Strategic Wealth Advisors Groupinc Increased Its Microsoft (MSFT) Holding; Foxhaven Asset Management LP Trimmed Its Comcast New (CMCSA) Stake

October 6, 2017 - By Marie Mckinney

Foxhaven Asset Management Lp decreased Comcast Corp New (CMCSA) stake by 48.87% reported in 2017Q2 SEC filing. Foxhaven Asset Management Lp sold 1.54 million shares as Comcast Corp New (CMCSA)’s stock rose 3.16%. The Foxhaven Asset Management Lp holds 1.61 million shares with $62.57 million value, down from 3.14 million last quarter. Comcast Corp New now has $179.16B valuation. The stock decreased 0.89% or $0.34 during the last trading session, reaching $38.01. About 16.84M shares traded. Comcast Corporation (NASDAQ:CMCSA) has risen 28.96% since October 6, 2016 and is uptrending. It has outperformed by 12.26% the S&P500.

Strategic Wealth Advisors Groupinc increased Microsoft Corp (MSFT) stake by 2952% reported in 2017Q2 SEC filing. Strategic Wealth Advisors Groupinc acquired 162,360 shares as Microsoft Corp (MSFT)’s stock rose 4.75%. The Strategic Wealth Advisors Groupinc holds 167,860 shares with $11.57 million value, up from 5,500 last quarter. Microsoft Corp now has $585.37 billion valuation. The stock declined 0.01% or $0.01 reaching $75.99 on the news. About 13.94M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since October 6, 2016 and is uptrending. It has outperformed by 17.82% the S&P500.

Strategic Wealth Advisors Groupinc decreased Ishares Tr (IJJ) stake by 32,469 shares to 41,951 valued at $6.23 million in 2017Q2. It also reduced Ishares Tr (IVV) stake by 227,406 shares and now owns 36,771 shares. Apple Inc (NASDAQ:AAPL) was reduced too.

Among 34 analysts covering Microsoft Corporation (NASDAQ:MSFT), 28 have Buy rating, 2 Sell and 4 Hold. Therefore 82% are positive. Microsoft Corporation had 118 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by UBS on Friday, January 29 with “Buy”. The firm has “Market Perform” rating by Cowen & Co given on Friday, April 1. The firm has “Buy” rating by BMO Capital Markets given on Thursday, July 13. On Thursday, August 27 the stock rating was downgraded by Vetr to “Strong-Buy”. The company was maintained on Tuesday, June 13 by Jefferies. The firm has “Overweight” rating given on Friday, October 23 by Barclays Capital. The rating was maintained by Barclays Capital with “Buy” on Friday, July 21. The rating was maintained by Canaccord Genuity on Wednesday, September 13 with “Hold”. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Outperform” rating by Cowen & Co on Tuesday, May 24. The rating was maintained by RBC Capital Markets with “Outperform” on Wednesday, January 6.

Since May 1, 2017, it had 0 insider buys, and 8 selling transactions for $1.04 billion activity. 4,927 shares valued at $338,709 were sold by Capossela Christopher C on Wednesday, May 24. Shares for $207.65M were sold by GATES WILLIAM H III. Morfit G Mason had sold 7.00M shares worth $481.95 million. 26,694 shares were sold by COURTOIS JEAN PHILIPPE, worth $1.84M.

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. Riverpoint Cap Mgmt Limited Liability Company reported 0.69% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Jane Street Group Incorporated Limited Liability holds 75,811 shares. Investment Centers Of America reported 0.29% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Barrington Strategic Wealth Grp Inc Lc owns 45,337 shares or 1.59% of their US portfolio. Susquehanna Intl Grp Llp invested in 0.1% or 3.39M shares. Sachem Head Capital Mgmt Limited Partnership has invested 11.15% in Microsoft Corporation (NASDAQ:MSFT). Wheatland Advsrs Inc holds 3.92% in Microsoft Corporation (NASDAQ:MSFT) or 63,149 shares. Tctc Holding Ltd Liability Company has invested 2.94% in Microsoft Corporation (NASDAQ:MSFT). Matarin Capital Mngmt Limited Co holds 28,386 shares or 0% of its portfolio. Focused Ltd Liability stated it has 1.71 million shares. 20,202 are owned by Evanson Asset Ltd Liability. Dodge & Cox invested in 40.96 million shares. Commercial Bank Of The West stated it has 0.74% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Texas-based Beck Mngmt Ltd Llc has invested 2.3% in Microsoft Corporation (NASDAQ:MSFT). Nuveen Asset Management Limited has 2.83M shares.

