Lodestar Investment Counsel Has Lifted Holding in Starbucks (SBUX); Apple Com (AAPL) Shareholder Live Your Vision Has Lowered Stake

April 24, 2018 - By Adrian Mccoy

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Live Your Vision Llc decreased its stake in Apple Inc Com (AAPL) by 25.96% based on its latest 2017Q4 regulatory filing with the SEC. Live Your Vision Llc sold 2,060 shares as the company’s stock declined 3.81% with the market. The institutional investor held 5,874 shares of the computer manufacturing company at the end of 2017Q4, valued at $1.05M, down from 7,934 at the end of the previous reported quarter. Live Your Vision Llc who had been investing in Apple Inc Com for a number of months, seems to be less bullish one the $838.43 billion market cap company. The stock decreased 0.29% or $0.48 during the last trading session, reaching $165.24. About 31.68M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since April 24, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Lodestar Investment Counsel Llc increased its stake in Starbucks Corporation (SBUX) by 1140.44% based on its latest 2017Q4 regulatory filing with the SEC. Lodestar Investment Counsel Llc bought 207,059 shares as the company’s stock rose 0.28% while stock markets declined. The institutional investor held 225,215 shares of the restaurants company at the end of 2017Q4, valued at $12.93 million, up from 18,156 at the end of the previous reported quarter. Lodestar Investment Counsel Llc who had been investing in Starbucks Corporation for a number of months, seems to be bullish on the $81.75B market cap company. The stock increased 0.28% or $0.16 during the last trading session, reaching $58.16. About 7.40 million shares traded. Starbucks Corporation (NASDAQ:SBUX) has risen 0.40% since April 24, 2017 and is uptrending. It has underperformed by 11.15% the S&P500.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on May, 1 after the close. They expect $2.71 earnings per share, up 29.05% or $0.61 from last year’s $2.1 per share. AAPL’s profit will be $13.75B for 15.24 P/E if the $2.71 EPS becomes a reality. After $3.89 actual earnings per share reported by Apple Inc. for the previous quarter, Wall Street now forecasts -30.33% negative EPS growth.

Among 54 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 18 Hold. Therefore 65% are positive. Apple Inc. had 400 analyst reports since July 21, 2015 according to SRatingsIntel. Pacific Crest maintained Apple Inc. (NASDAQ:AAPL) rating on Friday, January 8. Pacific Crest has “Overweight” rating and $132 target. The rating was maintained by Bernstein with “Buy” on Monday, June 12. The firm has “Buy” rating by RBC Capital Markets given on Monday, July 31. The company was maintained on Monday, January 15 by RBC Capital Markets. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Wednesday, October 26 by Citigroup. The rating was maintained by Barclays Capital on Friday, July 15 with “Overweight”. The stock of Apple Inc. (NASDAQ:AAPL) has “Overweight” rating given on Thursday, September 29 by Barclays Capital. Morgan Stanley maintained the stock with “Overweight” rating in Wednesday, October 28 report. The stock has “Hold” rating by Nomura on Tuesday, February 13. BMO Capital Markets maintained it with “Buy” rating and $17000 target in Monday, July 24 report.

Since December 7, 2017, it had 0 buys, and 5 selling transactions for $26.72 million activity. 39,122 Apple Inc. (NASDAQ:AAPL) shares with value of $6.83 million were sold by Maestri Luca. Shares for $11.56 million were sold by SCHILLER PHILIP W.

Investors sentiment increased to 0.73 in 2017 Q4. Its up 0.03, from 0.7 in 2017Q3. It is positive, 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. 30,577 were reported by Brick And Kyle Associate. Chelsea Counsel Company holds 4.81% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 53,179 shares. Sentinel Lba holds 2.03% in Apple Inc. (NASDAQ:AAPL) or 57,625 shares. Nwi Lp invested in 50,000 shares or 0.89% of the stock. Moreover, Da Davidson & has 1.45% invested in Apple Inc. (NASDAQ:AAPL) for 409,478 shares. High Pointe Cap Llc has 4,899 shares for 1.13% of their portfolio. Farmers & Merchants Invests holds 1.91% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 154,942 shares. Dillon And Assocs reported 7.29% stake. Spinnaker Tru stated it has 46,784 shares or 0.92% of all its holdings. Liberty Management stated it has 32,146 shares or 3.01% of all its holdings. Veritable Ltd Partnership holds 237,314 shares. Atwood & Palmer holds 118,147 shares. Thomas Story & Son Lc, a Illinois-based fund reported 5,650 shares. South Dakota Invest Council stated it has 3.35% of its portfolio in Apple Inc. (NASDAQ:AAPL). Hayek Kallen Invest Management invested in 5.12% or 46,116 shares.

