Exxon Mobil (XOM) Stake Maintained by Patten Group Inc; First National Trust Co Holds Position in Unitedhealth Group (UNH)

February 21, 2018 - By Henry Gaston

Patten Group Inc increased its stake in Exxon Mobil Corp (XOM) by 956.21% based on its latest 2017Q3 regulatory filing with the SEC. Patten Group Inc bought 342,331 shares as the company’s stock rose 0.21% with the market. The institutional investor held 378,132 shares of the integrated oil company at the end of 2017Q3, valued at $2.82M, up from 35,801 at the end of the previous reported quarter. Patten Group Inc who had been investing in Exxon Mobil Corp for a number of months, seems to be bullish on the $321.10B market cap company. The stock decreased 1.03% or $0.79 during the last trading session, reaching $75.75. About 13.39M shares traded or 1.64% up from the average. Exxon Mobil Corporation (NYSE:XOM) has declined 9.08% since February 21, 2017 and is downtrending. It has underperformed by 25.78% the S&P500.

First National Trust Co increased its stake in Unitedhealth Group Inc (UNH) by 9.29% based on its latest 2017Q3 regulatory filing with the SEC. First National Trust Co bought 3,187 shares as the company’s stock rose 9.50% with the market. The institutional investor held 37,476 shares of the medical specialities company at the end of 2017Q3, valued at $7.34 million, up from 34,289 at the end of the previous reported quarter. First National Trust Co who had been investing in Unitedhealth Group Inc for a number of months, seems to be bullish on the $219.33 billion market cap company. The stock decreased 1.18% or $2.71 during the last trading session, reaching $226.66. About 3.17M shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.76% since February 21, 2017 and is uptrending. It has outperformed by 16.06% the S&P500.

Investors sentiment is 0.85 in Q3 2017. Its the same as in 2017Q2. It is without change, as 57 investors sold XOM shares while 806 reduced holdings. only 114 funds opened positions while 621 raised stakes. 2.13 billion shares or 0.48% more from 2.12 billion shares in 2017Q2 were reported. Cim Lc holds 5,360 shares or 0.18% of its portfolio. Ruane Cunniff & Goldfarb Incorporated owns 33,128 shares. Laurion Cap Mgmt Ltd Partnership accumulated 74,300 shares or 0.03% of the stock. Johnson Group Inc has invested 0.81% in Exxon Mobil Corporation (NYSE:XOM). Dean Limited Liability Corporation has invested 1.2% in Exxon Mobil Corporation (NYSE:XOM). Professional Advisory Ser Incorporated reported 13,512 shares. Saratoga Rech & Mngmt reported 2,098 shares or 0.1% of all its holdings. Private Capital Advsrs stated it has 41,619 shares. Waters Parkerson & Limited invested in 3.1% or 428,183 shares. Bluefin Trading Limited Liability Company has 16,071 shares. Lenox Wealth has 0.07% invested in Exxon Mobil Corporation (NYSE:XOM) for 2,428 shares. Welch & Forbes Ltd Liability Corp reported 1.89% stake. Intersect Limited Liability Company has invested 0.26% in Exxon Mobil Corporation (NYSE:XOM). Kemper Master Retirement reported 60,942 shares. Cape Cod Five Cents Bancorp reported 1.78% of its portfolio in Exxon Mobil Corporation (NYSE:XOM).

Patten Group Inc, which manages about $247.19M US Long portfolio, decreased its stake in Vanguard Growth Etf (VUG) by 3,938 shares to 1,187 shares, valued at $456,000 in 2017Q3, according to the filing. It also reduced its holding in Regions Financial Corp (NYSE:RF) by 57,501 shares in the quarter, leaving it with 2,156 shares, and cut its stake in Enbridge Energy Partners Lp (NYSE:EEP).

