Mastercard (MA) Shareholder Fiduciary Financial Services Of The Southwest Raised Position; Coldstream Capital Management Trimmed Stake in Microsoft (MSFT) as Stock Rose

May 22, 2018 - By Ash

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Coldstream Capital Management Inc decreased its stake in Microsoft Corp (MSFT) by 6.64% based on its latest 2017Q4 regulatory filing with the SEC. Coldstream Capital Management Inc sold 47,423 shares as the company’s stock rose 4.63% while stock markets declined. The hedge fund held 667,042 shares of the prepackaged software company at the end of 2017Q4, valued at $57.06 million, down from 714,465 at the end of the previous reported quarter. Coldstream Capital Management Inc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $749.88 billion market cap company. The stock increased 1.29% or $1.24 during the last trading session, reaching $97.6. About 14.34 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since May 22, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Fiduciary Financial Services Of The Southwest Inc increased its stake in Mastercard Incorporated (MA) by 14.72% based on its latest 2017Q4 regulatory filing with the SEC. Fiduciary Financial Services Of The Southwest Inc bought 3,085 shares as the company’s stock rose 14.37% while stock markets declined. The institutional investor held 24,038 shares of the business services company at the end of 2017Q4, valued at $3.64M, up from 20,953 at the end of the previous reported quarter. Fiduciary Financial Services Of The Southwest Inc who had been investing in Mastercard Incorporated for a number of months, seems to be bullish on the $199.61 billion market cap company. The stock increased 0.42% or $0.8 during the last trading session, reaching $191.2. About 2.63M shares traded. Mastercard Incorporated (NYSE:MA) has risen 54.12% since May 22, 2017 and is uptrending. It has outperformed by 42.57% the S&P500.

Investors sentiment decreased to 0.77 in 2017 Q4. Its down 0.06, from 0.83 in 2017Q3. It is negative, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Summit Strategies stated it has 9,053 shares. Flippin Bruce Porter, Virginia-based fund reported 115,087 shares. Lafleur & Godfrey owns 87,377 shares or 1.84% of their US portfolio. Hartwell J M Ltd Partnership invested in 430,839 shares or 6.92% of the stock. Picton Mahoney Asset Mgmt reported 0.84% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Altfest L J has invested 1.9% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Principal Gp owns 1.28% invested in Microsoft Corporation (NASDAQ:MSFT) for 16.26M shares. Lourd Capital Llc has invested 0.21% in Microsoft Corporation (NASDAQ:MSFT). 162,103 are owned by Brown Advisory Limited Liability. Markel holds 312,000 shares. Baxter Bros accumulated 5.44% or 232,122 shares. Ashfield Capital Ptnrs Lc holds 3.25% in Microsoft Corporation (NASDAQ:MSFT) or 295,002 shares. Brandes Inv Ptnrs Limited Partnership owns 942,973 shares. Marathon Trading Inv Ltd Liability holds 11,873 shares or 0.03% of its portfolio. Seaward Mgmt Limited Partnership owns 238,422 shares.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on July, 19. They expect $1.08 EPS, up 10.20% or $0.10 from last year’s $0.98 per share. MSFT’s profit will be $8.30 billion for 22.59 P/E if the $1.08 EPS becomes a reality. After $0.95 actual EPS reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts 13.68% EPS growth.

Since February 16, 2018, it had 0 insider purchases, and 3 sales for $930,912 activity.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: 247Wallst.com which released: “Microsoft Catches Amazon as Second Most Valuable Company” on April 25, 2018, also Seekingalpha.com with their article: “Microsoft Building Trust Along With IoT And AI” published on May 10, 2018, Seekingalpha.com published: “Baidu’s AI Drive Hits Speed Bump With COO Departure” on May 21, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Investorplace.com and their article: “3 Stocks to Watch on Thursday: Booking Holdings Inc (BKNG), Microsoft Corporation (MSFT) and Qualcomm, Inc …” published on May 10, 2018 as well as Seekingalpha.com‘s news article titled: “Alphabet: Has Google’s Growth Slowed?” with publication date: May 21, 2018.

Coldstream Capital Management Inc, which manages about $1.42B and $921.74 million US Long portfolio, upped its stake in Ishares Inc (HEEM) by 84,934 shares to 898,203 shares, valued at $23.80M in 2017Q4, according to the filing. It also increased its holding in Ishares Inc (IEMG) by 12,841 shares in the quarter, for a total of 84,638 shares, and has risen its stake in Costco Whsl Corp New (NASDAQ:COST).