Live Your Vision Llc, which manages about $217.02 million and $298.49 million US Long portfolio, upped its stake in Wisdomtree U.S. Smallcap Dividend Fund (DES) by 24,751 shares to 37,572 shares, valued at $1.11 million in 2017Q4, according to the filing. It also increased its holding in Schwab Us Aggregate Bond Etf (SCHZ) by 228,034 shares in the quarter, for a total of 707,730 shares, and has risen its stake in Schwab Emerging Markets Equity Etf (SCHE).

Since January 31, 2018, it had 0 buys, and 3 insider sales for $13.62 million activity. 12,500 shares were sold by ULLMAN MYRON E III, worth $740,851 on Monday, March 12. WEATHERUP CRAIG sold $3.60 million worth of stock or 59,838 shares.

Lodestar Investment Counsel Llc, which manages about $597.87 million and $867.45 million US Long portfolio, decreased its stake in Johnson & Johnson (NYSE:JNJ) by 3,406 shares to 212,526 shares, valued at $29.69 million in 2017Q4, according to the filing. It also reduced its holding in Northern Trust Co. (NASDAQ:NTRS) by 3,045 shares in the quarter, leaving it with 102,742 shares, and cut its stake in Sysco Corp (NYSE:SYY).

Investors sentiment increased to 1.05 in Q4 2017. Its up 0.08, from 0.97 in 2017Q3. It increased, as 63 investors sold SBUX shares while 449 reduced holdings. 114 funds opened positions while 423 raised stakes. 983.38 million shares or 1.10% more from 972.68 million shares in 2017Q3 were reported. Fred Alger Mngmt invested 0% of its portfolio in Starbucks Corporation (NASDAQ:SBUX). Jacobs Levy Equity Mgmt Inc has 0.01% invested in Starbucks Corporation (NASDAQ:SBUX) for 11,880 shares. Amundi Pioneer Asset Mgmt reported 5.76M shares. 36,113 are owned by Riggs Asset Managment Comm Inc. Fil Limited has 0.04% invested in Starbucks Corporation (NASDAQ:SBUX) for 248,700 shares. Vision Mngmt reported 1.45% in Starbucks Corporation (NASDAQ:SBUX). Hayek Kallen Inv Mgmt has invested 1.48% in Starbucks Corporation (NASDAQ:SBUX). Trustmark National Bank Trust Department owns 31,645 shares or 0.2% of their US portfolio. Virtu Fincl Limited Co holds 0.12% or 37,968 shares in its portfolio. Zacks Inv has invested 0.3% of its portfolio in Starbucks Corporation (NASDAQ:SBUX). Notis has 3,916 shares for 0.13% of their portfolio. Us Natl Bank De holds 1.23 million shares. Duncker Streett & reported 17,671 shares. Pathstone Family Office Limited holds 0% in Starbucks Corporation (NASDAQ:SBUX) or 38 shares. South Dakota Invest Council owns 19,400 shares for 0.02% of their portfolio.

Among 37 analysts covering Starbucks Corporation (NASDAQ:SBUX), 23 have Buy rating, 0 Sell and 14 Hold. Therefore 62% are positive. Starbucks Corporation had 105 analyst reports since July 28, 2015 according to SRatingsIntel. The firm has “Overweight” rating by Morgan Stanley given on Friday, November 10. Stifel Nicolaus maintained the stock with “Hold” rating in Monday, September 4 report. The stock has “Buy” rating by Robert W. Baird on Tuesday, January 2. The stock of Starbucks Corporation (NASDAQ:SBUX) earned “Buy” rating by RBC Capital Markets on Wednesday, July 12. UBS maintained the stock with “Buy” rating in Thursday, March 15 report. The rating was maintained by Credit Suisse with “Neutral” on Friday, November 3. The rating was maintained by RBC Capital Markets on Friday, July 28 with “Buy”. The company was maintained on Tuesday, October 3 by BMO Capital Markets. Cowen & Co maintained Starbucks Corporation (NASDAQ:SBUX) on Thursday, August 31 with “Buy” rating. CLSA maintained the shares of SBUX in report on Wednesday, September 28 with “Buy” rating.

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