Education Rlty Tr Com New (EDR) Stock Value Declined While Clean Yield Group Has Upped Holding; Wilbanks Smith & Thomas Asset Management Lifted Its Holding in American Express (AXP) by $846,450

April 23, 2018 - By Maria Brooks

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Clean Yield Group increased its stake in Education Rlty Tr Inc Com New (EDR) by 59.98% based on its latest 2017Q4 regulatory filing with the SEC. Clean Yield Group bought 39,480 shares as the company’s stock declined 8.62% with the market. The institutional investor held 105,305 shares of the real estate investment trusts company at the end of 2017Q4, valued at $3.68 million, up from 65,825 at the end of the previous reported quarter. Clean Yield Group who had been investing in Education Rlty Tr Inc Com New for a number of months, seems to be bullish on the $2.44 billion market cap company. The stock increased 0.19% or $0.06 during the last trading session, reaching $32.11. About 41,715 shares traded. Education Realty Trust, Inc. (NYSE:EDR) has declined 20.25% since April 23, 2017 and is downtrending. It has underperformed by 31.80% the S&P500.

Wilbanks Smith & Thomas Asset Management Llc increased its stake in American Express (AXP) by 53.55% based on its latest 2017Q4 regulatory filing with the SEC. Wilbanks Smith & Thomas Asset Management Llc bought 8,550 shares as the company’s stock declined 7.41% with the market. The institutional investor held 24,515 shares of the consumer services company at the end of 2017Q4, valued at $2.44M, up from 15,965 at the end of the previous reported quarter. Wilbanks Smith & Thomas Asset Management Llc who had been investing in American Express for a number of months, seems to be bullish on the $86.47 billion market cap company. The stock decreased 0.26% or $0.26 during the last trading session, reaching $100.53. About 301,558 shares traded. American Express Company (NYSE:AXP) has risen 17.81% since April 23, 2017 and is uptrending. It has outperformed by 6.26% the S&P500.

Among 16 analysts covering Education Realty Trust (NYSE:EDR), 5 have Buy rating, 2 Sell and 9 Hold. Therefore 31% are positive. Education Realty Trust had 51 analyst reports since July 23, 2015 according to SRatingsIntel. As per Tuesday, May 2, the company rating was maintained by Canaccord Genuity. The rating was downgraded by JMP Securities on Wednesday, April 19 to “Market Perform”. The firm earned “Buy” rating on Thursday, August 10 by Goldman Sachs. Canaccord Genuity maintained Education Realty Trust, Inc. (NYSE:EDR) on Thursday, February 2 with “Buy” rating. On Friday, January 8 the stock rating was maintained by Robert W. Baird with “Neutral”. Citigroup downgraded the shares of EDR in report on Thursday, June 29 to “Neutral” rating. Goldman Sachs upgraded Education Realty Trust, Inc. (NYSE:EDR) on Thursday, September 10 to “Neutral” rating. Hilliard Lyons downgraded Education Realty Trust, Inc. (NYSE:EDR) on Friday, July 1 to “Underperform” rating. As per Friday, December 15, the company rating was downgraded by J.P. Morgan. The firm earned “Buy” rating on Thursday, June 22 by FBR Capital.

Investors sentiment decreased to 1.36 in Q4 2017. Its down 0.36, from 1.72 in 2017Q3. It dived, as 27 investors sold EDR shares while 61 reduced holdings. 31 funds opened positions while 89 raised stakes. 78.96 million shares or 2.56% less from 81.03 million shares in 2017Q3 were reported. Pennsylvania-based Janney Montgomery Scott Limited Liability Company has invested 0% in Education Realty Trust, Inc. (NYSE:EDR). Hsbc Public Limited Co accumulated 8,172 shares. Old Natl Bancorp In has 0.02% invested in Education Realty Trust, Inc. (NYSE:EDR). The Connecticut-based Aqr Cap Mngmt Lc has invested 0% in Education Realty Trust, Inc. (NYSE:EDR). Swiss Bancorp, Switzerland-based fund reported 124,696 shares. 384,743 were accumulated by D E Shaw Com. Kennedy Capital Mngmt has invested 0.46% in Education Realty Trust, Inc. (NYSE:EDR). Us Retail Bank De holds 44,599 shares or 0% of its portfolio. Commonwealth Of Pennsylvania Public School Empls Retrmt Sys stated it has 11,065 shares. United Kingdom-based Legal & General Gp Public Ltd Com has invested 0.01% in Education Realty Trust, Inc. (NYSE:EDR). Channing Limited Co holds 1.53M shares or 1.8% of its portfolio. Schroder Inv Group Inc holds 0% or 8,959 shares. Pub Employees Retirement Association Of Colorado reported 1,183 shares stake. 150,900 were reported by State Teachers Retirement System. Cipher Cap Ltd Partnership owns 31,168 shares or 0.09% of their US portfolio.

