As Pfizer (PFE) Share Price Declined, Holder First National Bank Of Mount Dora Trust Investment Services Has Boosted Its Position; Cwh Capital Management Has Decreased Its United Parcel Service (UPS) Position by $717,000

February 23, 2018 - By Linda Rogers

Cwh Capital Management Inc decreased its stake in United Parcel Service Inc (UPS) by 23.13% based on its latest 2017Q3 regulatory filing with the SEC. Cwh Capital Management Inc sold 5,975 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 19,852 shares of the transportation company at the end of 2017Q3, valued at $2.38M, down from 25,827 at the end of the previous reported quarter. Cwh Capital Management Inc who had been investing in United Parcel Service Inc for a number of months, seems to be less bullish one the $90.27B market cap company. The stock increased 0.36% or $0.38 during the last trading session, reaching $105.08. About 3.36 million shares traded. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since February 23, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

First National Bank Of Mount Dora Trust Investment Services increased its stake in Pfizer Inc (PFE) by 9.43% based on its latest 2017Q3 regulatory filing with the SEC. First National Bank Of Mount Dora Trust Investment Services bought 11,798 shares as the company’s stock declined 3.45% while stock markets rallied. The institutional investor held 136,863 shares of the health care company at the end of 2017Q3, valued at $4.89 million, up from 125,065 at the end of the previous reported quarter. First National Bank Of Mount Dora Trust Investment Services who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $213.04B market cap company. The stock decreased 0.06% or $0.02 during the last trading session, reaching $35.74. About 22.75M shares traded or 4.47% up from the average. Pfizer Inc. (NYSE:PFE) has declined 2.76% since February 23, 2017 and is downtrending. It has underperformed by 19.46% the S&P500.

Since August 31, 2017, it had 0 insider purchases, and 7 sales for $12.30 million activity. 38,230 shares valued at $1.34M were sold by SUSMAN SALLY on Tuesday, September 12. 94,409 shares were sold by DAMELIO FRANK A, worth $3.21M. $6.70M worth of Pfizer Inc. (NYSE:PFE) was sold by READ IAN C. JOHNSON RADY A also sold $296,560 worth of Pfizer Inc. (NYSE:PFE) on Friday, December 15.

First National Bank Of Mount Dora Trust Investment Services, which manages about $203.33 million US Long portfolio, decreased its stake in Lennar Corp (NYSE:LEN) by 7,075 shares to 19,315 shares, valued at $1.02 million in 2017Q3, according to the filing. It also reduced its holding in Express Scripts Hldg Co (NASDAQ:ESRX) by 6,275 shares in the quarter, leaving it with 18,003 shares, and cut its stake in Lilly Eli & Co (NYSE:LLY).

Investors sentiment increased to 0.96 in 2017 Q3. Its up 0.02, from 0.94 in 2017Q2. It increased, as 53 investors sold PFE shares while 700 reduced holdings. 106 funds opened positions while 620 raised stakes. 4.06 billion shares or 0.86% more from 4.02 billion shares in 2017Q2 were reported. Ancora Advisors Limited Liability Company accumulated 265,283 shares or 0.55% of the stock. Cadence Capital Mgmt Limited Liability owns 375,768 shares for 0.84% of their portfolio. Pettyjohn Wood White Inc stated it has 75,479 shares. Scholtz & Ltd Limited Liability Company owns 13,300 shares. 2.82M are held by Metropolitan Life Insurance Company Ny. Capstone Inv Advsrs Lc owns 0% invested in Pfizer Inc. (NYSE:PFE) for 678 shares. Deutsche Financial Bank Ag accumulated 46.19 million shares. Btc Mgmt Inc has invested 0.76% in Pfizer Inc. (NYSE:PFE). Guardian Cap Advsrs Lp stated it has 0.71% in Pfizer Inc. (NYSE:PFE). Salzhauer Michael has 5,988 shares. Martingale Asset Limited Partnership holds 0.55% of its portfolio in Pfizer Inc. (NYSE:PFE) for 1.14M shares. Johnson Investment Counsel reported 0.15% of its portfolio in Pfizer Inc. (NYSE:PFE). Broderick Brian C has invested 0.25% in Pfizer Inc. (NYSE:PFE). Cap Mgmt Ny has 0.94% invested in Pfizer Inc. (NYSE:PFE). Rock Point Ltd Llc, Vermont-based fund reported 21,529 shares.

