Brown Advisory Lifted Its Costco Whsl New (COST) Stake by $10.68 Million; Aflac (AFL) Shareholder W-G Shaheen & Associates Dba Whitney & Co Increased Position by $314,679

April 26, 2018 - By Adrian Mccoy

Aflac Incorporated (NYSE:AFL) Logo

W-G Shaheen & Associates Dba Whitney & Co increased its stake in Aflac Inc (AFL) by 6.82% based on its latest 2017Q4 regulatory filing with the SEC. W-G Shaheen & Associates Dba Whitney & Co bought 3,617 shares as the company’s stock declined 0.29% with the market. The institutional investor held 56,670 shares of the accident &health insurance company at the end of 2017Q4, valued at $4.97 million, up from 53,053 at the end of the previous reported quarter. W-G Shaheen & Associates Dba Whitney & Co who had been investing in Aflac Inc for a number of months, seems to be bullish on the $35.39B market cap company. The stock increased 0.53% or $0.24 during the last trading session, reaching $45.41. About 3.40M shares traded. Aflac Incorporated (NYSE:AFL) has risen 21.05% since April 26, 2017 and is uptrending. It has outperformed by 9.50% the S&P500.

Brown Advisory Inc increased its stake in Costco Whsl Corp New (COST) by 2.86% based on its latest 2017Q4 regulatory filing with the SEC. Brown Advisory Inc bought 57,407 shares as the company’s stock declined 1.86% with the market. The institutional investor held 2.07 million shares of the department and specialty retail stores company at the end of 2017Q4, valued at $384.40 million, up from 2.01M at the end of the previous reported quarter. Brown Advisory Inc who had been investing in Costco Whsl Corp New for a number of months, seems to be bullish on the $85.12B market cap company. The stock increased 0.76% or $1.46 during the last trading session, reaching $193.97. About 1.31 million shares traded. Costco Wholesale Corporation (NASDAQ:COST) has risen 14.69% since April 26, 2017 and is uptrending. It has outperformed by 3.14% the S&P500.

Brown Advisory Inc, which manages about $31.59B US Long portfolio, decreased its stake in Amazon Com Inc (NASDAQ:AMZN) by 13,774 shares to 524,493 shares, valued at $613.38M in 2017Q4, according to the filing. It also reduced its holding in Sealed Air Corp New (NYSE:SEE) by 13,049 shares in the quarter, leaving it with 13,307 shares, and cut its stake in Hanesbrands Inc (NYSE:HBI).

Among 32 analysts covering Costco Wholesale (NASDAQ:COST), 23 have Buy rating, 0 Sell and 9 Hold. Therefore 72% are positive. Costco Wholesale had 126 analyst reports since August 24, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, December 3 by Stifel Nicolaus. On Friday, October 6 the stock rating was maintained by Jefferies with “Hold”. As per Friday, July 21, the company rating was maintained by Cowen & Co. Telsey Advisory Group maintained Costco Wholesale Corporation (NASDAQ:COST) rating on Monday, November 9. Telsey Advisory Group has “Outperform” rating and $175 target. The rating was upgraded by Vetr on Monday, August 24 to “Buy”. The firm has “Equal-Weight” rating by Barclays Capital given on Thursday, March 31. On Thursday, January 5 the stock rating was maintained by Telsey Advisory Group with “Outperform”. The rating was downgraded by Morgan Stanley on Friday, October 6 to “Equal-Weight”. The rating was maintained by Barclays Capital on Friday, September 23 with “Equal-Weight”. The stock has “Buy” rating by BMO Capital Markets on Friday, July 7.

Since December 18, 2017, it had 0 insider purchases, and 14 sales for $21.65 million activity. MEISENBACH JOHN W also sold $560,730 worth of Costco Wholesale Corporation (NASDAQ:COST) shares. MOULTON PAUL G sold $2.21 million worth of stock. The insider Murphy James P. sold 5,000 shares worth $937,421. GALANTI RICHARD A sold $958,087 worth of stock or 5,000 shares. Rose Timothy L. also sold $966,000 worth of Costco Wholesale Corporation (NASDAQ:COST) shares. LIBENSON RICHARD M sold $3.86 million worth of stock or 20,000 shares.

