Train Babcock Advisors Lowered Its Holding in Apple (AAPL) by $866,712; As Costco Wholesale (COST) Shares Rose, Stock Yards Bank & Trust Co Has Decreased Its Holding by $366,868

February 20, 2018 - By reb123z

Sharlyn C. Heslam decreased its stake in Costco Wholesale Corp (COST) by 19.17% based on its latest 2017Q3 regulatory filing with the SEC. Stock Yards Bank & Trust Co sold 2,237 shares as the company’s stock rose 1.54% with the market. The hedge fund run by Sharlyn C. Heslam held 9,433 shares of the department and specialty retail stores company at the end of 2017Q3, valued at $1.55M, down from 11,670 at the end of the previous reported quarter. Stock Yards Bank & Trust Co who had been investing in Costco Wholesale Corp for a number of months, seems to be less bullish one the $84.12 billion 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.

Train Babcock Advisors Llc decreased its stake in Apple Inc (AAPL) by 5.89% based on its latest 2017Q3 regulatory filing with the SEC. Train Babcock Advisors Llc sold 5,628 shares as the company’s stock rose 12.78% with the market. The institutional investor held 89,894 shares of the computer manufacturing company at the end of 2017Q3, valued at $13.86 million, down from 95,522 at the end of the previous reported quarter. Train Babcock Advisors Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $874.91B market cap company. The stock decreased 0.32% or $0.56 during the last trading session, reaching $172.43. About 40.18M shares traded or 17.89% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 20, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

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. As per Friday, February 12, the company rating was maintained by FBR Capital. The firm has “Outperform” rating given on Wednesday, March 30 by Longbow. Citigroup maintained Apple Inc. (NASDAQ:AAPL) on Wednesday, July 27 with “Buy” rating. Nomura maintained the shares of AAPL in report on Thursday, September 22 with “Buy” rating. The company was maintained on Tuesday, July 26 by UBS. As per Friday, January 8, the company rating was maintained by Cowen & Co. The firm earned “Buy” rating on Thursday, January 18 by Guggenheim. The firm has “Buy” rating by KeyBanc Capital Markets given on Thursday, December 7. The firm earned “Hold” rating on Monday, August 21 by Credit Suisse. The rating was maintained by Drexel Hamilton with “Buy” on Wednesday, August 23.

Train Babcock Advisors Llc, which manages about $484.69 million and $179.32M US Long portfolio, upped its stake in Wabtec Corp. (NYSE:WAB) by 4,207 shares to 37,657 shares, valued at $2.85M in 2017Q3, according to the filing.

Investors sentiment increased to 0.7 in 2017 Q3. Its up 0.02, from 0.68 in 2017Q2. It is positive, 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, First Washington Corporation has 1.22% invested in Apple Inc. (NASDAQ:AAPL). Moreover, First Republic Inv Mngmt has 2.69% invested in Apple Inc. (NASDAQ:AAPL). Selway Asset Mngmt accumulated 52,082 shares or 4.65% of the stock. Envestnet Asset Management Incorporated holds 0.27% or 740,706 shares in its portfolio. Evanson Asset Management Ltd Liability Com holds 4.32% or 131,071 shares in its portfolio. Peconic Ltd Limited Liability Company invested in 13,050 shares. California-based Pure Advsr Incorporated has invested 0.69% in Apple Inc. (NASDAQ:AAPL). Banced owns 13,277 shares for 3.55% of their portfolio. Hall Laurie J Trustee has invested 1.88% of its portfolio in Apple Inc. (NASDAQ:AAPL). Goelzer Inc stated it has 100,417 shares or 1.82% of all its holdings. Nordea Mgmt Ab reported 9.66M shares stake. Moreover, Gemmer Asset Ltd Liability Corp has 0.51% invested in Apple Inc. (NASDAQ:AAPL). Tillar has invested 1.95% in Apple Inc. (NASDAQ:AAPL). Bellecapital Int Limited reported 24,255 shares stake. Moreover, Commonwealth Of Pennsylvania School Empls Retrmt has 0.95% invested in Apple Inc. (NASDAQ:AAPL) for 420,071 shares.

