, February 1 the stock rating was maintained by Jefferies with “Hold”. The stock has “Buy” rating by Bank of America on Wednesday, October 18. The company was maintained on Thursday, October 19 by Jefferies. The stock of Tableau Software, Inc. (NYSE:DATA) has “Buy” rating given on Friday, May 6 by Wunderlich. The rating was maintained by RBC Capital Markets on Monday, May 29 with “Hold”.

Tableau Software, Inc. (NYSE:DATA) Institutional Positions Chart

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