Montrusco Bolton Investments Boosted Position in Td Ameritrade Hldg (AMTD) by $328,608 as Share Price Declined; Ipswich Investment Management Co Trimmed Its General Electric Co (GE) Stake by $1.77 Million as Share Value Declined

January 20, 2018 - By Louis Casey

Ipswich Investment Management Co decreased its stake in General Electric Co (GE) by 35.47% based on its latest 2017Q3 regulatory filing with the SEC. Ipswich Investment Management Co sold 73,685 shares as the company’s stock declined 7.64% while stock markets rallied. The institutional investor held 134,076 shares of the consumer electronics and appliances company at the end of 2017Q3, valued at $3.24 million, down from 207,761 at the end of the previous reported quarter. Ipswich Investment Management Co who had been investing in General Electric Co for a number of months, seems to be less bullish one the $141.01B market cap company. The stock decreased 3.04% or $0.51 during the last trading session, reaching $16.26. About 214.95M shares traded or 136.20% up from the average. General Electric Company (NYSE:GE) has declined 4.46% since January 20, 2017 and is downtrending. It has underperformed by 21.16% the S&P500.

Montrusco Bolton Investments Inc increased its stake in Td Ameritrade Hldg Corp (AMTD) by 1.79% based on its latest 2017Q3 regulatory filing with the SEC. Montrusco Bolton Investments Inc bought 6,846 shares as the company’s stock declined 15.13% while stock markets rallied. The institutional investor held 388,380 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $18.90 million, up from 381,534 at the end of the previous reported quarter. Montrusco Bolton Investments Inc who had been investing in Td Ameritrade Hldg Corp for a number of months, seems to be bullish on the $31.28 billion market cap company. The stock increased 0.38% or $0.21 during the last trading session, reaching $55.17. About 2.94M shares traded or 34.20% up from the average. TD Ameritrade Holding Corporation (NYSE:AMTD) has risen 21.10% since January 20, 2017 and is uptrending. It has outperformed by 4.40% the S&P500.

Investors sentiment increased to 1.09 in 2017 Q3. Its up 0.04, from 1.05 in 2017Q2. It improved, as 27 investors sold AMTD shares while 81 reduced holdings. 35 funds opened positions while 83 raised stakes. 485.17 million shares or 1.58% more from 477.60 million shares in 2017Q2 were reported. Millennium Limited Liability Corporation owns 561,249 shares or 0.04% of their US portfolio. Boston Partners reported 2.93 million shares. Amp Cap Investors holds 0.04% of its portfolio in TD Ameritrade Holding Corporation (NASDAQ:AMTD) for 150,286 shares. Baillie Gifford & Co, a United Kingdom-based fund reported 14.26 million shares. Nuveen Asset Management Limited Liability Company holds 524,369 shares. Riverpark Management Lc has invested 2.36% in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Moreover, Valley National Advisers Inc has 0.05% invested in TD Ameritrade Holding Corporation (NASDAQ:AMTD) for 3,259 shares. Select Equity Group LP stated it has 276,235 shares. Aperio Lc has 84,752 shares. Wright Invsts Serv Incorporated owns 0.24% invested in TD Ameritrade Holding Corporation (NASDAQ:AMTD) for 13,574 shares. Jane Street Gp has 0.01% invested in TD Ameritrade Holding Corporation (NASDAQ:AMTD) for 70,628 shares. Hightower Advsrs Ltd Llc reported 47,592 shares. Price T Rowe Assoc Md reported 68.17M shares. Lombard Odier Asset Management (Switzerland) Sa invested in 5,126 shares or 0.02% of the stock. The Massachusetts-based Cadence Cap Mngmt Ltd has invested 0.09% in TD Ameritrade Holding Corporation (NASDAQ:AMTD).

