Concert Wealth Management Increased By $1.04 Million Its Microsoft (MSFT) Holding; Asset Management Advisors Raised Int’l Business Machines (IBM) Holding

October 28, 2017 - By Marie Mckinney

Asset Management Advisors Llc increased Int’l Business Machines (IBM) stake by 10.95% reported in 2017Q2 SEC filing. Asset Management Advisors Llc acquired 5,312 shares as Int’l Business Machines (IBM)’s stock declined 15.88%. The Asset Management Advisors Llc holds 53,816 shares with $8.28 million value, up from 48,504 last quarter. Int’l Business Machines now has $143.22B valuation. The stock increased 0.09% or $0.14 on October 27, reaching $153.68. About 4.90 million shares traded. International Business Machines Corp. (NYSE:IBM) has risen 4.86% since October 28, 2016 and is uptrending. It has underperformed by 11.84% the S&P500.

Concert Wealth Management Inc increased Microsoft Corp (MSFT) stake by 3049.8% reported in 2017Q2 SEC filing. Concert Wealth Management Inc acquired 15,249 shares as Microsoft Corp (MSFT)’s stock rose 4.75%. The Concert Wealth Management Inc holds 15,749 shares with $1.09M value, up from 500 last quarter. Microsoft Corp now has $646.56B valuation. The stock increased 6.41% or $5.05 on October 27, reaching $83.81. About 71.07M shares traded or 292.87% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since October 28, 2016 and is uptrending. It has outperformed by 17.82% the S&P500.

Investors sentiment decreased to 0.72 in 2017 Q2. Its down 0.25, from 0.97 in 2017Q1. It dived, as 100 investors sold IBM shares while 695 reduced holdings. 91 funds opened positions while 484 raised stakes. 530.91 million shares or 0.81% less from 535.24 million shares in 2017Q1 were reported. Hsbc Holdg Public Limited Company owns 1.17M shares for 0.33% of their portfolio. Noesis Mangement Corp reported 1,598 shares. Blair William & Company Il has 0.14% invested in International Business Machines Corp. (NYSE:IBM) for 120,902 shares. Adirondack Trust Com, a New York-based fund reported 8,109 shares. State Farm Mutual Automobile Ins has invested 3.53% in International Business Machines Corp. (NYSE:IBM). Nuveen Asset Limited Liability holds 0.23% in International Business Machines Corp. (NYSE:IBM) or 232,704 shares. Mitchell Mcleod Pugh Williams invested 0.7% of its portfolio in International Business Machines Corp. (NYSE:IBM). Lipe & Dalton, New York-based fund reported 17,516 shares. 79,093 are held by American Investment Services. Peregrine Asset Advisers holds 1,510 shares or 0.15% of its portfolio. The Florida-based Finemark Comml Bank And Trust has invested 0.27% in International Business Machines Corp. (NYSE:IBM). Williams Jones And Assoc Lc, New York-based fund reported 76,000 shares. Northern Cap Mngmt Ltd Liability Corporation stated it has 9,040 shares or 0.52% of all its holdings. Cognios Cap stated it has 4,382 shares or 0.24% of all its holdings. Mai Cap owns 10,974 shares for 0.11% of their portfolio.

Among 30 analysts covering International Business Machines (NYSE:IBM), 9 have Buy rating, 5 Sell and 16 Hold. Therefore 30% are positive. International Business Machines had 108 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Tuesday, August 22 by KeyBanc Capital Markets. Jefferies maintained it with “Sell” rating and $13500 target in Thursday, June 22 report. On Monday, October 5 the stock rating was maintained by RBC Capital Markets with “Sector Perform”. Barclays Capital maintained the stock with “Underweight” rating in Wednesday, October 18 report. The firm has “Hold” rating by Oppenheimer given on Tuesday, July 18. Drexel Hamilton maintained International Business Machines Corp. (NYSE:IBM) on Friday, July 14 with “Buy” rating. The stock of International Business Machines Corp. (NYSE:IBM) has “Buy” rating given on Wednesday, August 26 by Argus Research. UBS maintained International Business Machines Corp. (NYSE:IBM) rating on Wednesday, July 19. UBS has “Hold” rating and $15900 target. As per Wednesday, October 18, the company rating was maintained by Morgan Stanley. As per Thursday, July 13, the company rating was maintained by Guggenheim.

Since May 16, 2017, it had 1 buying transaction, and 0 insider sales for $263,180 activity. $263,180 worth of International Business Machines Corp. (NYSE:IBM) shares were bought by OWENS JAMES W.

Investors sentiment decreased to 0.82 in Q2 2017. Its down 0.02, from 0.84 in 2017Q1. It fall, as 39 investors sold MSFT shares while 982 reduced holdings. 132 funds opened positions while 703 raised stakes. 5.53 billion shares or 0.72% more from 5.49 billion shares in 2017Q1 were reported. Obermeyer Wood Counsel Lllp holds 0.02% or 3,827 shares in its portfolio. 12,133 are owned by Outfitter Advisors Limited. Lvw Advsr Limited Liability Corp holds 1.21% or 49,812 shares. Rbf Limited Liability Company owns 45,000 shares. Clean Yield Group owns 1.12% invested in Microsoft Corporation (NASDAQ:MSFT) for 36,730 shares. Liberty Capital Management holds 1.09% or 25,700 shares. Mackenzie Fin reported 1.25 million shares. Narwhal Capital Mngmt owns 2.49% invested in Microsoft Corporation (NASDAQ:MSFT) for 139,530 shares. Mitsubishi Ufj Tru And Corporation reported 15.21 million shares stake. Eastern Bank invested 1.14% in Microsoft Corporation (NASDAQ:MSFT). Hall Laurie J Trustee holds 101,055 shares or 0% of its portfolio. Marketfield Asset Management Llc reported 111,078 shares. Peak6 Invs LP holds 0.12% or 291,038 shares in its portfolio. Tnb Finance owns 207,732 shares for 2.62% of their portfolio. Weybosset Research Mgmt Ltd Liability Corporation stated it has 0.23% of its portfolio in Microsoft Corporation (NASDAQ:MSFT).

Since May 1, 2017, it had 0 buys, and 7 insider sales for $831.89 million activity. GATES WILLIAM H III also sold $173.51 million worth of Microsoft Corporation (NASDAQ:MSFT) on Tuesday, May 2. Capossela Christopher C had sold 4,927 shares worth $338,709. Morfit G Mason had sold 7.00M shares worth $481.95M. COURTOIS JEAN PHILIPPE had sold 26,694 shares worth $1.84 million on Wednesday, May 3.

Concert Wealth Management Inc decreased Altria Group Inc (NYSE:MO) stake by 18,648 shares to 3,696 valued at $276,000 in 2017Q2. It also reduced Cisco Sys Inc (NASDAQ:CSCO) stake by 23,683 shares and now owns 16,789 shares. Tesla Inc (NASDAQ:TSLA) was reduced too.