As Microsoft (MSFT) Market Value Rose, Holder Lederer & Associates Investment Counsel Decreased Its Stake by $311,766; Greenwich Wealth Management Has Cut Its Holding in Td Ameritrade Hldg (AMTD) as Stock Price Rose

August 12, 2018 - By Jason Dias

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Greenwich Wealth Management Llc decreased its stake in Td Ameritrade Hldg Corp (AMTD) by 97.23% based on its latest 2018Q1 regulatory filing with the SEC. Greenwich Wealth Management Llc sold 132,904 shares as the company’s stock rose 5.82% while stock markets declined. The institutional investor held 3,783 shares of the investment bankers and brokers and service company at the end of 2018Q1, valued at $224,000, down from 136,687 at the end of the previous reported quarter. Greenwich Wealth Management Llc who had been investing in Td Ameritrade Hldg Corp for a number of months, seems to be less bullish one the $33.23 billion market cap company. The stock decreased 0.36% or $0.21 during the last trading session, reaching $58.56. About 1.65 million shares traded. TD Ameritrade Holding Corporation (NYSE:AMTD) has risen 57.90% since August 12, 2017 and is uptrending. It has outperformed by 45.33% the S&P500. Some Historical AMTD News: 09/04/2018 – Gabelli & Company’s 12th Annual Omaha Research Trip; 26/03/2018 – Broker TD Ameritrade suffers system-wide outage; 22/03/2018 – MaxMylnterest Appoints Tom Bradley to Advisory Board; 25/05/2018 – Toronto-Dominion CEO Says `Uncertainty’ Canada’s Biggest Risk; 21/05/2018 – TD AMERITRADE UNIT ENTERED $850M SR REVOLVING LOAN FACILITY; 17/04/2018 – TD AMERITRADE LAUNCHING APPLE CHAT SUPPORT; 21/05/2018 – TD AMERITRADE HOLDING SAYS ON MAY 17, 2018, CO’S UNIT ENTERED INTO CREDIT AGREEMENT FOR $850 MLN SENIOR UNSECURED REVOLVING LOAN FACILITY – SEC FILING; 05/03/2018 – TD AMERITRADE HOLDING CORP AMTD.O : DEUTSCHE BANK RAISES TARGET PRICE TO $70 FROM $69; 30/05/2018 – TD Ameritrade Announces Personalized Portfolios; 26/04/2018 – Toronto-Dominion Lifts Mortgage Rate in `Biggest Move in Years’

Lederer & Associates Investment Counsel decreased its stake in Microsoft Corp (MSFT) by 8.79% based on its latest 2018Q1 regulatory filing with the SEC. Lederer & Associates Investment Counsel sold 3,426 shares as the company’s stock rose 3.08% while stock markets declined. The institutional investor held 35,539 shares of the prepackaged software company at the end of 2018Q1, valued at $3.24 million, down from 38,965 at the end of the previous reported quarter. Lederer & Associates Investment Counsel who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $835.84 billion market cap company. The stock decreased 0.61% or $0.67 during the last trading session, reaching $109. About 14.51M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 41.28% since August 12, 2017 and is uptrending. It has outperformed by 28.71% the S&P500. Some Historical MSFT News: 29/03/2018 – REFILE-Microsoft’s veteran Windows head Terry Myerson to leave company; 23/05/2018 – Livingston Launches Enhanced Ground Freight Offering; 26/04/2018 – MSFT PROBING SPS PERFORMANCE DEGRADATION IN NORTH CENTRAL U.S; 08/05/2018 – Sage Business Cloud Customers to Benefit from Faster Invoicing with Extended Microsoft Integration; 26/04/2018 – Cloud services keep driving revenue growth for Microsoft; 29/03/2018 – MICROSOFT MSFT.O SAYS TO INVEST $30 MLN IN FRANCE OVER 3 YEARS TO HELP DEVELOP ARTIFICIAL INTELLIGENCE (Al) SECTOR IN FRANCE; 23/05/2018 – Alliance Data To Participate At The R.W. Baird 2018 Global Consumer, Technology & Services Conference; 04/04/2018 – Microsoft Will Spend $5 Billion on Internet of Things Development; 15/03/2018 – BlackRock Names Microsoft Executive Margaret Johnson to Board; 03/04/2018 – RedSeal Formalizes Channel Partner Program to Address Growing Global Demand to Model, Measure and Manage Hybrid Data Centers