Among 26 analysts covering Exxon Mobil (NYSE:XOM), 9 have Buy rating, 7 Sell and 10 Hold. Therefore 35% are positive. Exxon Mobil had 88 analyst reports since July 22, 2015 according to SRatingsIntel. Citigroup maintained Exxon Mobil Corporation (NYSE:XOM) on Wednesday, August 19 with “Hold” rating. The firm has “Hold” rating by BMO Capital Markets given on Monday, June 26. The firm earned “Hold” rating on Thursday, August 24 by Piper Jaffray. The stock of Exxon Mobil Corporation (NYSE:XOM) has “Neutral” rating given on Monday, February 5 by Credit Suisse. Cowen & Co maintained the stock with “Buy” rating in Friday, July 28 report. The firm has “Reduce” rating given on Tuesday, November 7 by HSBC. The rating was upgraded by UBS on Wednesday, September 6 to “Neutral”. The stock of Exxon Mobil Corporation (NYSE:XOM) earned “Equal-Weight” rating by Barclays Capital on Monday, October 12. The firm has “Market Perform” rating given on Wednesday, January 11 by Wells Fargo. The stock has “Long-Term Buy” rating by Hilliard Lyons on Wednesday, June 7.

Since September 18, 2017, it had 0 insider purchases, and 5 insider sales for $5.23 million activity. The insider Franklin Robert Stuart sold 22,656 shares worth $1.81 million. Chapman Neil A had sold 12,000 shares worth $996,628 on Thursday, December 14. Wascom Dennis G sold 2,412 shares worth $200,293. 19,500 shares were sold by Corson Bradley W, worth $1.62 million on Monday, December 11.

Investors sentiment decreased to 0.91 in Q3 2017. Its down 0.11, from 1.02 in 2017Q2. It dived, as 46 investors sold UNH shares while 524 reduced holdings. 112 funds opened positions while 408 raised stakes. 810.94 million shares or 0.66% less from 816.36 million shares in 2017Q2 were reported. Heritage Mngmt Corp invested in 0.27% or 21,185 shares. Gofen & Glossberg Ltd Llc Il has 4,946 shares. Putnam holds 2.04M shares. Bluemountain Capital Mgmt Ltd Liability Co invested in 0.21% or 52,270 shares. Csu Producer Resources holds 5.93% or 6,400 shares in its portfolio. Hudson Bay Capital Ltd Partnership reported 0.24% stake. Natl Bank Of Montreal Can stated it has 1.47 million shares or 0.26% of all its holdings. Denver Investment Advisors Limited Liability Com holds 0.03% or 3,059 shares. Farmers accumulated 1,162 shares or 0.08% of the stock. Wealthfront Inc has 42,331 shares. The United Kingdom-based Glg Prns Ltd Partnership has invested 0.05% in UnitedHealth Group Incorporated (NYSE:UNH). First Advisors LP stated it has 318,881 shares or 0.16% of all its holdings. Doheny Asset Mgmt Ca holds 1,154 shares. Comerica Bancshares reported 0.42% stake. Kingdon Cap owns 63,358 shares.

Among 26 analysts covering UnitedHealth Group (NYSE:UNH), 26 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. UnitedHealth Group had 79 analyst reports since September 2, 2015 according to SRatingsIntel. UBS maintained the stock with “Buy” rating in Wednesday, July 19 report. RBC Capital Markets maintained UnitedHealth Group Incorporated (NYSE:UNH) rating on Wednesday, July 19. RBC Capital Markets has “Buy” rating and $21200 target. RBC Capital Markets maintained the stock with “Buy” rating in Saturday, September 23 report. The firm earned “Buy” rating on Monday, June 26 by RBC Capital Markets. The stock has “Buy” rating by Jefferies on Tuesday, November 28. Morgan Stanley maintained the shares of UNH in report on Thursday, August 17 with “Overweight” rating. The rating was maintained by Leerink Swann on Wednesday, October 18 with “Buy”. Oppenheimer maintained the stock with “Buy” rating in Friday, July 7 report. The firm earned “Overweight” rating on Wednesday, October 18 by Morgan Stanley. The firm has “Outperform” rating given on Wednesday, July 20 by RBC Capital Markets.

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