Microsoft (MSFT) Holder United Asset Strategies Has Boosted Position; As Rockwell Automation Com (ROK) Stock Value Rose, Holder Smithfield Trust Company Has Lifted Its Holding

December 18, 2017 - By Dolores Ford

United Asset Strategies Inc increased its stake in Microsoft Corp (MSFT) by 57.91% based on its latest 2017Q2 regulatory filing with the SEC. United Asset Strategies Inc bought 7,526 shares as the company’s stock rose 4.75% with the market. The institutional investor held 20,521 shares of the prepackaged software company at the end of 2017Q2, valued at $1.42M, up from 12,995 at the end of the previous reported quarter. United Asset Strategies Inc who had been investing in Microsoft Corp for a number of months, seems to be bullish on the $670.01 billion market cap company. The stock increased 2.55% or $2.16 during the last trading session, reaching $86.85. About 53.94 million shares traded or 158.87% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since December 18, 2016 and is uptrending. It has outperformed by 17.82% the S&P500.

Smithfield Trust Company increased its stake in Rockwell Automation Inc Com (ROK) by 322.43% based on its latest 2017Q2 regulatory filing with the SEC. Smithfield Trust Company bought 2,257 shares as the company’s stock rose 3.58% with the market. The institutional investor held 2,957 shares of the capital goods company at the end of 2017Q2, valued at $479,000, up from 700 at the end of the previous reported quarter. Smithfield Trust Company who had been investing in Rockwell Automation Inc Com for a number of months, seems to be bullish on the $24.54 billion market cap company. The stock increased 0.78% or $1.48 during the last trading session, reaching $190.93. About 1.12 million shares traded or 42.02% up from the average. Rockwell Automation Inc. (NYSE:ROK) has risen 42.76% since December 18, 2016 and is uptrending. It has outperformed by 26.06% the S&P500.

Investors sentiment increased to 1.26 in 2017 Q2. Its up 0.04, from 1.22 in 2017Q1. It improved, as 34 investors sold ROK shares while 190 reduced holdings. 74 funds opened positions while 209 raised stakes. 87.06 million shares or 0.70% more from 86.45 million shares in 2017Q1 were reported. Amer Trust Invest Llc reported 1,450 shares stake. Capital Invsts stated it has 4.64M shares. Fincl Counselors accumulated 0.01% or 1,635 shares. The United Kingdom-based Hsbc Hldg Public Ltd Company has invested 0.06% in Rockwell Automation Inc. (NYSE:ROK). Mutual Of America Cap Mgmt Ltd Liability Corp has 0.06% invested in Rockwell Automation Inc. (NYSE:ROK). Utah Retirement Sys owns 0.09% invested in Rockwell Automation Inc. (NYSE:ROK) for 23,486 shares. Moreover, First Foundation Advsr has 0.03% invested in Rockwell Automation Inc. (NYSE:ROK) for 3,066 shares. Parsons Cap Ri accumulated 1,400 shares. Virginia-based Markel has invested 0.41% in Rockwell Automation Inc. (NYSE:ROK). Convergence Invest Prtn Lc has 0.1% invested in Rockwell Automation Inc. (NYSE:ROK). Pictet Asset Mgmt owns 703,042 shares or 0.34% of their US portfolio. Moreover, Pggm has 0.2% invested in Rockwell Automation Inc. (NYSE:ROK). Gotham Asset Mgmt Ltd has 0.14% invested in Rockwell Automation Inc. (NYSE:ROK) for 61,830 shares. Virginia Retirement Sys Et Al accumulated 36,600 shares. Northwestern Mutual Wealth Management has 0.01% invested in Rockwell Automation Inc. (NYSE:ROK).

Among 27 analysts covering Rockwell Automation (NYSE:ROK), 4 have Buy rating, 3 Sell and 20 Hold. Therefore 15% are positive. Rockwell Automation had 56 analyst reports since September 9, 2015 according to SRatingsIntel. The rating was downgraded by Credit Agricole to “Underperform” on Wednesday, November 11. The stock has “Hold” rating by Gabelli on Wednesday, April 19. The firm earned “Hold” rating on Friday, March 31 by Credit Suisse. Credit Suisse maintained the shares of ROK in report on Wednesday, August 23 with “Neutral” rating. The stock has “Buy” rating by Deutsche Bank on Wednesday, November 11. The rating was upgraded by Buckingham Research on Friday, January 20 to “Buy”. The rating was maintained by Citigroup with “Neutral” on Tuesday, April 19. The company was downgraded on Monday, October 5 by Barclays Capital. The rating was maintained by Robert W. Baird with “Neutral” on Monday, November 13. The company was upgraded on Thursday, July 27 by JP Morgan.

