Principal Financial Group Has Trimmed Stake in Fiserv (FISV) as Shares Rose; As Boeing Co Com (BA) Market Valuation Rose, Garde Capital Has Upped Its Position

February 15, 2018 - By Henry Gaston

Principal Financial Group Inc decreased its stake in Fiserv Inc (FISV) by 0.84% based on its latest 2017Q3 regulatory filing with the SEC. Principal Financial Group Inc sold 2,765 shares as the company’s stock rose 7.77% with the market. The institutional investor held 326,113 shares of the technology company at the end of 2017Q3, valued at $42.06M, down from 328,878 at the end of the previous reported quarter. Principal Financial Group Inc who had been investing in Fiserv Inc for a number of months, seems to be less bullish one the $29.22 billion market cap company. The stock increased 1.31% or $1.815 during the last trading session, reaching $140.215. About 542,961 shares traded. Fiserv, Inc. (NASDAQ:FISV) has risen 18.57% since February 15, 2017 and is uptrending. It has outperformed by 1.87% the S&P500.

Garde Capital Inc increased its stake in Boeing Co Com (BA) by 45.03% based on its latest 2017Q3 regulatory filing with the SEC. Garde Capital Inc bought 2,375 shares as the company’s stock rose 4.66% with the market. The institutional investor held 7,649 shares of the aerospace company at the end of 2017Q3, valued at $1.94M, up from 5,274 at the end of the previous reported quarter. Garde Capital Inc who had been investing in Boeing Co Com for a number of months, seems to be bullish on the $211.21 billion market cap company. The stock increased 2.83% or $9.77 during the last trading session, reaching $354.62. About 4.80 million shares traded or 0.10% up from the average. The Boeing Company (NYSE:BA) has risen 41.13% since February 15, 2017 and is uptrending. It has outperformed by 24.43% the S&P500.

Garde Capital Inc, which manages about $500.62M and $509.52 million US Long portfolio, decreased its stake in Spdr S&P 500 Etf (Put) (SPY) by 8,104 shares to 1,300 shares, valued at $326,000 in 2017Q3, according to the filing.

Investors sentiment decreased to 0.81 in 2017 Q3. Its down 0.05, from 0.86 in 2017Q2. It dropped, as 50 investors sold BA shares while 609 reduced holdings. 165 funds opened positions while 367 raised stakes. 411.79 million shares or 1.95% less from 419.99 million shares in 2017Q2 were reported. Stoneridge Ltd Liability has invested 0.65% in The Boeing Company (NYSE:BA). Beese Fulmer Mgmt holds 2.11% or 36,343 shares in its portfolio. Calamos Limited stated it has 0.34% in The Boeing Company (NYSE:BA). Investment Inc holds 1.7% or 17,500 shares in its portfolio. Birmingham Mngmt Al invested 0.14% in The Boeing Company (NYSE:BA). 638 were accumulated by Private Asset Mgmt Inc. Gamble Jones Investment Counsel holds 15,630 shares or 0.41% of its portfolio. Dowling And Yahnke Ltd Liability owns 0.6% invested in The Boeing Company (NYSE:BA) for 23,229 shares. Blue Chip Inc has 13,620 shares. Jfs Wealth Advisors Ltd Company owns 222 shares or 0.01% of their US portfolio. Towercrest Mngmt reported 964 shares. 19,221 were reported by Roosevelt Investment Grp Inc Inc. Suffolk Mgmt reported 1.78% in The Boeing Company (NYSE:BA). Palladium Prns Ltd Liability Corp stated it has 73,920 shares or 1.43% of all its holdings. Brown Advisory Inc reported 36,080 shares or 0.03% of all its holdings.

Among 25 analysts covering Boeing (NYSE:BA), 17 have Buy rating, 1 Sell and 7 Hold. Therefore 68% are positive. Boeing had 103 analyst reports since August 26, 2015 according to SRatingsIntel. Robert W. Baird maintained the stock with “Buy” rating in Tuesday, January 16 report. The stock of The Boeing Company (NYSE:BA) has “Hold” rating given on Monday, November 2 by Standpoint Research. The firm earned “Neutral” rating on Friday, August 4 by UBS. The stock has “Sell” rating by RBC Capital Markets on Friday, June 2. The stock has “Hold” rating by Wells Fargo on Tuesday, December 12. RBC Capital Markets maintained the shares of BA in report on Thursday, October 22 with “Sector Perform” rating. The stock has “Hold” rating by Goldman Sachs on Thursday, July 27. The firm has “Sector Perform” rating given on Thursday, January 28 by RBC Capital Markets. Melius Research maintained the shares of BA in report on Monday, January 8 with “Buy” rating. The rating was maintained by Cowen & Co with “Buy” on Tuesday, June 13.

Investors sentiment decreased to 0.73 in Q3 2017. Its down 0.02, from 0.75 in 2017Q2. It dropped, as 41 investors sold FISV shares while 269 reduced holdings. 47 funds opened positions while 179 raised stakes. 180.11 million shares or 0.28% less from 180.62 million shares in 2017Q2 were reported. Oppenheimer has invested 0.02% of its portfolio in Fiserv, Inc. (NASDAQ:FISV). Tdam Usa has 0.01% invested in Fiserv, Inc. (NASDAQ:FISV) for 1,647 shares. New South holds 1.06M shares. Bp Pcl holds 0.21% of its portfolio in Fiserv, Inc. (NASDAQ:FISV) for 46,000 shares. Moreover, 1832 Asset Ltd Partnership has 0% invested in Fiserv, Inc. (NASDAQ:FISV) for 625 shares. Los Angeles Capital & Equity Rech Inc has 0.1% invested in Fiserv, Inc. (NASDAQ:FISV) for 128,586 shares. First Citizens Bank & Trust &, a North Carolina-based fund reported 16,369 shares. Advantus Mngmt Incorporated reported 21,364 shares. Daiwa Sb Limited holds 0.15% of its portfolio in Fiserv, Inc. (NASDAQ:FISV) for 4,360 shares. Peddock Advsrs Ltd Com reported 14,153 shares. Veritas Invest Mngmt (Uk) Limited holds 0.44% in Fiserv, Inc. (NASDAQ:FISV) or 9,735 shares. Cap Inv Svcs Of America owns 146,803 shares. Greenwich Investment Management holds 0.34% or 2,024 shares in its portfolio. Roberts Glore And Co Il holds 0.26% or 3,090 shares in its portfolio. The Washington-based Cornerstone Advsr Inc has invested 0.03% in Fiserv, Inc. (NASDAQ:FISV).

Principal Financial Group Inc, which manages about $103.12B US Long portfolio, upped its stake in China Lodging Group Ltd (NASDAQ:HTHT) by 182,077 shares to 202,432 shares, valued at $24.05 million in 2017Q3, according to the filing. It also increased its holding in Invitation Homes Inc by 1.46M shares in the quarter, for a total of 8.00 million shares, and has risen its stake in Schein Henry Inc (NASDAQ:HSIC).

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