Jacobs & Co Has Lifted Its Charles Schwab (SCHW) Position; Ubs Global Asset Management Americas Increased Its Clorox Co Del (CLX) Stake

February 20, 2018 - By Maria Brooks

Jacobs & Co increased Charles Schwab Corp (SCHW) stake by 6.71% reported in 2017Q3 SEC filing. Jacobs & Co acquired 7,559 shares as Charles Schwab Corp (SCHW)’s stock declined 7.92%. The Jacobs & Co holds 120,289 shares with $5.26M value, up from 112,730 last quarter. Charles Schwab Corp now has $70.27B valuation. The stock increased 0.48% or $0.25 during the last trading session, reaching $52.42. About 2.31M shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since February 20, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Ubs Global Asset Management Americas Inc increased Clorox Co Del (CLX) stake by 9.22% reported in 2017Q3 SEC filing. Ubs Global Asset Management Americas Inc acquired 45,110 shares as Clorox Co Del (CLX)’s stock declined 1.16%. The Ubs Global Asset Management Americas Inc holds 534,458 shares with $70.50B value, up from 489,348 last quarter. Clorox Co Del now has $16.67B valuation. The stock decreased 2.19% or $2.88 during the last trading session, reaching $128.82. About 548,807 shares traded. The Clorox Company (NYSE:CLX) has risen 1.68% since February 20, 2017 and is uptrending. It has underperformed by 15.02% the S&P500.

Investors sentiment decreased to 1.03 in 2017 Q3. Its down 0.27, from 1.3 in 2017Q2. It dropped, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. Bahl & Gaynor, Ohio-based fund reported 6,158 shares. Finemark Bank holds 0.05% in The Charles Schwab Corporation (NYSE:SCHW) or 16,534 shares. Sei Invests holds 0.29% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW) for 1.87M shares. Orca Inv Mgmt Limited holds 0.68% in The Charles Schwab Corporation (NYSE:SCHW) or 17,439 shares. Fayez Sarofim accumulated 37,679 shares or 0.01% of the stock. Campbell And Co Invest Adviser Ltd holds 0.53% or 15,138 shares. Sq Advsr Lc owns 6.19M shares. Hills National Bank & Trust And Trust holds 0.45% or 32,612 shares in its portfolio. Jupiter Asset Mngmt Ltd has 88,000 shares for 0.13% of their portfolio. Asset Mngmt One Ltd stated it has 1.90M shares. Chem National Bank & Trust has invested 0.19% in The Charles Schwab Corporation (NYSE:SCHW). Bryn Mawr Tru Company stated it has 0.18% in The Charles Schwab Corporation (NYSE:SCHW). Weiss Multi has 64,900 shares. holds 0.08% or 1.62 million shares. Automobile Association has invested 0.15% in The Charles Schwab Corporation (NYSE:SCHW).

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 1 Sell and 7 Hold. Therefore 65% are positive. Charles Schwab had 91 analyst reports since August 11, 2015 according to SRatingsIntel. As per Monday, August 14, the company rating was maintained by Keefe Bruyette & Woods. Keefe Bruyette & Woods maintained it with “Buy” rating and $60.0 target in Thursday, December 21 report. Jefferies maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Monday, August 14. Jefferies has “Buy” rating and $49.0 target. The firm has “Neutral” rating given on Wednesday, March 23 by SunTrust. As per Tuesday, October 18, the company rating was upgraded by SunTrust. The stock has “Overweight” rating by Barclays Capital on Tuesday, December 8. The rating was maintained by Compass Point with “Neutral” on Friday, October 16. The rating was maintained by Jefferies with “Buy” on Tuesday, May 30. The company was maintained on Thursday, June 16 by Deutsche Bank. Deutsche Bank maintained it with “Buy” rating and $38.0 target in Friday, January 8 report.

Since September 6, 2017, it had 0 buys, and 21 selling transactions for $95.01 million activity. 240,000 shares valued at $13.08M were sold by SCHWAB CHARLES R on Thursday, January 25. Shares for $265,179 were sold by Chandoha Marie A on Wednesday, September 27. $1.01M worth of The Charles Schwab Corporation (NYSE:SCHW) shares were sold by MCLIN STEPHEN T. 2,026 shares were sold by Kallsen Terri R, worth $105,236. $3.31M worth of stock was sold by Clark Bernard J. on Wednesday, September 27. Murtagh Nigel J sold $361,194 worth of The Charles Schwab Corporation (NYSE:SCHW) on Tuesday, October 31.

Since August 23, 2017, it had 0 insider purchases, and 1 sale for $297,804 activity. On Wednesday, August 23 Balousek Jon M sold $1.28M worth of The Clorox Company (NYSE:CLX) or 9,223 shares. Willoughby Dawn C sold $297,804 worth of stock. 9,861 shares were sold by Foster James E, worth $1.37M.

Ubs Global Asset Management Americas Inc decreased Aflac Inc (NYSE:AFL) stake by 148,783 shares to 1.58M valued at $128.38B in 2017Q3. It also reduced Sps Comm Inc (NASDAQ:SPSC) stake by 3,500 shares and now owns 22 shares. Enbridge Energy Management L (NYSE:EEQ) was reduced too.

Among 16 analysts covering The Clorox Company (NYSE:CLX), 3 have Buy rating, 1 Sell and 12 Hold. Therefore 19% are positive. The Clorox Company had 51 analyst reports since August 5, 2015 according to SRatingsIntel. Jefferies maintained it with “Hold” rating and $13600 target in Monday, July 24 report. BMO Capital Markets maintained the stock with “Buy” rating in Friday, May 5 report. The firm has “Hold” rating given on Wednesday, April 19 by Jefferies. The company was maintained on Monday, February 5 by RBC Capital Markets. On Friday, February 26 the stock rating was downgraded by Sterne Agee CRT to “Neutral”. The stock has “Equal Weight” rating by Barclays Capital on Monday, January 9. The firm has “Hold” rating by Jefferies given on Tuesday, September 5. Atlantic Securities upgraded The Clorox Company (NYSE:CLX) on Friday, September 16 to “Buy” rating. On Monday, February 5 the stock rating was maintained by Bank of America with “Neutral”. Bank of America upgraded it to “Hold” rating and $155.0 target in Thursday, January 4 report.

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