As United Contl Hldgs Com (UAL) Shares Rose, Shareholder Assetmark Has Lowered Holding; Wellington Shields & Company Upped Stake in Oneok (OKE) by $1.34 Million as Market Valuation Declined

February 16, 2018 - By Winifred Garcia

Wellington Shields & Company increased its stake in Oneok Inc (OKE) by 608.23% based on its latest 2017Q3 regulatory filing with the SEC. Wellington Shields & Company bought 24,329 shares as the company’s stock declined 4.12% while stock markets rallied. The institutional investor held 28,329 shares of the public utilities company at the end of 2017Q3, valued at $1.57 million, up from 4,000 at the end of the previous reported quarter. Wellington Shields & Company who had been investing in Oneok Inc for a number of months, seems to be bullish on the $23.67 billion market cap company. The stock decreased 0.24% or $0.14 during the last trading session, reaching $57.66. About 886,296 shares traded. ONEOK, Inc. (NYSE:OKE) has risen 23.81% since February 16, 2017 and is uptrending. It has outperformed by 7.11% the S&P500.




Assetmark Inc decreased its stake in United Contl Hldgs Inc Com (UAL) by 95.97% based on its latest 2017Q3 regulatory filing with the SEC. Assetmark Inc sold 92,311 shares as the company’s stock rose 2.66% with the market. The institutional investor held 3,876 shares of the transportation company at the end of 2017Q3, valued at $236,000, down from 96,187 at the end of the previous reported quarter. Assetmark Inc who had been investing in United Contl Hldgs Inc Com for a number of months, seems to be less bullish one the $19.98B market cap company. The stock increased 1.03% or $0.685 during the last trading session, reaching $67.425. About 1.21M shares traded. United Continental Holdings, Inc. (NYSE:UAL) has risen 77.19% since February 16, 2017 and is uptrending. It has outperformed by 60.49% the S&P500.

Investors sentiment increased to 2.82 in Q3 2017. Its up 1.47, from 1.35 in 2017Q2. It improved, as 52 investors sold OKE shares while 103 reduced holdings. 164 funds opened positions while 273 raised stakes. 264.73 million shares or 40.11% more from 188.94 million shares in 2017Q2 were reported. Wellington Management Llp has 0.01% invested in ONEOK, Inc. (NYSE:OKE) for 543,918 shares. Essex Serv reported 3,976 shares stake. Vantage Inv Ltd Com holds 919 shares or 0.01% of its portfolio. Groesbeck Mngmt Nj reported 71,867 shares stake. Lincoln Natl Corp has 6,757 shares for 0.02% of their portfolio. Patten Group Inc reported 1 shares. Energy Income Prtn Ltd Limited Liability Company reported 4.45% stake. Strs Ohio has invested 0% of its portfolio in ONEOK, Inc. (NYSE:OKE). Bollard Gru Lc reported 145,367 shares. Endurance Wealth Management has invested 0.02% in ONEOK, Inc. (NYSE:OKE). Moreover, Legacy Private has 0.11% invested in ONEOK, Inc. (NYSE:OKE). Wellington Shields And Communications Ltd Limited Liability Company owns 28,329 shares for 0.52% of their portfolio. Sandy Spring Fincl Bank has 31,670 shares. 81 were accumulated by Tarbox Family Office. Hartford Invest Mgmt Co invested in 0.09% or 82,728 shares.

Among 20 analysts covering ONEOK (NYSE:OKE), 8 have Buy rating, 0 Sell and 12 Hold. Therefore 40% are positive. ONEOK had 68 analyst reports since August 11, 2015 according to SRatingsIntel. On Monday, September 11 the stock rating was upgraded by J.P. Morgan to “Hold”. On Wednesday, December 20 the stock rating was maintained by Jefferies with “Hold”. RBC Capital Markets maintained it with “Buy” rating and $70.0 target in Monday, February 12 report. BMO Capital Markets maintained ONEOK, Inc. (NYSE:OKE) on Monday, January 15 with “Buy” rating. The company was maintained on Monday, April 3 by Jefferies. BMO Capital Markets maintained the stock with “Buy” rating in Tuesday, October 17 report. Barclays Capital upgraded ONEOK, Inc. (NYSE:OKE) on Monday, May 9 to “Overweight” rating. The rating was upgraded by Morgan Stanley to “Overweight” on Wednesday, January 20. The rating was downgraded by US Capital Advisors to “Hold” on Wednesday, May 18. Oppenheimer upgraded the shares of OKE in report on Wednesday, December 23 to “Outperform” rating.

Investors sentiment decreased to 0.71 in Q3 2017. Its down 0.08, from 0.79 in 2017Q2. It fall, as 86 investors sold UAL shares while 191 reduced holdings. 56 funds opened positions while 141 raised stakes. 275.39 million shares or 1.64% less from 279.97 million shares in 2017Q2 were reported. Norinchukin National Bank The holds 41,712 shares or 0.05% of its portfolio. Trustmark Bank & Trust Trust Department has invested 0.1% of its portfolio in United Continental Holdings, Inc. (NYSE:UAL). X Mgmt Co Limited Co accumulated 19,674 shares. Valley Advisers Incorporated owns 11 shares. Allen Investment Management Ltd Liability accumulated 11,007 shares or 0.03% of the stock. Calamos Wealth Mgmt Ltd has invested 0.1% of its portfolio in United Continental Holdings, Inc. (NYSE:UAL). 137,771 were reported by Federated Investors Pa. California-based Glendon Mgmt Limited Partnership has invested 0.78% in United Continental Holdings, Inc. (NYSE:UAL). The Maryland-based Proshare Advisors Ltd Llc has invested 0.03% in United Continental Holdings, Inc. (NYSE:UAL). Palisade Capital Management Limited Liability Nj holds 11,750 shares or 0.03% of its portfolio. The Georgia-based Covey Capital Limited Liability Company has invested 0.36% in United Continental Holdings, Inc. (NYSE:UAL). Kemnay Advisory Inc owns 0.35% invested in United Continental Holdings, Inc. (NYSE:UAL) for 13,453 shares. Fuller Thaler Asset Management invested in 0% or 2,800 shares. Stifel Financial holds 0% or 16,868 shares in its portfolio. Karp Cap Management invested 0.23% of its portfolio in United Continental Holdings, Inc. (NYSE:UAL).

Among 23 analysts covering United Continental (NYSE:UAL), 12 have Buy rating, 0 Sell and 11 Hold. Therefore 52% are positive. United Continental had 97 analyst reports since July 24, 2015 according to SRatingsIntel. The rating was upgraded by Bernstein to “Outperform” on Wednesday, January 31. Bernstein initiated it with “Mkt Perform” rating and $55 target in Tuesday, October 11 report. The stock of United Continental Holdings, Inc. (NYSE:UAL) earned “Hold” rating by Cowen & Co on Monday, January 8. Morgan Stanley maintained United Continental Holdings, Inc. (NYSE:UAL) rating on Friday, October 20. Morgan Stanley has “Equal-Weight” rating and $68 target. The stock has “Hold” rating by Wolfe Research on Thursday, October 19. The stock has “Equal-Weight” rating by Morgan Stanley on Thursday, August 17. The firm has “Market Perform” rating given on Tuesday, April 11 by Cowen & Co. The firm earned “Neutral” rating on Monday, September 18 by Buckingham Research. The stock of United Continental Holdings, Inc. (NYSE:UAL) earned “Overweight” rating by Barclays Capital on Thursday, December 15. The firm earned “Market Perform” rating on Wednesday, September 20 by Raymond James.

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