United Parcel Service (UPS) Holder Segment Wealth Management Has Cut Position by $2.36 Million as Share Value Rose; As Procter & Gamble Co (PG) Share Value Declined, Shareholder Capital Wealth Planning Has Lifted Position

June 19, 2018 - By Michael Leger

The Procter & Gamble Company (NYSE:PG) Logo

Capital Wealth Planning Llc increased its stake in Procter & Gamble Co (PG) by 46.61% based on its latest 2018Q1 regulatory filing with the SEC. Capital Wealth Planning Llc bought 10,315 shares as the company’s stock declined 8.97% with the market. The institutional investor held 32,444 shares of the package goods and cosmetics company at the end of 2018Q1, valued at $2.57M, up from 22,129 at the end of the previous reported quarter. Capital Wealth Planning Llc who had been investing in Procter & Gamble Co for a number of months, seems to be bullish on the $192.44B market cap company. The stock increased 0.91% or $0.69 during the last trading session, reaching $76.53. About 1.66M shares traded. The Procter & Gamble Company (NYSE:PG) has declined 14.45% since June 19, 2017 and is downtrending. It has underperformed by 27.02% the S&P500. Some Historical PG News: 19/04/2018 – TEVA PHARMACEUTICAL INDUSTRIES LTD – SEPARATION IS NOT EXPECTED TO HAVE A MATERIAL EFFECT (IMPACT) ON TEVA’S 2018 FINANCIAL OUTLOOK; 19/04/2018 – Procter & Gamble Raises FY Guidance for Core EPS Growth From 5%-8% to 6%-8%; 16/04/2018 – P&G Announces New Environmental Sustainability Goals Focused on Enabling and Inspiring Positive Impact in the World; 18/05/2018 – Kimberly-Clark, Johnson & Johnson’s, Procter & Gamble and Edgewell Personal Care have reported sale declines in their baby businesses this year; 19/04/2018 – P&G: Deal Will Improve OTC Geographic Scale, Brand Portfolio, Category Footprint in the Vast Majority of the World’s Top 15 OTC Markets; 14/03/2018 – OBJ LTD OBJ.AX – REGAINS RIGHTS TO SUB-CATEGORIES IN AMENDED AGREEMENT WITH PROCTER & GAMBLE; 03/04/2018 – NEW: Pfizer in talks with P&G on the sale of its consumer business, but the companies are far apart on price, sources tell @DavidFaber; 19/04/2018 – P&G MEDIA CALL BEGINS; 19/03/2018 – Coty launches US$8bn-equiv jumbo refi; 23/05/2018 – Procter & Gamble Announces Pricing of Its Debt Tender Offer

Segment Wealth Management Llc decreased its stake in United Parcel Service Inc (UPS) by 85.66% based on its latest 2018Q1 regulatory filing with the SEC. Segment Wealth Management Llc sold 22,664 shares as the company’s stock rose 6.87% while stock markets declined. The institutional investor held 3,794 shares of the transportation company at the end of 2018Q1, valued at $397,000, down from 26,458 at the end of the previous reported quarter. Segment Wealth Management Llc who had been investing in United Parcel Service Inc for a number of months, seems to be less bullish one the $98.65 billion market cap company. The stock decreased 1.96% or $2.29 during the last trading session, reaching $114.48. About 568,926 shares traded. United Parcel Service, Inc. (NYSE:UPS) has risen 9.01% since June 19, 2017 and is uptrending. It has underperformed by 3.56% the S&P500. Some Historical UPS News: 11/03/2018 – PERENNIAL REAL ESTATE UPS CAPITOL SINGAPORE STAKE FOR S$129.6M; 25/04/2018 – UPS – SELECT GROUP OF NON-OPERATIONS, RETIREMENT-ELIGIBLE U.S. MANAGEMENT EMPLOYEES INFORMED OF THEIR ELIGIBILITY FOR PARTICIPATION IN SPECIAL VRP; 26/04/2018 – UPS sales top estimates but higher costs crimp margins; 13/03/2018 – Donald Trump and Rex Tillerson: Timeline of Their Ups and Downs; 31/05/2018 – WORKHORSE GROUP INC – MAY 2018 UPS AGREEMENT REPLACED ORIGINAL EXHIBIT A TO VPA ENTERED IN DECEMBER 2017; 30/05/2018 – UPS CONFIRMS EXPLOSION AT FREIGHT FACILITY IN LEXINGTON, KY; 19/03/2018 – UPS London Switches On Smart Grid To Super-Charge Electric Delivery Fleet; 26/04/2018 – United Parcel Service: Weather Conditions Muted 1Q U.S. Domestic Results; 26/04/2018 – UPS – QTRLY REVENUE OF $17,113 MLN VS $15,510 MLN; 19/03/2018 – AMAZON, UPS SAID TO PUSH FOR STRETCHED A330-900NEO FOR CARGO

