As Schwab Charles New (SCHW) Valuation Declined, Holder Aspiriant Has Lowered by $2.51 Million Its Holding; Holt Capital Advisors Dba Holt Capital Partners LP Continues to Hold Stake in Simmons 1St Natl (SFNC)

April 24, 2018 - By Adrian Mccoy

Simmons First National Corporation (NASDAQ:SFNC) Logo

Aspiriant Llc decreased its stake in Schwab Charles Corp New (SCHW) by 89.97% based on its latest 2017Q4 regulatory filing with the SEC. Aspiriant Llc sold 49,267 shares as the company’s stock declined 1.06% with the market. The institutional investor held 5,492 shares of the investment bankers and brokers and service company at the end of 2017Q4, valued at $282,000, down from 54,759 at the end of the previous reported quarter. Aspiriant Llc who had been investing in Schwab Charles Corp New for a number of months, seems to be less bullish one the $75.11B market cap company. The stock increased 0.62% or $0.345 during the last trading session, reaching $55.715. About 2.76 million shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 30.72% since April 24, 2017 and is uptrending. It has outperformed by 19.17% the S&P500.

Holt Capital Advisors Llc Dba Holt Capital Partners Lp increased its stake in Simmons 1St Natl Corp (SFNC) by 294.09% based on its latest 2017Q4 regulatory filing with the SEC. Holt Capital Advisors Llc Dba Holt Capital Partners Lp bought 11,837 shares as the company’s stock declined 6.18% with the market. The institutional investor held 15,862 shares of the major banks company at the end of 2017Q4, valued at $906,000, up from 4,025 at the end of the previous reported quarter. Holt Capital Advisors Llc Dba Holt Capital Partners Lp who had been investing in Simmons 1St Natl Corp for a number of months, seems to be bullish on the $2.80 billion market cap company. The stock increased 4.84% or $1.4 during the last trading session, reaching $30.35. About 248,877 shares traded. Simmons First National Corporation (NASDAQ:SFNC) has risen 3.60% since April 24, 2017 and is uptrending. It has underperformed by 7.95% the S&P500.

Aspiriant Llc, which manages about $8.09 billion and $340.65 million US Long portfolio, upped its stake in Ubs Ag London Brh (AMU) by 32,897 shares to 228,538 shares, valued at $3.96M in 2017Q4, according to the filing.

Among 24 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 1 Sell and 8 Hold. Therefore 63% are positive. Charles Schwab had 102 analyst reports since August 11, 2015 according to SRatingsIntel. The rating was downgraded by Instinet to “Neutral” on Monday, July 24. The firm has “Buy” rating by UBS given on Friday, October 16. The company was maintained on Monday, July 11 by Nomura. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Buy” rating by Jefferies on Tuesday, May 30. On Monday, July 10 the stock rating was maintained by Jefferies with “Buy”. The firm earned “Buy” rating on Monday, January 8 by Jefferies. The stock has “Overweight” rating by Morgan Stanley on Tuesday, July 25. UBS maintained it with “Buy” rating and $44 target in Friday, February 3 report. The rating was maintained by Wood with “Buy” on Friday, June 16. On Friday, October 16 the stock rating was maintained by Compass Point with “Neutral”.

Investors sentiment increased to 1.15 in 2017 Q4. Its up 0.12, from 1.03 in 2017Q3. It increased, as 48 investors sold SCHW shares while 292 reduced holdings. 106 funds opened positions while 285 raised stakes. 1.05 billion shares or 0.91% more from 1.04 billion shares in 2017Q3 were reported. Dekabank Deutsche Girozentrale stated it has 141,654 shares or 0.05% of all its holdings. Pinnacle Financial Prtnrs Inc reported 5,678 shares. Glenmede Na reported 201,925 shares. Asset Management One Ltd invested in 0.22% or 1.90M shares. Teacher Retirement System Of Texas reported 328,995 shares. Kistler owns 214 shares. Moreover, First Republic Mgmt has 0.15% invested in The Charles Schwab Corporation (NYSE:SCHW). Louisiana State Employees Retirement System reported 0.17% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Chilton Mgmt Ltd Co owns 272,985 shares or 1.28% of their US portfolio. Busey Tru Com invested in 137,870 shares or 0.9% of the stock. Trust Of Vermont has 27,356 shares for 0.13% of their portfolio. Frontier Mngmt Communications stated it has 0.06% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Davis R M holds 0.01% or 6,324 shares in its portfolio. Natl Bank Of Montreal Can invested 0.06% in The Charles Schwab Corporation (NYSE:SCHW). Ww Asset Mgmt Inc holds 0.18% or 104,763 shares.

Since October 25, 2017, it had 0 insider buys, and 18 insider sales for $67.37 million activity. The insider SCHWAB CHARLES R sold $12.97 million. Shares for $436,940 were sold by Craig Jonathan M. on Wednesday, March 7. Murtagh Nigel J sold $799,235 worth of The Charles Schwab Corporation (NYSE:SCHW) on Monday, February 26. Kallsen Terri R had sold 5,000 shares worth $264,722 on Thursday, March 1. MCLIN STEPHEN T sold $1.01 million worth of stock or 18,663 shares. SNEED PAULA A sold 12,040 shares worth $661,156.

Since January 25, 2018, it had 1 insider purchase, and 5 selling transactions for $3.05 million activity. $252,617 worth of Simmons First National Corporation (NASDAQ:SFNC) was sold by Wade Steven C on Thursday, February 22. MAKRIS GEORGE JR also bought $145,250 worth of Simmons First National Corporation (NASDAQ:SFNC) shares.

Holt Capital Advisors Llc Dba Holt Capital Partners Lp, which manages about $167.52 million and $316.32M US Long portfolio, decreased its stake in Vanguard Tax Managed Intl Fd (VEA) by 17,400 shares to 69,275 shares, valued at $3.11M in 2017Q4, according to the filing. It also reduced its holding in Select Sector Spdr Tr (XLY) by 4,850 shares in the quarter, leaving it with 26,345 shares, and cut its stake in Powershares Etf Trust (PRF).

Simmons First National Corporation (NASDAQ:SFNC) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our daily email newsletter.





Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: