Mogy Joel R Investment Counsel Holding in Intuit (INTU) Upped as Market Valuation Rose; Greenwich Investment Management Upped Holding in Cbl & Assoc Pptys (CBL) by $1.19 Million as Stock Price Declined

December 20, 2017 - By Vivian Currie

Greenwich Investment Management Inc increased its stake in Cbl & Assoc Pptys Inc (CBL) by 35.7% based on its latest 2017Q2 regulatory filing with the SEC. Greenwich Investment Management Inc bought 149,300 shares as the company’s stock declined 25.56% while stock markets rallied. The institutional investor held 567,551 shares of the consumer services company at the end of 2017Q2, valued at $4.78M, up from 418,251 at the end of the previous reported quarter. Greenwich Investment Management Inc who had been investing in Cbl & Assoc Pptys Inc for a number of months, seems to be bullish on the $1.14B market cap company. The stock decreased 0.52% or $0.03 during the last trading session, reaching $5.7. About 2.53M shares traded. CBL Properties (NYSE:CBL) has declined 23.94% since December 20, 2016 and is downtrending. It has underperformed by 40.64% the S&P500.

Mogy Joel R Investment Counsel Inc increased its stake in Intuit (INTU) by 8.54% based on its latest 2017Q2 regulatory filing with the SEC. Mogy Joel R Investment Counsel Inc bought 5,080 shares as the company’s stock rose 4.61% with the market. The institutional investor held 64,575 shares of the prepackaged software company at the end of 2017Q2, valued at $8.58 million, up from 59,495 at the end of the previous reported quarter. Mogy Joel R Investment Counsel Inc who had been investing in Intuit for a number of months, seems to be bullish on the $40.74 billion market cap company. The stock decreased 0.33% or $0.53 during the last trading session, reaching $159.35. About 1.10 million shares traded. Intuit Inc. (NASDAQ:INTU) has risen 23.62% since December 20, 2016 and is uptrending. It has outperformed by 6.92% the S&P500.

Since August 24, 2017, it had 0 insider buys, and 14 selling transactions for $130.90 million activity. COOK SCOTT D sold $26.62 million worth of stock or 183,333 shares. 15,415 shares were sold by STANSBURY HENRY TAYLOE, worth $2.18M. The insider Wernikoff Daniel A sold $2.18M. Another trade for 16,207 shares valued at $2.29 million was made by Goodarzi Sasan K on Tuesday, September 12. On Monday, September 11 the insider FLOURNOY MARK J sold $265,839.

Among 22 analysts covering Intuit (NASDAQ:INTU), 9 have Buy rating, 2 Sell and 11 Hold. Therefore 41% are positive. Intuit had 76 analyst reports since August 10, 2015 according to SRatingsIntel. The firm earned “Outperform” rating on Thursday, August 25 by Oppenheimer. On Wednesday, August 26 the stock rating was maintained by RBC Capital Markets with “Hold”. The firm has “Hold” rating given on Tuesday, November 21 by Stifel Nicolaus. As per Wednesday, September 27, the company rating was downgraded by Raymond James. The rating was downgraded by Zacks on Tuesday, August 25 to “Hold”. The company was downgraded on Tuesday, August 11 by RBC Capital Markets. As per Friday, September 18, the company rating was maintained by Deutsche Bank. The firm has “Buy” rating by Raymond James given on Saturday, August 22. Wells Fargo upgraded Intuit Inc. (NASDAQ:INTU) rating on Thursday, September 21. Wells Fargo has “Buy” rating and $163.0 target. As per Wednesday, August 24, the company rating was maintained by Brean Capital.

