Professional Advisory Services Trimmed Novartis Ag (NVS) Position; Americafirst Capital Management Raised Its Sempra Energy (SRE) Holding

February 18, 2018 - By Migdalia James

Professional Advisory Services Inc decreased Novartis Ag (NVS) stake by 1.78% reported in 2017Q3 SEC filing. Professional Advisory Services Inc sold 3,980 shares as Novartis Ag (NVS)’s stock rose 4.17%. The Professional Advisory Services Inc holds 219,758 shares with $18.87M value, down from 223,738 last quarter. Novartis Ag now has $192.11 billion valuation. The stock increased 0.27% or $0.23 during the last trading session, reaching $86.91. About 983,166 shares traded. Novartis AG (NYSE:NVS) has risen 7.67% since February 18, 2017 and is uptrending. It has underperformed by 9.03% the S&P500.

Americafirst Capital Management Llc increased Sempra Energy (SRE) stake by 80.44% reported in 2017Q3 SEC filing. Americafirst Capital Management Llc acquired 3,188 shares as Sempra Energy (SRE)’s stock rose 5.34%. The Americafirst Capital Management Llc holds 7,151 shares with $816.14 million value, up from 3,963 last quarter. Sempra Energy now has $30.33B valuation. The stock increased 0.95% or $1.03 during the last trading session, reaching $109.01. About 1.33 million shares traded. Sempra Energy (NYSE:SRE) has risen 8.27% since February 18, 2017 and is uptrending. It has underperformed by 8.43% the S&P500.




Professional Advisory Services Inc increased United Technologies Corp (NYSE:UTX) stake by 3,839 shares to 115,752 valued at $13.44M in 2017Q3. It also upped Express Scripts (NASDAQ:ESRX) stake by 5,435 shares and now owns 277,847 shares. Disney (The Walt) Co. (NYSE:DIS) was raised too.

Among 16 analysts covering Novartis Ag (NYSE:NVS), 5 have Buy rating, 4 Sell and 7 Hold. Therefore 31% are positive. Novartis Ag had 36 analyst reports since July 28, 2015 according to SRatingsIntel. As per Wednesday, January 11, the company rating was downgraded by Credit Suisse. The firm has “Market Perform” rating by Leerink Swann given on Thursday, January 25. The firm has “Neutral” rating by JP Morgan given on Tuesday, January 3. The company was maintained on Tuesday, July 18 by Cowen & Co. The rating was downgraded by Leerink Swann to “Market Perform” on Wednesday, March 23. The firm earned “Sell” rating on Wednesday, October 25 by Barclays Capital. The rating was maintained by Cowen & Co on Friday, October 13 with “Hold”. As per Monday, July 10, the company rating was maintained by Cowen & Co. The firm has “Neutral” rating given on Tuesday, March 29 by Citigroup. JP Morgan maintained the shares of NVS in report on Friday, March 24 with “Neutral” rating.

Among 9 analysts covering Sempra Energy (NYSE:SRE), 5 have Buy rating, 0 Sell and 4 Hold. Therefore 56% are positive. Sempra Energy has $134 highest and $108 lowest target. $119.89’s average target is 9.98% above currents $109.01 stock price. Sempra Energy had 19 analyst reports since September 15, 2015 according to SRatingsIntel. RBC Capital Markets maintained the shares of SRE in report on Sunday, July 23 with “Buy” rating. The stock of Sempra Energy (NYSE:SRE) has “Neutral” rating given on Thursday, October 12 by JP Morgan. On Sunday, October 1 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock of Sempra Energy (NYSE:SRE) has “Outperform” rating given on Tuesday, October 10 by Wells Fargo. RBC Capital Markets maintained Sempra Energy (NYSE:SRE) rating on Sunday, August 27. RBC Capital Markets has “Buy” rating and $117.0 target. On Friday, December 22 the stock rating was downgraded by Bank of America to “Hold”. The firm has “Neutral” rating by JP Morgan given on Wednesday, November 1. The stock of Sempra Energy (NYSE:SRE) has “Hold” rating given on Friday, August 4 by BMO Capital Markets. The firm has “Overweight” rating given on Thursday, August 10 by Morgan Stanley. Wells Fargo maintained Sempra Energy (NYSE:SRE) rating on Wednesday, January 3. Wells Fargo has “Buy” rating and $121.0 target.

Investors sentiment increased to 1.19 in 2017 Q3. Its up 0.18, from 1.01 in 2017Q2. It is positive, as 28 investors sold SRE shares while 168 reduced holdings. 62 funds opened positions while 172 raised stakes. 197.93 million shares or 1.07% less from 200.08 million shares in 2017Q2 were reported. The Tennessee-based State Of Tennessee Treasury Department has invested 0.05% in Sempra Energy (NYSE:SRE). Principal Grp Inc Incorporated owns 1.25M shares. Amp Cap Invsts accumulated 1.08 million shares or 0.69% of the stock. Toronto Dominion Financial Bank, Ontario – Canada-based fund reported 94,700 shares. Rare reported 5.12% of its portfolio in Sempra Energy (NYSE:SRE). Whittier Tru invested 0.01% of its portfolio in Sempra Energy (NYSE:SRE). Rocky Mountain Advisers holds 0.78% of its portfolio in Sempra Energy (NYSE:SRE) for 1,600 shares. Norinchukin Bank & Trust The, Japan-based fund reported 20,588 shares. Retirement Systems Of Alabama accumulated 121,811 shares or 0.07% of the stock. Conning owns 6,251 shares or 0.02% of their US portfolio. Axa has 0.13% invested in Sempra Energy (NYSE:SRE). California Public Employees Retirement invested in 0.1% or 616,865 shares. Moreover, Profund Advisors Ltd Liability Corporation has 0.12% invested in Sempra Energy (NYSE:SRE). Evercore Wealth Mngmt Limited Liability reported 559 shares or 0% of all its holdings. 452,696 are held by California State Teachers Retirement Sys.

Americafirst Capital Management Llc decreased Alliance One Intl Inc stake by 300,000 shares to 350,000 valued at $308.00M in 2017Q3. It also reduced Cigna Corporation (NYSE:CI) stake by 5,934 shares and now owns 1,538 shares. Bunge Limited Bunge Limited (NYSE:BG) was reduced too.

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