Blb&B Advisors Has Lowered Its Position in Mondelez Intl (MDLZ) by $429,720 as Stock Rose; Oracle (ORCL) Holder Mariner Wealth Advisors Lowered Stake as Stock Value Rose

February 20, 2018 - By Michael Collier

Mariner Wealth Advisors Llc decreased its stake in Oracle Corp (ORCL) by 33.31% based on its latest 2017Q3 regulatory filing with the SEC. Mariner Wealth Advisors Llc sold 7,589 shares as the company’s stock rose 5.35% with the market. The institutional investor held 15,196 shares of the prepackaged software company at the end of 2017Q3, valued at $735,000, down from 22,785 at the end of the previous reported quarter. Mariner Wealth Advisors Llc who had been investing in Oracle Corp for a number of months, seems to be less bullish one the $209.92 billion market cap company. The stock increased 0.14% or $0.07 during the last trading session, reaching $50.71. About 11.10M shares traded. Oracle Corporation (NYSE:ORCL) has risen 14.08% since February 20, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.

Blb&B Advisors Llc decreased its stake in Mondelez Intl Inc (MDLZ) by 15.46% based on its latest 2017Q3 regulatory filing with the SEC. Blb&B Advisors Llc sold 10,743 shares as the company’s stock rose 7.60% with the market. The institutional investor held 58,724 shares of the consumer non-durables company at the end of 2017Q3, valued at $2.39M, down from 69,467 at the end of the previous reported quarter. Blb&B Advisors Llc who had been investing in Mondelez Intl Inc for a number of months, seems to be less bullish one the $65.65B market cap company. The stock increased 0.14% or $0.06 during the last trading session, reaching $44.14. About 6.81 million shares traded. Mondelez International, Inc. (NASDAQ:MDLZ) has risen 5.69% since February 20, 2017 and is uptrending. It has underperformed by 11.01% the S&P500.

Investors sentiment increased to 1.13 in 2017 Q3. Its up 0.18, from 0.95 in 2017Q2. It is positive, as 67 investors sold ORCL shares while 498 reduced holdings. 122 funds opened positions while 519 raised stakes. 2.32 billion shares or 1.54% less from 2.35 billion shares in 2017Q2 were reported. Dsc Advsrs Limited Partnership reported 17,419 shares stake. Private Trust Co Na holds 40,325 shares. Private Ocean Ltd has invested 0.11% in Oracle Corporation (NYSE:ORCL). Cannell Peter B & Co Inc has 0.02% invested in Oracle Corporation (NYSE:ORCL) for 9,950 shares. Capital Invest Svcs Of America has 314,927 shares. Aperio Ltd invested in 1.80 million shares or 0.49% of the stock. Peak6 Investments Lp holds 0.01% or 23,147 shares. Pennsylvania-based Cs Mckee Limited Partnership has invested 1.59% in Oracle Corporation (NYSE:ORCL). Guggenheim Cap Limited Liability has invested 0.19% in Oracle Corporation (NYSE:ORCL). Kistler holds 0.13% or 6,525 shares. 60,428 were accumulated by Texas Yale Cap Corporation. Reilly Finance Advsr Limited Liability invested in 2,930 shares or 0.02% of the stock. Grassi Invest reported 0.09% stake. Manchester Capital Mngmt Lc owns 16,008 shares for 0.12% of their portfolio. Segment Wealth Lc reported 67,679 shares.

Mariner Wealth Advisors Llc, which manages about $2.11 billion and $2.21B US Long portfolio, upped its stake in Ishares Tr (ISTB) by 9,146 shares to 124,398 shares, valued at $6.25M in 2017Q3, according to the filing. It also increased its holding in Texas Instrs Inc (NASDAQ:TXN) by 12,835 shares in the quarter, for a total of 28,525 shares, and has risen its stake in Intel Corp (NASDAQ:INTC).

Analysts await Oracle Corporation (NYSE:ORCL) to report earnings on March, 21. They expect $0.66 earnings per share, up 4.76% or $0.03 from last year’s $0.63 per share. ORCL’s profit will be $2.73B for 19.21 P/E if the $0.66 EPS becomes a reality. After $0.62 actual earnings per share reported by Oracle Corporation for the previous quarter, Wall Street now forecasts 6.45% EPS growth.

Among 38 analysts covering Oracle (NYSE:ORCL), 28 have Buy rating, 0 Sell and 10 Hold. Therefore 74% are positive. Oracle had 105 analyst reports since July 30, 2015 according to SRatingsIntel. The stock has “Buy” rating by Jefferies on Tuesday, June 20. The company was maintained on Friday, September 15 by Credit Suisse. The firm earned “Buy” rating on Sunday, September 10 by Stifel Nicolaus. As per Friday, June 23, the company rating was maintained by Morgan Stanley. The firm earned “Mkt Perform” rating on Thursday, November 5 by FBR Capital. The company was maintained on Thursday, June 22 by UBS. Goldman Sachs upgraded the stock to “Conviction Buy” rating in Monday, November 16 report. JP Morgan upgraded the shares of ORCL in report on Thursday, March 16 to “Overweight” rating. On Wednesday, June 21 the stock rating was maintained by Drexel Hamilton with “Buy”. The company was maintained on Thursday, February 15 by Piper Jaffray.

Investors sentiment decreased to 0.84 in 2017 Q3. Its down 0.15, from 0.99 in 2017Q2. It fall, as 78 investors sold MDLZ shares while 422 reduced holdings. 81 funds opened positions while 339 raised stakes. 1.08 billion shares or 2.31% less from 1.11 billion shares in 2017Q2 were reported. Fiduciary Of The Southwest Inc Tx has 0.14% invested in Mondelez International, Inc. (NASDAQ:MDLZ) for 11,633 shares. 913,855 were reported by Calamos Advsr Limited Liability Com. Art Advsrs Limited Com invested in 0.37% or 180,500 shares. Thompson Davis & holds 0.41% or 5,655 shares in its portfolio. Enterprise Services owns 0.1% invested in Mondelez International, Inc. (NASDAQ:MDLZ) for 5,026 shares. Kanawha Cap Llc holds 11,459 shares or 0.07% of its portfolio. Strategic Financial Inc owns 70,365 shares or 0.47% of their US portfolio. Triangle Securities Wealth Management accumulated 10,164 shares or 0.25% of the stock. Deutsche National Bank & Trust Ag holds 2.60M shares. Winslow Asset Mgmt has invested 0.04% in Mondelez International, Inc. (NASDAQ:MDLZ). Nomura Asset Mngmt Communications Ltd reported 704,480 shares stake. Moreover, Carl Domino Inc has 1.23% invested in Mondelez International, Inc. (NASDAQ:MDLZ) for 24,725 shares. Howard Capital Management owns 18,943 shares. Grantham Mayo Van Otterloo And Co Ltd Liability has 0.07% invested in Mondelez International, Inc. (NASDAQ:MDLZ). Osborne Prtn Mgmt Ltd Liability Co has 44,289 shares.

Since September 12, 2017, it had 0 insider purchases, and 1 sale for $286,580 activity.

Blb&B Advisors Llc, which manages about $669.27 million and $649.25M US Long portfolio, upped its stake in Qualcomm Inc (NASDAQ:QCOM) by 45,964 shares to 73,277 shares, valued at $3.80M in 2017Q3, according to the filing. It also increased its holding in Jpmorgan Chase & Co (NYSE:JPM) by 3,228 shares in the quarter, for a total of 127,147 shares, and has risen its stake in Barclays Bk Plc (DJP).

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