Polaris Wealth Advisers Has Decreased Cdw (CDW) Position By $492,440; Tnb Financial Cut Its General Electric Co (GE) Holding

February 15, 2018 - By Marie Mckinney

Polaris Wealth Advisers Llc decreased Cdw Corp (CDW) stake by 2.67% reported in 2017Q3 SEC filing. Polaris Wealth Advisers Llc sold 7,576 shares as Cdw Corp (CDW)’s stock declined 4.83%. The Polaris Wealth Advisers Llc holds 276,001 shares with $18.22M value, down from 283,577 last quarter. Cdw Corp now has $10.83 billion valuation. The stock increased 0.50% or $0.355 during the last trading session, reaching $70.735. About 254,632 shares traded. CDW Corporation (NASDAQ:CDW) has risen 35.25% since February 15, 2017 and is uptrending. It has outperformed by 18.55% the S&P500.

Tnb Financial decreased General Electric Co (GE) stake by 5.01% reported in 2017Q3 SEC filing. Tnb Financial sold 19,197 shares as General Electric Co (GE)’s stock declined 7.64%. The Tnb Financial holds 363,965 shares with $8.80 million value, down from 383,162 last quarter. General Electric Co now has $128.84B valuation. The stock decreased 0.29% or $0.0428 during the last trading session, reaching $14.8572. About 23.11M shares traded. General Electric Company (NYSE:GE) has declined 4.46% since February 15, 2017 and is downtrending. It has underperformed by 21.16% the S&P500.

Since August 15, 2017, it had 0 insider purchases, and 16 selling transactions for $8.92 million activity. CORLEY CHRISTINA M had sold 4,000 shares worth $278,120. 14,503 shares valued at $985,815 were sold by Richards Thomas E on Friday, October 13. 6,700 shares were sold by STEVENS JONATHAN J, worth $413,926. LEAHY CHRISTINE A also sold $288,920 worth of CDW Corporation (NASDAQ:CDW) shares. $166,320 worth of CDW Corporation (NASDAQ:CDW) was sold by CAMPBELL NEAL J. on Friday, October 6.

Polaris Wealth Advisers Llc increased Spdr Series Trust (XBI) stake by 13,923 shares to 146,259 valued at $12.66 million in 2017Q3. It also upped Vanguard Intl Equity Index F (VEU) stake by 66,180 shares and now owns 588,767 shares. Ishares Tr (IWP) was raised too.

Investors sentiment decreased to 0.92 in Q3 2017. Its down 0.24, from 1.16 in 2017Q2. It dropped, as 32 investors sold CDW shares while 126 reduced holdings. 46 funds opened positions while 100 raised stakes. 136.65 million shares or 1.49% less from 138.72 million shares in 2017Q2 were reported. Jpmorgan Chase And holds 4.62 million shares or 0.07% of its portfolio. Rocky Mountain Advisers Limited Co reported 34 shares. Financial Bank has invested 0.01% of its portfolio in CDW Corporation (NASDAQ:CDW). Moreover, Gmt has 1.53% invested in CDW Corporation (NASDAQ:CDW). 28,732 were accumulated by Comerica Savings Bank. Korea-based National Pension Service has invested 0% in CDW Corporation (NASDAQ:CDW). Ny State Teachers Retirement stated it has 13,600 shares or 0% of all its holdings. Groesbeck Inv Mgmt Corporation Nj invested in 3.01% or 63,466 shares. Highland Cap Mngmt Ltd Co reported 0.04% of its portfolio in CDW Corporation (NASDAQ:CDW). Aperio Grp Inc Lc has 0.02% invested in CDW Corporation (NASDAQ:CDW) for 41,490 shares. Prudential Fin holds 0.01% or 76,479 shares. The Florida-based Eagle Asset Management has invested 0.01% in CDW Corporation (NASDAQ:CDW). Asset Management One Ltd has 250,117 shares. Bancorporation Of Ny Mellon Corp holds 0.01% of its portfolio in CDW Corporation (NASDAQ:CDW) for 792,658 shares. Madison Investment Inc has invested 1.49% in CDW Corporation (NASDAQ:CDW).

Among 11 analysts covering CDW (NASDAQ:CDW), 7 have Buy rating, 1 Sell and 3 Hold. Therefore 64% are positive. CDW had 36 analyst reports since August 4, 2015 according to SRatingsIntel. On Tuesday, August 4 the stock rating was maintained by RBC Capital Markets with “Outperform”. The firm earned “Buy” rating on Thursday, November 5 by Needham. As per Thursday, August 3, the company rating was maintained by Robert W. Baird. The firm earned “Buy” rating on Monday, July 17 by Stifel Nicolaus. RBC Capital Markets maintained the shares of CDW in report on Monday, June 26 with “Buy” rating. Stifel Nicolaus maintained the shares of CDW in report on Thursday, August 3 with “Buy” rating. Stifel Nicolaus maintained it with “Buy” rating and $48 target in Wednesday, October 14 report. Raymond James maintained the stock with “Buy” rating in Tuesday, August 4 report. RBC Capital Markets maintained CDW Corporation (NASDAQ:CDW) rating on Wednesday, November 1. RBC Capital Markets has “Buy” rating and $77.0 target. The stock of CDW Corporation (NASDAQ:CDW) earned “Buy” rating by RBC Capital Markets on Monday, October 9.

Tnb Financial increased Cvs Health Corporation (NYSE:CVS) stake by 127,178 shares to 138,833 valued at $11.29M in 2017Q3. It also upped Royal Dutch Shell Plc Spon Adr B stake by 9,675 shares and now owns 139,720 shares. Ishares Tr (IVV) was raised too.

Since August 22, 2017, it had 2 insider purchases, and 0 insider sales for $2.50 million activity. Another trade for 2,689 shares valued at $43,446 was bought by DIMITRIEF ALEXANDER. $2.46 million worth of General Electric Company (NYSE:GE) was bought by TISCH JAMES S on Tuesday, August 22.

- Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


Recent Posts

>