Investors sentiment decreased to 0.98 in Q4 2017. Its down 0.21, from 1.19 in 2017Q3. It worsened, as 64 investors sold COST shares while 442 reduced holdings. 134 funds opened positions while 364 raised stakes. 308.22 million shares or 1.23% more from 304.48 million shares in 2017Q3 were reported. Texan Capital Management owns 2.46% invested in Costco Wholesale Corporation (NASDAQ:COST) for 20,332 shares. 14,573 were accumulated by Weik Cap Management. Van Eck Associates reported 14,652 shares stake. Envestnet Asset reported 59,803 shares stake. Cibc World Mkts stated it has 0.08% of its portfolio in Costco Wholesale Corporation (NASDAQ:COST). Jnba Financial Advsr, a Minnesota-based fund reported 26 shares. 57,115 were accumulated by Nelson Roberts Inv Ltd Com. Nomura Asset Mngmt has 108,298 shares. Pictet & Cie (Europe) reported 8,646 shares stake. Goelzer Inv Inc, Indiana-based fund reported 15,818 shares. Whittier invested 0.3% in Costco Wholesale Corporation (NASDAQ:COST). Cornerstone Advisors, a Alabama-based fund reported 22,000 shares. Peak6 Invests Lp reported 0.05% in Costco Wholesale Corporation (NASDAQ:COST). Hbk Sorce Advisory Limited Com holds 0.16% of its portfolio in Costco Wholesale Corporation (NASDAQ:COST) for 7,220 shares. Badgley Phelps And Bell has invested 1.04% in Costco Wholesale Corporation (NASDAQ:COST).

W-G Shaheen & Associates Dba Whitney & Co, which manages about $275.21 million and $345.28M US Long portfolio, decreased its stake in M & T Bk Corp (NYSE:MTB) by 25,413 shares to 1,850 shares, valued at $316,000 in 2017Q4, according to the filing. It also reduced its holding in Apple Inc (NASDAQ:AAPL) by 2,769 shares in the quarter, leaving it with 108,048 shares, and cut its stake in Boeing Co (NYSE:BA).

Among 21 analysts covering Aflac Incorporated (NYSE:AFL), 4 have Buy rating, 2 Sell and 15 Hold. Therefore 19% are positive. Aflac Incorporated had 59 analyst reports since August 12, 2015 according to SRatingsIntel. The stock of Aflac Incorporated (NYSE:AFL) earned “Market Perform” rating by Wells Fargo on Friday, September 23. The stock of Aflac Incorporated (NYSE:AFL) has “Market Perform” rating given on Tuesday, May 10 by FBR Capital. The stock has “Hold” rating by Wells Fargo on Tuesday, January 9. The stock has “Sell” rating by RBC Capital Markets on Thursday, February 1. The rating was maintained by Deutsche Bank on Monday, December 5 with “Hold”. The firm earned “Underperform” rating on Thursday, February 2 by RBC Capital Markets. RBC Capital Markets maintained Aflac Incorporated (NYSE:AFL) on Monday, October 9 with “Sell” rating. The stock of Aflac Incorporated (NYSE:AFL) earned “Neutral” rating by Citigroup on Thursday, January 26. The stock of Aflac Incorporated (NYSE:AFL) has “” rating given on Monday, October 12 by Keefe Bruyette & Woods. The stock of Aflac Incorporated (NYSE:AFL) has “Underperform” rating given on Wednesday, August 19 by Bank of America.

Investors sentiment increased to 1.06 in 2017 Q4. Its up 0.17, from 0.89 in 2017Q3. It improved, as 41 investors sold AFL shares while 286 reduced holdings. 95 funds opened positions while 250 raised stakes. 256.45 million shares or 2.31% more from 250.65 million shares in 2017Q3 were reported. Finemark Natl Bank & Trust reported 0.02% stake. Gateway Advisory Ltd Co reported 0.06% of its portfolio in Aflac Incorporated (NYSE:AFL). Srb holds 0.03% or 2,221 shares. The California-based Retail Bank Of The West has invested 0.14% in Aflac Incorporated (NYSE:AFL). Florida-based Capital City Co Fl has invested 0.46% in Aflac Incorporated (NYSE:AFL). Haverford Trust has 11,923 shares. Thompson Davis And Incorporated has 0.03% invested in Aflac Incorporated (NYSE:AFL). 1832 Asset Management Limited Partnership reported 0% of its portfolio in Aflac Incorporated (NYSE:AFL). Glenview Fincl Bank Trust Dept has invested 0.2% in Aflac Incorporated (NYSE:AFL). Zurcher Kantonalbank (Zurich Cantonalbank) has 0.19% invested in Aflac Incorporated (NYSE:AFL). The New Jersey-based Palisade Lc Nj has invested 0.02% in Aflac Incorporated (NYSE:AFL). Burney stated it has 0.82% in Aflac Incorporated (NYSE:AFL). Diligent Invsts Ltd Llc stated it has 4,500 shares. Invesco holds 0.15% or 4.61 million shares in its portfolio. Clarivest Asset Mngmt Limited Liability Co has invested 0% in Aflac Incorporated (NYSE:AFL).

Since February 16, 2018, it had 2 insider buys, and 4 sales for $2.81 million activity. $117,123 worth of Aflac Incorporated (NYSE:AFL) shares were sold by TILLMAN AUDREY B. KNAPP CHARLES B had sold 10,000 shares worth $437,155. Shares for $239,194 were sold by HOWARD JUNE P. MOSKOWITZ JOSEPH L also bought $49,022 worth of Aflac Incorporated (NYSE:AFL) shares. AMOS DANIEL P had sold 24,983 shares worth $2.24M.

Aflac Incorporated (NYSE:AFL) Institutional Positions Chart

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