Since February 26, 2018, it had 0 insider buys, and 2 sales for $650,730 activity. 4,500 United Parcel Service, Inc. (NYSE:UPS) shares with value of $480,600 were sold by McClure Teri P.

Analysts await United Parcel Service, Inc. (NYSE:UPS) to report earnings on July, 26. They expect $1.91 earnings per share, up 20.89% or $0.33 from last year’s $1.58 per share. UPS’s profit will be $1.65B for 14.98 P/E if the $1.91 EPS becomes a reality. After $1.55 actual earnings per share reported by United Parcel Service, Inc. for the previous quarter, Wall Street now forecasts 23.23% EPS growth.

Segment Wealth Management Llc, which manages about $425.00M and $402.13 million US Long portfolio, upped its stake in Kinder Morgan Inc Del (NYSE:KMI) by 158,169 shares to 203,537 shares, valued at $3.07M in 2018Q1, according to the filing. It also increased its holding in Walmart Inc (NYSE:WMT) by 41,029 shares in the quarter, for a total of 51,513 shares, and has risen its stake in Stryker Corp (NYSE:SYK).

Among 24 analysts covering United Parcel Service (NYSE:UPS), 12 have Buy rating, 1 Sell and 11 Hold. Therefore 50% are positive. United Parcel Service had 75 analyst reports since July 29, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Tuesday, September 1 by Zacks. The firm earned “Hold” rating on Wednesday, January 17 by Susquehanna. Stephens maintained it with “Hold” rating and $134.0 target in Thursday, February 1 report. Stifel Nicolaus maintained it with “Hold” rating and $103.0 target in Wednesday, September 20 report. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Hold” rating given on Thursday, February 1 by Robert W. Baird. JP Morgan initiated it with “Neutral” rating and $118 target in Tuesday, December 13 report. As per Wednesday, February 22, the company rating was downgraded by Bank of America. On Thursday, September 17 the stock rating was upgraded by Zacks to “Buy”. S&P Research maintained the stock with “Buy” rating in Wednesday, July 29 report. The stock has “Hold” rating by Robert W. Baird on Thursday, October 5.

Investors sentiment decreased to 1.12 in Q1 2018. Its down 0.11, from 1.23 in 2017Q4. It dived, as 81 investors sold UPS shares while 390 reduced holdings. 111 funds opened positions while 418 raised stakes. 446.74 million shares or 0.46% less from 448.80 million shares in 2017Q4 were reported. Hartford Investment Mngmt Company reported 133,051 shares or 0.28% of all its holdings. Qci Asset Mgmt New York has 1.46% invested in United Parcel Service, Inc. (NYSE:UPS) for 131,423 shares. Epoch Prtn holds 0.59% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 1.59M shares. Fmr Ltd Liability Com reported 0.15% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Tiaa Cref Invest Mngmt Ltd Liability Corporation, a New York-based fund reported 2.32 million shares. 13,326 are held by Strategic Advsr Ltd Limited Liability Company. Guyasuta Advisors holds 2.26% in United Parcel Service, Inc. (NYSE:UPS) or 184,418 shares. Tnb, a Georgia-based fund reported 12,187 shares. Aviance Capital Limited Company holds 8 shares. 1St Source Bank owns 11,280 shares. Hennessy Advsr Inc has invested 0.16% in United Parcel Service, Inc. (NYSE:UPS). Brown Brothers Harriman & Commerce reported 0.31% in United Parcel Service, Inc. (NYSE:UPS). Shelton Management has invested 0.14% in United Parcel Service, Inc. (NYSE:UPS). 267,836 are owned by Teacher Retirement System Of Texas. Alta Cap Management Limited Co has invested 0.1% in United Parcel Service, Inc. (NYSE:UPS).

