Schwab (Charles) Corp. (SCHW) Holder Rockefeller Financial Services Lifted Stake by $556,850; Celgene (CELG) Holder Brandywine Global Investment Management Has Decreased Holding as Shares Declined

January 21, 2018 - By Darrin Black

Rockefeller Financial Services Inc increased its stake in Schwab (Charles) Corp. (SCHW) by 723.06% based on its latest 2017Q3 regulatory filing with the SEC. Rockefeller Financial Services Inc bought 12,950 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 14,741 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $645,000, up from 1,791 at the end of the previous reported quarter. Rockefeller Financial Services Inc who had been investing in Schwab (Charles) Corp. for a number of months, seems to be bullish on the $74.38 billion market cap company. The stock increased 0.27% or $0.15 during the last trading session, reaching $55.48. About 7.44 million shares traded or 22.26% up from the average. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since January 21, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

Brandywine Global Investment Management Llc decreased its stake in Celgene Corp (CELG) by 1.69% based on its latest 2017Q3 regulatory filing with the SEC. Brandywine Global Investment Management Llc sold 6,468 shares as the company’s stock declined 3.49% while stock markets rallied. The institutional investor held 376,445 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $54.89M, down from 382,913 at the end of the previous reported quarter. Brandywine Global Investment Management Llc who had been investing in Celgene Corp for a number of months, seems to be less bullish one the $80.82B market cap company. The stock increased 0.91% or $0.93 during the last trading session, reaching $102.65. About 8.11 million shares traded. Celgene Corporation (NASDAQ:CELG) has risen 17.00% since January 21, 2017 and is uptrending. It has outperformed by 0.30% the S&P500.

Rockefeller Financial Services Inc, which manages about $5.25 billion US Long portfolio, decreased its stake in Spdr S&P 500 Etf Trust (SPY) by 7,307 shares to 408,090 shares, valued at $102.53M in 2017Q3, according to the filing. It also reduced its holding in Kinder Morgan Inc. (NYSE:KMI) by 39,006 shares in the quarter, leaving it with 3.64M shares, and cut its stake in Cerner Corporation (NASDAQ:CERN).

Since August 2, 2017, it had 0 buys, and 18 insider sales for $48.08 million activity. The insider Clark Bernard J. sold $3.31M. 6,018 The Charles Schwab Corporation (NYSE:SCHW) shares with value of $265,179 were sold by Chandoha Marie A. On Friday, October 6 Kallsen Terri R sold $196,357 worth of The Charles Schwab Corporation (NYSE:SCHW) or 4,267 shares. SCHWAB CHARLES R sold 225,000 shares worth $10.10 million. Shares for $361,194 were sold by Murtagh Nigel J on Tuesday, October 31.

Investors sentiment decreased to 1.03 in 2017 Q3. Its down 0.27, from 1.3 in 2017Q2. It fall, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. 92 are owned by Loring Wolcott & Coolidge Fiduciary Advsrs Llp Ma. Associated Banc stated it has 0.02% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Moreover, Bar Harbor Trust has 0.11% invested in The Charles Schwab Corporation (NYSE:SCHW) for 4,704 shares. Signature Financial accumulated 0.43% or 32,915 shares. Suntrust Banks Inc invested in 86,921 shares or 0.02% of the stock. Horan Cap Ltd Liability Com has invested 0.02% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW). Prelude Cap Ltd Liability reported 25,235 shares or 0.1% of all its holdings. Stonebridge Cap Advisors Limited Liability has 39,760 shares for 0.43% of their portfolio. Advantus Capital Mngmt Inc has 121,063 shares for 0.14% of their portfolio. American Natl Ins Tx holds 0.63% in The Charles Schwab Corporation (NYSE:SCHW) or 274,400 shares. Qci Asset Management Inc Ny reported 333,249 shares stake. Td Asset owns 885,611 shares. Jpmorgan Chase And accumulated 41.08 million shares or 0.4% of the stock. Cetera Advisor Netwr Limited Liability holds 0.01% or 5,927 shares in its portfolio. Veritable LP has 71,163 shares for 0.07% of their portfolio.