Investors sentiment decreased to 1.01 in Q2 2017. Its down 11.82, from 12.83 in 2017Q1. It worsened, as 68 investors sold CMCSA shares while 503 reduced holdings. 110 funds opened positions while 468 raised stakes. 3.69 billion shares or 50.72% less from 7.49 billion shares in 2017Q1 were reported. Sit Invest Assocs Inc owns 0% invested in Comcast Corporation (NASDAQ:CMCSA) for 84 shares. Mason Street Advisors Limited Com has invested 0.64% in Comcast Corporation (NASDAQ:CMCSA). Epoch Prtn has 1.35% invested in Comcast Corporation (NASDAQ:CMCSA) for 10.24M shares. 7,658 are owned by Nelson Roberts Advisors Lc. Moreover, 3G Prtnrs Limited Partnership has 9.81% invested in Comcast Corporation (NASDAQ:CMCSA) for 3.13M shares. 153,287 are owned by First Bankshares. Miles Cap holds 5,543 shares or 0.12% of its portfolio. Renaissance Technology Limited Liability Company reported 220,576 shares. Brandywine Glob Invest Mngmt Ltd Liability Company accumulated 2,450 shares. Highbridge Mgmt Ltd Co has invested 0.25% in Comcast Corporation (NASDAQ:CMCSA). Natl Bank Of The West invested in 268,587 shares or 1.35% of the stock. Investec Asset Mgmt invested 0.96% of its portfolio in Comcast Corporation (NASDAQ:CMCSA). Davenport Ltd Liability, Virginia-based fund reported 17,991 shares. Allen Investment Mgmt holds 3.03 million shares or 5.66% of its portfolio. Whittier Of Nevada stated it has 97,134 shares or 0.37% of all its holdings.

Among 26 analysts covering Comcast Corporation (NASDAQ:CMCSA), 22 have Buy rating, 1 Sell and 3 Hold. Therefore 85% are positive. Comcast Corporation had 59 analyst reports since July 27, 2015 according to SRatingsIntel. Argus Research upgraded Comcast Corporation (NASDAQ:CMCSA) on Friday, February 5 to “Buy” rating. The stock has “Sell” rating by Citigroup on Wednesday, July 26. As per Wednesday, October 28, the company rating was maintained by RBC Capital Markets. The stock of Comcast Corporation (NASDAQ:CMCSA) earned “Outperform” rating by Telsey Advisory Group on Tuesday, January 24. The firm has “Buy” rating given on Wednesday, August 19 by Moffett Nathanson. The stock of Comcast Corporation (NASDAQ:CMCSA) earned “Buy” rating by Goldman Sachs on Wednesday, May 4. On Wednesday, October 4 the stock rating was maintained by Robert W. Baird with “Buy”. The rating was maintained by Nomura on Monday, June 27 with “Buy”. The company was maintained on Thursday, July 23 by Pivotal Research. Oppenheimer maintained it with “Buy” rating and $4600 target in Monday, August 14 report.

Since May 9, 2017, it had 0 insider purchases, and 2 sales for $10.38 million activity. BACON KENNETH J also sold $303,713 worth of Comcast Corporation (NASDAQ:CMCSA) shares. Another trade for 258,380 shares valued at $10.07 million was sold by BURKE STEPHEN B.

Analysts await Comcast Corporation (NASDAQ:CMCSA) to report earnings on October, 25. They expect $0.49 earnings per share, up 6.52% or $0.03 from last year’s $0.46 per share. CMCSA’s profit will be $2.31B for 19.39 P/E if the $0.49 EPS becomes a reality. After $0.52 actual earnings per share reported by Comcast Corporation for the previous quarter, Wall Street now forecasts -5.77% negative EPS growth.