Starbucks (SBUX) Holder Financial Architects Raised Position by $486,858 as Share Price Rose; As Apple (AAPL) Share Value Rose, Holder Independent Franchise Partners Llp Lowered Its Holding

February 20, 2018 - By Matt Maslow

Independent Franchise Partners Llp decreased its stake in Apple Inc (AAPL) by 26.51% based on its latest 2017Q3 regulatory filing with the SEC. Independent Franchise Partners Llp sold 1.32 million shares as the company’s stock rose 12.78% with the market. The institutional investor held 3.65 million shares of the computer manufacturing company at the end of 2017Q3, valued at $563.06 million, down from 4.97M at the end of the previous reported quarter. Independent Franchise Partners Llp who had been investing in Apple Inc for a number of months, seems to be less bullish one the $878.99 billion market cap company. The stock increased 0.47% or $0.8031 during the last trading session, reaching $173.2331. About 6.92M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 20, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Financial Architects Inc increased its stake in Starbucks Corp (SBUX) by 918.6% based on its latest 2017Q3 regulatory filing with the SEC. Financial Architects Inc bought 9,186 shares as the company’s stock rose 6.99% with the market. The institutional investor held 10,186 shares of the restaurants company at the end of 2017Q3, valued at $547,000, up from 1,000 at the end of the previous reported quarter. Financial Architects Inc who had been investing in Starbucks Corp for a number of months, seems to be bullish on the $78.73 billion market cap company. The stock decreased 0.83% or $0.47 during the last trading session, reaching $56.01. About 1.46M shares traded. Starbucks Corporation (NASDAQ:SBUX) has risen 12.48% since February 20, 2017 and is uptrending. It has underperformed by 4.22% the S&P500.




Among 53 analysts covering Apple Inc. (NASDAQ:AAPL), 34 have Buy rating, 1 Sell and 18 Hold. Therefore 64% are positive. Apple Inc. had 378 analyst reports since July 21, 2015 according to SRatingsIntel. Nomura maintained the shares of AAPL in report on Wednesday, April 27 with “Buy” rating. As per Tuesday, August 11, the company rating was maintained by Macquarie Research. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Monday, October 9 by Bank of America. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Friday, June 9 by Drexel Hamilton. The firm has “Hold” rating given on Monday, September 18 by Mizuho. Rosenblatt initiated the shares of AAPL in report on Wednesday, September 9 with “Buy” rating. The stock has “Hold” rating by Mizuho on Friday, July 21. The firm has “Buy” rating by Piper Jaffray given on Friday, January 12. BTIG Research maintained the stock with “Buy” rating in Wednesday, July 27 report. On Thursday, November 30 the stock rating was maintained by Piper Jaffray with “Buy”.

Since August 24, 2017, it had 0 insider purchases, and 6 insider sales for $27.32 million activity. Shares for $2.65M were sold by Riccio Daniel J. on Thursday, December 7. $948,612 worth of Apple Inc. (NASDAQ:AAPL) was sold by Srouji Johny on Monday, August 28. COOK TIMOTHY D sold $43.15 million worth of stock. 63,388 shares were sold by AHRENDTS ANGELA J, worth $9.78 million.

Independent Franchise Partners Llp, which manages about $13.30 billion and $11.16 billion US Long portfolio, upped its stake in Oracle Corp (NYSE:ORCL) by 610,127 shares to 17.35 million shares, valued at $839.10 million in 2017Q3, according to the filing. It also increased its holding in Monsanto Co New (NYSE:MON) by 72,500 shares in the quarter, for a total of 4.19 million shares, and has risen its stake in Kimberly Clark Corp (NYSE:KMB).

