Sherwin Williams Co (SHW) Stake Maintained by Sequoia Financial Advisors Llc; International Business Machine (IBM) Share Value Declined While Klingenstein Fields & Co Upped by $3.84 Million Its Holding

April 22, 2018 - By Peter Erickson

The Sherwin-Williams Company (NYSE:SHW) Logo

Sequoia Financial Advisors Llc increased its stake in Sherwin Williams Co (SHW) by 40.49% based on its latest 2017Q4 regulatory filing with the SEC. Sequoia Financial Advisors Llc bought 1,016 shares as the company’s stock declined 5.42% with the market. The institutional investor held 3,525 shares of the building materials company at the end of 2017Q4, valued at $1.45 million, up from 2,509 at the end of the previous reported quarter. Sequoia Financial Advisors Llc who had been investing in Sherwin Williams Co for a number of months, seems to be bullish on the $36.73B market cap company. The stock decreased 0.96% or $3.8 during the last trading session, reaching $392.39. About 643,477 shares traded. The Sherwin-Williams Company (NYSE:SHW) has risen 26.25% since April 22, 2017 and is uptrending. It has outperformed by 14.70% the S&P500.

Klingenstein Fields & Co Llc increased its stake in International Business Machine (IBM) by 23.61% based on its latest 2017Q4 regulatory filing with the SEC. Klingenstein Fields & Co Llc bought 25,115 shares as the company’s stock declined 0.39% with the market. The institutional investor held 131,489 shares of the computer manufacturing company at the end of 2017Q4, valued at $20.17 million, up from 106,374 at the end of the previous reported quarter. Klingenstein Fields & Co Llc who had been investing in International Business Machine for a number of months, seems to be bullish on the $133.48 billion market cap company. The stock decreased 1.90% or $2.8 during the last trading session, reaching $144.9. About 8.27M shares traded or 57.27% up from the average. International Business Machines Corporation (NYSE:IBM) has declined 12.58% since April 22, 2017 and is downtrending. It has underperformed by 24.13% the S&P500.

Klingenstein Fields & Co Llc, which manages about $3.18 billion and $2.72B US Long portfolio, decreased its stake in Norfolk Southern Corp (NYSE:NSC) by 6,601 shares to 83,720 shares, valued at $12.13 million in 2017Q4, according to the filing. It also reduced its holding in American Express Co (NYSE:AXP) by 12,698 shares in the quarter, leaving it with 340,495 shares, and cut its stake in Honeywell International Inc (NYSE:HON).

Among 33 analysts covering International Business Machines (NYSE:IBM), 13 have Buy rating, 4 Sell and 16 Hold. Therefore 39% are positive. International Business Machines had 129 analyst reports since July 21, 2015 according to SRatingsIntel. Deutsche Bank maintained International Business Machines Corporation (NYSE:IBM) on Tuesday, July 19 with “Hold” rating. The firm earned “Hold” rating on Friday, January 19 by BMO Capital Markets. The company was maintained on Wednesday, April 18 by J.P. Morgan. Citigroup maintained International Business Machines Corporation (NYSE:IBM) on Wednesday, October 18 with “Neutral” rating. The rating was upgraded by Standpoint Research to “Buy” on Wednesday, July 19. The firm has “Sector Perform” rating by RBC Capital Markets given on Monday, October 5. The stock of International Business Machines Corporation (NYSE:IBM) has “Underweight” rating given on Wednesday, October 18 by Barclays Capital. Barclays Capital initiated International Business Machines Corporation (NYSE:IBM) on Wednesday, October 14 with “Underweight” rating. The firm earned “Underweight” rating on Tuesday, July 19 by Barclays Capital. The stock of International Business Machines Corporation (NYSE:IBM) earned “Underperform” rating by Jefferies on Tuesday, July 19.

Since January 31, 2018, it had 1 buying transaction, and 2 sales for $2.69 million activity. $2.01M worth of International Business Machines Corporation (NYSE:IBM) was sold by Clementi Erich on Friday, February 23. 610 International Business Machines Corporation (NYSE:IBM) shares with value of $99,659 were bought by WADDELL FREDERICK H.

