Hirtle Callaghan & Co Continues to Hold Position in American Express Co (AXP); Wpx Energy (WPX) Holding Held by Pacad Investment Ltd

January 14, 2018 - By Darrin Black

Pacad Investment Ltd increased its stake in Wpx Energy Inc (WPX) by 580.39% based on its latest 2017Q3 regulatory filing with the SEC. Pacad Investment Ltd bought 29,600 shares as the company’s stock declined 6.43% while stock markets rallied. The institutional investor held 34,700 shares of the energy company at the end of 2017Q3, valued at $399,000, up from 5,100 at the end of the previous reported quarter. Pacad Investment Ltd who had been investing in Wpx Energy Inc for a number of months, seems to be bullish on the $6.00 billion market cap company. The stock increased 0.80% or $0.12 during the last trading session, reaching $15.07. About 5.26 million shares traded. WPX Energy, Inc. (NYSE:WPX) has risen 29.74% since January 14, 2017 and is uptrending. It has outperformed by 13.04% the S&P500.

Hirtle Callaghan & Co Llc increased its stake in American Express Co (AXP) by 2153.47% based on its latest 2017Q3 regulatory filing with the SEC. Hirtle Callaghan & Co Llc bought 8,700 shares as the company’s stock declined 3.65% while stock markets rallied. The institutional investor held 9,104 shares of the consumer services company at the end of 2017Q3, valued at $824,000, up from 404 at the end of the previous reported quarter. Hirtle Callaghan & Co Llc who had been investing in American Express Co for a number of months, seems to be bullish on the $87.64B market cap company. The stock increased 0.24% or $0.24 during the last trading session, reaching $100.97. About 3.23 million shares traded or 0.69% up from the average. American Express Company (NYSE:AXP) has risen 22.41% since January 14, 2017 and is uptrending. It has outperformed by 5.71% the S&P500.

Among 35 analysts covering American Express Company (NYSE:AXP), 10 have Buy rating, 4 Sell and 21 Hold. Therefore 29% are positive. American Express Company had 97 analyst reports since July 23, 2015 according to SRatingsIntel. BMO Capital Markets maintained the stock with “Hold” rating in Friday, October 6 report. The firm has “Sell” rating given on Friday, September 15 by RBC Capital Markets. The stock of American Express Company (NYSE:AXP) earned “Hold” rating by Argus Research on Monday, January 25. On Thursday, April 21 the stock rating was maintained by Wood with “Market Perform”. Wells Fargo initiated the shares of AXP in report on Tuesday, October 10 with “Buy” rating. DA Davidson initiated the stock with “Neutral” rating in Wednesday, January 13 report. The stock has “Equal-Weight” rating by Morgan Stanley on Thursday, July 20. As per Monday, May 1, the company rating was maintained by Jefferies. The rating was maintained by RBC Capital Markets with “Sell” on Wednesday, June 14. The firm has “Buy” rating given on Thursday, December 21 by Keefe Bruyette & Woods.

Investors sentiment increased to 0.83 in 2017 Q3. Its up 0.01, from 0.82 in 2017Q2. It improved, as 47 investors sold AXP shares while 434 reduced holdings. 100 funds opened positions while 297 raised stakes. 709.03 million shares or 0.92% less from 715.61 million shares in 2017Q2 were reported. Montag Caldwell Limited Liability Company reported 2,400 shares or 0.01% of all its holdings. Meritage Port owns 2,864 shares. The Virginia-based Thompson Davis Com has invested 0.11% in American Express Company (NYSE:AXP). 10 accumulated 124,429 shares. Moreover, Linscomb And Williams has 0.03% invested in American Express Company (NYSE:AXP). Violich Capital Mngmt invested 0.07% of its portfolio in American Express Company (NYSE:AXP). Schwerin Boyle Mgmt accumulated 475,210 shares. Overbrook holds 0.7% or 34,201 shares. Waverton Investment Mgmt Ltd owns 26,275 shares for 0.15% of their portfolio. Security National Com has invested 0.11% in American Express Company (NYSE:AXP). Whittier holds 0.27% in American Express Company (NYSE:AXP) or 82,011 shares. Homrich Berg holds 0.11% of its portfolio in American Express Company (NYSE:AXP) for 15,488 shares. Sentry Corp holds 0.54% or 589,500 shares. Btim Corp reported 538,435 shares. Partnervest Advisory Services Ltd Com reported 2,535 shares stake.

