Travelers Cos Inc/The (TRV) Stake Held by James Investment Research Inc; Paradigm Financial Advisors Increases Stake in Qualcomm (QCOM)

April 20, 2018 - By Dolores Ford

QUALCOMM Incorporated (NASDAQ:QCOM) Logo

Paradigm Financial Advisors Llc increased its stake in Qualcomm Inc (QCOM) by 10.61% based on its latest 2017Q4 regulatory filing with the SEC. Paradigm Financial Advisors Llc bought 7,952 shares as the company’s stock declined 15.28% with the market. The institutional investor held 82,928 shares of the radio and television broadcasting and communications equipment company at the end of 2017Q4, valued at $5.31M, up from 74,976 at the end of the previous reported quarter. Paradigm Financial Advisors Llc who had been investing in Qualcomm Inc for a number of months, seems to be bullish on the $77.82B market cap company. The stock decreased 4.82% or $2.66 during the last trading session, reaching $52.57. About 17.77 million shares traded or 31.21% up from the average. QUALCOMM Incorporated (NASDAQ:QCOM) has declined 3.21% since April 20, 2017 and is downtrending. It has underperformed by 14.76% the S&P500.

James Investment Research Inc increased its stake in Travelers Cos Inc/The (TRV) by 46.77% based on its latest 2017Q4 regulatory filing with the SEC. James Investment Research Inc bought 9,950 shares as the company’s stock rose 1.76% while stock markets declined. The institutional investor held 31,223 shares of the finance company at the end of 2017Q4, valued at $4.24M, up from 21,273 at the end of the previous reported quarter. James Investment Research Inc who had been investing in Travelers Cos Inc/The for a number of months, seems to be bullish on the $36.91B market cap company. The stock increased 0.09% or $0.12 during the last trading session, reaching $136.59. About 1.72 million shares traded. The Travelers Companies, Inc. (NYSE:TRV) has risen 13.01% since April 20, 2017 and is uptrending. It has outperformed by 1.46% the S&P500.

Among 17 analysts covering Travelers (NYSE:TRV), 6 have Buy rating, 2 Sell and 9 Hold. Therefore 35% are positive. Travelers had 56 analyst reports since July 22, 2015 according to SRatingsIntel. The stock of The Travelers Companies, Inc. (NYSE:TRV) has “Buy” rating given on Monday, September 25 by RBC Capital Markets. The stock of The Travelers Companies, Inc. (NYSE:TRV) has “Hold” rating given on Monday, June 19 by Keefe Bruyette & Woods. Sandler O’Neill maintained The Travelers Companies, Inc. (NYSE:TRV) on Tuesday, January 23 with “Hold” rating. The firm has “Neutral” rating by Bank of America given on Thursday, December 3. Citigroup maintained the stock with “Buy” rating in Tuesday, March 27 report. FBR Capital downgraded The Travelers Companies, Inc. (NYSE:TRV) on Monday, February 13 to “Mkt Perform” rating. The rating was maintained by UBS with “Neutral” on Tuesday, September 19. Bank of America upgraded the shares of TRV in report on Tuesday, June 28 to “Buy” rating. On Thursday, July 20 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock of The Travelers Companies, Inc. (NYSE:TRV) has “Neutral” rating given on Tuesday, September 12 by Credit Suisse.

James Investment Research Inc, which manages about $5.64B and $2.92 billion US Long portfolio, decreased its stake in Tpg Specialty Lending Inc (NYSE:TSLX) by 40,635 shares to 83,420 shares, valued at $1.65 million in 2017Q4, according to the filing. It also reduced its holding in Arrow Electronics (NYSE:ARW) by 100,309 shares in the quarter, leaving it with 424,531 shares, and cut its stake in Ishares Msci Brazil Etf (EWZ).

Investors sentiment decreased to 0.83 in Q4 2017. Its down 0.02, from 0.85 in 2017Q3. It turned negative, as 89 investors sold QCOM shares while 518 reduced holdings. 160 funds opened positions while 346 raised stakes. 1.11 billion shares or 0.73% more from 1.10 billion shares in 2017Q3 were reported. Busey Co reported 73,159 shares. Highland Ltd Limited Liability Company accumulated 0.23% or 47,654 shares. Teachers Retirement Sys Of The State Of Kentucky accumulated 251,392 shares or 0.19% of the stock. Assetmark Inc owns 125,077 shares. Shelton Cap Mngmt invested in 0.81% or 196,817 shares. Dimensional Fund Advisors Lp invested in 0.32% or 12.02M shares. The New York-based Garrison Bradford & Incorporated has invested 0.46% in QUALCOMM Incorporated (NASDAQ:QCOM). Farmers Trust has invested 0.09% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). Guardian Lp stated it has 12,780 shares or 0.01% of all its holdings. Koch Industr Inc reported 31,000 shares. Goldman Sachs Group Incorporated Inc invested in 9.71M shares. Willingdon Wealth, a North Carolina-based fund reported 455 shares. Moreover, Ontario Teachers Pension Plan Board has 0.05% invested in QUALCOMM Incorporated (NASDAQ:QCOM) for 62,367 shares. Moreover, Dt Invest Llc has 0.04% invested in QUALCOMM Incorporated (NASDAQ:QCOM) for 3,505 shares. Sumitomo Life Insurance accumulated 52,548 shares.

Among 37 analysts covering Qualcomm Inc. (NASDAQ:QCOM), 16 have Buy rating, 2 Sell and 19 Hold. Therefore 43% are positive. Qualcomm Inc. had 142 analyst reports since July 23, 2015 according to SRatingsIntel. The stock has “Hold” rating by Standpoint Research on Monday, August 24. JP Morgan downgraded the shares of QCOM in report on Wednesday, December 14 to “Neutral” rating. RBC Capital Markets maintained it with “Sector Perform” rating and $70 target in Monday, October 3 report. The company was maintained on Thursday, July 21 by Cowen & Co. UBS maintained QUALCOMM Incorporated (NASDAQ:QCOM) rating on Monday, November 6. UBS has “Buy” rating and $53 target. The stock of QUALCOMM Incorporated (NASDAQ:QCOM) earned “Outperform” rating by Cowen & Co on Wednesday, December 16. The firm has “Hold” rating by Deutsche Bank given on Monday, June 19. The stock of QUALCOMM Incorporated (NASDAQ:QCOM) earned “Buy” rating by RBC Capital Markets on Tuesday, November 14. Canaccord Genuity maintained QUALCOMM Incorporated (NASDAQ:QCOM) on Tuesday, January 16 with “Buy” rating. The stock of QUALCOMM Incorporated (NASDAQ:QCOM) earned “Hold” rating by Evercore on Friday, July 1.

Since October 27, 2017, it had 0 insider purchases, and 6 insider sales for $6.14 million activity. THOMPSON JAMES H sold $3.14M worth of stock or 50,126 shares. Shares for $2.81 million were sold by GROB MATTHEW S on Tuesday, January 9.

QUALCOMM Incorporated (NASDAQ:QCOM) Institutional Positions Chart

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