Costco Wholesale Corp. (COST) Stock Value Declined While Agf Investments Lifted Its Stake; American Tower (AMT) Shareholder Lvm Capital Management LTD Has Lifted Stake

April 24, 2018 - By Stephen Andrade

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Agf Investments Inc increased its stake in Costco Wholesale Corp. (COST) by 1% based on its latest 2017Q4 regulatory filing with the SEC. Agf Investments Inc bought 4,744 shares as the company’s stock declined 1.86% with the market. The institutional investor held 477,052 shares of the department and specialty retail stores company at the end of 2017Q4, valued at $88.79 million, up from 472,308 at the end of the previous reported quarter. Agf Investments Inc who had been investing in Costco Wholesale Corp. for a number of months, seems to be bullish on the $84.64 billion market cap company. The stock decreased 0.24% or $0.46 during the last trading session, reaching $192.89. About 709,814 shares traded. Costco Wholesale Corporation (NASDAQ:COST) has risen 14.69% since April 24, 2017 and is uptrending. It has outperformed by 3.14% the S&P500.

Lvm Capital Management Ltd increased its stake in American Tower (AMT) by 11.57% based on its latest 2017Q4 regulatory filing with the SEC. Lvm Capital Management Ltd bought 5,986 shares as the company’s stock rose 2.70% while stock markets declined. The institutional investor held 57,741 shares of the real estate investment trusts company at the end of 2017Q4, valued at $8.24M, up from 51,755 at the end of the previous reported quarter. Lvm Capital Management Ltd who had been investing in American Tower for a number of months, seems to be bullish on the $59.43 billion market cap company. The stock decreased 0.62% or $0.86 during the last trading session, reaching $137.34. About 922,474 shares traded. American Tower Corporation (NYSE:AMT) has risen 20.37% since April 24, 2017 and is uptrending. It has outperformed by 8.82% the S&P500.

Agf Investments Inc, which manages about $10.28B US Long portfolio, decreased its stake in J2 Global Inc. (NASDAQ:JCOM) by 18,297 shares to 220,787 shares, valued at $16.57 million in 2017Q4, according to the filing. It also reduced its holding in Chubb Ltd. by 27,838 shares in the quarter, leaving it with 1.43 million shares, and cut its stake in Ishares Edge Msci Minimum Volatility Usa Etf (USMV).

Among 32 analysts covering Costco Wholesale (NASDAQ:COST), 23 have Buy rating, 0 Sell and 9 Hold. Therefore 72% are positive. Costco Wholesale had 126 analyst reports since August 24, 2015 according to SRatingsIntel. Sterne Agee CRT maintained it with “Buy” rating and $154 target in Friday, October 2 report. The rating was maintained by Piper Jaffray with “Overweight” on Wednesday, December 9. The rating was maintained by Oppenheimer on Thursday, August 24 with “Buy”. The firm has “Buy” rating given on Thursday, January 4 by Stifel Nicolaus. As per Friday, November 10, the company rating was maintained by RBC Capital Markets. Northcoast upgraded Costco Wholesale Corporation (NASDAQ:COST) on Wednesday, October 19 to “Buy” rating. The firm has “Buy” rating given on Thursday, August 31 by Robert W. Baird. The rating was upgraded by Wells Fargo to “Outperform” on Monday, April 16. RBC Capital Markets maintained the stock with “Outperform” rating in Thursday, December 8 report. The firm has “Hold” rating given on Wednesday, September 30 by Deutsche Bank.

Since October 25, 2017, it had 0 insider purchases, and 14 sales for $21.65 million activity. On Monday, December 18 the insider LIBENSON RICHARD M sold $3.86M. $2.41M worth of stock was sold by Miller Russell D on Thursday, April 19. MOULTON PAUL G also sold $2.21 million worth of Costco Wholesale Corporation (NASDAQ:COST) shares. $580,230 worth of Costco Wholesale Corporation (NASDAQ:COST) was sold by MEISENBACH JOHN W. $810,788 worth of Costco Wholesale Corporation (NASDAQ:COST) was sold by ZOOK DENNIS R on Wednesday, October 25. Shares for $977,510 were sold by Vachris Roland Michael.