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It is positive, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. First Business Services reported 0.23% in Apple Inc. (NASDAQ:AAPL). Guyasuta Advsrs has invested 0.32% in Apple Inc. (NASDAQ:AAPL). Texas-based Qcm Cayman has invested 0.74% in Apple Inc. (NASDAQ:AAPL). Artemis Limited Liability Partnership holds 233,240 shares or 0.74% of its portfolio. Amundi Pioneer Asset Mgmt holds 4.31% in Apple Inc. (NASDAQ:AAPL) or 8.78M shares. Gam Ag reported 45,094 shares. Mason Street Advsr Limited Liability Co invested in 717,029 shares. Reynders Mcveigh Capital Mngmt Limited Liability Com reported 199,066 shares. Dekabank Deutsche Girozentrale invested in 2.67% or 2.11M shares. Brouwer & Janachowski Ltd Liability Company holds 0.24% or 8,161 shares. The New Jersey-based Caxton Assocs Lp has invested 0.46% in Apple Inc. (NASDAQ:AAPL). Jarislowsky Fraser Ltd reported 0.02% in Apple Inc. (NASDAQ:AAPL). White Pine Invest owns 26,867 shares. Nikko Asset Mgmt Americas invested in 1.77% or 234,700 shares. Cannell Peter B & Company Incorporated owns 441,834 shares.

Among 37 analysts covering Starbucks Corporation (NASDAQ:SBUX), 25 have Buy rating, 0 Sell and 12 Hold. Therefore 68% are positive. Starbucks Corporation had 100 analyst reports since July 28, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets with “Buy” on Thursday, December 21. Vetr downgraded the stock to “Strong-Buy” rating in Friday, August 28 report. On Friday, February 10 the stock rating was downgraded by Argus Research to “Hold”. The stock has “Neutral” rating by Mizuho on Thursday, February 1. Cowen & Co maintained Starbucks Corporation (NASDAQ:SBUX) rating on Thursday, August 31. Cowen & Co has “Buy” rating and $63.0 target. The firm has “Outperform” rating given on Friday, October 30 by RBC Capital Markets. The firm has “Buy” rating by RBC Capital Markets given on Friday, January 26. The firm has “Buy” rating by Jefferies given on Tuesday, August 22. The firm earned “Buy” rating on Friday, July 28 by Oppenheimer. The firm earned “Buy” rating on Friday, July 22 by Goldman Sachs.

Since September 7, 2017, it had 0 insider purchases, and 3 insider sales for $13.98 million activity. On Friday, September 8 the insider CULVER JOHN sold $3.47 million. ULLMAN MYRON E III sold 22,966 shares worth $1.23M.

Financial Architects Inc, which manages about $561.93 million US Long portfolio, decreased its stake in Powershares Qqq Trust (Call) (QQQ) by 6,400 shares to 3,600 shares, valued at $523,000 in 2017Q3, according to the filing. It also reduced its holding in Priceline Grp Inc (NASDAQ:PCLN) by 577 shares in the quarter, leaving it with 23 shares, and cut its stake in Select Sector Spdr Tr (Call) (XLV).

Investors sentiment decreased to 0.97 in Q3 2017. Its down 0.24, from 1.21 in 2017Q2. It fall, as 95 investors sold SBUX shares while 448 reduced holdings. 100 funds opened positions while 428 raised stakes. 972.68 million shares or 1.58% less from 988.30 million shares in 2017Q2 were reported. Tributary Management Llc has invested 0.06% of its portfolio in Starbucks Corporation (NASDAQ:SBUX). Reynders Mcveigh Mngmt reported 0.66% in Starbucks Corporation (NASDAQ:SBUX). Pacific Glob Investment Management Co has invested 0.27% in Starbucks Corporation (NASDAQ:SBUX). Baldwin Invest Limited Liability has 0.51% invested in Starbucks Corporation (NASDAQ:SBUX) for 25,100 shares. Epoch Investment Prtn reported 75,732 shares. Old Second National Bank Of Aurora reported 0% stake. Bankshares Of The Ozarks reported 28,157 shares or 0.62% of all its holdings. Cypress Cap Limited Liability Company (Wy) owns 0.19% invested in Starbucks Corporation (NASDAQ:SBUX) for 3,000 shares. Perkins Coie Trust Communications reported 17,199 shares stake. Point72 Asset LP reported 0.02% of its portfolio in Starbucks Corporation (NASDAQ:SBUX). Waratah Cap Ltd reported 0.51% in Starbucks Corporation (NASDAQ:SBUX). Bremer Tru Natl Association has invested 0.47% of its portfolio in Starbucks Corporation (NASDAQ:SBUX). Murphy reported 82,915 shares or 0.64% of all its holdings. Impax Asset Management Limited invested 0.45% in Starbucks Corporation (NASDAQ:SBUX). Mufg Americas Hldgs reported 246,178 shares.

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