Chatham Capital Group Has Lifted Stake in Wsfs Finl (WSFS) by $309,600; Novo (NVO) Share Value Rose While Roundview Capital Lowered Its Holding by $719,664

January 17, 2018 - By Dolores Ford

Chatham Capital Group Inc increased its stake in Wsfs Finl Corp (WSFS) by 27.59% based on its latest 2017Q3 regulatory filing with the SEC. Chatham Capital Group Inc bought 6,450 shares as the company’s stock declined 4.99% while stock markets rallied. The institutional investor held 29,830 shares of the major banks company at the end of 2017Q3, valued at $1.45M, up from 23,380 at the end of the previous reported quarter. Chatham Capital Group Inc who had been investing in Wsfs Finl Corp for a number of months, seems to be bullish on the $1.57B market cap company. The stock increased 0.30% or $0.15 during the last trading session, reaching $50.05. About 53,015 shares traded. WSFS Financial Corporation (NASDAQ:WSFS) has risen 27.14% since January 17, 2017 and is uptrending. It has outperformed by 10.44% the S&P500.

Roundview Capital Llc decreased its stake in Novo (NVO) by 50.03% based on its latest 2017Q3 regulatory filing with the SEC. Roundview Capital Llc sold 14,993 shares as the company’s stock rose 15.20% with the market. The institutional investor held 14,975 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $721,000, down from 29,968 at the end of the previous reported quarter. Roundview Capital Llc who had been investing in Novo for a number of months, seems to be less bullish one the $135.85 billion market cap company. The stock increased 2.02% or $1.12 during the last trading session, reaching $56.43. About 628,935 shares traded. Novo Nordisk A/S (NYSE:NVO) has declined 23.93% since January 17, 2017 and is downtrending. It has underperformed by 40.63% the S&P500.

Among 3 analysts covering WSFS Financial (NASDAQ:WSFS), 1 have Buy rating, 0 Sell and 2 Hold. Therefore 33% are positive. WSFS Financial had 7 analyst reports since July 29, 2015 according to SRatingsIntel. The company was maintained on Tuesday, October 24 by Keefe Bruyette & Woods. Keefe Bruyette & Woods maintained the stock with “Hold” rating in Thursday, July 27 report. The firm earned “Buy” rating on Friday, July 28 by Boenning & Scattergood. The firm has “Buy” rating by Boenning & Scattergood given on Wednesday, October 25. On Thursday, December 21 the stock rating was maintained by Keefe Bruyette & Woods with “Hold”. The firm has “Outperform” rating given on Monday, October 31 by Keefe Bruyette & Woods.

Investors sentiment decreased to 0.92 in Q3 2017. Its down 0.52, from 1.44 in 2017Q2. It is negative, as 14 investors sold WSFS shares while 47 reduced holdings. 13 funds opened positions while 43 raised stakes. 23.12 million shares or 3.56% less from 23.97 million shares in 2017Q2 were reported. Blackrock holds 0% in WSFS Financial Corporation (NASDAQ:WSFS) or 1.94M shares. Teachers Retirement Of The State Of Kentucky reported 32,366 shares. Ameritas Prtnrs holds 0.01% or 2,653 shares in its portfolio. Principal Group holds 0% or 14,343 shares. Palladium Ltd Llc accumulated 10,557 shares or 0.04% of the stock. Geode Mngmt Limited Liability Co holds 251,953 shares or 0% of its portfolio. Wells Fargo Mn has invested 0% in WSFS Financial Corporation (NASDAQ:WSFS). Teachers & Annuity Association Of America has invested 0.02% in WSFS Financial Corporation (NASDAQ:WSFS). Emerald Mutual Fund Advisers invested in 0.34% or 169,608 shares. Ubs Asset Mgmt Americas Inc holds 17,355 shares. 58,697 are owned by Deutsche National Bank & Trust Ag. Hennessy Advisors stated it has 0.05% in WSFS Financial Corporation (NASDAQ:WSFS). Pzena Inv Mgmt Lc owns 161,373 shares. Federated Incorporated Pa accumulated 482,398 shares or 0.07% of the stock. Comerica Natl Bank owns 48,097 shares or 0.02% of their US portfolio.

Since August 16, 2017, it had 0 insider buys, and 4 sales for $1.13 million activity. 8,580 shares valued at $380,008 were sold by EDDENS PEGGY H on Wednesday, August 16. $321,242 worth of stock was sold by MAZARAKIS S JAMES on Friday, September 1.

Among 15 analysts covering Novo Nordisk (ADR) (NYSE:NVO), 7 have Buy rating, 0 Sell and 8 Hold. Therefore 47% are positive. Novo Nordisk (ADR) had 20 analyst reports since August 28, 2015 according to SRatingsIntel. On Monday, October 31 the stock rating was downgraded by DNB Markets to “Hold”. Goldman Sachs upgraded Novo Nordisk A/S (NYSE:NVO) on Monday, February 15 to “Conviction Buy” rating. Citigroup downgraded Novo Nordisk A/S (NYSE:NVO) on Monday, October 31 to “Neutral” rating. J.P. Morgan upgraded the stock to “Hold” rating in Friday, December 29 report. The firm has “Overweight” rating by Morgan Stanley given on Friday, December 1. On Wednesday, December 6 the stock rating was upgraded by Bank of America to “Buy”. The stock has “Market Perform” rating by Leerink Swann on Friday, August 28. The stock of Novo Nordisk A/S (NYSE:NVO) earned “Hold” rating by Zacks on Friday, August 28. As per Monday, October 19, the company rating was upgraded by Jyske Bank. The company was downgraded on Monday, February 8 by UBS.

Roundview Capital Llc, which manages about $323.08M and $349.60M US Long portfolio, upped its stake in Appian Corp by 52,874 shares to 90,524 shares, valued at $2.58M in 2017Q3, according to the filing. It also increased its holding in Crown Castle Intl Inc (NYSE:CCI) by 5,734 shares in the quarter, for a total of 8,548 shares, and has risen its stake in Total Sa Spon Adr (NYSE:TOT).

Analysts await Novo Nordisk A/S (NYSE:NVO) to report earnings on February, 1. They expect $0.56 EPS, up 12.00% or $0.06 from last year’s $0.5 per share. NVO’s profit will be $1.35B for 25.19 P/E if the $0.56 EPS becomes a reality. After $0.62 actual EPS reported by Novo Nordisk A/S for the previous quarter, Wall Street now forecasts -9.68% negative EPS growth.

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