Oppenheimer & Company Has Trimmed Its Mondelez Intl (MDLZ) Holding by $305,600; Lpl Financial Position in Ameriprise Finl (AMP) Has Raised as Shares Declined

February 19, 2018 - By Louis Casey

Oppenheimer & Company Inc decreased its stake in Mondelez Intl Inc (MDLZ) by 6.32% based on its latest 2017Q3 regulatory filing with the SEC. Oppenheimer & Company Inc sold 7,640 shares as the company’s stock rose 7.60% with the market. The institutional investor held 113,237 shares of the consumer non-durables company at the end of 2017Q3, valued at $4.60 million, down from 120,877 at the end of the previous reported quarter. Oppenheimer & Company Inc who had been investing in Mondelez Intl Inc for a number of months, seems to be less bullish one the $65.65 billion market cap company. The stock increased 0.14% or $0.06 during the last trading session, reaching $44.14. About 6.81M shares traded. Mondelez International, Inc. (NASDAQ:MDLZ) has risen 5.69% since February 19, 2017 and is uptrending. It has underperformed by 11.01% the S&P500.

Lpl Financial Llc increased its stake in Ameriprise Finl Inc (AMP) by 36.72% based on its latest 2017Q3 regulatory filing with the SEC. Lpl Financial Llc bought 3,115 shares as the company’s stock declined 2.45% while stock markets rallied. The institutional investor held 11,598 shares of the finance company at the end of 2017Q3, valued at $1.72M, up from 8,483 at the end of the previous reported quarter. Lpl Financial Llc who had been investing in Ameriprise Finl Inc for a number of months, seems to be bullish on the $23.64 billion market cap company. The stock increased 0.51% or $0.81 during the last trading session, reaching $159.81. About 769,777 shares traded. Ameriprise Financial, Inc. (NYSE:AMP) has risen 30.25% since February 19, 2017 and is uptrending. It has outperformed by 13.55% the S&P500.

Lpl Financial Llc, which manages about $28.31B US Long portfolio, decreased its stake in Vanguard Intl Equity Index F (VSS) by 4,446 shares to 46,953 shares, valued at $5.40M in 2017Q3, according to the filing. It also reduced its holding in Arrow Etf Tr (GYLD) by 19,150 shares in the quarter, leaving it with 59,100 shares, and cut its stake in Flexshares Tr (QDYN).

Since October 26, 2017, it had 0 insider purchases, and 9 insider sales for $10.94 million activity. Another trade for 5,500 shares valued at $957,220 was sold by McGraw Deirdre Davey. $396,205 worth of stock was sold by Kupper Randy on Friday, October 27. Maglaque Charles Neal sold $282,412 worth of stock or 1,754 shares. $1.45 million worth of stock was sold by Woerner John Robert on Thursday, October 26. Shares for $5.45 million were sold by TRUSCOTT WILLIAM F on Friday, January 26. 4,285 shares were sold by MOORE COLIN, worth $690,271 on Thursday, October 26.

Among 14 analysts covering Ameriprise Financial (NYSE:AMP), 6 have Buy rating, 0 Sell and 8 Hold. Therefore 43% are positive. Ameriprise Financial had 45 analyst reports since September 7, 2015 according to SRatingsIntel. The rating was maintained by SunTrust on Thursday, October 26 with “Hold”. Barclays Capital maintained the stock with “Equal-Weight” rating in Friday, August 11 report. The company was upgraded on Monday, January 9 by Credit Suisse. On Monday, September 7 the stock rating was upgraded by Zacks to “Hold”. On Monday, November 13 the stock rating was maintained by Morgan Stanley with “Overweight”. RBC Capital Markets maintained it with “Hold” rating and $149.0 target in Wednesday, October 18 report. Sandler O’Neill maintained it with “Hold” rating and $190.0 target in Thursday, January 18 report. The firm has “Equal-Weight” rating by Barclays Capital given on Thursday, October 22. The firm has “Overweight” rating by Morgan Stanley given on Thursday, January 25. The firm earned “Outperform” rating on Thursday, October 22 by RBC Capital Markets.

