Monsanto Co New (MON) Shareholder Middleton & Co Trimmed Stake; Sterling Global Strategies Has Boosted Its Apple (AAPL) Stake by $373,779 as Stock Price Rose

February 13, 2018 - By Marguerite Chambers

Sterling Global Strategies Llc increased its stake in Apple Inc (AAPL) by 96.48% based on its latest 2017Q3 regulatory filing with the SEC. Sterling Global Strategies Llc bought 2,443 shares as the company’s stock rose 12.78% with the market. The institutional investor held 4,975 shares of the computer manufacturing company at the end of 2017Q3, valued at $766,000, up from 2,532 at the end of the previous reported quarter. Sterling Global Strategies Llc who had been investing in Apple Inc for a number of months, seems to be bullish on the $826.05 billion market cap company. The stock increased 0.06% or $0.09 during the last trading session, reaching $162.8. About 6.75M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 13, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Middleton & Co Inc decreased its stake in Monsanto Co New (MON) by 21.86% based on its latest 2017Q3 regulatory filing with the SEC. Middleton & Co Inc sold 3,200 shares as the company’s stock rose 6.51% with the market. The institutional investor held 11,440 shares of the agricultural chemicals company at the end of 2017Q3, valued at $1.37M, down from 14,640 at the end of the previous reported quarter. Middleton & Co Inc who had been investing in Monsanto Co New for a number of months, seems to be less bullish one the $53.13B market cap company. The stock increased 0.07% or $0.09 during the last trading session, reaching $120.53. About 177,221 shares traded. Monsanto Company (NYSE:MON) has risen 15.46% since February 13, 2017 and is uptrending. It has underperformed by 1.24% the S&P500.

Among 23 analysts covering Monsanto Company (NYSE:MON), 12 have Buy rating, 0 Sell and 11 Hold. Therefore 52% are positive. Monsanto Company had 61 analyst reports since August 25, 2015 according to SRatingsIntel. The rating was maintained by Deutsche Bank with “Buy” on Thursday, September 15. On Tuesday, September 27 the stock rating was upgraded by Goldman Sachs to “Neutral”. Jefferies downgraded the stock to “Hold” rating in Wednesday, July 12 report. On Tuesday, October 10 the stock rating was maintained by Wells Fargo with “Market Perform”. As per Thursday, February 23, the company rating was initiated by RBC Capital Markets. The rating was maintained by Citigroup with “Neutral” on Monday, August 22. The rating was maintained by JP Morgan with “Neutral” on Thursday, April 7. The rating was maintained by Monness Crespi on Monday, October 3 with “Buy”. The stock of Monsanto Company (NYSE:MON) earned “Sell” rating by Goldman Sachs on Monday, April 11. The stock of Monsanto Company (NYSE:MON) has “Buy” rating given on Wednesday, June 28 by BMO Capital Markets.

Investors sentiment decreased to 0.84 in Q3 2017. Its down 0.14, from 0.98 in 2017Q2. It turned negative, as 48 investors sold MON shares while 342 reduced holdings. 84 funds opened positions while 244 raised stakes. 321.42 million shares or 4.04% more from 308.94 million shares in 2017Q2 were reported. Rampart Investment Management Ltd Liability Co stated it has 0.24% in Monsanto Company (NYSE:MON). Water Island Ltd Liability holds 2.45% or 431,513 shares. Tokio Marine Asset Mngmt Co invested 0.61% of its portfolio in Monsanto Company (NYSE:MON). Sun Life Financial Incorporated has 0.09% invested in Monsanto Company (NYSE:MON). Gamco Invsts Et Al stated it has 36,652 shares or 0.03% of all its holdings. Mrj Cap owns 14,150 shares for 0.95% of their portfolio. Fulton Bank & Trust Na stated it has 2,294 shares. Tctc Ltd Com invested in 0.02% or 2,292 shares. Bluecrest Management Limited has invested 0.22% in Monsanto Company (NYSE:MON). Bkd Wealth Advisors Limited Liability Corp stated it has 0.02% in Monsanto Company (NYSE:MON). Pine River Cap Mngmt Limited Partnership accumulated 159,000 shares. Sit Inv Associates reported 3,000 shares. Bancorporation holds 0.03% or 2,032 shares. Duncker Streett And Inc holds 0.64% or 17,679 shares. Buckingham Asset Mgmt accumulated 4,942 shares or 0.14% of the stock.

