As Travelers Companies (TRV) Stock Value Declined, Blue Chip Partners Lowered Its Stake; As Ecolab (ECL) Stock Value Rose, Cabot Wealth Management Has Trimmed by $2.80 Million Its Stake

February 19, 2018 - By Louis Casey

Cabot Wealth Management Inc decreased its stake in Ecolab Inc (ECL) by 41.31% based on its latest 2017Q3 regulatory filing with the SEC. Cabot Wealth Management Inc sold 21,912 shares as the company’s stock rose 2.53% with the market. The institutional investor held 31,134 shares of the package goods and cosmetics company at the end of 2017Q3, valued at $4.00M, down from 53,046 at the end of the previous reported quarter. Cabot Wealth Management Inc who had been investing in Ecolab Inc for a number of months, seems to be less bullish one the $37.99B market cap company. The stock decreased 0.21% or $0.28 during the last trading session, reaching $131.49. About 1.30 million shares traded or 2.74% up from the average. Ecolab Inc. (NYSE:ECL) has risen 9.41% since February 19, 2017 and is uptrending. It has underperformed by 7.29% the S&P500.

Blue Chip Partners Inc decreased its stake in Travelers Companies Inc (TRV) by 50.01% based on its latest 2017Q3 regulatory filing with the SEC. Blue Chip Partners Inc sold 4,858 shares as the company’s stock declined 0.95% while stock markets rallied. The hedge fund held 4,857 shares of the finance company at the end of 2017Q3, valued at $595,000, down from 9,715 at the end of the previous reported quarter. Blue Chip Partners Inc who had been investing in Travelers Companies Inc for a number of months, seems to be less bullish one the $38.31 billion market cap company. The stock increased 0.20% or $0.28 during the last trading session, reaching $141.16. About 1.92 million shares traded or 6.85% up from the average. The Travelers Companies, Inc. (NYSE:TRV) has risen 9.71% since February 19, 2017 and is uptrending. It has underperformed by 6.99% the S&P500.




Among 22 analysts covering Ecolab (NYSE:ECL), 11 have Buy rating, 1 Sell and 10 Hold. Therefore 50% are positive. Ecolab had 62 analyst reports since July 30, 2015 according to SRatingsIntel. On Tuesday, October 31 the stock rating was maintained by Stifel Nicolaus with “Hold”. The rating was maintained by Deutsche Bank with “Hold” on Wednesday, August 2. The rating was maintained by RBC Capital Markets on Tuesday, August 1 with “Buy”. The rating was maintained by Canaccord Genuity on Thursday, July 27 with “Buy”. The rating was maintained by Credit Suisse with “Neutral” on Wednesday, January 24. The company was maintained on Wednesday, November 1 by Barclays Capital. The rating was maintained by Jefferies with “Hold” on Monday, June 5. The rating was maintained by Oppenheimer on Tuesday, August 1 with “Buy”. The stock has “Buy” rating by Sterne Agee CRT on Tuesday, March 22. Instinet upgraded the shares of ECL in report on Monday, April 3 to “Neutral” rating.

Analysts await Ecolab Inc. (NYSE:ECL) to report earnings on February, 20. They expect $1.40 EPS, up 12.00% or $0.15 from last year’s $1.25 per share. ECL’s profit will be $404.48 million for 23.48 P/E if the $1.40 EPS becomes a reality. After $1.37 actual EPS reported by Ecolab Inc. for the previous quarter, Wall Street now forecasts 2.19% EPS growth.

Cabot Wealth Management Inc, which manages about $552.75M and $445.63 million US Long portfolio, upped its stake in Vanguard Malvern Fds (VTIP) by 36,195 shares to 124,092 shares, valued at $6.14M in 2017Q3, according to the filing. It also increased its holding in United Parcel Service Inc (NYSE:UPS) by 5,045 shares in the quarter, for a total of 8,191 shares, and has risen its stake in Claymore Exchange Trd Fd Tr (TAN).

Investors sentiment increased to 1.19 in Q3 2017. Its up 0.25, from 0.94 in 2017Q2. It improved, as 31 investors sold ECL shares while 274 reduced holdings. 81 funds opened positions while 281 raised stakes. 213.37 million shares or 1.11% more from 211.02 million shares in 2017Q2 were reported. Triangle Secs Wealth accumulated 5,358 shares. Glenmede Tru Na owns 10,151 shares. Janney Montgomery Scott invested in 0.07% or 47,716 shares. Us Bank & Trust De stated it has 1.01M shares or 0.41% of all its holdings. Fcg Advisors Limited Liability reported 0.09% of its portfolio in Ecolab Inc. (NYSE:ECL). 65,592 were accumulated by Tdam Usa. Highland Cap Management Ltd Limited Liability Company has invested 0.03% in Ecolab Inc. (NYSE:ECL). Comm Bancorporation reported 51,751 shares stake. First Tru Advisors L P, a Illinois-based fund reported 83,657 shares. Oakworth Capital stated it has 0% of its portfolio in Ecolab Inc. (NYSE:ECL). Axa holds 0.51% of its portfolio in Ecolab Inc. (NYSE:ECL) for 917,685 shares. Boston Family Office Lc accumulated 109,779 shares. Kanawha Cap Mngmt Lc, a Virginia-based fund reported 54,138 shares. Cap One Association has 0.02% invested in Ecolab Inc. (NYSE:ECL). Advisor Prtn Limited Liability Company has invested 0.07% in Ecolab Inc. (NYSE:ECL).

Since September 14, 2017, it had 0 buys, and 1 insider sale for $966,233 activity.

Among 17 analysts covering Travelers (NYSE:TRV), 6 have Buy rating, 2 Sell and 9 Hold. Therefore 35% are positive. Travelers had 53 analyst reports since July 22, 2015 according to SRatingsIntel. Goldman Sachs downgraded the stock to “Sell” rating in Tuesday, January 10 report. The firm earned “Outperform” rating on Tuesday, January 17 by Macquarie Research. Atlantic Securities downgraded the shares of TRV in report on Friday, January 6 to “Underweight” rating. The stock has “Neutral” rating by Atlantic Securities on Friday, January 26. As per Wednesday, July 22, the company rating was maintained by RBC Capital Markets. The stock of The Travelers Companies, Inc. (NYSE:TRV) has “Buy” rating given on Thursday, July 20 by RBC Capital Markets. The stock has “Buy” rating by Citigroup on Thursday, December 1. The rating was maintained by RBC Capital Markets on Friday, January 22 with “Outperform”. The stock of The Travelers Companies, Inc. (NYSE:TRV) earned “Buy” rating by Keefe Bruyette & Woods on Monday, December 4. RBC Capital Markets maintained it with “Buy” rating and $158.0 target in Tuesday, January 23 report.

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