Genesee Valley Trust Company Boosted Microsoft (MSFT) Stake by $1.66 Million; Realty Income (O) Shareholder Pinnacle Advisory Group Has Trimmed Its Position

February 19, 2018 - By wolcottdaily

Pinnacle Advisory Group Inc decreased its stake in Realty Income Corp (O) by 55.78% based on its latest 2017Q3 regulatory filing with the SEC. Pinnacle Advisory Group Inc sold 7,828 shares as the company’s stock declined 10.86% while stock markets rallied. The institutional investor held 6,205 shares of the real estate investment trusts company at the end of 2017Q3, valued at $355,000, down from 14,033 at the end of the previous reported quarter. Pinnacle Advisory Group Inc who had been investing in Realty Income Corp for a number of months, seems to be less bullish one the $14.10B market cap company. The stock increased 1.38% or $0.68 during the last trading session, reaching $49.96. About 2.91M shares traded or 34.48% up from the average. Realty Income Corporation (NYSE:O) has declined 8.21% since February 19, 2017 and is downtrending. It has underperformed by 24.91% the S&P500.

Genesee Valley Trust Company increased its stake in Microsoft Corporation (MSFT) by 316.45% based on its latest 2017Q3 regulatory filing with the SEC. Genesee Valley Trust Company bought 22,484 shares as the company’s stock rose 4.75% with the market. The institutional investor held 29,589 shares of the prepackaged software company at the end of 2017Q3, valued at $2.20M, up from 7,105 at the end of the previous reported quarter. Genesee Valley Trust Company who had been investing in Microsoft Corporation for a number of months, seems to be bullish on the $708.38 billion market cap company. The stock decreased 0.71% or $0.66 during the last trading session, reaching $92. About 30.60 million shares traded or 7.48% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since February 19, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.

Since September 19, 2017, it had 0 insider purchases, and 1 insider sale for $188,320 activity.

Investors sentiment increased to 1.27 in 2017 Q3. Its up 0.01, from 1.26 in 2017Q2. It increased, as 38 investors sold O shares while 149 reduced holdings. 52 funds opened positions while 186 raised stakes. 193.75 million shares or 4.42% more from 185.55 million shares in 2017Q2 were reported. Gsa Cap Llp reported 13,943 shares. The New York-based New York State Common Retirement Fund has invested 0.04% in Realty Income Corporation (NYSE:O). 380 are owned by Valley National Advisers. Sun Life has 0.06% invested in Realty Income Corporation (NYSE:O). Jpmorgan Chase owns 4.44 million shares. Netherlands-based Pggm has invested 0.86% in Realty Income Corporation (NYSE:O). Altfest L J Co Inc owns 12,018 shares for 0.33% of their portfolio. Nelson Van Denburg And Campbell Wealth Group Limited Liability Co has 2,237 shares. Goldman Sachs Group has 0.02% invested in Realty Income Corporation (NYSE:O). 61,466 are held by Bnp Paribas Asset Mgmt Sa. Kistler, Alabama-based fund reported 2,411 shares. State Of Alaska Department Of Revenue stated it has 201,648 shares or 0.58% of all its holdings. Edge Wealth Management Ltd has 0.01% invested in Realty Income Corporation (NYSE:O). Cornerstone Cap Mgmt Limited Liability Company reported 0.08% of its portfolio in Realty Income Corporation (NYSE:O). Proshare Advsrs Limited Liability Corporation invested 0.06% in Realty Income Corporation (NYSE:O).

Pinnacle Advisory Group Inc, which manages about $1.22B and $1.62B US Long portfolio, upped its stake in Pimco Etf Tr (MINT) by 75,282 shares to 677,769 shares, valued at $69.00M in 2017Q3, according to the filing. It also increased its holding in Ishares Inc (EPP) by 26,132 shares in the quarter, for a total of 594,126 shares, and has risen its stake in Ishares Tr (IJR).