More recent TD Ameritrade Holding Corporation (NASDAQ:AMTD) news were published by: Benzinga.com which released: “Earnings Scheduled For July 23, 2018” on July 23, 2018. Also Streetinsider.com published the news titled: “After-Hours Stock Movers 07/23: (MMSI) (GOOGL) (AMTD) Higher; (WHR) (ZION) (RETA) Lower (more…)” on July 23, 2018. Benzinga.com‘s news article titled: “The Week Ahead: Earnings From Disney, Roku And Snap, Rite Aid Votes On Albertsons Deal” with publication date: August 06, 2018 was also an interesting one.

Greenwich Wealth Management Llc, which manages about $1.66B and $634.92M US Long portfolio, upped its stake in Schwab Charles Corp New (NYSE:SCHW) by 532,874 shares to 673,457 shares, valued at $35.17M in 2018Q1, according to the filing. It also increased its holding in Credit Suisse Group (NYSE:CS) by 72,598 shares in the quarter, for a total of 1.06M shares, and has risen its stake in Alps Etf Tr (AMLP).

Investors sentiment decreased to 1.4 in 2018 Q1. Its down 0.28, from 1.68 in 2017Q4. It dropped, as 50 investors sold AMTD shares while 71 reduced holdings. 67 funds opened positions while 102 raised stakes. 505.98 million shares or 0.69% more from 502.49 million shares in 2017Q4 were reported. Blackrock holds 0.04% or 15.83M shares in its portfolio. 190,800 are held by Product Prns Lc. Greenwich Wealth Mngmt Llc stated it has 0.04% of its portfolio in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Tributary Cap Limited Liability Corp holds 398 shares. 276,852 are owned by Balyasny Asset Management Ltd Com. Nuveen Asset Mngmt Limited Liability Corporation stated it has 217,426 shares. 1.02 million were reported by New York State Common Retirement Fund. Moreover, Envestnet Asset Management has 0% invested in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Jump Trading Ltd Llc holds 3,832 shares. Gateway Advisers Limited Com holds 0.07% in TD Ameritrade Holding Corporation (NASDAQ:AMTD) or 137,769 shares. Ubs Asset Management Americas stated it has 0% in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Prudential Public Ltd Com holds 10,913 shares or 0% of its portfolio. Sheets Smith Wealth Management, North Carolina-based fund reported 8,014 shares. Wolverine Asset Management Lc accumulated 31,982 shares or 0.02% of the stock. Da Davidson invested in 0.01% or 6,660 shares.

Analysts await TD Ameritrade Holding Corporation (NASDAQ:AMTD) to report earnings on October, 23. They expect $0.86 EPS, up 75.51% or $0.37 from last year’s $0.49 per share. AMTD’s profit will be $488.01 million for 17.02 P/E if the $0.86 EPS becomes a reality. After $0.89 actual EPS reported by TD Ameritrade Holding Corporation for the previous quarter, Wall Street now forecasts -3.37% negative EPS growth.

Since February 27, 2018, it had 0 insider purchases, and 3 sales for $1.50 million activity. On Thursday, March 8 MOGLIA JOSEPH H sold $600,000 worth of TD Ameritrade Holding Corporation (NASDAQ:AMTD) or 10,000 shares.

Among 21 analysts covering TD Ameritrade (NYSE:AMTD), 15 have Buy rating, 0 Sell and 6 Hold. Therefore 71% are positive. TD Ameritrade had 101 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was upgraded by Bank of America to “Buy” on Thursday, October 13. Raymond James maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) rating on Friday, July 13. Raymond James has “Outperform” rating and $71 target. The company was maintained on Wednesday, July 20 by Citigroup. Bank of America upgraded the shares of AMTD in report on Wednesday, January 13 to “Buy” rating. The firm has “Buy” rating given on Thursday, July 13 by Buckingham Research. The stock of TD Ameritrade Holding Corporation (NASDAQ:AMTD) earned “Buy” rating by SunTrust on Tuesday, January 23. Barclays Capital maintained the shares of AMTD in report on Thursday, July 12 with “Overweight” rating. Morgan Stanley maintained the stock with “Equal-Weight” rating in Monday, October 23 report. The stock has “Equal-Weight” rating by Morgan Stanley on Tuesday, April 10. The rating was maintained by Morgan Stanley with “Equal-Weight” on Tuesday, July 25.

