Microsoft (MSFT) Market Valuation Rose While Edge Wealth Management Has Lowered Its Holding; As Skyworks Solutions (SWKS) Market Value Rose, Holder Camarda Financial Advisors Trimmed Position

January 17, 2018 - By Evgen Dobrzhanskiy

Edge Wealth Management Llc decreased its stake in Microsoft Corp (MSFT) by 6.51% based on its latest 2017Q3 regulatory filing with the SEC. Edge Wealth Management Llc sold 13,579 shares as the company’s stock rose 4.75% with the market. The institutional investor held 195,117 shares of the prepackaged software company at the end of 2017Q3, valued at $14.50M, down from 208,696 at the end of the previous reported quarter. Edge Wealth Management Llc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $695.39B market cap company. The stock increased 2.03% or $1.79 during the last trading session, reaching $90.14. About 24.84 million shares traded or 9.24% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since January 17, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.

Camarda Financial Advisors Llc decreased its stake in Skyworks Solutions Inc (SWKS) by 75.82% based on its latest 2017Q3 regulatory filing with the SEC. Camarda Financial Advisors Llc sold 17,251 shares as the company’s stock rose 7.80% with the market. The institutional investor held 5,501 shares of the technology company at the end of 2017Q3, valued at $561,000, down from 22,752 at the end of the previous reported quarter. Camarda Financial Advisors Llc who had been investing in Skyworks Solutions Inc for a number of months, seems to be less bullish one the $18.78B market cap company. The stock increased 2.33% or $2.33 during the last trading session, reaching $102.19. About 1.92M shares traded. Skyworks Solutions, Inc. (NASDAQ:SWKS) has risen 65.40% since January 17, 2017 and is uptrending. It has outperformed by 48.70% the S&P500.

Since August 4, 2017, it had 0 insider buys, and 3 selling transactions for $513.86 million activity. COURTOIS JEAN PHILIPPE sold $1.98 million worth of stock or 26,763 shares. 55,000 shares were sold by Hood Amy, worth $4.00M.

Investors sentiment increased to 0.83 in Q3 2017. Its up 0.01, from 0.82 in 2017Q2. It improved, 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. Cap Ww Invsts holds 5.42% or 321.40 million shares. Weatherly Asset Mngmt Ltd Partnership invested in 1.36% or 68,929 shares. Dsm Prns Limited Liability Co stated it has 3.11% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Bedrijfstakpensioenfonds Voor De Media Pno holds 446,000 shares or 3.73% of its portfolio. Credit Agricole S A reported 9.30 million shares. Atalanta Sosnoff Capital holds 4.38% in Microsoft Corporation (NASDAQ:MSFT) or 1.70 million shares. Addison reported 10,994 shares stake. Vantage Investment Advsrs Ltd Liability Com holds 13,870 shares or 0.27% of its portfolio. 29,338 are owned by Cornercap Invest Counsel Inc. Counselors owns 528,865 shares. 18.67 million were accumulated by Magellan Asset Mgmt Limited. Signature Incorporated reported 0.42% stake. Fort Point Capital Prtnrs Llc, a California-based fund reported 16,865 shares. Vident Inv Advisory owns 16,848 shares for 0.07% of their portfolio. National Mutual Federation Of Agricultural Cooperatives has 0.12% invested in Microsoft Corporation (NASDAQ:MSFT) for 81,000 shares.

Among 35 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 4 Hold. Therefore 83% are positive. Microsoft Corporation had 143 analyst reports since July 22, 2015 according to SRatingsIntel. On Sunday, September 17 the stock rating was maintained by Cowen & Co with “Buy”. UBS maintained it with “Buy” rating and $60.0 target in Monday, November 23 report. The company was maintained on Wednesday, September 13 by Canaccord Genuity. On Friday, July 21 the stock rating was maintained by Raymond James with “Buy”. Piper Jaffray maintained it with “Buy” rating and $9000 target in Friday, July 21 report. The firm earned “Buy” rating on Tuesday, September 26 by Credit Suisse. On Thursday, October 5 the stock rating was upgraded by Canaccord Genuity to “Buy”. The stock of Microsoft Corporation (NASDAQ:MSFT) has “Buy” rating given on Monday, August 21 by Stifel Nicolaus. The rating was maintained by Credit Suisse on Wednesday, October 11 with “Buy”. The firm earned “Buy” rating on Friday, October 21 by Nomura.