Investors sentiment decreased to 0.96 in Q2 2017. Its down 0.05, from 1.01 in 2017Q1. It dropped, as 41 investors sold INTU shares while 249 reduced holdings. 74 funds opened positions while 205 raised stakes. 215.33 million shares or 0.33% more from 214.62 million shares in 2017Q1 were reported. Jackson Square Prtn Ltd reported 1.83% of its portfolio in Intuit Inc. (NASDAQ:INTU). Fairfield Bush & Company owns 0.11% invested in Intuit Inc. (NASDAQ:INTU) for 2,620 shares. 57,754 are owned by Davidson Inv Advisors. L And S Advsrs owns 30,160 shares. Oppenheimer Asset Management invested in 7,304 shares. Principal Financial Gp holds 0.27% or 2.06M shares. 27,642 are owned by Marshwinds Advisory. Select Equity Group Limited Partnership reported 0% stake. Amalgamated Natl Bank owns 28,697 shares. Texas Permanent School Fund reported 68,391 shares or 0.12% of all its holdings. Morgan Stanley invested 0.1% of its portfolio in Intuit Inc. (NASDAQ:INTU). Kentucky Retirement Ins Fund owns 6,666 shares for 0.16% of their portfolio. Cue Fincl Gp Inc holds 0.67% or 7,004 shares in its portfolio. First Quadrant LP Ca invested 0.36% of its portfolio in Intuit Inc. (NASDAQ:INTU). Investec Asset Mgmt Ltd holds 704,364 shares or 0.45% of its portfolio.

Among 16 analysts covering CBL & Associates Properties (NYSE:CBL), 0 have Buy rating, 6 Sell and 10 Hold. Therefore 0 are positive. CBL & Associates Properties had 38 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Monday, October 30 by Jefferies. Stifel Nicolaus maintained CBL Properties (NYSE:CBL) rating on Wednesday, August 30. Stifel Nicolaus has “Hold” rating and $8.25 target. The stock of CBL Properties (NYSE:CBL) has “Hold” rating given on Monday, August 7 by Boenning & Scattergood. The rating was maintained by KeyBanc Capital Markets with “Hold” on Friday, November 3. The stock of CBL Properties (NYSE:CBL) earned “Buy” rating by Jefferies on Monday, September 25. On Thursday, November 2 the stock rating was maintained by Stifel Nicolaus with “Hold”. The rating was maintained by Jefferies on Friday, June 16 with “Buy”. The stock has “Overweigt” rating by KeyBanc Capital Markets on Friday, July 15. The firm has “Sell” rating by Citigroup given on Tuesday, December 13. The stock of CBL Properties (NYSE:CBL) has “Equal-Weight” rating given on Tuesday, August 30 by Barclays Capital.

Investors sentiment increased to 1.8 in 2017 Q2. Its up 0.94, from 0.86 in 2017Q1. It increased, as 33 investors sold CBL shares while 43 reduced holdings. 53 funds opened positions while 84 raised stakes. 168.52 million shares or 12.00% more from 150.47 million shares in 2017Q1 were reported. Massachusetts Fin Svcs Com Ma holds 0% or 42,567 shares. Moreover, Amp has 0% invested in CBL Properties (NYSE:CBL). Kempen Nv holds 0.28% of its portfolio in CBL Properties (NYSE:CBL) for 347,616 shares. Commonwealth Equity Serv Incorporated stated it has 30,282 shares. Adams Asset Advisors Ltd, Texas-based fund reported 1.28 million shares. Hexavest holds 6,276 shares or 0% of its portfolio. Carroll Fincl Associate owns 0.01% invested in CBL Properties (NYSE:CBL) for 5,000 shares. Pnc Ser reported 0% of its portfolio in CBL Properties (NYSE:CBL). Bnp Paribas Arbitrage Sa reported 0% stake. Indexiq Advisors Limited Liability Corporation owns 202,292 shares or 0.08% of their US portfolio. 2,258 were reported by Advisory Net Lc. Mufg Americas Holdg Corporation invested in 3,525 shares or 0% of the stock. Highland Capital Mgmt LP has invested 0% of its portfolio in CBL Properties (NYSE:CBL). Moreover, Fuller Thaler Asset Mngmt Incorporated has 0% invested in CBL Properties (NYSE:CBL) for 16,340 shares. Sentinel Lba accumulated 502,562 shares.

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