Since September 25, 2017, it had 0 insider purchases, and 6 insider sales for $6.90 million activity. Shares for $966,720 were sold by MIZELL STEVEN. Shares for $343,200 were sold by Narain Duraiswami. Another trade for 7,890 shares valued at $964,553 was made by Ringenberg Nicole M on Monday, October 16. The insider Courduroux Pierre sold $527,040.

Middleton & Co Inc, which manages about $602.39M and $553.52M US Long portfolio, upped its stake in Amazon Com Inc (NASDAQ:AMZN) by 1,713 shares to 21,054 shares, valued at $20.24 million in 2017Q3, according to the filing. It also increased its holding in Exxon Mobil Corp (NYSE:XOM) by 6,344 shares in the quarter, for a total of 166,835 shares, and has risen its stake in Vanguard Intl Equity Index F (VWO).

Among 53 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 17 Hold. Therefore 66% are positive. Apple Inc. had 374 analyst reports since July 21, 2015 according to SRatingsIntel. Bank of America maintained Apple Inc. (NASDAQ:AAPL) on Wednesday, January 17 with “Buy” rating. Longbow initiated Apple Inc. (NASDAQ:AAPL) rating on Wednesday, July 6. Longbow has “Buy” rating and $125 target. Sterne Agee CRT initiated the shares of AAPL in report on Tuesday, September 29 with “Buy” rating. Susquehanna maintained the stock with “Buy” rating in Wednesday, October 28 report. The firm earned “Buy” rating on Wednesday, April 27 by Goldman Sachs. The rating was maintained by Citigroup on Friday, September 30 with “Buy”. The firm has “Sector Weight” rating given on Monday, June 5 by Pacific Crest. The company was maintained on Monday, July 31 by RBC Capital Markets. The stock of Apple Inc. (NASDAQ:AAPL) has “Market Perform” rating given on Tuesday, August 25 by Cowen & Co. The firm has “Buy” rating given on Wednesday, August 2 by Maxim Group.

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It improved, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. Bb&T Securities Limited Liability Company has invested 0.91% in Apple Inc. (NASDAQ:AAPL). Bradley Foster Sargent Incorporated Ct has invested 2.95% in Apple Inc. (NASDAQ:AAPL). Moreover, State Farm Mutual Automobile Insur has 1.69% invested in Apple Inc. (NASDAQ:AAPL). Moreover, Institute For Wealth Limited Company has 2.91% invested in Apple Inc. (NASDAQ:AAPL) for 58,123 shares. Strategic Limited Liability Company holds 2.86% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 48,416 shares. Sabal Trust reported 128,654 shares stake. Centre Asset Management Limited Liability reported 6.13% of its portfolio in Apple Inc. (NASDAQ:AAPL). Cap Rech owns 27.96M shares. Headinvest Ltd Liability Corporation holds 0.86% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 16,204 shares. Rodgers Brothers Inc accumulated 4,459 shares. Whalerock Point Ptnrs Ltd Co has invested 2.99% of its portfolio in Apple Inc. (NASDAQ:AAPL). Sandy Spring National Bank invested 2.27% in Apple Inc. (NASDAQ:AAPL). Buckingham Capital Mngmt has 60,636 shares. Gluskin Sheff And Associates has 0.04% invested in Apple Inc. (NASDAQ:AAPL). Mark Sheptoff Financial Planning Ltd Liability holds 1.41% or 13,593 shares.

Sterling Global Strategies Llc, which manages about $288.00 million and $24.47M US Long portfolio, decreased its stake in Spdr S&P 500 Etf Tr (SPY) by 22,755 shares to 3,957 shares, valued at $994,000 in 2017Q3, according to the filing.

Since August 15, 2017, it had 0 buys, and 7 selling transactions for $70.47 million activity. 268,623 shares were sold by COOK TIMOTHY D, worth $43.15 million. Another trade for 15,641 shares valued at $2.73M was made by Riccio Daniel J. on Friday, January 5. 5,892 shares were sold by Srouji Johny, worth $948,612. SCHILLER PHILIP W also sold $8.79 million worth of Apple Inc. (NASDAQ:AAPL) shares. AHRENDTS ANGELA J sold $9.78M worth of Apple Inc. (NASDAQ:AAPL) on Tuesday, October 3.

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