Etrade Capital Management Cut Stake in Walt Disney Co/The (DIS) by $339,080; Unitedhealth Group (UNH) Valuation Rose While Bowling Portfolio Management Lowered Holding

January 19, 2018 - By Richard Conner

Etrade Capital Management Llc decreased its stake in Walt Disney Co/The (DIS) by 15.04% based on its latest 2017Q3 regulatory filing with the SEC. Etrade Capital Management Llc sold 3,460 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 19,542 shares of the television services company at the end of 2017Q3, valued at $1.93M, down from 23,002 at the end of the previous reported quarter. Etrade Capital Management Llc who had been investing in Walt Disney Co/The for a number of months, seems to be less bullish one the $166.43 billion market cap company. The stock decreased 1.38% or $1.55 during the last trading session, reaching $110.42. About 8.07 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since January 19, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Bowling Portfolio Management Llc decreased its stake in Unitedhealth Group Inc (UNH) by 37.05% based on its latest 2017Q3 regulatory filing with the SEC. Bowling Portfolio Management Llc sold 13,050 shares as the company’s stock rose 9.50% with the market. The institutional investor held 22,170 shares of the medical specialities company at the end of 2017Q3, valued at $4.34 million, down from 35,220 at the end of the previous reported quarter. Bowling Portfolio Management Llc who had been investing in Unitedhealth Group Inc for a number of months, seems to be less bullish one the $235.64 billion market cap company. The stock increased 1.98% or $4.73 during the last trading session, reaching $243.16. About 6.23 million shares traded or 111.80% up from the average. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.76% since January 19, 2017 and is uptrending. It has outperformed by 16.06% the S&P500.

Etrade Capital Management Llc, which manages about $2.37B and $2.80 billion US Long portfolio, upped its stake in Columbia Sportswear Co (NASDAQ:COLM) by 7,310 shares to 20,811 shares, valued at $1.28 million in 2017Q3, according to the filing. It also increased its holding in Consolidated Communications Ho (NASDAQ:CNSL) by 21,720 shares in the quarter, for a total of 36,323 shares, and has risen its stake in Ani Pharmaceuticals Inc (NASDAQ:ANIP).

Analysts await The Walt Disney Company (NYSE:DIS) to report earnings on February, 6. They expect $1.59 earnings per share, up 2.58% or $0.04 from last year’s $1.55 per share. DIS’s profit will be $2.40 billion for 17.36 P/E if the $1.59 EPS becomes a reality. After $1.07 actual earnings per share reported by The Walt Disney Company for the previous quarter, Wall Street now forecasts 48.60% EPS growth.

Among 38 analysts covering The Walt Disney Company (NYSE:DIS), 22 have Buy rating, 3 Sell and 13 Hold. Therefore 58% are positive. The Walt Disney Company had 145 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Guggenheim given on Thursday, October 12. Morgan Stanley maintained the shares of DIS in report on Wednesday, June 21 with “Buy” rating. The firm has “Hold” rating by Jefferies given on Monday, September 11. The rating was downgraded by Stifel Nicolaus on Wednesday, July 20 to “Hold”. FBR Capital maintained The Walt Disney Company (NYSE:DIS) on Thursday, May 25 with “Hold” rating. Loop Capital downgraded the shares of DIS in report on Monday, April 24 to “Hold” rating. The stock of The Walt Disney Company (NYSE:DIS) has “Hold” rating given on Wednesday, August 5 by Jefferies. As per Friday, November 11, the company rating was downgraded by Pivotal Research. Jefferies maintained the stock with “Hold” rating in Thursday, May 11 report. Wells Fargo downgraded the stock to “Market Perform” rating in Tuesday, August 18 report.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.20, from 1.09 in 2017Q2. It dived, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Roffman Miller Assoc Pa stated it has 198,927 shares or 2.59% of all its holdings. State Of Tennessee Treasury Department holds 0.49% of its portfolio in The Walt Disney Company (NYSE:DIS) for 981,295 shares. American Money Mngmt Lc has invested 1.91% in The Walt Disney Company (NYSE:DIS). Hennessy Advisors Inc owns 18,500 shares. Moreover, Oakworth Incorporated has 1.88% invested in The Walt Disney Company (NYSE:DIS). Schwab Charles Management Inc has invested 0.47% in The Walt Disney Company (NYSE:DIS). First Quadrant LP Ca has 0.4% invested in The Walt Disney Company (NYSE:DIS). Kemper Master Retirement Tru, a Illinois-based fund reported 22,500 shares. Fisher Asset Lc stated it has 0.62% in The Walt Disney Company (NYSE:DIS). Arrow Fin has 30,943 shares. 3,676 are held by Lvw Advisors Ltd Liability Corporation. Buckingham Cap Mgmt Incorporated, Alabama-based fund reported 61,224 shares. Blue Financial Cap Incorporated holds 0.29% in The Walt Disney Company (NYSE:DIS) or 4,885 shares. Conning invested 0.16% in The Walt Disney Company (NYSE:DIS). 211,111 were accumulated by Earnest Prtnrs Lc.

Investors sentiment decreased to 0.91 in 2017 Q3. Its down 0.11, from 1.02 in 2017Q2. It worsened, as 46 investors sold UNH shares while 524 reduced holdings. 112 funds opened positions while 408 raised stakes. 810.94 million shares or 0.66% less from 816.36 million shares in 2017Q2 were reported. 1,150 are held by Stonebridge Capital. Panagora Asset Mgmt reported 1.60M shares. Barbara Oil Co holds 9,000 shares. Point72 Asia (Hong Kong) Ltd, Hong Kong-based fund reported 11 shares. Highstreet Asset Management Inc holds 0.35% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH) for 18,702 shares. Conning reported 35,489 shares. Next Fincl Group Incorporated stated it has 2,107 shares. Citigroup Inc stated it has 1.09M shares. Picton Mahoney Asset Management has 124,900 shares for 1.84% of their portfolio. California-based Wealth Architects Ltd Liability has invested 0.21% in UnitedHealth Group Incorporated (NYSE:UNH). Navellier Inc accumulated 0.54% or 14,262 shares. Muhlenkamp And Incorporated accumulated 58,699 shares. Greystone Managed Invests holds 48,516 shares or 0.42% of its portfolio. 1St Source Natl Bank reported 0.02% stake. Brinker Cap has 36,885 shares.

Bowling Portfolio Management Llc, which manages about $492.89 million and $665.23 million US Long portfolio, upped its stake in Amn Healthcare Services Inc (NYSE:AHS) by 11,349 shares to 37,376 shares, valued at $1.71M in 2017Q3, according to the filing. It also increased its holding in Select Comfort Corp (NASDAQ:SCSS) by 39,448 shares in the quarter, for a total of 45,391 shares, and has risen its stake in Universal Insurance Hldgs (NYSE:UVE).

Since August 3, 2017, it had 0 insider buys, and 6 insider sales for $20.19 million activity. $2.88M worth of UnitedHealth Group Incorporated (NYSE:UNH) was sold by BURKE RICHARD T on Monday, August 21. $1.12M worth of UnitedHealth Group Incorporated (NYSE:UNH) was sold by WILENSKY GAIL R. $5.01 million worth of stock was sold by RENFRO LARRY C on Thursday, December 14. BALLARD WILLIAM C JR sold 5,000 shares worth $969,915.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our daily email newsletter.




Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: