Next Financial Group Upped Exelon (EXC) Stake, Rodgers Brothers Lowered Its Ii (IIVI) Stake

June 20, 2017 - By Dolores Ford

Next Financial Group Inc increased Exelon Corp (EXC) stake by 477.34% reported in 2016Q4 SEC filing. Next Financial Group Inc acquired 8,616 shares as Exelon Corp (EXC)’s stock declined 1.46%. The Next Financial Group Inc holds 10,421 shares with $370,000 value, up from 1,805 last quarter. Exelon Corp now has $33.90 billion valuation. It closed at $36.84 lastly. It is down 2.57% since June 20, 2016 and is uptrending. It has underperformed by 14.13% the S&P500.

Rodgers Brothers Inc decreased Ii (IIVI) stake by 3.35% reported in 2016Q4 SEC filing. Rodgers Brothers Inc sold 26,540 shares as Ii (IIVI)’s stock declined 22.05%. The Rodgers Brothers Inc holds 764,593 shares with $22.67 million value, down from 791,133 last quarter. Ii now has $2.19 billion valuation. It closed at $34.05 lastly. It is down 55.26% since June 20, 2016 and is uptrending. It has outperformed by 38.56% the S&P500.

Investors sentiment increased to 1.09 in 2016 Q4. Its up 0.04, from 1.05 in 2016Q3. It improved, as 49 investors sold EXC shares while 241 reduced holdings. 84 funds opened positions while 233 raised stakes. 679.60 million shares or 1.99% more from 666.34 million shares in 2016Q3 were reported. Ativo Capital Management Limited Co accumulated 91,561 shares. Pzena Mgmt Lc has 483,693 shares. State Street Corp has invested 0.19% in Exelon Corporation (NYSE:EXC). Cwm Limited Liability Corporation stated it has 2,599 shares. Fdx Inc owns 59,504 shares. Great Lakes Advsr Lc reported 9,025 shares stake. 13,371 are held by Wagner Bowman Management Corp. James Invest Rech accumulated 8,698 shares. Kbc Nv stated it has 0.53% of its portfolio in Exelon Corporation (NYSE:EXC). Wells Fargo & Co Mn reported 4.10M shares. Matarin Capital Mgmt owns 114,217 shares. Ifrah Fincl Services Inc has 13,773 shares. Sumitomo Mitsui Tru has 0.17% invested in Exelon Corporation (NYSE:EXC) for 2.95 million shares. Boys Arnold Incorporated reported 0.13% of its portfolio in Exelon Corporation (NYSE:EXC). 2,924 are held by Live Your Vision Limited Liability Corporation.

Among 20 analysts covering Exelon Corporation (NYSE:EXC), 13 have Buy rating, 1 Sell and 6 Hold. Therefore 65% are positive. Exelon Corporation had 45 analyst reports since July 21, 2015 according to SRatingsIntel. As per Friday, April 21, the company rating was maintained by Jefferies. The rating was downgraded by Morgan Stanley to “Equal-Weight” on Tuesday, March 28. JP Morgan maintained Exelon Corporation (NYSE:EXC) rating on Tuesday, August 16. JP Morgan has “Overweight” rating and $40 target. The stock of Exelon Corporation (NYSE:EXC) has “Buy” rating given on Friday, July 22 by Deutsche Bank. On Wednesday, August 26 the stock rating was maintained by UBS with “Neutral”. The firm has “Sell” rating by Citigroup given on Friday, September 18. Morgan Stanley reinitiated it with “Equal-Weight” rating and $38 target in Wednesday, April 6 report. The rating was maintained by Credit Suisse on Friday, May 26 with “Buy”. On Monday, April 18 the stock rating was downgraded by Deutsche Bank to “Hold”. The stock has “Outperform” rating by Credit Suisse on Wednesday, January 25.

Next Financial Group Inc decreased Twitter Inc (NYSE:TWTR) stake by 20,400 shares to 26,990 valued at $440,000 in 2016Q4. It also reduced Vanguard World Fds (VDC) stake by 2,478 shares and now owns 9,177 shares. Select Sector Spdr Tr (XLP) was reduced too.

Since February 21, 2017, it had 1 insider buy, and 2 selling transactions for $17.09 million activity. Shares for $17.02M were sold by SHATTUCK MAYO A III. $179,100 worth of Exelon Corporation (NYSE:EXC) shares were sold by DesParte Duane M. ROGERS JOHN W JR had bought 3,000 shares worth $100,710.

Among 4 analysts covering II-VI (NASDAQ:IIVI), 4 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. II-VI had 10 analyst reports since August 4, 2015 according to SRatingsIntel. Sidoti upgraded the stock to “Buy” rating in Tuesday, August 4 report. Benchmark maintained it with “Buy” rating and $40 target in Tuesday, January 24 report. The firm earned “Buy” rating on Tuesday, October 25 by Benchmark. TheStreet downgraded the shares of IIVI in report on Saturday, August 15 to “Buy” rating. As per Wednesday, January 25, the company rating was maintained by Needham. The rating was downgraded by Zacks on Thursday, August 6 to “Hold”. Needham maintained the stock with “Buy” rating in Monday, October 24 report. As per Wednesday, October 26, the company rating was upgraded by B. Riley & Co.

Rodgers Brothers Inc increased Federated Investors Inc (NYSE:FII) stake by 16,940 shares to 75,740 valued at $2.14 million in 2016Q4. It also upped Old Republic Intl Corp (NYSE:ORI) stake by 24,710 shares and now owns 38,260 shares. Pitney Bowes Inc (NYSE:PBI) was raised too.

Since December 23, 2016, it had 1 buying transaction, and 11 sales for $10.27 million activity. 30,000 shares were sold by KRAMER FRANCIS J, worth $1.14 million on Friday, March 24. On Monday, March 27 the insider PELAEZ MARC Y E sold $410,649. DICICCO WENDY F also sold $108,975 worth of II-VI, Inc. (NASDAQ:IIVI) shares. Wagner David G sold $243,594 worth of stock or 6,666 shares. Xia Howard H. also sold $159,147 worth of II-VI, Inc. (NASDAQ:IIVI) on Thursday, March 23. MATTERA VINCENT D JR sold 7,000 shares worth $273,355. On Wednesday, March 15 CORASANTI JOSEPH J bought $334,947 worth of II-VI, Inc. (NASDAQ:IIVI) or 10,000 shares.

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