Capital Wealth Planning Raised Stake in Boeing Co (BA) by $379,730 as Share Price Rose; Wills Financial Group Has Upped Sherwin Williams Co (SHW) Stake

February 21, 2018 - By Stephen Andrade

Wills Financial Group Inc increased its stake in Sherwin Williams Co (SHW) by 69.64% based on its latest 2017Q3 regulatory filing with the SEC. Wills Financial Group Inc bought 1,140 shares as the company’s stock rose 6.75% with the market. The institutional investor held 2,777 shares of the building materials company at the end of 2017Q3, valued at $994,000, up from 1,637 at the end of the previous reported quarter. Wills Financial Group Inc who had been investing in Sherwin Williams Co for a number of months, seems to be bullish on the $37.75B market cap company. The stock increased 1.76% or $7 during the last trading session, reaching $403.67. About 278,537 shares traded. The Sherwin-Williams Company (NYSE:SHW) has risen 15.27% since February 21, 2017 and is uptrending. It has underperformed by 1.43% the S&P500.

Capital Wealth Planning Llc increased its stake in Boeing Co (BA) by 97.71% based on its latest 2017Q3 regulatory filing with the SEC. Capital Wealth Planning Llc bought 1,495 shares as the company’s stock rose 4.66% with the market. The institutional investor held 3,025 shares of the aerospace company at the end of 2017Q3, valued at $769,000, up from 1,530 at the end of the previous reported quarter. Capital Wealth Planning Llc who had been investing in Boeing Co for a number of months, seems to be bullish on the $211.58 billion market cap company. The stock increased 1.75% or $6.18 during the last trading session, reaching $359.53. About 2.42M shares traded. The Boeing Company (NYSE:BA) has risen 41.13% since February 21, 2017 and is uptrending. It has outperformed by 24.43% the S&P500.

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. Bouchey Finance Grp Ltd holds 0.06% of its portfolio in The Boeing Company (NYSE:BA) for 789 shares. Oak Ridge Investments Limited Liability Corporation reported 0.03% in The Boeing Company (NYSE:BA). Budros Ruhlin & Roe Inc has 1,219 shares for 0.09% of their portfolio. Bingham Osborn Scarborough Ltd Liability Com has 0.03% invested in The Boeing Company (NYSE:BA). Barbara Oil reported 3.95% of its portfolio in The Boeing Company (NYSE:BA). Winslow Asset Management invested in 0.05% or 1,000 shares. Tru Inv Advsr stated it has 1.11% in The Boeing Company (NYSE:BA). Amarillo Bank & Trust invested in 0.43% or 4,948 shares. Fred Alger owns 0.02% invested in The Boeing Company (NYSE:BA) for 18,101 shares. Tower Capital Ltd Liability Corp (Trc) owns 0.12% invested in The Boeing Company (NYSE:BA) for 5,779 shares. Payden And Rygel reported 73,300 shares. Moreover, Stock Yards Bancorp Tru Comm has 1.82% invested in The Boeing Company (NYSE:BA). Centurylink Inv Management Co holds 0.3% in The Boeing Company (NYSE:BA) or 3,684 shares. Livingston Group Asset Mgmt (Operating As Southport Cap Management) reported 1,703 shares. Beech Hill Advsrs reported 2.43% stake.

Since February 8, 2018, it had 0 buys, and 1 insider sale for $12.17 million activity.

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. The stock has “Sector Perform” rating by RBC Capital Markets on Thursday, October 22. The company was downgraded on Friday, February 12 by JP Morgan. The rating was maintained by Barclays Capital with “Overweight” on Thursday, October 6. The firm earned “Sector Perform” rating on Thursday, July 27 by RBC Capital Markets. The rating was initiated by Morgan Stanley on Thursday, June 23 with “Overweight”. The firm earned “Sector Perform” rating on Thursday, April 28 by RBC Capital Markets. The stock has “Hold” rating by Wells Fargo on Wednesday, September 20. The firm has “Hold” rating given on Friday, April 28 by Credit Suisse. Canaccord Genuity maintained The Boeing Company (NYSE:BA) on Wednesday, July 26 with “Hold” rating. RBC Capital Markets maintained the shares of BA in report on Friday, October 6 with “Hold” rating.

Capital Wealth Planning Llc, which manages about $380.53 million and $126.95 million US Long portfolio, decreased its stake in United Parcel Service Inc (NYSE:UPS) by 21,125 shares to 86,756 shares, valued at $10.42 million in 2017Q3, according to the filing. It also reduced its holding in Intel Corp (NASDAQ:INTC) by 421,258 shares in the quarter, leaving it with 5,621 shares, and cut its stake in Chevron Corp (NYSE:CVX).

Investors sentiment decreased to 1.21 in 2017 Q3. Its down 0.01, from 1.22 in 2017Q2. It dived, as 60 investors sold SHW shares while 210 reduced holdings. 80 funds opened positions while 247 raised stakes. 69.43 million shares or 2.00% more from 68.06 million shares in 2017Q2 were reported. Bp Public Ltd Liability Corporation has invested 0.21% in The Sherwin-Williams Company (NYSE:SHW). Waratah Cap Advsr accumulated 0.29% or 6,394 shares. Ubs Oconnor Lc stated it has 0.19% of its portfolio in The Sherwin-Williams Company (NYSE:SHW). Cap Guardian Tru reported 22 shares or 0% of all its holdings. Hightower Advisors Limited Liability Corp reported 22,769 shares. Fin reported 12 shares. Susquehanna Interest Group Inc Limited Liability Partnership holds 0% in The Sherwin-Williams Company (NYSE:SHW) or 12,095 shares. Everence Cap Inc invested in 2,820 shares. Price T Rowe Associate Md reported 0.08% of its portfolio in The Sherwin-Williams Company (NYSE:SHW). Plante Moran Advisors Limited Company holds 762 shares. Torray Ltd Liability Corporation reported 1.75% of its portfolio in The Sherwin-Williams Company (NYSE:SHW). Copeland Cap Mngmt stated it has 0.74% of its portfolio in The Sherwin-Williams Company (NYSE:SHW). Bnp Paribas Asset Mngmt reported 20,140 shares or 0.06% of all its holdings. First Quadrant LP Ca holds 0.01% of its portfolio in The Sherwin-Williams Company (NYSE:SHW) for 800 shares. State Of Tennessee Treasury Department reported 35,786 shares.

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