Investors sentiment decreased to 0.98 in 2017 Q4. Its down 0.21, from 1.19 in 2017Q3. It is negative, as 64 investors sold COST shares while 442 reduced holdings. 134 funds opened positions while 364 raised stakes. 308.22 million shares or 1.23% more from 304.48 million shares in 2017Q3 were reported. Spears Abacus Advisors Limited Com stated it has 0.03% in Costco Wholesale Corporation (NASDAQ:COST). Nelson Roberts Inv Advisors reported 57,115 shares. State Teachers Retirement Sys has invested 0.32% in Costco Wholesale Corporation (NASDAQ:COST). Alphamark Advsrs Llc reported 461 shares stake. Cwm Limited Liability holds 6,332 shares. Bailard, a California-based fund reported 33,902 shares. Cypress Capital Mgmt Ltd Co (Wy) reported 2,830 shares stake. Merriman Wealth Mngmt Limited Liability Company holds 0.22% or 4,877 shares. Schroder Mgmt Grp holds 0.07% of its portfolio in Costco Wholesale Corporation (NASDAQ:COST) for 243,931 shares. Klingenstein Fields Ltd Co stated it has 19,751 shares. Blue Chip Prns Incorporated stated it has 0.07% in Costco Wholesale Corporation (NASDAQ:COST). Amica Retiree Medical Trust has 0.24% invested in Costco Wholesale Corporation (NASDAQ:COST). Bank & Trust Of Montreal Can reported 1.54M shares or 0.25% of all its holdings. General American Invsts Co Incorporated holds 2.15% in Costco Wholesale Corporation (NASDAQ:COST) or 118,781 shares. Benin Mgmt Corporation holds 0.63% in Costco Wholesale Corporation (NASDAQ:COST) or 8,500 shares.

Among 19 analysts covering American Tower Corporation (NYSE:AMT), 18 have Buy rating, 0 Sell and 1 Hold. Therefore 95% are positive. American Tower Corporation had 72 analyst reports since August 6, 2015 according to SRatingsIntel. The company was maintained on Monday, October 16 by Jefferies. The rating was maintained by Jefferies on Monday, September 11 with “Buy”. The firm has “Buy” rating given on Thursday, July 27 by Oppenheimer. The stock of American Tower Corporation (NYSE:REIT) has “Buy” rating given on Monday, July 3 by Jefferies. The company was maintained on Wednesday, September 13 by Stifel Nicolaus. The firm earned “Outperform” rating on Monday, May 2 by RBC Capital Markets. The stock of American Tower Corporation (NYSE:REIT) has “Buy” rating given on Tuesday, October 31 by SunTrust. The rating was maintained by Stifel Nicolaus with “Buy” on Tuesday, July 4. The firm earned “Buy” rating on Wednesday, November 1 by KeyBanc Capital Markets. The rating was maintained by Cowen & Co with “Buy” on Thursday, September 21.

Lvm Capital Management Ltd, which manages about $495.24 million and $442.02 million US Long portfolio, decreased its stake in Jm Smucker (NYSE:SJM) by 2,445 shares to 70,029 shares, valued at $8.70 million in 2017Q4, according to the filing. It also reduced its holding in Digital Realty Trust Inc (NYSE:DLR) by 8,278 shares in the quarter, leaving it with 176,645 shares, and cut its stake in Waste Management (NYSE:WM).

Investors sentiment increased to 1.25 in 2017 Q4. Its up 0.05, from 1.2 in 2017Q3. It increased, as 47 investors sold AMT shares while 280 reduced holdings. 107 funds opened positions while 301 raised stakes. 377.89 million shares or 0.11% less from 378.31 million shares in 2017Q3 were reported. Allsquare Wealth Management Ltd Limited Liability Company holds 0.04% or 355 shares in its portfolio. Phocas accumulated 2,995 shares. Moreover, Ameritas Inv Ptnrs Incorporated has 0.12% invested in American Tower Corporation (NYSE:REIT). Aviva Pcl has 0.19% invested in American Tower Corporation (NYSE:REIT) for 234,675 shares. Morgan Stanley owns 3.50M shares. 10,000 were accumulated by Parallax Volatility Advisers L P. New York-based Horizon Kinetics Ltd Liability Com has invested 0.01% in American Tower Corporation (NYSE:REIT). Badgley Phelps And Bell stated it has 64,217 shares. Acadian Asset Management Limited Liability owns 1,201 shares or 0% of their US portfolio. Texas-based Highland Capital Mgmt Lp has invested 0.11% in American Tower Corporation (NYSE:REIT). Sei Invests holds 0.28% in American Tower Corporation (NYSE:REIT) or 556,696 shares. Toronto Dominion Retail Bank owns 189,306 shares for 0.08% of their portfolio. Livforsakringsbolaget Skandia Omsesidigt has invested 0.09% in American Tower Corporation (NYSE:REIT). Carnegie Asset Mgmt Ltd holds 1.04% or 83,859 shares. Boston Family Office Ltd has 123,250 shares for 1.93% of their portfolio.

Since December 11, 2017, it had 0 buys, and 7 selling transactions for $15.20 million activity. $4.94M worth of American Tower Corporation (NYSE:REIT) was sold by TAICLET JAMES D JR. THOMPSON SAMME L also sold $715,800 worth of American Tower Corporation (NYSE:REIT) shares. $4.11 million worth of American Tower Corporation (NYSE:REIT) was sold by HESS WILLIAM H. $4.57 million worth of American Tower Corporation (NYSE:REIT) was sold by Sharma Amit. REED JOANN A had sold 845 shares worth $124,071.

Costco Wholesale Corporation (NASDAQ:COST) Institutional Positions Chart

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