Grubman Wealth Management Position In Apple (AAPL) Was Has Boosted; Quinn Opportunity Partners Holds Position in Goldman Sachs Group (GS)

April 19, 2018 - By Adrian Erickson

Apple Inc. (NASDAQ:AAPL) Logo

Grubman Wealth Management increased its stake in Apple Inc (AAPL) by 167.97% based on its latest 2017Q4 regulatory filing with the SEC. Grubman Wealth Management bought 3,598 shares as the company’s stock declined 3.81% with the market. The institutional investor held 5,740 shares of the computer manufacturing company at the end of 2017Q4, valued at $971,000, up from 2,142 at the end of the previous reported quarter. Grubman Wealth Management who had been investing in Apple Inc for a number of months, seems to be bullish on the $879.53B market cap company. The stock decreased 2.53% or $4.5 during the last trading session, reaching $173.34. About 18.99 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since April 19, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Quinn Opportunity Partners Llc increased its stake in Goldman Sachs Group Inc (GS) by 12.9% based on its latest 2017Q4 regulatory filing with the SEC. Quinn Opportunity Partners Llc bought 2,000 shares as the company’s stock declined 4.52% with the market. The institutional investor held 17,500 shares of the finance company at the end of 2017Q4, valued at $4.46M, up from 15,500 at the end of the previous reported quarter. Quinn Opportunity Partners Llc who had been investing in Goldman Sachs Group Inc for a number of months, seems to be bullish on the $96.14B market cap company. The stock decreased 0.14% or $0.36 during the last trading session, reaching $253.64. About 2.12 million shares traded. The Goldman Sachs Group, Inc. (NYSE:GS) has risen 9.66% since April 19, 2017 and is uptrending. It has underperformed by 1.89% the S&P500.

Since October 18, 2017, it had 0 insider buys, and 7 insider sales for $22.06 million activity. $1.78 million worth of The Goldman Sachs Group, Inc. (NYSE:GS) was sold by LEE BRIAN J on Wednesday, February 21. The insider VINIAR DAVID A sold $1.81M. 21,252 The Goldman Sachs Group, Inc. (NYSE:GS) shares with value of $5.77M were sold by SOLOMON DAVID M. SALAME PABLO J also sold $2.70 million worth of The Goldman Sachs Group, Inc. (NYSE:GS) shares. On Friday, October 20 the insider SCHWARTZ HARVEY M sold $6.13M. Another trade for 4,951 shares valued at $1.19 million was sold by GNODDE RICHARD J.

Among 31 analysts covering Goldman Sachs Group Inc. (NYSE:GS), 15 have Buy rating, 1 Sell and 15 Hold. Therefore 48% are positive. Goldman Sachs Group Inc. had 102 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Friday, October 6 by RBC Capital Markets. The firm earned “Outperform” rating on Friday, November 18 by Macquarie Research. The firm has “Hold” rating given on Thursday, January 18 by RBC Capital Markets. The rating was upgraded by Keefe Bruyette & Woods to “Outperform” on Tuesday, November 29. On Tuesday, January 5 the stock rating was maintained by Oppenheimer with “Outperform”. As per Monday, July 24, the company rating was downgraded by UBS. The rating was upgraded by Deutsche Bank to “Buy” on Wednesday, November 30. The stock of The Goldman Sachs Group, Inc. (NYSE:GS) has “Hold” rating given on Wednesday, May 31 by BMO Capital Markets. The stock of The Goldman Sachs Group, Inc. (NYSE:GS) has “Buy” rating given on Friday, April 6 by Vining Sparks. As per Monday, October 10, the company rating was maintained by .

Quinn Opportunity Partners Llc, which manages about $606.80M US Long portfolio, decreased its stake in Gnc Holdings Inc (NYSE:GNC) by 146,064 shares to 18,500 shares, valued at $68,000 in 2017Q4, according to the filing. It also reduced its holding in Berkshire Hathaway Inc (BRKB) by 3,000 shares in the quarter, leaving it with 43,200 shares, and cut its stake in Equifax Inc (NYSE:EFX).

Investors sentiment increased to 0.99 in Q4 2017. Its up 0.24, from 0.75 in 2017Q3. It increased, as 60 investors sold GS shares while 371 reduced holdings. 106 funds opened positions while 322 raised stakes. 268.85 million shares or 1.06% less from 271.74 million shares in 2017Q3 were reported. Cwm Limited Company holds 145 shares or 0% of its portfolio. Duff And Phelps Invest Management holds 3,920 shares or 0.01% of its portfolio. Seabridge Inv Ltd has invested 0% of its portfolio in The Goldman Sachs Group, Inc. (NYSE:GS). Locust Wood Cap Advisers Limited Liability Company reported 2.23% in The Goldman Sachs Group, Inc. (NYSE:GS). Tradewinds Mngmt Ltd Com invested in 0.01% or 66 shares. Bb&T Corporation has 3,028 shares. Gulf Bankshares (Uk) Ltd holds 116,739 shares. Banque Pictet & Cie stated it has 135,660 shares. Grimes And Communications reported 0.04% in The Goldman Sachs Group, Inc. (NYSE:GS). Synovus Fin holds 0.06% or 12,793 shares. Artemis Inv Management Ltd Liability Partnership accumulated 151,838 shares. Valicenti Advisory Svcs Inc, a New York-based fund reported 13,626 shares. Fifth Third Bank & Trust owns 83,972 shares or 0.15% of their US portfolio. Sigma Investment Counselors invested 0.49% in The Goldman Sachs Group, Inc. (NYSE:GS). Barr E S Communication, Kentucky-based fund reported 166,950 shares.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It increased, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. New York-based Riverpark Mgmt Ltd Liability Corp has invested 3.31% in Apple Inc. (NASDAQ:AAPL). Harvest Mgmt Limited Liability accumulated 1,812 shares or 0.2% of the stock. Kessler Inv Group Lc owns 42,946 shares or 9.12% of their US portfolio. Monetary Mgmt has 74,201 shares for 5.06% of their portfolio. Tdam Usa owns 368,658 shares or 3.57% of their US portfolio. Narwhal Capital Mngmt, Georgia-based fund reported 75,720 shares. Davenport And Ltd Liability Co reported 385,339 shares. Norris Perne & French Limited Liability Partnership Mi accumulated 142,551 shares. 79,855 are owned by Westchester Cap Management. Moreover, Strategic Fincl Serv has 1.61% invested in Apple Inc. (NASDAQ:AAPL). Janney Montgomery Scott Lc reported 946,233 shares. Verition Fund stated it has 7,163 shares or 0.11% of all its holdings. Walter Keenan Consulting Mi Adv invested 2.99% in Apple Inc. (NASDAQ:AAPL). Bowling Port Mgmt Ltd Limited Liability Company holds 2.58% or 114,522 shares in its portfolio. Landscape Cap Mngmt Ltd Company holds 3,725 shares or 0.06% of its portfolio.

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