Summit Financial Wealth Advisors Stake in Ventas (VTR) Has Lowered by $1.80 Million as Share Value Declined; Benedict Financial Advisors Cut Its Holding in Microsoft (MSFT) by $361,930

April 20, 2018 - By Vivian Currie

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Summit Financial Wealth Advisors Llc decreased its stake in Ventas Inc (VTR) by 58.39% based on its latest 2017Q4 regulatory filing with the SEC. Summit Financial Wealth Advisors Llc sold 29,930 shares as the company’s stock declined 18.51% with the market. The institutional investor held 21,326 shares of the consumer services company at the end of 2017Q4, valued at $1.28 million, down from 51,256 at the end of the previous reported quarter. Summit Financial Wealth Advisors Llc who had been investing in Ventas Inc for a number of months, seems to be less bullish one the $17.15 billion market cap company. The stock decreased 1.67% or $0.81 during the last trading session, reaching $47.8. About 2.27 million shares traded. Ventas, Inc. (NYSE:VTR) has declined 23.52% since April 20, 2017 and is downtrending. It has underperformed by 35.07% the S&P500.

Benedict Financial Advisors Inc decreased its stake in Microsoft Corp (MSFT) by 3.95% based on its latest 2017Q4 regulatory filing with the SEC. Benedict Financial Advisors Inc sold 4,258 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 103,665 shares of the prepackaged software company at the end of 2017Q4, valued at $8.87 million, down from 107,923 at the end of the previous reported quarter. Benedict Financial Advisors Inc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $740.03 billion market cap company. The stock decreased 0.34% or $0.33 during the last trading session, reaching $96.11. About 20.31M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since April 20, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Since February 16, 2018, it had 0 insider buys, and 3 insider sales for $930,912 activity.

Investors sentiment decreased to 0.77 in Q4 2017. Its down 0.06, from 0.83 in 2017Q3. It is negative, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Rhode Island-based Newman Dignan And Sheerar has invested 2.24% in Microsoft Corporation (NASDAQ:MSFT). Diversified Invest Strategies Ltd Liability Corporation reported 9.26% stake. 10.53M were accumulated by State Board Of Administration Of Florida Retirement System. Qci Asset Mngmt Inc New York reported 1.65% stake. Azimuth Capital Mgmt Limited has 1.37% invested in Microsoft Corporation (NASDAQ:MSFT). Hightower Advsr Ltd Liability Co, a Illinois-based fund reported 2.60 million shares. Advisor Prtnrs Limited Company reported 170,640 shares. Bank & Trust Of America Corporation De reported 78.40 million shares or 1.12% of all its holdings. Ardsley Advisory Prns reported 1.46% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Perigon Wealth Mngmt Limited Com holds 11,858 shares or 0.38% of its portfolio. 328,508 are owned by Foyston Gordon Payne. Texas Capital Bank Tx invested 0.86% in Microsoft Corporation (NASDAQ:MSFT). First Hawaiian Comml Bank invested 0.1% in Microsoft Corporation (NASDAQ:MSFT). Moreover, Appleton Inc Ma has 1.34% invested in Microsoft Corporation (NASDAQ:MSFT) for 101,152 shares. 4,201 are held by Bsw Wealth Prns.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on April, 26 after the close. They expect $0.85 earnings per share, up 16.44% or $0.12 from last year’s $0.73 per share. MSFT’s profit will be $6.54 billion for 28.27 P/E if the $0.85 EPS becomes a reality. After $0.96 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -11.46% negative EPS growth.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 6 Hold. Therefore 78% are positive. Microsoft Corporation had 172 analyst reports since July 22, 2015 according to SRatingsIntel. The stock of Microsoft Corporation (NASDAQ:MSFT) has “Neutral” rating given on Friday, December 18 by Goldman Sachs. The company was maintained on Monday, July 17 by Bank of America. Citigroup maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, July 21 with “Sell” rating. Piper Jaffray maintained the stock with “Buy” rating in Friday, October 27 report. The firm has “Outperform” rating given on Tuesday, May 24 by Cowen & Co. RBC Capital Markets maintained it with “Buy” rating and $7700 target in Monday, May 29 report. Piper Jaffray maintained the shares of MSFT in report on Monday, October 2 with “Buy” rating. The rating was maintained by RBC Capital Markets with “Buy” on Thursday, February 1. Bank of America upgraded the stock to “Buy” rating in Friday, October 23 report. The firm has “Hold” rating by M Partners given on Friday, July 21.

Summit Financial Wealth Advisors Llc, which manages about $360.13 million and $290.99M US Long portfolio, upped its stake in Royal Dutch Shell Plc by 9,355 shares to 75,292 shares, valued at $5.14M in 2017Q4, according to the filing. It also increased its holding in Wells Fargo Co New (NYSE:WFC) by 5,506 shares in the quarter, for a total of 31,671 shares, and has risen its stake in Baxter Intl Inc (NYSE:BAX).

Investors sentiment increased to 1.2 in Q4 2017. Its up 0.09, from 1.11 in 2017Q3. It is positive, as 32 investors sold VTR shares while 195 reduced holdings. 74 funds opened positions while 198 raised stakes. 306.00 million shares or 2.88% less from 315.08 million shares in 2017Q3 were reported. Campbell & Investment Adviser Ltd Liability reported 5,509 shares or 0.24% of all its holdings. Federated Investors Pa invested 1.09% in Ventas, Inc. (NYSE:VTR). Valley Natl Advisers invested in 275 shares or 0.01% of the stock. Meiji Yasuda Asset Management Limited holds 28,696 shares. Bartlett & Limited Liability owns 266 shares for 0% of their portfolio. Moreover, State Bank Of America De has 0.18% invested in Ventas, Inc. (NYSE:VTR) for 17.67 million shares. Archford Cap Strategies Lc owns 13,970 shares. Investec Asset Management has invested 0.05% of its portfolio in Ventas, Inc. (NYSE:VTR). Sg Americas Secs Ltd Limited Liability Company reported 135,911 shares. 6,840 are owned by Everence Capital Mgmt. Qci Asset Management holds 202,625 shares or 1.24% of its portfolio. Winch Advisory Svcs Limited Liability Corporation accumulated 0.01% or 146 shares. Moreover, Arrowstreet Capital Partnership has 0.02% invested in Ventas, Inc. (NYSE:VTR). Utd Advisers Limited Liability Corp has invested 0.01% in Ventas, Inc. (NYSE:VTR). Aperio Ltd Liability has invested 0.04% in Ventas, Inc. (NYSE:VTR).

Ventas, Inc. (NYSE:VTR) Institutional Positions Chart

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