Aureus Asset Management Stake in Ultragenyx Pharmaceutical Com (RARE) Cut by $347,415 as Stock Price Declined; Schwab Charles New (SCHW) Stake Upped by Northwestern Mutual Wealth Management Company

February 18, 2018 - By Dolores Ford

Aureus Asset Management Llc decreased its stake in Ultragenyx Pharmaceutical Inc Com (RARE) by 9.98% based on its latest 2017Q3 regulatory filing with the SEC. Aureus Asset Management Llc sold 6,555 shares as the company’s stock declined 25.28% while stock markets rallied. The institutional investor held 59,115 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $3.15 million, down from 65,670 at the end of the previous reported quarter. Aureus Asset Management Llc who had been investing in Ultragenyx Pharmaceutical Inc Com for a number of months, seems to be less bullish one the $2.21 billion market cap company. The stock decreased 0.84% or $0.4 during the last trading session, reaching $47.12. About 344,776 shares traded. Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) has declined 6.49% since February 18, 2017 and is downtrending. It has underperformed by 23.19% the S&P500.

Northwestern Mutual Wealth Management Company increased its stake in Schwab Charles Corp New (SCHW) by 4.19% based on its latest 2017Q3 regulatory filing with the SEC. Northwestern Mutual Wealth Management Company bought 10,905 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 271,300 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $11.87M, up from 260,395 at the end of the previous reported quarter. Northwestern Mutual Wealth Management Company who had been investing in Schwab Charles Corp New for a number of months, seems to be bullish on the $69.94 billion market cap company. The stock decreased 0.31% or $0.16 during the last trading session, reaching $52.17. About 5.89M shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since February 18, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Investors sentiment decreased to 1.19 in Q3 2017. Its down 0.65, from 1.84 in 2017Q2. It turned negative, as 17 investors sold RARE shares while 40 reduced holdings. 15 funds opened positions while 53 raised stakes. 39.75 million shares or 1.85% less from 40.50 million shares in 2017Q2 were reported. Tekla Mgmt Ltd Liability Company holds 0.28% of its portfolio in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for 148,558 shares. Raymond James And Assoc owns 7,248 shares or 0% of their US portfolio. California State Teachers Retirement Sys has 0.01% invested in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for 63,344 shares. Nationwide Fund reported 57,314 shares. Columbia Wanger Asset Mngmt Ltd Liability has 1.26% invested in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE). Proshare Limited Liability Company holds 0.01% or 27,575 shares in its portfolio. Bank Of America De holds 0% of its portfolio in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for 69,773 shares. Tortoise Ltd Liability reported 1,045 shares. Hood River Cap Mngmt holds 0.39% or 114,294 shares in its portfolio. Wells Fargo And Mn has 46,844 shares for 0% of their portfolio. Iguana Healthcare Mgmt Limited Liability Com reported 50,000 shares or 1.49% of all its holdings. Rock Springs Cap Management Ltd Partnership holds 0.4% of its portfolio in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for 163,000 shares. Great West Life Assurance Can reported 0% of its portfolio in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE). Alliancebernstein Lp has 644,300 shares. Savings Bank Of Montreal Can stated it has 346 shares or 0% of all its holdings.

Among 21 analysts covering Ultragenyx Pharmaceutical Inc (NASDAQ:RARE), 14 have Buy rating, 1 Sell and 6 Hold. Therefore 67% are positive. Ultragenyx Pharmaceutical Inc had 58 analyst reports since July 27, 2015 according to SRatingsIntel. Citigroup upgraded Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) on Tuesday, January 12 to “Neutral” rating. The rating was maintained by JMP Securities on Wednesday, August 23 with “Market Outperform”. The firm has “Buy” rating by Canaccord Genuity given on Tuesday, December 22. H.C. Wainwright initiated Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) rating on Tuesday, February 9. H.C. Wainwright has “Buy” rating and $104 target. The stock of Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) has “Outperform” rating given on Thursday, March 23 by Wedbush. As per Friday, October 23, the company rating was initiated by Jefferies. The rating was initiated by Credit Suisse with “Outperform” on Thursday, January 21. The company was maintained on Friday, November 3 by Stifel Nicolaus. The stock has “Hold” rating by Barclays Capital on Wednesday, September 6. Stifel Nicolaus maintained Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) on Friday, July 28 with “Buy” rating.

Aureus Asset Management Llc, which manages about $874.10M and $632.36 million US Long portfolio, upped its stake in Microsoft Corp Com (NASDAQ:MSFT) by 12,259 shares to 68,750 shares, valued at $5.12M in 2017Q3, according to the filing. It also increased its holding in Starbucks Corp Com (NASDAQ:SBUX) by 7,070 shares in the quarter, for a total of 99,501 shares, and has risen its stake in Abbott Labs Com (NYSE:ABT).

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. Argus Research initiated The Charles Schwab Corporation (NYSE:SCHW) rating on Wednesday, March 23. Argus Research has “Buy” rating and $34 target. As per Tuesday, December 8, the company rating was maintained by Barclays Capital. Jefferies maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Monday, July 10. Jefferies has “Buy” rating and $4900 target. UBS maintained the stock with “Buy” rating in Friday, October 16 report. On Wednesday, January 3 the stock rating was downgraded by JMP Securities to “Market Perform”. As per Friday, January 19, the company rating was downgraded by Citigroup. Deutsche Bank maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Thursday, March 17. Deutsche Bank has “Buy” rating and $33 target. The firm earned “Buy” rating on Monday, January 8 by Jefferies. The company was downgraded on Monday, January 22 by Citigroup. On Thursday, October 5 the stock rating was maintained by Morgan Stanley with “Overweight”.

Northwestern Mutual Wealth Management Company, which manages about $13.98 billion US Long portfolio, decreased its stake in Fastenal Co (NASDAQ:FAST) by 7,378 shares to 15,810 shares, valued at $721,000 in 2017Q3, according to the filing. It also reduced its holding in Powershares Etf Tr Ii (XMLV) by 28,312 shares in the quarter, leaving it with 19,540 shares, and cut its stake in Nuveen Quality Muncp Income (NAD).

Investors sentiment decreased to 1.03 in Q3 2017. Its down 0.27, from 1.3 in 2017Q2. It fall, 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. Cohen Capital Management holds 2.58% in The Charles Schwab Corporation (NYSE:SCHW) or 243,516 shares. Hhr Asset Management Ltd holds 679,909 shares or 1.55% of its portfolio. 3.22 million were accumulated by Principal Fincl Grp Inc. Blair William & Co Il holds 1.21M shares or 0.4% of its portfolio. 13,225 are owned by Davidson Advsr. Kelly Lawrence W And Associate Incorporated Ca holds 0.15% or 17,632 shares in its portfolio. Bragg reported 7,887 shares or 0.05% of all its holdings. Wells Fargo And Mn reported 4.79 million shares stake. Moreover, Malaga Cove Capital Limited Liability has 0.17% invested in The Charles Schwab Corporation (NYSE:SCHW). Moreover, Highland Capital Ltd Company has 0.06% invested in The Charles Schwab Corporation (NYSE:SCHW). 3.12M are owned by Neuberger Berman Gru Ltd Limited Liability Company. Monetary Mngmt Grp invested in 800 shares or 0.01% of the stock. Pittenger & Anderson reported 177,211 shares. Covington Mngmt invested in 385,162 shares. First Mercantile Co holds 0.46% in The Charles Schwab Corporation (NYSE:SCHW) or 58,172 shares.

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