Since August 24, 2017, it had 0 insider purchases, and 6 insider sales for $27.32 million activity. On Friday, January 5 Riccio Daniel J. sold $2.73 million worth of Apple Inc. (NASDAQ:AAPL) or 15,641 shares. Srouji Johny sold $948,612 worth of Apple Inc. (NASDAQ:AAPL) on Monday, August 28. Shares for $8.79M were sold by SCHILLER PHILIP W on Tuesday, October 3. Another trade for 63,388 shares valued at $9.78 million was made by AHRENDTS ANGELA J on Tuesday, October 3.

Stock Yards Bank & Trust Co, which manages about $853.26M US Long portfolio, upped its stake in Home Depot Inc (NYSE:HD) by 7,719 shares to 111,095 shares, valued at $18.17M in 2017Q3, according to the filing. It also increased its holding in Abbott Laboratories (NYSE:ABT) by 24,714 shares in the quarter, for a total of 236,257 shares, and has risen its stake in Facebook Inc (NASDAQ:FB).

Since September 1, 2017, it had 0 insider purchases, and 16 selling transactions for $22.37 million activity. Another trade for 5,000 shares valued at $809,578 was made by ZOOK DENNIS R on Wednesday, October 4. 30,000 shares were sold by SINEGAL JAMES D, worth $5.76M on Tuesday, September 19. 5,000 shares were sold by Murphy James P., worth $937,421. 5,200 shares were sold by Vachris Roland Michael, worth $977,510. LIBENSON RICHARD M sold $3.86M worth of stock or 20,000 shares. $1.31M worth of Costco Wholesale Corporation (NASDAQ:COST) shares were sold by MOULTON PAUL G.

Analysts await Costco Wholesale Corporation (NASDAQ:COST) to report earnings on March, 1. They expect $1.42 EPS, up 21.37% or $0.25 from last year’s $1.17 per share. COST’s profit will be $623.53 million for 33.73 P/E if the $1.42 EPS becomes a reality. After $1.36 actual EPS reported by Costco Wholesale Corporation for the previous quarter, Wall Street now forecasts 4.41% EPS growth.

Investors sentiment decreased to 1.19 in 2017 Q3. Its down 0.09, from 1.28 in 2017Q2. It turned negative, 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. Papp L Roy And Assocs holds 1.6% or 44,923 shares in its portfolio. 95,558 are owned by Hartford Mgmt. 15,331 were reported by Capital One Association. Arete Wealth Advisors Llc accumulated 0.18% or 2,745 shares. 3,642 are held by Salem Investment Counselors. Nbt Bank & Trust N A holds 0.07% in Costco Wholesale Corporation (NASDAQ:COST) or 2,716 shares. Highland Cap Mgmt Ltd Liability Com, a Tennessee-based fund reported 42,581 shares. Columbia Ptnrs L L C Investment Mngmt reported 50,434 shares or 1.09% of all its holdings. Cantab Prns Ltd Liability Partnership has invested 0.03% in Costco Wholesale Corporation (NASDAQ:COST). Vigilant Cap Mngmt Ltd Liability Corporation reported 25 shares or 0% of all its holdings. Ws Lllp has invested 0.53% in Costco Wholesale Corporation (NASDAQ:COST). Crestwood Advisors Gp Ltd Liability Corp accumulated 0.03% or 2,028 shares. Regal Advisors Limited Liability invested in 1,264 shares or 0.05% of the stock. Shelton Cap Mgmt holds 0.49% of its portfolio in Costco Wholesale Corporation (NASDAQ:COST) for 38,347 shares. Fundx Invest Group Limited Liability has invested 0.13% in Costco Wholesale Corporation (NASDAQ:COST).

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