Investors sentiment decreased to 0.74 in 2018 Q1. Its down 0.03, from 0.77 in 2017Q4. It fall, as 49 investors sold MSFT shares while 1035 reduced holdings. 142 funds opened positions while 665 raised stakes. 5.38 billion shares or 1.45% less from 5.46 billion shares in 2017Q4 were reported. Birinyi Assoc holds 2.1% or 56,531 shares in its portfolio. Veritas Inv Mgmt Limited Liability Partnership holds 11.23% or 961,052 shares in its portfolio. Delta Asset Mgmt Ltd Tn stated it has 7.87% in Microsoft Corporation (NASDAQ:MSFT). Natixis holds 2.09% or 3.73M shares. Ntv Asset Mgmt Ltd Liability Company stated it has 1.58% in Microsoft Corporation (NASDAQ:MSFT). Goldman Sachs Gru has invested 1.25% in Microsoft Corporation (NASDAQ:MSFT). First Citizens Fincl Bank & Tru, North Carolina-based fund reported 141,282 shares. Compass Cap invested in 335,465 shares. Cheviot Value Limited Liability, California-based fund reported 132,109 shares. Jlb & Assoc reported 155,492 shares stake. Mariner Wealth invested in 164,914 shares. Chickasaw Cap Limited Co, a Tennessee-based fund reported 10,925 shares. New York-based Valicenti Advisory Svcs has invested 0.39% in Microsoft Corporation (NASDAQ:MSFT). Goodwin Daniel L stated it has 4,000 shares. Stanley holds 0.1% or 5,017 shares in its portfolio.

Since February 16, 2018, it had 1 buy, and 4 selling transactions for $1.39 million activity. Another trade for 5,400 shares valued at $550,606 was bought by PETERSON SANDRA E.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 32 have Buy rating, 1 Sell and 4 Hold. Therefore 86% are positive. Microsoft Corporation had 208 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Canaccord Genuity with “Buy” on Friday, October 27. Wells Fargo maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, July 20 with “Outperform” rating. Vetr upgraded the stock to “Strong-Buy” rating in Wednesday, September 2 report. The company was maintained on Wednesday, March 21 by William Blair. The stock of Microsoft Corporation (NASDAQ:MSFT) has “Buy” rating given on Friday, October 21 by Nomura. The firm has “Buy” rating by Deutsche Bank given on Wednesday, December 16. As per Friday, July 21, the company rating was maintained by Stifel Nicolaus. The firm has “Buy” rating by Tigress Financial given on Tuesday, November 7. The company was maintained on Friday, July 21 by M Partners. The firm has “Outperform” rating by Cowen & Co given on Tuesday, May 24.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on October, 25. They expect $0.96 earnings per share, up 14.29% or $0.12 from last year’s $0.84 per share. MSFT’s profit will be $7.36 billion for 28.39 P/E if the $0.96 EPS becomes a reality. After $1.13 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -15.04% negative EPS growth.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Seekingalpha.com which released: “I Was Wrong About Microsoft: It’s A Buy” on July 31, 2018, also Nasdaq.com with their article: “Microsoft (MSFT) Slips 0.78% Ahead of Earnings: What To Watch” published on July 18, 2018, Nasdaq.com published: “Noteworthy Friday Option Activity: HIG, IRM, MSFT” on July 27, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Seekingalpha.com and their article: “Sell Microsoft And Don’t Look Back” published on August 08, 2018 as well as Nasdaq.com‘s news article titled: “Microsoft (MSFT) 4th Quarter Earnings: What to Expect” with publication date: July 19, 2018.

Microsoft Corporation (NASDAQ:MSFT) Institutional Positions Chart

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