Among 18 analysts covering TD Ameritrade (NYSE:AMTD), 8 have Buy rating, 0 Sell and 10 Hold. Therefore 44% are positive. TD Ameritrade had 70 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of TD Ameritrade Holding Corporation (NASDAQ:AMTD) has “Buy” rating given on Wednesday, September 9 by Deutsche Bank. The firm has “Neutral” rating by Bank of America given on Wednesday, October 25. Wood maintained it with “” rating and $38 target in Wednesday, October 7 report. The company was maintained on Monday, October 23 by Morgan Stanley. Morgan Stanley maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Thursday, October 5 with “Equal-Weight” rating. Morgan Stanley initiated TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Monday, September 26 with “Equal-Weight” rating. Deutsche Bank maintained the shares of AMTD in report on Thursday, June 16 with “Buy” rating. Keefe Bruyette & Woods maintained the shares of AMTD in report on Tuesday, October 10 with “Hold” rating. The stock of TD Ameritrade Holding Corporation (NASDAQ:AMTD) has “Neutral” rating given on Monday, March 13 by UBS. The firm has “Buy” rating given on Thursday, July 13 by Buckingham Research.

Since September 14, 2017, it had 1 insider buy, and 1 sale for $399.33 million activity. TD Luxembourg International Holdings S.a r.l. bought $400.00M worth of stock.

Montrusco Bolton Investments Inc, which manages about $6.00 billion and $1.89B US Long portfolio, decreased its stake in Klondex Mns Ltd by 674,154 shares to 1.49M shares, valued at $5.40M in 2017Q3, according to the filing. It also reduced its holding in Alphabet Inc by 758 shares in the quarter, leaving it with 25,300 shares, and cut its stake in Costco Whsl Corp New (NASDAQ:COST).

Among 27 analysts covering General Electric Company (NYSE:GE), 10 have Buy rating, 5 Sell and 12 Hold. Therefore 37% are positive. General Electric Company had 82 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Sunday, December 10 by Stifel Nicolaus. As per Thursday, December 28, the company rating was maintained by Tigress Financial. The firm earned “Buy” rating on Monday, October 10 by . The stock of General Electric Company (NYSE:GE) earned “Underperform” rating by Oppenheimer on Tuesday, October 24. The company was maintained on Monday, July 17 by Morgan Stanley. The stock of General Electric Company (NYSE:GE) earned “Buy” rating by Stifel Nicolaus on Monday, October 19. RBC Capital Markets maintained General Electric Company (NYSE:GE) rating on Monday, January 25. RBC Capital Markets has “Outperform” rating and $33 target. The firm earned “Underweight” rating on Monday, October 23 by Morgan Stanley. As per Thursday, May 12, the company rating was initiated by JP Morgan. The rating was maintained by S&P Research with “Buy” on Wednesday, October 14.

Investors sentiment decreased to 0.69 in Q3 2017. Its down 0.10, from 0.79 in 2017Q2. It turned negative, as 112 investors sold GE shares while 818 reduced holdings. 118 funds opened positions while 525 raised stakes. 4.70 billion shares or 1.82% more from 4.61 billion shares in 2017Q2 were reported. Garrison holds 1.39% or 102,333 shares in its portfolio. Fincl Prtn Capital Management stated it has 0.84% in General Electric Company (NYSE:GE). Lathrop Investment Mgmt stated it has 439,757 shares or 3.39% of all its holdings. Berkshire Asset Mngmt Lc Pa holds 2.59% or 958,533 shares. Philadelphia Company stated it has 46,880 shares or 0.09% of all its holdings. Money Mngmt Limited Liability holds 94,052 shares. Whittier Tru Co Of Nevada accumulated 616,262 shares. Birinyi Assoc holds 0.36% in General Electric Company (NYSE:GE) or 31,360 shares. Patten Patten Incorporated Tn stated it has 587,951 shares. Schaper Benz And Wise Invest Counsel Wi owns 257,754 shares. Glg Limited has 430,795 shares for 0.68% of their portfolio. Kenmare Prtn Ltd Liability holds 136,600 shares or 4.09% of its portfolio. Royal Bank & Trust Of Canada invested 0.46% of its portfolio in General Electric Company (NYSE:GE). Dynamic Advisors Solutions stated it has 166,770 shares. Welch Group Incorporated Ltd Liability Corp has invested 0.05% in General Electric Company (NYSE:GE).

Since August 8, 2017, it had 2 buys, and 1 sale for $4.48 million activity. The insider TISCH JAMES S bought 100,000 shares worth $2.46M. 103,983 shares valued at $2.66M were bought by Flannery John Leonard on Tuesday, August 8.

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