Neumeier Poma Investment Counsel Has Upped Comfort Systems Usa (FIX) Position; Mckesson (MCK) Holding Has Lifted by Ftb Advisors Inc

June 13, 2018 - By Winifred Garcia

Comfort Systems USA, Inc. (NYSE:FIX) Logo

Neumeier Poma Investment Counsel Llc increased its stake in Comfort Systems Usa Inc. (FIX) by 0.94% based on its latest 2018Q1 regulatory filing with the SEC. Neumeier Poma Investment Counsel Llc bought 9,160 shares as the company’s stock rose 9.42% while stock markets declined. The institutional investor held 980,575 shares of the capital goods company at the end of 2018Q1, valued at $40.45 million, up from 971,415 at the end of the previous reported quarter. Neumeier Poma Investment Counsel Llc who had been investing in Comfort Systems Usa Inc. for a number of months, seems to be bullish on the $1.76B market cap company. The stock decreased 0.94% or $0.45 during the last trading session, reaching $47.45. About 94,780 shares traded. Comfort Systems USA, Inc. (NYSE:FIX) has risen 33.09% since June 13, 2017 and is uptrending. It has outperformed by 20.52% the S&P500. Some Historical FIX News: 26/04/2018 – COMFORT SYSTEMS BOOSTS QTR DIV. TO 8C/SHR FROM 7.5C, EST 8C; 26/04/2018 – Comfort Systems USA 1Q EPS 44c; 19/04/2018 – Comfort Systems USA Extends Debt Facility; 19/04/2018 – COMFORT SYSTEMS USA INC – AMENDED EXISTING SENIOR DEBT FACILITY TO INCREASE CREDIT COMMITMENT AMOUNT TO $400 MLN, EXTEND TERM TO APRIL 18, 2023; 26/04/2018 – COMFORT SYSTEMS USA 1Q REV. $464.9M, EST. $441.8M; 26/04/2018 – COMFORT SYSTEMS USA INC – BACKLOG AS OF MARCH 31, 2018 WAS $1.08 BLN AS COMPARED TO $948.4 MLN AS OF DECEMBER 31, 2017; 06/04/2018 – Comfort Systems USA Names William J. Sandbrook to Board; 06/04/2018 Comfort Systems Announces New Board Member; 26/04/2018 – Comfort Systems USA Increases Qtrly Div; 26/04/2018 – Comfort Systems USA Raises Dividend to 8c

Ftb Advisors Inc increased its stake in Mckesson Corp (MCK) by 8.25% based on its latest 2018Q1 regulatory filing with the SEC. Ftb Advisors Inc bought 2,688 shares as the company’s stock declined 5.64% with the market. The institutional investor held 35,267 shares of the other pharmaceuticals company at the end of 2018Q1, valued at $4.98M, up from 32,579 at the end of the previous reported quarter. Ftb Advisors Inc who had been investing in Mckesson Corp for a number of months, seems to be bullish on the $30.21 billion market cap company. The stock increased 2.73% or $3.98 during the last trading session, reaching $149.52. About 3.15 million shares traded or 78.11% up from the average. McKesson Corporation (NYSE:MCK) has declined 10.19% since June 13, 2017 and is downtrending. It has underperformed by 22.76% the S&P500. Some Historical MCK News: 25/04/2018 – MCKESSON CORP MCK.N REAFFIRMS FY 2018 ADJUSTED SHR VIEW $12.50 TO $12.80; 24/05/2018 – McKesson 4Q Loss $1.15B

Among 22 analysts covering McKesson Corporation (NYSE:MCK), 12 have Buy rating, 1 Sell and 9 Hold. Therefore 55% are positive. McKesson Corporation had 84 analyst reports since July 31, 2015 according to SRatingsIntel. The rating was initiated by UBS on Thursday, October 6 with “Neutral”. Leerink Swann maintained the stock with “Hold” rating in Monday, April 24 report. The rating was maintained by Mizuho on Tuesday, May 30 with “Hold”. The firm has “Sell” rating given on Monday, December 18 by Credit Suisse. The firm earned “Underperform” rating on Wednesday, November 23 by Credit Suisse. The stock has “Neutral” rating by Mizuho on Tuesday, January 3. The firm has “Buy” rating by Mizuho given on Wednesday, November 9. The firm has “Buy” rating by Robert W. Baird given on Wednesday, January 17. On Thursday, January 5 the stock rating was downgraded by JP Morgan to “Neutral”. The firm has “Outperform” rating by Cowen & Co given on Tuesday, October 10.

Since December 14, 2017, it had 0 insider buys, and 2 insider sales for $334,327 activity. Shares for $10.40M were sold by HAMMERGREN JOHN H.

More recent McKesson Corporation (NYSE:MCK) news were published by: Seekingalpha.com which released: “McKesson Corporation 2018 Q4 – Results – Earnings Call Slides” on May 25, 2018. Also Seekingalpha.com published the news titled: “UPS – A Stock For Your Watchlist” on June 11, 2018. Bizjournals.com‘s news article titled: “Pharmaceutical distributor to lay off 126 workers” with publication date: June 04, 2018 was also an interesting one.