Among 22 analysts covering Pfizer (NYSE:PFE), 10 have Buy rating, 1 Sell and 11 Hold. Therefore 45% are positive. Pfizer had 74 analyst reports since July 29, 2015 according to SRatingsIntel. As per Tuesday, September 5, the company rating was maintained by BMO Capital Markets. The firm earned “Hold” rating on Monday, June 12 by BMO Capital Markets. The stock has “Overweight” rating by Barclays Capital on Tuesday, November 29. The stock has “Hold” rating by Jefferies on Monday, October 16. The firm has “Buy” rating given on Wednesday, November 1 by UBS. SunTrust maintained Pfizer Inc. (NYSE:PFE) rating on Sunday, January 28. SunTrust has “Hold” rating and $40.0 target. Argus Research maintained Pfizer Inc. (NYSE:PFE) rating on Wednesday, July 29. Argus Research has “Buy” rating and $41 target. The stock has “Buy” rating by Jefferies on Tuesday, June 14. Piper Jaffray maintained the stock with “Buy” rating in Thursday, September 14 report. The firm has “Buy” rating by Piper Jaffray given on Friday, August 14.

Among 24 analysts covering United Parcel Service (NYSE:UPS), 10 have Buy rating, 1 Sell and 13 Hold. Therefore 42% are positive. United Parcel Service had 68 analyst reports since July 29, 2015 according to SRatingsIntel. BMO Capital Markets maintained United Parcel Service, Inc. (NYSE:UPS) on Thursday, June 1 with “Hold” rating. The firm has “Buy” rating by Deutsche Bank given on Monday, December 4. Stifel Nicolaus maintained United Parcel Service, Inc. (NYSE:UPS) on Wednesday, September 20 with “Hold” rating. The firm earned “Buy” rating on Wednesday, February 8 by Aegis Capital. BMO Capital Markets downgraded the shares of UPS in report on Wednesday, February 1 to “Market Perform” rating. The stock has “Hold” rating by Loop Capital on Friday, October 27. As per Wednesday, November 2, the company rating was initiated by Deutsche Bank. The rating was maintained by S&P Research with “Buy” on Tuesday, September 22. On Monday, August 21 the stock rating was maintained by Cowen & Co with “Hold”. Macquarie Research maintained United Parcel Service, Inc. (NYSE:UPS) rating on Wednesday, October 28. Macquarie Research has “Neutral” rating and $107 target.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.09, from 1.05 in 2017Q2. It increased, as 46 investors sold UPS shares while 390 reduced holdings. 104 funds opened positions while 395 raised stakes. 451.38 million shares or 0.77% more from 447.95 million shares in 2017Q2 were reported. Oak Assocs Ltd Oh has invested 1.26% in United Parcel Service, Inc. (NYSE:UPS). Principal Finance Grp invested in 1.29M shares. 38,184 were accumulated by Beese Fulmer Investment Mgmt. Gateway Advisers Lc owns 599,838 shares. Convergence Invest Prtn Lc owns 0.15% invested in United Parcel Service, Inc. (NYSE:UPS) for 8,878 shares. Lynch Assocs In stated it has 53,015 shares or 2.53% of all its holdings. Founders Lc, Connecticut-based fund reported 12,240 shares. 37,637 are owned by Jolley Asset Mngmt Ltd Liability. Cacti Asset Mngmt Limited Co, Georgia-based fund reported 405,440 shares. Exxonmobil Investment Mgmt Inc Tx reported 125,779 shares. 29,754 are owned by Bessemer Group. Fmr Limited Com accumulated 12.29M shares. Montag A Assoc has 0.55% invested in United Parcel Service, Inc. (NYSE:UPS) for 42,405 shares. 1,745 are held by Triangle Wealth. California-based Tarbox Family Office Incorporated has invested 0.01% in United Parcel Service, Inc. (NYSE:UPS).

Cwh Capital Management Inc, which manages about $256.42 million and $203.95M US Long portfolio, upped its stake in Schwab Strategic Tr (SCHH) by 44,468 shares to 64,128 shares, valued at $2.64 million in 2017Q3, according to the filing. It also increased its holding in Schwab Strategic Tr (SCHA) by 37,968 shares in the quarter, for a total of 121,838 shares, and has risen its stake in American Intl Group Inc (NYSE:AIG).

Analysts await United Parcel Service, Inc. (NYSE:UPS) to report earnings on April, 26. They expect $1.54 earnings per share, up 16.67% or $0.22 from last year’s $1.32 per share. UPS’s profit will be $1.32B for 17.06 P/E if the $1.54 EPS becomes a reality. After $1.67 actual earnings per share reported by United Parcel Service, Inc. for the previous quarter, Wall Street now forecasts -7.78% negative EPS growth.

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