Shaker Financial Services Raised By $303,541 Its Franklin Unvl Tr (FT) Stake; Rare Infrastructure LTD Increased Union Pac (UNP) Position By $1.32 Million

February 12, 2018 - By Louis Casey

Shaker Financial Services Llc increased Franklin Unvl Tr (FT) stake by 139.19% reported in 2017Q3 SEC filing. Shaker Financial Services Llc acquired 43,363 shares as Franklin Unvl Tr (FT)’s stock rose 3.61%. The Shaker Financial Services Llc holds 74,516 shares with $542,000 value, up from 31,153 last quarter. Franklin Unvl Tr now has $171.90M valuation. The stock increased 0.14% or $0.0098 during the last trading session, reaching $6.8398. About 22,432 shares traded. Franklin Universal Trust (NYSE:FT) has risen 12.38% since February 12, 2017 and is uptrending. It has underperformed by 4.32% the S&P500.

Rare Infrastructure Ltd increased Union Pac Corp (UNP) stake by 3.96% reported in 2017Q3 SEC filing. Rare Infrastructure Ltd acquired 11,445 shares as Union Pac Corp (UNP)’s stock declined 2.52%. The Rare Infrastructure Ltd holds 300,281 shares with $34.82 million value, up from 288,836 last quarter. Union Pac Corp now has $101.47 billion valuation. The stock increased 1.28% or $1.63 during the last trading session, reaching $128.91. About 2.47 million shares traded. Union Pacific Corporation (NYSE:UNP) has risen 31.45% since February 12, 2017 and is uptrending. It has outperformed by 14.75% the S&P500.

Investors sentiment decreased to 0.9 in 2017 Q3. Its down 0.02, from 0.92 in 2017Q2. It turned negative, as 67 investors sold UNP shares while 490 reduced holdings. 95 funds opened positions while 408 raised stakes. 601.66 million shares or 1.15% less from 608.67 million shares in 2017Q2 were reported. Whitnell And has invested 1.37% in Union Pacific Corporation (NYSE:UNP). Thompson Davis & reported 31 shares. Jnba Advsr invested in 0.02% or 737 shares. Nuveen Asset Limited Liability Corporation invested in 0.06% or 83,567 shares. Pathstone Family Office Ltd has invested 0.01% in Union Pacific Corporation (NYSE:UNP). New England & Management reported 6,389 shares stake. Covington Capital Mngmt owns 0.82% invested in Union Pacific Corporation (NYSE:UNP) for 106,903 shares. Cedar Hill Assoc Ltd Limited Liability Company owns 3,339 shares for 0.07% of their portfolio. Creative Planning accumulated 229,205 shares or 0.12% of the stock. Copeland Mgmt Ltd owns 19,432 shares. The New York-based Two Sigma Ltd Company has invested 0.07% in Union Pacific Corporation (NYSE:UNP). Thomas Story Son Limited Liability Co reported 0.18% in Union Pacific Corporation (NYSE:UNP). Schmidt P J Mngmt, a Wisconsin-based fund reported 47,450 shares. Moreover, Cim Inv Mangement has 0.59% invested in Union Pacific Corporation (NYSE:UNP). Blue Chip Partners Incorporated holds 0.32% of its portfolio in Union Pacific Corporation (NYSE:UNP) for 8,634 shares.

Rare Infrastructure Ltd decreased Sempra Energy (NYSE:SRE) stake by 363,630 shares to 615,668 valued at $70.27 million in 2017Q3. It also reduced Ppl Corp (NYSE:PPL) stake by 234,115 shares and now owns 7,536 shares. Csx Corp (NYSE:CSX) was reduced too.

Among 29 analysts covering Union Pacific Corporation (NYSE:UNP), 12 have Buy rating, 2 Sell and 15 Hold. Therefore 41% are positive. Union Pacific Corporation had 103 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Equal-Weight” rating by Morgan Stanley given on Monday, October 2. The rating was maintained by RBC Capital Markets on Wednesday, September 2 with “Outperform”. On Friday, October 23 the stock rating was maintained by Deutsche Bank with “Buy”. The rating was initiated by Atlantic Securities on Thursday, August 11 with “Overweight”. Robert W. Baird maintained Union Pacific Corporation (NYSE:UNP) on Thursday, September 14 with “Hold” rating. The rating was maintained by BMO Capital Markets with “Buy” on Thursday, August 10. Credit Suisse maintained the shares of UNP in report on Friday, January 22 with “Outperform” rating. The stock of Union Pacific Corporation (NYSE:UNP) earned “Perform” rating by Oppenheimer on Thursday, June 16. The firm earned “Equal-Weight” rating on Monday, October 5 by Barclays Capital. The firm earned “Hold” rating on Friday, November 10 by Robert W. Baird.

Shaker Financial Services Llc decreased Alliancebernstein Gbl Hgh In (AWF) stake by 40,441 shares to 100,162 valued at $1.31M in 2017Q3. It also reduced Western Asset High Incm Opp (HIO) stake by 65,632 shares and now owns 47,915 shares. Nuveen Core Equity Alpha Fun (JCE) was reduced too.

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