Edge Wealth Management Llc, which manages about $803.39 million and $330.50 million US Long portfolio, upped its stake in Bp Plc (NYSE:BP) by 90,622 shares to 315,151 shares, valued at $12.11M in 2017Q3, according to the filing. It also increased its holding in General Electric Co (NYSE:GE) by 115,499 shares in the quarter, for a total of 519,931 shares, and has risen its stake in Alerian Mlp Etf (AMLP).

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on January, 25. They expect $0.86 earnings per share, up 3.61% or $0.03 from last year’s $0.83 per share. MSFT’s profit will be $6.63 billion for 26.20 P/E if the $0.86 EPS becomes a reality. After $0.84 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts 2.38% EPS growth.

Since August 29, 2017, it had 0 insider buys, and 5 insider sales for $4.21 million activity. On Thursday, December 14 the insider GRIFFIN LIAM sold $1.43M. KING CHRISTINE had sold 3,705 shares worth $395,768 on Wednesday, September 6.

Analysts await Skyworks Solutions, Inc. (NASDAQ:SWKS) to report earnings on January, 18. They expect $1.79 earnings per share, up 16.23% or $0.25 from last year’s $1.54 per share. SWKS’s profit will be $328.89 million for 14.27 P/E if the $1.79 EPS becomes a reality. After $1.69 actual earnings per share reported by Skyworks Solutions, Inc. for the previous quarter, Wall Street now forecasts 5.92% EPS growth.

Camarda Financial Advisors Llc, which manages about $213.32M and $92.98M US Long portfolio, upped its stake in Pioneer Floating Rate Tr (NYSE:PHD) by 40,284 shares to 563,435 shares, valued at $6.74 million in 2017Q3, according to the filing. It also increased its holding in Hp Inc by 78,837 shares in the quarter, for a total of 80,418 shares, and has risen its stake in Powershares Etf Tr Ii (PGX).

Investors sentiment increased to 1.09 in Q3 2017. Its up 0.12, from 0.97 in 2017Q2. It is positive, as 34 investors sold SWKS shares while 220 reduced holdings. 63 funds opened positions while 214 raised stakes. 146.42 million shares or 0.03% less from 146.46 million shares in 2017Q2 were reported. Burney Com stated it has 11,440 shares. Jpmorgan Chase And has 704,542 shares. Ameriprise Incorporated owns 579,955 shares. Nordea Mgmt holds 0.02% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 69,797 shares. Exxonmobil Invest Mngmt Inc Tx has invested 0.09% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS). Blackrock Inc has 12.13 million shares. 1.23 million are held by Deutsche Retail Bank Ag. Rhumbline Advisers has 0.08% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 341,021 shares. Alliancebernstein LP reported 332,002 shares. Oregon Pub Employees Retirement Fund reported 47,665 shares. Sector Pension Inv Board holds 0.01% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 20,453 shares. Jaffetilchin Ltd Liability accumulated 13,873 shares. Juncture Wealth Strategies Lc has 0.49% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS). Tower Capital Limited Liability Company (Trc) invested in 1,377 shares. Toronto Dominion Bankshares holds 0.02% or 69,729 shares.

Among 36 analysts covering Skyworks Solutions Inc. (NASDAQ:SWKS), 30 have Buy rating, 1 Sell and 5 Hold. Therefore 83% are positive. Skyworks Solutions Inc. had 97 analyst reports since July 27, 2015 according to SRatingsIntel. On Friday, November 4 the stock rating was maintained by Cowen & Co with “Buy”. As per Friday, January 29, the company rating was maintained by Craig Hallum. Needham maintained the stock with “Buy” rating in Tuesday, November 7 report. Morgan Stanley maintained it with “Underweight” rating and $88 target in Wednesday, December 13 report. Oppenheimer maintained Skyworks Solutions, Inc. (NASDAQ:SWKS) on Friday, January 29 with “Outperform” rating. The rating was maintained by Canaccord Genuity on Friday, January 8 with “Buy”. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) has “Buy” rating given on Thursday, October 1 by Citigroup. The firm has “Buy” rating by Drexel Hamilton given on Friday, January 20. As per Friday, November 4, the company rating was maintained by Craig Hallum. The company was maintained on Wednesday, October 18 by Barclays Capital.

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