More notable recent United Parcel Service, Inc. (NYSE:UPS) news were published by: Fool.com which released: “Should Groupon Worry About This UPS Move?” on May 29, 2018, also Globenewswire.com with their article: “Kevin Warren Named UPS Chief Marketing Officer” published on May 25, 2018, Seekingalpha.com published: “UPS – A Stock For Your Watchlist” on June 11, 2018. More interesting news about United Parcel Service, Inc. (NYSE:UPS) were released by: Bizjournals.com and their article: “UPDATE: UPS says teamsters strike not imminent despite vote approval” published on June 06, 2018 as well as Globenewswire.com‘s news article titled: “UPS Expands Ocean Freight Service In 130 New Trade Lanes” with publication date: June 07, 2018.

Since February 15, 2018, it had 0 buys, and 10 sales for $8.44 million activity. Moeller Jon R sold $410,266 worth of The Procter & Gamble Company (NYSE:PG) on Tuesday, May 15. $668,179 worth of The Procter & Gamble Company (NYSE:PG) shares were sold by Pritchard Marc S.. The insider Posada Juan Fernando sold $739,189. Schomburger Jeffrey K sold $3.07M worth of stock or 37,776 shares. 23,500 The Procter & Gamble Company (NYSE:PG) shares with value of $1.93M were sold by Fish Kathleen B. The insider Bishop Steven D sold 2,075 shares worth $149,130.

Capital Wealth Planning Llc, which manages about $380.53 million and $143.88M US Long portfolio, decreased its stake in Lowes Companies Inc (NYSE:LOW) by 3,500 shares to 9,500 shares, valued at $834,000 in 2018Q1, according to the filing.

More notable recent The Procter & Gamble Company (NYSE:PG) news were published by: 247Wallst.com which released: “Intel, Procter & Gamble Weigh on the Dow Monday” on June 18, 2018, also Bizjournals.com with their article: “P&G drafts Stanley Cup star for ad campaign” published on June 15, 2018, Seekingalpha.com published: “It Is No Longer A Gamble Investing In Procter & Gamble: Part 5” on June 14, 2018. More interesting news about The Procter & Gamble Company (NYSE:PG) were released by: Fool.com and their article: “3 Terrible Reasons to Buy Procter & Gamble” published on May 25, 2018 as well as Livetradingnews.com‘s news article titled: “The Procter & Gamble Company (NYSE:PG) Encouraging Extending Gains” with publication date: May 29, 2018.

Among 25 analysts covering Proctor & Gamble (NYSE:PG), 10 have Buy rating, 1 Sell and 14 Hold. Therefore 40% are positive. Proctor & Gamble had 90 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was initiated by Morgan Stanley with “Equal Weight” on Tuesday, September 1. The firm earned “Hold” rating on Monday, September 18 by Stifel Nicolaus. Vetr upgraded The Procter & Gamble Company (NYSE:PG) on Tuesday, August 25 to “Buy” rating. The stock of The Procter & Gamble Company (NYSE:PG) earned “Buy” rating by Jefferies on Wednesday, June 15. The firm earned “Buy” rating on Monday, August 15 by B. Riley & Co. RBC Capital Markets maintained the stock with “Hold” rating in Friday, October 6 report. The rating was initiated by Atlantic Securities with “Neutral” on Wednesday, January 6. The firm earned “Buy” rating on Thursday, April 19 by Bank of America. The company was maintained on Thursday, July 27 by Stifel Nicolaus. The rating was maintained by Jefferies with “Buy” on Thursday, July 6.

The Procter & Gamble Company (NYSE:PG) Institutional Positions Chart

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