Clean Yield Group, which manages about $246.53M and $252.61 million US Long portfolio, decreased its stake in Miller Herman Inc Com (NASDAQ:MLHR) by 8,990 shares to 43,200 shares, valued at $1.73 million in 2017Q4, according to the filing. It also reduced its holding in Cree Inc Com (NASDAQ:CREE) by 9,180 shares in the quarter, leaving it with 10,445 shares, and cut its stake in Apple Inc Com (NASDAQ:AAPL).

Investors sentiment increased to 0.89 in 2017 Q4. Its up 0.06, from 0.83 in 2017Q3. It improved, as 42 investors sold AXP shares while 442 reduced holdings. 122 funds opened positions while 311 raised stakes. 701.90 million shares or 1.01% less from 709.03 million shares in 2017Q3 were reported. Guardian Ltd Partnership, Ontario – Canada-based fund reported 22,874 shares. National Asset Management Inc has 3,389 shares. Smead Capital Inc reported 1.26 million shares. L & S Advisors, California-based fund reported 68,023 shares. Catalyst Cap Advisors Ltd Llc holds 170,000 shares. The Illinois-based Great Lakes Ltd has invested 1.47% in American Express Company (NYSE:AXP). Veritas Invest Management Limited Liability Partnership owns 1,500 shares. Silvercrest Asset Mgmt Group Lc stated it has 0.11% in American Express Company (NYSE:AXP). Highland Limited Liability Co accumulated 7,800 shares. Nomura Inc holds 0.01% of its portfolio in American Express Company (NYSE:AXP) for 55,058 shares. Martin Investment Management Limited Liability Corporation owns 125,419 shares or 3.17% of their US portfolio. Nbt Savings Bank N A Ny reported 0.16% stake. The California-based Tiemann Advsr Limited Liability Co has invested 0.26% in American Express Company (NYSE:AXP). 4.79M are held by Artisan Prtnrs Ltd Partnership. The New Jersey-based Raab And Moskowitz Asset Mgmt Limited Liability has invested 0.73% in American Express Company (NYSE:AXP).

Among 38 analysts covering American Express Company (NYSE:AXP), 13 have Buy rating, 3 Sell and 22 Hold. Therefore 34% are positive. American Express Company had 123 analyst reports since July 23, 2015 according to SRatingsIntel. Nomura upgraded the stock to “Buy” rating in Monday, February 12 report. The stock has “Buy” rating by Bank of America on Monday, December 18. The stock of American Express Company (NYSE:AXP) has “Hold” rating given on Monday, September 14 by S&P Research. On Friday, October 13 the stock rating was maintained by Piper Jaffray with “Hold”. Credit Suisse maintained American Express Company (NYSE:AXP) rating on Thursday, October 19. Credit Suisse has “Sell” rating and $84.0 target. The stock has “Buy” rating by Bank of America on Monday, January 9. The firm earned “Hold” rating on Tuesday, January 2 by Stephens. The rating was downgraded by Keefe Bruyette & Woods to “Market Perform” on Friday, January 22. The rating was upgraded by Guggenheim on Wednesday, April 26 to “”. The rating was maintained by RBC Capital Markets on Monday, January 8 with “Sell”.

Since October 25, 2017, it had 0 insider purchases, and 8 sales for $31.35 million activity. 3,391 shares were sold by Bush James Peter, worth $322,145. On Monday, December 11 the insider Buckminster Douglas E. sold $8.79 million. CHENAULT KENNETH I sold $9.38M worth of stock or 96,440 shares. On Friday, October 27 Zukauckas Linda sold $304,962 worth of American Express Company (NYSE:AXP) or 3,196 shares. On Tuesday, December 12 the insider Gupta Ashwini sold $5.63M. Williams Anre D had sold 30,761 shares worth $2.87M.

American Express Company (NYSE:AXP) Institutional Positions Chart

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