As United Parcel Svc Inccl B (UPS) Stock Declined, Shareholder Wealth Architects Trimmed by $487,680 Its Holding; Caledonia Investments Plc Increased Its At&T (T) Position by $1.37 Million

January 18, 2018 - By Nellie Frank

Caledonia Investments Plc increased its stake in At&T Inc (T) by 11.51% based on its latest 2017Q3 regulatory filing with the SEC. Caledonia Investments Plc bought 35,000 shares as the company’s stock declined 7.81% while stock markets rallied. The institutional investor held 339,000 shares of the telecommunications equipment company at the end of 2017Q3, valued at $13.28M, up from 304,000 at the end of the previous reported quarter. Caledonia Investments Plc who had been investing in At&T Inc for a number of months, seems to be bullish on the $227.45B market cap company. The stock increased 0.54% or $0.2 during the last trading session, reaching $37.05. About 6.96M shares traded. AT&T Inc. (NYSE:T) has declined 0.52% since January 18, 2017 and is downtrending. It has underperformed by 17.22% the S&P500.

Wealth Architects Llc decreased its stake in United Parcel Svc Inccl B (UPS) by 66.11% based on its latest 2017Q3 regulatory filing with the SEC. Wealth Architects Llc sold 4,064 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 2,083 shares of the transportation company at the end of 2017Q3, valued at $250,000, down from 6,147 at the end of the previous reported quarter. Wealth Architects Llc who had been investing in United Parcel Svc Inccl B for a number of months, seems to be less bullish one the $115.98 billion market cap company. The stock increased 0.43% or $0.58 during the last trading session, reaching $134.59. About 668,808 shares traded. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since January 18, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

Among 29 analysts covering AT&T Inc. (NYSE:T), 10 have Buy rating, 1 Sell and 18 Hold. Therefore 34% are positive. AT&T Inc. had 68 analyst reports since July 27, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Tuesday, November 21 by Nomura. Barclays Capital downgraded AT&T Inc. (NYSE:T) on Wednesday, October 26 to “Equal-Weight” rating. As per Thursday, January 26, the company rating was maintained by RBC Capital Markets. As per Tuesday, August 22, the company rating was maintained by Jefferies. The firm has “Buy” rating given on Wednesday, September 2 by Citigroup. As per Tuesday, July 19, the company rating was maintained by Citigroup. The firm earned “Hold” rating on Monday, August 28 by RBC Capital Markets. The stock of AT&T Inc. (NYSE:T) earned “Hold” rating by Cowen & Co on Monday, September 18. The firm has “Outperform” rating by Wells Fargo given on Wednesday, April 12. The firm earned “Hold” rating on Tuesday, October 25 by Independent Research.

Investors sentiment increased to 1.17 in 2017 Q3. Its up 0.02, from 1.15 in 2017Q2. It increased, as 77 investors sold T shares while 609 reduced holdings. 106 funds opened positions while 696 raised stakes. 3.34 billion shares or 1.04% more from 3.31 billion shares in 2017Q2 were reported. Nichols Pratt Advisers Ltd Liability Partnership Ma accumulated 99,157 shares or 0.35% of the stock. Dekabank Deutsche Girozentrale has invested 1.14% in AT&T Inc. (NYSE:T). Old Republic Corp owns 2.77 million shares. Boston Family Office Lc stated it has 0.25% of its portfolio in AT&T Inc. (NYSE:T). Saturna Cap invested in 10,155 shares or 0.01% of the stock. Cim Invest Mangement Inc holds 0.44% in AT&T Inc. (NYSE:T) or 30,732 shares. Grassi Invest Management accumulated 30,069 shares or 0.2% of the stock. Jane Street Group Inc Lc reported 98,468 shares. 89,652 are owned by Gm Advisory Group Inc. Vident Investment Advisory Ltd Liability Co invested in 41,909 shares. Asset One invested in 0.97% or 10.50 million shares. Mckinley Carter Wealth Services has invested 0.45% in AT&T Inc. (NYSE:T). Aimz Invest Limited Liability Com stated it has 0.69% of its portfolio in AT&T Inc. (NYSE:T). Assetmark Incorporated accumulated 42,502 shares. Bender Robert Assoc reported 13,500 shares.

Caledonia Investments Plc, which manages about $346.84M US Long portfolio, decreased its stake in Bristow Group Inc (NYSE:BRS) by 33,440 shares to 2.82M shares, valued at $26.32M in 2017Q3, according to the filing.

Wealth Architects Llc, which manages about $529.39M and $287.58 million US Long portfolio, upped its stake in Vanguard (VBR) by 2,796 shares to 168,385 shares, valued at $21.52 million in 2017Q3, according to the filing.

Since August 22, 2017, it had 0 insider buys, and 1 sale for $2.02 million activity.

Among 21 analysts covering United Parcel Service (NYSE:UPS), 8 have Buy rating, 1 Sell and 12 Hold. Therefore 38% are positive. United Parcel Service had 55 analyst reports since July 29, 2015 according to SRatingsIntel. Robert W. Baird maintained the stock with “Hold” rating in Thursday, October 5 report. As per Monday, August 21, the company rating was maintained by Cowen & Co. The firm earned “Underweight” rating on Tuesday, February 23 by Morgan Stanley. The stock has “Sell” rating by Morgan Stanley on Monday, December 11. The rating was maintained by Stifel Nicolaus on Wednesday, September 20 with “Hold”. The rating was initiated by Deutsche Bank with “Hold” on Wednesday, November 2. The firm has “Hold” rating by Loop Capital given on Friday, October 27. The company was upgraded on Tuesday, August 8 by Citigroup. The stock of United Parcel Service, Inc. (NYSE:UPS) earned “Hold” rating by Cowen & Co on Monday, July 17. The stock has “Buy” rating by Oppenheimer on Wednesday, September 20.

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