Since July 31, 2017, it had 0 buys, and 11 selling transactions for $38.86 million activity. On Monday, December 11 O’Neill Michael John sold $4.32M worth of American Express Company (NYSE:AXP) or 43,741 shares. Williams Anre D sold $2.87 million worth of stock or 30,761 shares. Bush James Peter also sold $926,361 worth of American Express Company (NYSE:AXP) shares. 56,680 shares valued at $5.63 million were sold by Gupta Ashwini on Tuesday, December 12. 3,196 shares valued at $304,962 were sold by Zukauckas Linda on Friday, October 27. Buckminster Douglas E. sold $8.79 million worth of American Express Company (NYSE:AXP) on Monday, December 11.

Hirtle Callaghan & Co Llc, which manages about $24.08 billion and $1.01B US Long portfolio, decreased its stake in Ishares Msci Emerging Mkts (EEM) by 18,870 shares to 2.71 million shares, valued at $121.55M in 2017Q3, according to the filing.

Among 30 analysts covering WPX Energy (NYSE:WPX), 25 have Buy rating, 0 Sell and 5 Hold. Therefore 83% are positive. WPX Energy had 101 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Goldman Sachs given on Tuesday, March 29. The firm has “Buy” rating by Northland Capital given on Monday, September 25. The rating was maintained by Wunderlich on Friday, May 6 with “Buy”. The stock of WPX Energy, Inc. (NYSE:WPX) has “Buy” rating given on Tuesday, December 15 by SunTrust. The firm has “Underweight” rating by Barclays Capital given on Thursday, September 1. Imperial Capital maintained WPX Energy, Inc. (NYSE:WPX) rating on Friday, May 6. Imperial Capital has “Outperform” rating and $11 target. BMO Capital Markets maintained the stock with “Buy” rating in Monday, November 6 report. The rating was initiated by Suntrust Robinson with “Buy” on Tuesday, December 15. Robert W. Baird reinitiated the stock with “Outperform” rating in Tuesday, December 19 report. BMO Capital Markets maintained it with “Buy” rating and $1700 target in Wednesday, June 21 report.

Since September 15, 2017, it had 0 buys, and 1 sale for $366,765 activity.

Pacad Investment Ltd, which manages about $451.72M US Long portfolio, decreased its stake in Norwegian Cruise Line Hldgs (NASDAQ:NCLH) by 10,400 shares to 4,700 shares, valued at $254,000 in 2017Q3, according to the filing. It also reduced its holding in Autozone Inc (NYSE:AZO) by 3,500 shares in the quarter, leaving it with 200 shares, and cut its stake in Calithera Biosciences Inc (NASDAQ:CALA).

Investors sentiment decreased to 1.29 in Q3 2017. Its down 0.15, from 1.44 in 2017Q2. It dived, as 36 investors sold WPX shares while 82 reduced holdings. 34 funds opened positions while 118 raised stakes. 385.12 million shares or 1.57% more from 379.18 million shares in 2017Q2 were reported. Donald Smith And Company Inc has invested 1.02% in WPX Energy, Inc. (NYSE:WPX). Ameriprise Fincl stated it has 8.77 million shares or 0.05% of all its holdings. Alliancebernstein LP has 228,566 shares for 0% of their portfolio. Ontario Teachers Pension Plan Board has invested 0% of its portfolio in WPX Energy, Inc. (NYSE:WPX). Moore Management Ltd Partnership holds 375,000 shares. Goldman Sachs Gru stated it has 0.03% of its portfolio in WPX Energy, Inc. (NYSE:WPX). Creative Planning holds 0% in WPX Energy, Inc. (NYSE:WPX) or 18,013 shares. Moreover, Pathstone Family Office Lc has 0.01% invested in WPX Energy, Inc. (NYSE:WPX) for 1,000 shares. Moreover, Nuveen Asset Ltd Liability Corp has 0.16% invested in WPX Energy, Inc. (NYSE:WPX). State Of Wisconsin Board accumulated 0% or 80,597 shares. Cypress Cap Mgmt Limited Com (Wy) holds 0.1% of its portfolio in WPX Energy, Inc. (NYSE:WPX) for 7,500 shares. Bnp Paribas Arbitrage owns 321,967 shares or 0.02% of their US portfolio. Principal Grp Inc has invested 0.02% of its portfolio in WPX Energy, Inc. (NYSE:WPX). Envestnet Asset Mgmt owns 0% invested in WPX Energy, Inc. (NYSE:WPX) for 5,969 shares. Oregon Employees Retirement Fund invested 0.03% of its portfolio in WPX Energy, Inc. (NYSE:WPX).

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: