Highlander Capital Management Has Lifted Oracle Com (ORCL) Stake by $398,400; Stock Value Rose; Charles Schwab Corp. (SCHW) Valuation Declined While Davis Selected Advisers Has Boosted Position by $357,760

February 22, 2018 - By Ellis Scott

Davis Selected Advisers increased its stake in Charles Schwab Corp. (SCHW) by 1.02% based on its latest 2017Q3 regulatory filing with the SEC. Davis Selected Advisers bought 8,320 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 827,632 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $36.20M, up from 819,312 at the end of the previous reported quarter. Davis Selected Advisers who had been investing in Charles Schwab Corp. for a number of months, seems to be bullish on the $70.11B market cap company. The stock decreased 0.08% or $0.04 during the last trading session, reaching $52.3. About 5.90 million shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since February 22, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Highlander Capital Management Llc increased its stake in Oracle Corp Com (ORCL) by 333.74% based on its latest 2017Q3 regulatory filing with the SEC. Highlander Capital Management Llc bought 8,300 shares as the company’s stock rose 5.35% with the market. The institutional investor held 10,787 shares of the prepackaged software company at the end of 2017Q3, valued at $522,000, up from 2,487 at the end of the previous reported quarter. Highlander Capital Management Llc who had been investing in Oracle Corp Com for a number of months, seems to be bullish on the $204.62B market cap company. The stock decreased 0.92% or $0.46 during the last trading session, reaching $49.43. About 13.05M shares traded. Oracle Corporation (NYSE:ORCL) has risen 14.08% since February 22, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.




Among 38 analysts covering Oracle (NYSE:ORCL), 28 have Buy rating, 0 Sell and 10 Hold. Therefore 74% are positive. Oracle had 105 analyst reports since July 30, 2015 according to SRatingsIntel. The company was downgraded on Friday, December 15 by RBC Capital Markets. UBS maintained Oracle Corporation (NYSE:ORCL) on Thursday, December 17 with “Buy” rating. The stock has “Buy” rating by Stifel Nicolaus on Friday, December 16. On Monday, September 11 the stock rating was maintained by Cowen & Co with “Buy”. The rating was upgraded by KeyBanc Capital Markets on Wednesday, July 5 to “Overweight”. Cowen & Co maintained the stock with “Buy” rating in Monday, October 23 report. The stock of Oracle Corporation (NYSE:ORCL) earned “Buy” rating by Stifel Nicolaus on Thursday, June 22. The stock has “Mkt Perform” rating by FBR Capital on Thursday, November 5. The firm has “Buy” rating by KeyBanc Capital Markets given on Monday, July 17. The stock has “Buy” rating by Credit Suisse on Thursday, October 12.

Investors sentiment increased to 1.13 in Q3 2017. Its up 0.18, from 0.95 in 2017Q2. It is positive, as 67 investors sold ORCL shares while 498 reduced holdings. 122 funds opened positions while 519 raised stakes. 2.32 billion shares or 1.54% less from 2.35 billion shares in 2017Q2 were reported. Cubist Systematic Strategies Ltd Liability Corporation holds 0.11% or 42,416 shares in its portfolio. Clark Management Gp Inc reported 0.1% in Oracle Corporation (NYSE:ORCL). Moreover, Ardsley Advisory Ptnrs has 1.7% invested in Oracle Corporation (NYSE:ORCL). Reynders Mcveigh Limited Com reported 51,711 shares. Gateway Invest Advisers stated it has 1.85 million shares or 0.77% of all its holdings. Howe And Rusling Inc accumulated 8,099 shares. Destination Wealth Management reported 459,647 shares or 1.42% of all its holdings. Wealth Architects Limited Com invested 0.22% in Oracle Corporation (NYSE:ORCL). Wg Shaheen And Associates Dba Whitney And accumulated 16,355 shares. Nj State Employees Deferred Compensation Plan reported 80,000 shares. Alexandria Cap Ltd Liability stated it has 1.1% of its portfolio in Oracle Corporation (NYSE:ORCL). Edmp reported 2.52% of its portfolio in Oracle Corporation (NYSE:ORCL). Barrett Asset Mgmt Ltd reported 200,608 shares. Stewart & Patten Co Ltd Liability Corporation reported 35,838 shares. Hyman Charles D accumulated 210,800 shares or 1.27% of the stock.

Highlander Capital Management Llc, which manages about $131.70 million and $128.11 million US Long portfolio, decreased its stake in Hess Corp Com (NYSE:HES) by 11,700 shares to 3,450 shares, valued at $162,000 in 2017Q3, according to the filing.

Investors sentiment decreased to 1.03 in 2017 Q3. Its down 0.27, from 1.3 in 2017Q2. It dived, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. United Kingdom-based Marshall Wace Llp has invested 0.41% in The Charles Schwab Corporation (NYSE:SCHW). Ubs Oconnor Lc reported 519,981 shares. Generation Investment Management Llp reported 4.3% stake. Geode Capital Mngmt Llc stated it has 0.18% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Castleark Mgmt Limited Co has 992,327 shares for 1.36% of their portfolio. Laffer Invests accumulated 53,550 shares. Employees Retirement Of Texas owns 427,400 shares or 0.24% of their US portfolio. Creative Planning, a Kansas-based fund reported 56,012 shares. Walleye Trading Limited Liability Company owns 169,963 shares. Benjamin F Edwards & invested in 103 shares. Tci Wealth Advsr Inc reported 0.17% in The Charles Schwab Corporation (NYSE:SCHW). The Ohio-based Riverpoint Management Lc has invested 1.06% in The Charles Schwab Corporation (NYSE:SCHW). First Foundation Advsr stated it has 0.12% in The Charles Schwab Corporation (NYSE:SCHW). 235 were accumulated by Edge Wealth Ltd Limited Liability Company. 13,519 are owned by Frontier Co.

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 1 Sell and 7 Hold. Therefore 65% are positive. Charles Schwab had 91 analyst reports since August 11, 2015 according to SRatingsIntel. As per Monday, August 14, the company rating was maintained by Keefe Bruyette & Woods. The stock of The Charles Schwab Corporation (NYSE:SCHW) has “Buy” rating given on Monday, April 4 by Nomura. UBS maintained the stock with “Buy” rating in Friday, February 3 report. Morgan Stanley maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Thursday, October 5. Morgan Stanley has “Overweight” rating and $53 target. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Buy” rating by Jefferies on Monday, January 8. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Buy” rating by Keefe Bruyette & Woods on Tuesday, February 6. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Buy” rating by Bank of America on Thursday, October 13. The company was downgraded on Wednesday, January 3 by JMP Securities. Deutsche Bank downgraded the stock to “Hold” rating in Tuesday, July 11 report. The firm has “Sell” rating by Citigroup given on Wednesday, February 7.

Davis Selected Advisers, which manages about $48.17 billion and $23.50 billion US Long portfolio, decreased its stake in Catchmark Timber Trust Inc. Class A (NYSE:CTT) by 217,259 shares to 2.00M shares, valued at $25.19M in 2017Q3, according to the filing. It also reduced its holding in Encana Corporation (NYSE:ECA) by 2.27M shares in the quarter, leaving it with 65.30M shares, and cut its stake in Loews Corp. (NYSE:L).

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