Ftb Advisors Inc, which manages about $3.88B and $1.03 billion US Long portfolio, decreased its stake in Flex Ltd (NASDAQ:FLEX) by 26,842 shares to 348 shares, valued at $6,000 in 2018Q1, according to the filing. It also reduced its holding in Lowes Cos Inc (NYSE:LOW) by 6,246 shares in the quarter, leaving it with 69,998 shares, and cut its stake in Ishares Iboxx Usd High Yield (HYG).

Investors sentiment increased to 0.9 in 2018 Q1. Its up 0.11, from 0.79 in 2017Q4. It is positive, as 73 investors sold MCK shares while 263 reduced holdings. 73 funds opened positions while 230 raised stakes. 178.18 million shares or 0.22% more from 177.79 million shares in 2017Q4 were reported. The Texas-based Exxonmobil Investment Tx has invested 0.13% in McKesson Corporation (NYSE:MCK). Commonwealth Of Pennsylvania School Empls Retrmt Systems owns 18,463 shares. Sterling Cap Mgmt owns 383,390 shares for 0.51% of their portfolio. 75,728 were reported by Affinity Inv Advsrs Limited Com. Dowling & Yahnke Ltd Liability holds 0.04% or 3,152 shares. Janney Montgomery Scott Ltd Liability Company reported 0.03% of its portfolio in McKesson Corporation (NYSE:MCK). Utah Retirement holds 0.12% of its portfolio in McKesson Corporation (NYSE:MCK) for 38,391 shares. Germany-based Commerzbank Aktiengesellschaft Fi has invested 0.01% in McKesson Corporation (NYSE:MCK). Livforsakringsbolaget Skandia Omsesidigt reported 0.01% stake. Daiwa Secs Grp Inc Inc reported 26,959 shares stake. Fjarde Ap reported 58,845 shares. Blb&B Advsr Ltd Liability Co reported 0.05% of its portfolio in McKesson Corporation (NYSE:MCK). Plante Moran Fin Advsrs reported 0.02% of its portfolio in McKesson Corporation (NYSE:MCK). Robeco Institutional Asset Mgmt Bv holds 0.33% of its portfolio in McKesson Corporation (NYSE:MCK) for 501,791 shares. Moreover, Kensico Mngmt has 1.06% invested in McKesson Corporation (NYSE:MCK) for 425,000 shares.

Investors sentiment increased to 1.41 in 2018 Q1. Its up 0.32, from 1.09 in 2017Q4. It is positive, as 10 investors sold FIX shares while 56 reduced holdings. 28 funds opened positions while 65 raised stakes. 33.16 million shares or 1.36% less from 33.62 million shares in 2017Q4 were reported. Parkside Retail Bank & owns 33 shares or 0% of their US portfolio. Tiaa Cref Invest Mngmt Ltd Liability owns 226,980 shares for 0.01% of their portfolio. Wedge Capital Mngmt L Limited Partnership Nc has 0.01% invested in Comfort Systems USA, Inc. (NYSE:FIX). Hsbc Public Limited Com holds 5,789 shares. 26,509 are held by Etrade Capital Mngmt Limited Liability Co. Sg Americas Securities Limited Liability Company reported 4,748 shares. Invesco Ltd accumulated 119,097 shares or 0% of the stock. Barclays Plc holds 0% of its portfolio in Comfort Systems USA, Inc. (NYSE:FIX) for 15,924 shares. Art Advsrs holds 0.03% or 15,807 shares. Schwab Charles Mgmt holds 281,562 shares or 0.01% of its portfolio. Stratos Wealth Partners Limited invested in 0% or 44 shares. American stated it has 0% of its portfolio in Comfort Systems USA, Inc. (NYSE:FIX). Wisconsin-based Dana Advsrs has invested 0.1% in Comfort Systems USA, Inc. (NYSE:FIX). Strs Ohio owns 25,100 shares for 0% of their portfolio. The Virginia-based Virginia Retirement System Et Al has invested 0.03% in Comfort Systems USA, Inc. (NYSE:FIX).

Neumeier Poma Investment Counsel Llc, which manages about $475.08 million and $971.02 million US Long portfolio, decreased its stake in Fabrinet (NYSE:FN) by 47,450 shares to 320,533 shares, valued at $10.06M in 2018Q1, according to the filing. It also reduced its holding in Vanguard Small (VB) by 12,600 shares in the quarter, leaving it with 56,300 shares, and cut its stake in Ipg Photonics Corp. (NASDAQ:IPGP).

Since February 1, 2018, it had 4 insider purchases, and 7 selling transactions for $3.79 million activity. $971,540 worth of Comfort Systems USA, Inc. (NYSE:FIX) was sold by Trent T McKenna. Shares for $1.24M were sold by GEORGE WILLIAM III on Monday, April 30. Another trade for 10,000 shares valued at $461,854 was bought by SANDBROOK WILLIAM J. Another trade for 2,000 shares valued at $85,000 was made by Krusi Alan on Thursday, February 1. Shaeff Julie sold $414,418 worth of stock. Lane Brian E. sold 25,000 shares worth $1.06M.

McKesson Corporation (NYSE:MCK) Institutional Positions Chart

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