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 31 have Buy rating, 1 Sell and 5 Hold. Therefore 84% are positive. Microsoft Corporation had 185 analyst reports since July 22, 2015 according to SRatingsIntel. Jefferies maintained Microsoft Corporation (NASDAQ:MSFT) on Monday, September 25 with “Sell” rating. The company was maintained on Sunday, September 17 by Cowen & Co. The firm has “Buy” rating given on Monday, August 29 by UBS. The rating was maintained by BMO Capital Markets with “Buy” on Wednesday, January 31. The rating was maintained by Nomura with “Buy” on Friday, October 21. The firm has “Buy” rating by FBR Capital given on Thursday, September 3. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Buy” rating by Cowen & Co on Tuesday, October 31. The firm has “Strong Buy” rating given on Monday, November 30 by Raymond James. As per Thursday, February 1, the company rating was maintained by Bernstein. The stock has “Buy” rating by UBS on Friday, December 8.

Investors sentiment increased to 0.91 in Q4 2017. Its up 0.02, from 0.89 in 2017Q3. It improved, as 46 investors sold MA shares while 492 reduced holdings. 131 funds opened positions while 356 raised stakes. 764.78 million shares or 1.94% less from 779.91 million shares in 2017Q3 were reported. Ycg Limited Liability Corporation, Texas-based fund reported 201,903 shares. Impax Asset Mngmt Ltd Liability Corp, a New Hampshire-based fund reported 8,783 shares. Guild Mgmt holds 27,460 shares or 3.9% of its portfolio. Stephens Mngmt Ltd Company has invested 0% of its portfolio in Mastercard Incorporated (NYSE:MA). Peoples Fincl Svcs holds 1.64% in Mastercard Incorporated (NYSE:MA) or 19,800 shares. 14,943 are owned by Ingalls And Snyder Lc. Carroll Financial Assoc reported 0.01% stake. Delta Asset Mngmt Limited Liability Com Tn stated it has 0.01% in Mastercard Incorporated (NYSE:MA). Boston Family Office Ltd Limited Liability Company invested in 1,674 shares. Banque Pictet Cie owns 211,239 shares. Alyeska Invest Gru Incorporated Lp reported 0.49% stake. Sumitomo Mitsui Asset Mgmt has invested 1.02% in Mastercard Incorporated (NYSE:MA). North Carolina-based Sterling Capital Ltd has invested 0% in Mastercard Incorporated (NYSE:MA). Riverpoint Capital Ltd Liability Corp has 4,499 shares for 0.04% of their portfolio. Waddell And Reed Fincl reported 3.75 million shares or 1.26% of all its holdings.

More notable recent Mastercard Incorporated (NYSE:MA) news were published by: Seekingalpha.com which released: “By The Numbers: Should You Buy Mastercard Stock?” on April 26, 2018, also Seekingalpha.com with their article: “Mastercard jumps after revenue guidance lift” published on May 02, 2018, Seekingalpha.com published: “Oakmark Global Select Fund: Q1 2018” on April 23, 2018. More interesting news about Mastercard Incorporated (NYSE:MA) were released by: Seekingalpha.com and their article: “Mastercard: Is It Overvalued?” published on May 16, 2018 as well as Seekingalpha.com‘s news article titled: “Mastercard’s Network Effect Insurmountable” with publication date: April 24, 2018.

Among 40 analysts covering Mastercard Incorporated (NYSE:MA), 35 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated had 131 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Mastercard Incorporated (NYSE:MA) has “Buy” rating given on Thursday, December 15 by Bank of America. Bank of America downgraded the shares of MA in report on Thursday, February 11 to “Neutral” rating. Guggenheim upgraded the shares of MA in report on Monday, September 11 to “Buy” rating. Cowen & Co maintained it with “Buy” rating and $170.0 target in Tuesday, October 31 report. The rating was maintained by Oppenheimer with “Buy” on Thursday, July 27. On Wednesday, November 1 the stock rating was maintained by KeyBanc Capital Markets with “Buy”. The stock of Mastercard Incorporated (NYSE:MA) has “Buy” rating given on Friday, September 11 by Citigroup. The firm has “Top Pick” rating by RBC Capital Markets given on Wednesday, February 1. Loop Capital initiated the shares of MA in report on Wednesday, February 15 with “Buy” rating. The firm has “Outperform” rating by Oppenheimer given on Thursday, January 25.

Mastercard Incorporated (NYSE:MA) Institutional Positions Chart

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