Investors sentiment decreased to 0.97 in 2017 Q3. Its down 0.15, from 1.12 in 2017Q2. It fall, as 35 investors sold AMP shares while 228 reduced holdings. 76 funds opened positions while 178 raised stakes. 116.09 million shares or 1.34% more from 114.55 million shares in 2017Q2 were reported. Mitsubishi Ufj Securities Holding Ltd owns 0.05% invested in Ameriprise Financial, Inc. (NYSE:AMP) for 70 shares. Victory Capital Mgmt Inc reported 552,144 shares. Atwood And Palmer reported 144,341 shares stake. Bp Public Ltd Co reported 20,000 shares or 0.11% of all its holdings. Thompson Davis And has 33 shares for 0.01% of their portfolio. Lsv Asset Management reported 0.69% stake. Texas-based Usca Ria Limited Liability Co has invested 0.34% in Ameriprise Financial, Inc. (NYSE:AMP). Synovus Corp reported 0.01% of its portfolio in Ameriprise Financial, Inc. (NYSE:AMP). Kbc Group Nv holds 0.12% or 87,616 shares in its portfolio. First Republic Invest Mgmt holds 78,869 shares or 0.08% of its portfolio. Patten Grp Inc holds 0.02% or 8 shares in its portfolio. Comerica Comml Bank invested 0.09% of its portfolio in Ameriprise Financial, Inc. (NYSE:AMP). Tci Wealth Advisors invested in 0.03% or 359 shares. Kentucky Retirement Ins Fund stated it has 4,031 shares or 0.11% of all its holdings. Barrow Hanley Mewhinney And Strauss Ltd Liability owns 131 shares for 0% of their portfolio.

Oppenheimer & Company Inc, which manages about $8.66 billion and $3.74 billion US Long portfolio, upped its stake in Enterprise Prods Partners L (NYSE:EPD) by 15,575 shares to 1.06M shares, valued at $27.54M in 2017Q3, according to the filing. It also increased its holding in Merck & Co Inc (NYSE:MRK) by 9,465 shares in the quarter, for a total of 295,613 shares, and has risen its stake in First Tr High Income L/S Fd (FSD).

Since September 12, 2017, it had 0 buys, and 1 sale for $286,580 activity.

Investors sentiment decreased to 0.84 in 2017 Q3. Its down 0.15, from 0.99 in 2017Q2. It fall, as 78 investors sold MDLZ shares while 422 reduced holdings. 81 funds opened positions while 339 raised stakes. 1.08 billion shares or 2.31% less from 1.11 billion shares in 2017Q2 were reported. Everett Harris & Ca reported 10,189 shares. 434 are owned by Allsquare Wealth Management Ltd Liability. Staley Cap Advisers reported 0.02% of its portfolio in Mondelez International, Inc. (NASDAQ:MDLZ). Banque Pictet Cie Sa reported 0.02% in Mondelez International, Inc. (NASDAQ:MDLZ). Montag A And Associates holds 0.18% of its portfolio in Mondelez International, Inc. (NASDAQ:MDLZ) for 41,407 shares. 119,537 are held by Bokf Na. Vantage Advisors Llc owns 837 shares. Modera Wealth Mgmt Ltd Liability Corp has invested 0.07% in Mondelez International, Inc. (NASDAQ:MDLZ). Schmidt P J Investment Management Inc reported 13,316 shares stake. Clearbridge Invs Ltd Liability owns 6.36M shares. Motco holds 101,440 shares or 0.42% of its portfolio. Caprock Gp stated it has 17,994 shares. 77,958 were reported by Glg Lc. Cypress Asset Management Tx reported 55,016 shares. Hanson Mcclain stated it has 1,421 shares.

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