Investors sentiment increased to 1.03 in Q4 2017. Its up 0.29, from 0.74 in 2017Q3. It increased, as 54 investors sold IBM shares while 604 reduced holdings. 156 funds opened positions while 519 raised stakes. 504.07 million shares or 2.90% less from 519.10 million shares in 2017Q3 were reported. Maryland Cap Mngmt invested in 0.12% or 5,226 shares. Altfest L J Inc reported 1.09% in International Business Machines Corporation (NYSE:IBM). Godshalk Welsh Cap Management Inc holds 2,900 shares or 0.45% of its portfolio. Asset Advsrs Corporation invested in 0.14% or 5,600 shares. Virtu Financial Lc invested 0.36% in International Business Machines Corporation (NYSE:IBM). Foster Dykema Cabot Ma holds 0.23% or 9,072 shares in its portfolio. Somerset Trust has 0.53% invested in International Business Machines Corporation (NYSE:IBM). Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Investment Management Corporation has 0.11% invested in International Business Machines Corporation (NYSE:IBM) for 81,400 shares. North Star Inv Mgmt Corp has invested 0.28% in International Business Machines Corporation (NYSE:IBM). Fisher Asset Mngmt Ltd Company stated it has 0% of its portfolio in International Business Machines Corporation (NYSE:IBM). Citigroup holds 1.03M shares. Fairfax Fin Hldgs Ltd Can invested in 265,700 shares or 2.87% of the stock. Meyer Handelman has invested 2.74% in International Business Machines Corporation (NYSE:IBM). Asset Management Of Georgia Ga Adv invested in 0.33% or 3,018 shares. Los Angeles Cap Mngmt Equity Rech owns 150,838 shares or 0.13% of their US portfolio.

Since March 14, 2018, it had 0 buys, and 1 sale for $306,945 activity.

Investors sentiment decreased to 1.15 in 2017 Q4. Its down 0.06, from 1.21 in 2017Q3. It fall, as 43 investors sold SHW shares while 252 reduced holdings. 117 funds opened positions while 221 raised stakes. 68.54 million shares or 1.28% less from 69.43 million shares in 2017Q3 were reported. Ci Investments reported 32,011 shares stake. Griffin Asset Mgmt reported 0.05% in The Sherwin-Williams Company (NYSE:SHW). Shine Inv Advisory Svcs Inc reported 269 shares. Barclays Public Ltd Com has 0.03% invested in The Sherwin-Williams Company (NYSE:SHW) for 75,591 shares. Ancora Advsrs Limited owns 2,538 shares. Old Mutual Customised Solutions (Proprietary) holds 0.19% in The Sherwin-Williams Company (NYSE:SHW) or 4,436 shares. Ferguson Wellman Cap Incorporated accumulated 1,052 shares. Douglass Winthrop Ltd Liability stated it has 0.1% in The Sherwin-Williams Company (NYSE:SHW). Nomura holds 0.01% of its portfolio in The Sherwin-Williams Company (NYSE:SHW) for 9,287 shares. Tci Wealth Advsr invested 0.01% in The Sherwin-Williams Company (NYSE:SHW). 500 were reported by Aspen Investment. Wellington Management Gp Llp invested 0.03% in The Sherwin-Williams Company (NYSE:SHW). Asset Mgmt One Ltd has 131,328 shares for 0.12% of their portfolio. 3,737 were accumulated by West Oak Capital Limited. Franklin Resource Inc reported 0% of its portfolio in The Sherwin-Williams Company (NYSE:SHW).

Among 30 analysts covering Sherwin-Williams Company (NYSE:SHW), 22 have Buy rating, 0 Sell and 8 Hold. Therefore 73% are positive. Sherwin-Williams Company had 67 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by UBS on Monday, March 21 with “Neutral”. The firm has “Buy” rating by RBC Capital Markets given on Monday, September 18. The rating was maintained by UBS on Wednesday, October 25 with “Neutral”. Argus Research initiated the shares of SHW in report on Wednesday, April 6 with “Hold” rating. BMO Capital Markets initiated it with “Hold” rating and $45300 target in Tuesday, March 27 report. On Friday, June 23 the stock rating was initiated by Citigroup with “Buy”. The stock of The Sherwin-Williams Company (NYSE:SHW) earned “Buy” rating by Bank of America on Thursday, October 5. The company was maintained on Wednesday, October 4 by RBC Capital Markets. RBC Capital Markets maintained The Sherwin-Williams Company (NYSE:SHW) rating on Friday, January 29. RBC Capital Markets has “Outperform” rating and $315 target. The rating was downgraded by Longbow on Wednesday, September 23 to “Neutral”.

International Business Machines Corporation (NYSE:IBM) Institutional Positions Chart

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