Since July 31, 2017, it had 0 buys, and 12 insider sales for $12.77 million activity. The insider NOSBUSCH KEITH D sold 20,000 shares worth $3.31 million. $1.33M worth of Rockwell Automation Inc. (NYSE:ROK) shares were sold by Kulaszewicz Frank C. 145 shares valued at $27,893 were sold by Goris Patrick P. on Friday, December 8. $347,405 worth of Rockwell Automation Inc. (NYSE:ROK) shares were sold by Etzel Steven W.. Chand Sujeet sold $1.57M worth of stock. 3,000 shares valued at $496,092 were sold by Fooks Elik I on Friday, August 4.

Since August 4, 2017, it had 0 insider buys, and 3 sales for $513.86 million activity. Hood Amy sold $4.00 million worth of stock or 55,000 shares. The insider COURTOIS JEAN PHILIPPE sold $1.98M.

Investors sentiment decreased to 0.82 in 2017 Q2. Its down 0.02, from 0.84 in 2017Q1. It turned negative, as 39 investors sold MSFT shares while 982 reduced holdings. 132 funds opened positions while 703 raised stakes. 5.53 billion shares or 0.72% more from 5.49 billion shares in 2017Q1 were reported. Nexus Incorporated has 421,060 shares. Adage Ptnrs Group Llc holds 11.16 million shares. One Trading Lp accumulated 0.01% or 19,751 shares. Benedict Financial has invested 4.28% in Microsoft Corporation (NASDAQ:MSFT). Pr Herzig Inc owns 5.3% invested in Microsoft Corporation (NASDAQ:MSFT) for 39,685 shares. California-based Capital Guardian Tru Com has invested 1.34% in Microsoft Corporation (NASDAQ:MSFT). Smith & Howard Wealth Ltd reported 3,906 shares stake. Zuckerman Invest Gru Ltd Liability Corporation has 237,381 shares for 4.37% of their portfolio. Apg Asset Nv has invested 1.11% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Ar Asset Mgmt invested 0.39% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Cue Fincl Gp has 24,506 shares. Cls Invs Ltd Limited Liability Company invested in 0.37% or 142,409 shares. Woodmont Counsel Limited Liability Corp has invested 1.49% in Microsoft Corporation (NASDAQ:MSFT). Brookstone Capital Management holds 0.1% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 15,636 shares. Boulegeris Investments holds 31,902 shares or 1.24% of its portfolio.

Among 35 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 4 Hold. Therefore 83% are positive. Microsoft Corporation had 138 analyst reports since July 22, 2015 according to SRatingsIntel. Piper Jaffray maintained it with “Buy” rating and $100.0 target in Friday, October 27 report. On Monday, July 3 the stock rating was maintained by Stifel Nicolaus with “Buy”. The stock has “Outperform” rating by Oppenheimer on Thursday, March 17. As per Friday, October 21, the company rating was maintained by BMO Capital Markets. The rating was maintained by UBS on Monday, August 29 with “Buy”. The firm earned “Outperform” rating on Friday, January 27 by BMO Capital Markets. As per Friday, January 29, the company rating was maintained by Wunderlich. The company was maintained on Friday, October 21 by UBS. The firm earned “Hold” rating on Friday, January 27 by Canaccord Genuity. The stock has “Buy” rating by Bank of America on Monday, July 17.

United Asset Strategies Inc, which manages about $731.00 million and $337.15M US Long portfolio, decreased its stake in Select Sector Spdr Tr (XLE) by 10,841 shares to 22,586 shares, valued at $1.47 million in 2017Q2, according to the filing. It also reduced its holding in Cisco Sys Inc (NASDAQ:CSCO) by 10,533 shares in the quarter, leaving it with 47,824 shares, and cut its stake in Gilead Sciences Inc (NASDAQ:GILD).

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