Among 16 analysts covering Realty Income (NYSE:O), 5 have Buy rating, 2 Sell and 9 Hold. Therefore 31% are positive. Realty Income had 33 analyst reports since July 23, 2015 according to SRatingsIntel. Stifel Nicolaus maintained Realty Income Corporation (NYSE:O) on Wednesday, September 27 with “Buy” rating. The company was upgraded on Tuesday, August 25 by Zacks. The stock of Realty Income Corporation (NYSE:O) earned “Outperform” rating by Wells Fargo on Tuesday, December 15. On Sunday, August 20 the stock rating was maintained by Stifel Nicolaus with “Buy”. As per Thursday, July 27, the company rating was maintained by Ladenburg. The company was initiated on Friday, October 14 by Mizuho. The rating was maintained by Ladenburg on Thursday, October 26 with “Hold”. RBC Capital Markets maintained Realty Income Corporation (NYSE:O) rating on Monday, February 5. RBC Capital Markets has “Hold” rating and $58.0 target. The stock of Realty Income Corporation (NYSE:O) has “Sell” rating given on Tuesday, February 16 by Wunderlich. On Thursday, July 23 the stock rating was initiated by DA Davidson with “Neutral”.

Analysts await Realty Income Corporation (NYSE:O) to report earnings on February, 28. They expect $0.72 earnings per share, down 6.49% or $0.05 from last year’s $0.77 per share. O’s profit will be $203.17 million for 17.35 P/E if the $0.72 EPS becomes a reality. After $0.77 actual earnings per share reported by Realty Income Corporation for the previous quarter, Wall Street now forecasts -6.49% negative EPS growth.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 6 Hold. Therefore 78% are positive. Microsoft Corporation had 167 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets with “Outperform” on Friday, October 23. Wunderlich maintained the shares of MSFT in report on Friday, January 29 with “Hold” rating. As per Wednesday, January 31, the company rating was maintained by BMO Capital Markets. As per Friday, October 23, the company rating was maintained by Barclays Capital. The rating was maintained by Wunderlich on Wednesday, July 20 with “Hold”. The stock has “Outperform” rating by FBN Securities on Wednesday, July 20. The firm has “Buy” rating given on Tuesday, September 26 by Credit Suisse. The company was upgraded on Wednesday, January 13 by Morgan Stanley. Credit Suisse maintained it with “Buy” rating and $84.0 target in Wednesday, October 11 report. As per Tuesday, October 31, the company rating was upgraded by Argus Research.

Genesee Valley Trust Company, which manages about $244.74 million US Long portfolio, decreased its stake in Mfs International Value R6 by 12,227 shares to 44,695 shares, valued at $1.88M in 2017Q3, according to the filing. It also reduced its holding in Alphabet Inc Class A by 945 shares in the quarter, leaving it with 1,267 shares, and cut its stake in Regeneron Pharmaceuticals Inc (NASDAQ:REGN).

Since August 29, 2017, it had 0 buys, and 2 sales for $5.98 million activity. 55,000 shares valued at $4.00 million were sold by Hood Amy on Tuesday, August 29.

Investors sentiment increased to 0.83 in 2017 Q3. Its up 0.01, from 0.82 in 2017Q2. It increased, as 40 investors sold MSFT shares while 952 reduced holdings. 114 funds opened positions while 708 raised stakes. 5.51 billion shares or 0.32% less from 5.53 billion shares in 2017Q2 were reported. 9,273 are owned by Vista Cap Prtn Inc. Wisconsin-based Mason Street Advisors Limited Liability Company has invested 1.95% in Microsoft Corporation (NASDAQ:MSFT). Parthenon Ltd Liability invested in 6.98% or 396,908 shares. Tiverton Asset Mngmt Lc has invested 1.84% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Ems Capital Limited Partnership has 2.98% invested in Microsoft Corporation (NASDAQ:MSFT). Magnetar Financial Ltd invested 0.02% in Microsoft Corporation (NASDAQ:MSFT). Drexel Morgan And holds 25,749 shares. 379,642 are held by Livforsakringsbolaget Skandia Omsesidigt. Proshare Advsrs Limited Liability Corp stated it has 3.64 million shares. Greystone Managed Invests stated it has 243,107 shares. Moreover, Southeast Asset Advisors Inc has 0.3% invested in Microsoft Corporation (NASDAQ:MSFT) for 12,609 shares. 65,894 were accumulated by Bridges Invest Mgmt. Fulton Bancorporation Na stated it has 158,919 shares. Alpha Cubed Investments has invested 2.77% in Microsoft Corporation (NASDAQ:MSFT). Hemenway Company Ltd Llc, a New Hampshire-based fund reported 125,026 shares.

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