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 0 Sell and 8 Hold. Therefore 65% are positive. Charles Schwab had 85 analyst reports since August 11, 2015 according to SRatingsIntel. Deutsche Bank maintained The Charles Schwab Corporation (NYSE:SCHW) rating on Wednesday, October 5. Deutsche Bank has “Buy” rating and $36 target. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Buy” rating by Keefe Bruyette & Woods on Monday, August 14. Barclays Capital maintained the stock with “Overweight” rating in Tuesday, August 11 report. The stock has “Buy” rating by Keefe Bruyette & Woods on Tuesday, October 10. As per Friday, December 18, the company rating was downgraded by Piper Jaffray. The rating was maintained by Jefferies with “Buy” on Thursday, October 5. Deutsche Bank maintained the shares of SCHW in report on Friday, January 8 with “Buy” rating. The company was maintained on Friday, February 3 by UBS. The rating was maintained by Citigroup on Friday, April 15 with “Neutral”. The stock of The Charles Schwab Corporation (NYSE:SCHW) has “Hold” rating given on Thursday, January 18 by Nomura.

Among 33 analysts covering Celgene Corporation (NASDAQ:CELG), 18 have Buy rating, 2 Sell and 13 Hold. Therefore 55% are positive. Celgene Corporation had 125 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, July 6 by Credit Suisse. The firm has “Buy” rating given on Thursday, January 7 by Suntrust Robinson. The firm earned “Buy” rating on Monday, January 8 by Stifel Nicolaus. The firm earned “Buy” rating on Monday, January 8 by Credit Suisse. Suntrust Robinson maintained the shares of CELG in report on Friday, April 29 with “Buy” rating. The company was maintained on Friday, November 6 by UBS. Credit Suisse maintained the stock with “Buy” rating in Monday, October 30 report. As per Monday, October 16, the company rating was maintained by Canaccord Genuity. The stock of Celgene Corporation (NASDAQ:CELG) earned “Buy” rating by Cantor Fitzgerald on Thursday, July 27. Oppenheimer maintained Celgene Corporation (NASDAQ:CELG) rating on Thursday, July 27. Oppenheimer has “Buy” rating and $17500 target.

Brandywine Global Investment Management Llc, which manages about $52.46B and $15.78 billion US Long portfolio, upped its stake in Taylor Morrison Home Corp (NYSE:TMHC) by 103,873 shares to 280,034 shares, valued at $6.18M in 2017Q3, according to the filing. It also increased its holding in Block H & R Inc (NYSE:HRB) by 459,817 shares in the quarter, for a total of 647,714 shares, and has risen its stake in Lincoln Natl Corp Ind (NYSE:LNC).

Since August 2, 2017, it had 0 insider purchases, and 5 insider sales for $6.27 million activity. KAPLAN GILLA sold $1.31M worth of stock. CASEY MICHAEL D sold 9,250 shares worth $1.29 million. 1,727 shares were sold by Curran Terrie, worth $248,498 on Monday, September 25.

Investors sentiment decreased to 1.17 in Q3 2017. Its down 0.17, from 1.34 in 2017Q2. It is negative, as 44 investors sold CELG shares while 457 reduced holdings. 133 funds opened positions while 451 raised stakes. 603.99 million shares or 0.25% more from 602.51 million shares in 2017Q2 were reported. Schmidt P J Inv Management accumulated 1,515 shares. Vigilant Capital Management Ltd Llc holds 0.07% or 3,054 shares in its portfolio. Tnb accumulated 0.95% or 39,288 shares. Kelly Lawrence W Associate Ca has 3.78% invested in Celgene Corporation (NASDAQ:CELG) for 136,199 shares. Mitchell Mcleod Pugh And Williams has 6,370 shares for 0.68% of their portfolio. Zeke Advisors Lc has 13,135 shares for 0.26% of their portfolio. Pettee Invsts invested 1.2% of its portfolio in Celgene Corporation (NASDAQ:CELG). Deutsche Natl Bank Ag accumulated 6.45M shares. Raymond James Services Advsr invested 0.52% of its portfolio in Celgene Corporation (NASDAQ:CELG). Jag Cap Ltd Co holds 2.81% in Celgene Corporation (NASDAQ:CELG) or 102,865 shares. Weiss Asset Mngmt Ltd Partnership owns 0.06% invested in Celgene Corporation (NASDAQ:CELG) for 3,835 shares. South Texas Money Management Ltd reported 2,147 shares or 0.01% of all its holdings. Sva Plumb Wealth Management Ltd holds 0.03% or 1,925 shares. Jolley Asset Mgmt Lc invested 0.05% in Celgene Corporation (NASDAQ:CELG). Palisade Cap Mngmt Ltd Liability Co Nj has invested 0.01% of its portfolio in Celgene Corporation (NASDAQ:CELG).

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