Roosevelt Investment Group Has Cut Its Disney Walt Co (DIS) Position; Avalon Advisors Decreased Its Kimberly Clark (KMB) Position

February 15, 2018 - By Kurt Siggers

Roosevelt Investment Group Inc decreased Disney Walt Co (DIS) stake by 5.51% reported in 2017Q3 SEC filing. Roosevelt Investment Group Inc sold 9,022 shares as Disney Walt Co (DIS)’s stock declined 2.31%. The Roosevelt Investment Group Inc holds 154,810 shares with $15.26 million value, down from 163,832 last quarter. Disney Walt Co now has $157.66 billion valuation. The stock increased 0.24% or $0.25 during the last trading session, reaching $104.85. About 3.55 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since February 15, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Avalon Advisors Llc decreased Kimberly Clark Corp (KMB) stake by 40.56% reported in 2017Q3 SEC filing. Avalon Advisors Llc sold 80,344 shares as Kimberly Clark Corp (KMB)’s stock declined 3.59%. The Avalon Advisors Llc holds 117,758 shares with $13.86M value, down from 198,102 last quarter. Kimberly Clark Corp now has $40.40 billion valuation. The stock increased 2.18% or $2.46 during the last trading session, reaching $115.19. About 1.16 million shares traded. Kimberly-Clark Corporation (NYSE:KMB) has risen 0.32% since February 15, 2017 and is uptrending. It has underperformed by 16.38% the S&P500.

Investors sentiment decreased to 0.96 in Q3 2017. Its down 0.01, from 0.97 in 2017Q2. It fall, as 64 investors sold KMB shares while 404 reduced holdings. 84 funds opened positions while 363 raised stakes. 245.40 million shares or 1.70% more from 241.30 million shares in 2017Q2 were reported. Nippon Life Ins Company holds 0.03% in Kimberly-Clark Corporation (NYSE:KMB) or 12,927 shares. Cubist Systematic Strategies Limited Liability Com invested in 0.1% or 14,835 shares. Conestoga Capital Limited Liability Corp holds 4,250 shares. Sun Life accumulated 2,603 shares. Boyar Asset invested 0.24% in Kimberly-Clark Corporation (NYSE:KMB). Town And Country Savings Bank And Co Dba First Bankers Co stated it has 0.72% of its portfolio in Kimberly-Clark Corporation (NYSE:KMB). Moreover, Oakwood Cap Lc Ca has 0.76% invested in Kimberly-Clark Corporation (NYSE:KMB) for 27,686 shares. Diligent Ltd Liability Co holds 0.17% in Kimberly-Clark Corporation (NYSE:KMB) or 1,961 shares. Schroder Investment Mngmt Grp invested in 1.88M shares or 0.38% of the stock. Hartline Inv has 0.07% invested in Kimberly-Clark Corporation (NYSE:KMB). Amer Asset holds 0.17% or 2,341 shares in its portfolio. Victory Cap Mngmt Inc stated it has 0.03% in Kimberly-Clark Corporation (NYSE:KMB). Susquehanna Grp Llp accumulated 79,077 shares or 0% of the stock. Glenview Natl Bank Dept has 2,678 shares for 0.15% of their portfolio. Hsbc Public Ltd Limited Liability Company holds 623,025 shares or 0.12% of its portfolio.

Among 18 analysts covering Kimberly-Clark (NYSE:KMB), 2 have Buy rating, 5 Sell and 11 Hold. Therefore 11% are positive. Kimberly-Clark had 58 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets maintained it with “Hold” rating and $12100 target in Friday, June 30 report. The rating was maintained by RBC Capital Markets with “Sector Perform” on Thursday, October 22. The firm earned “Buy” rating on Tuesday, September 15 by Deutsche Bank. As per Tuesday, October 10, the company rating was maintained by Jefferies. The firm has “Hold” rating by Jefferies given on Tuesday, May 30. Citigroup maintained Kimberly-Clark Corporation (NYSE:KMB) rating on Wednesday, January 24. Citigroup has “Sell” rating and $112 target. RBC Capital Markets maintained the shares of KMB in report on Tuesday, August 1 with “Hold” rating. The rating was downgraded by UBS on Wednesday, July 12 to “Sell”. The rating was maintained by Barclays Capital on Monday, March 21 with “Overweight”. On Monday, December 11 the stock rating was downgraded by Citigroup to “Sell”.

Avalon Advisors Llc increased Umh Properties Inc (NYSE:UMH) stake by 40,924 shares to 112,304 valued at $1.75 million in 2017Q3. It also upped Discover Financial Services (NYSE:DFS) stake by 167,764 shares and now owns 210,364 shares. Enterprise Products Partners L (NYSE:EPD) was raised too.

Since January 29, 2018, it had 0 insider buys, and 1 sale for $2.77 million activity. Underhill Kimberly K also sold $2.77 million worth of Kimberly-Clark Corporation (NYSE:KMB) shares.

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 23 have Buy rating, 3 Sell and 13 Hold. Therefore 59% are positive. The Walt Disney Company had 152 analyst reports since July 24, 2015 according to SRatingsIntel. Evercore upgraded it to “Buy” rating and $120 target in Tuesday, January 3 report. The rating was maintained by BMO Capital Markets with “Underperform” on Monday, May 15. As per Tuesday, October 31, the company rating was maintained by Piper Jaffray. On Wednesday, January 10 the stock rating was maintained by Bank of America with “Buy”. CLSA initiated the shares of DIS in report on Wednesday, September 2 with “Outperform” rating. The stock of The Walt Disney Company (NYSE:DIS) has “Buy” rating given on Wednesday, August 5 by Guggenheim. The stock of The Walt Disney Company (NYSE:DIS) has “Buy” rating given on Tuesday, April 26 by Nomura. The firm has “Neutral” rating given on Tuesday, January 26 by Atlantic Securities. The rating was upgraded by Wells Fargo to “Outperform” on Tuesday, September 5. As per Friday, June 23, the company rating was maintained by Bank of America.

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