Brenham Capital Management LP Has Cut Its Stake in Gulfport Energy (GPOR) as Shares Declined; Amber Rd Com (AMBR) Stake Held by Disciplined Growth Investors Inc

February 15, 2018 - By Clifton Ray

Disciplined Growth Investors Inc increased its stake in Amber Rd Inc Com (AMBR) by 51.07% based on its latest 2017Q3 regulatory filing with the SEC. Disciplined Growth Investors Inc bought 117,020 shares as the company’s stock declined 9.28% while stock markets rallied. The institutional investor held 346,175 shares of the technology company at the end of 2017Q3, valued at $2.66 million, up from 229,155 at the end of the previous reported quarter. Disciplined Growth Investors Inc who had been investing in Amber Rd Inc Com for a number of months, seems to be bullish on the $266.14 million market cap company. The stock decreased 1.71% or $0.17 during the last trading session, reaching $9.78. About 744,082 shares traded or 398.66% up from the average. Amber Road, Inc. (NYSE:AMBR) has risen 46.06% since February 15, 2017 and is uptrending. It has outperformed by 29.36% the S&P500.

Brenham Capital Management Lp decreased its stake in Gulfport Energy Corp (GPOR) by 37.72% based on its latest 2017Q3 regulatory filing with the SEC. Brenham Capital Management Lp sold 2.15 million shares as the company’s stock declined 17.30% while stock markets rallied. The institutional investor held 3.55M shares of the oil & gas production company at the end of 2017Q3, valued at $50.91 million, down from 5.70M at the end of the previous reported quarter. Brenham Capital Management Lp who had been investing in Gulfport Energy Corp for a number of months, seems to be less bullish one the $1.63B market cap company. The stock increased 4.17% or $0.355 during the last trading session, reaching $8.875. About 3.62 million shares traded. Gulfport Energy Corporation (NASDAQ:GPOR) has declined 45.17% since February 15, 2017 and is downtrending. It has underperformed by 61.87% the S&P500.

Disciplined Growth Investors Inc, which manages about $4.06 billion and $4.77 billion US Long portfolio, decreased its stake in Varian Med Sys Inc Com (NYSE:VAR) by 6,586 shares to 773,665 shares, valued at $77.41M in 2017Q3, according to the filing. It also reduced its holding in Viasat Inc Com (NASDAQ:VSAT) by 19,725 shares in the quarter, leaving it with 1.13M shares, and cut its stake in Altaba Inc Com.

Among 7 analysts covering Amber Road (NYSE:AMBR), 6 have Buy rating, 0 Sell and 1 Hold. Therefore 86% are positive. Amber Road had 17 analyst reports since August 7, 2015 according to SRatingsIntel. Stifel Nicolaus maintained Amber Road, Inc. (NYSE:AMBR) rating on Thursday, November 2. Stifel Nicolaus has “Buy” rating and $12.0 target. The company was reinitiated on Monday, September 28 by Needham. The company was maintained on Friday, August 5 by FBR Capital. The rating was maintained by Needham on Monday, June 20 with “Buy”. The firm has “Buy” rating by Stifel Nicolaus given on Friday, February 12. The stock has “Buy” rating by Canaccord Genuity on Friday, November 3. As per Friday, August 4, the company rating was maintained by Stifel Nicolaus. As per Monday, October 16, the company rating was maintained by KeyBanc Capital Markets. The stock has “Outperform” rating by Raymond James on Monday, August 15. The firm has “Hold” rating given on Wednesday, September 6 by KeyBanc Capital Markets.

Since August 30, 2017, it had 0 insider buys, and 4 sales for $597,425 activity. Another trade for 17,162 shares valued at $134,996 was sold by Preuninger James W.

Investors sentiment decreased to 1.6 in 2017 Q3. Its down 0.07, from 1.67 in 2017Q2. It is negative, as 3 investors sold AMBR shares while 22 reduced holdings. 12 funds opened positions while 28 raised stakes. 19.59 million shares or 5.06% more from 18.64 million shares in 2017Q2 were reported. State Board Of Administration Of Florida Retirement Sys stated it has 0% of its portfolio in Amber Road, Inc. (NYSE:AMBR). Cortina Asset Management Ltd Llc, Wisconsin-based fund reported 729,183 shares. Bridgeway, a Texas-based fund reported 133,000 shares. Deutsche Fincl Bank Ag holds 0% of its portfolio in Amber Road, Inc. (NYSE:AMBR) for 83,716 shares. Ny State Common Retirement Fund accumulated 98,810 shares. Geode Cap Mngmt Limited Liability reported 152,636 shares or 0% of all its holdings. Panagora Asset Mngmt holds 0% in Amber Road, Inc. (NYSE:AMBR) or 78,159 shares. Kennedy Capital Management holds 0.05% or 376,923 shares in its portfolio. Nationwide Fund Advisors holds 0% or 10,803 shares in its portfolio. Gagnon Securities Ltd Llc accumulated 1.30M shares. Granahan Mgmt Ma holds 1.01% or 1.57 million shares in its portfolio. Moreover, Tiaa Cref Invest Mgmt Limited Liability Company has 0% invested in Amber Road, Inc. (NYSE:AMBR) for 53,958 shares. Herald Inv Management Ltd holds 2.26% of its portfolio in Amber Road, Inc. (NYSE:AMBR) for 910,000 shares. Perigon Wealth Mgmt Llc invested in 25 shares. 113,959 were reported by Cadence Cap Mngmt Ltd Llc.

Investors sentiment increased to 1.74 in 2017 Q3. Its up 0.54, from 1.2 in 2017Q2. It improved, as 20 investors sold GPOR shares while 65 reduced holdings. 50 funds opened positions while 98 raised stakes. 155.36 million shares or 0.81% more from 154.12 million shares in 2017Q2 were reported. Weaver C Barksdale And Assoc has invested 0.01% in Gulfport Energy Corporation (NASDAQ:GPOR). Manufacturers Life Insurance The holds 0% in Gulfport Energy Corporation (NASDAQ:GPOR) or 242,939 shares. Earnest Prns Limited Co accumulated 0.25% or 1.77 million shares. Tokio Marine Asset Mgmt stated it has 72,100 shares or 0.16% of all its holdings. Van Eck Assocs Corp holds 0% or 26,300 shares in its portfolio. Wells Fargo Communication Mn reported 294,993 shares or 0% of all its holdings. Firefly Value Ptnrs LP owns 7.8% invested in Gulfport Energy Corporation (NASDAQ:GPOR) for 5.37 million shares. Citigroup invested in 0% or 34,913 shares. Moreover, Tudor Corp Et Al has 0.01% invested in Gulfport Energy Corporation (NASDAQ:GPOR) for 19,731 shares. Fmr Limited reported 243,818 shares. Prelude Capital Mgmt Limited Liability has invested 0.09% of its portfolio in Gulfport Energy Corporation (NASDAQ:GPOR). Ubs Oconnor Ltd, Illinois-based fund reported 4.00 million shares. Alps holds 0% or 35,970 shares in its portfolio. Miller Howard Investments Incorporated Ny has 0% invested in Gulfport Energy Corporation (NASDAQ:GPOR) for 16,146 shares. South Dakota Invest Council stated it has 0.01% in Gulfport Energy Corporation (NASDAQ:GPOR).

Among 37 analysts covering Gulfport Energy Corporation (NASDAQ:GPOR), 26 have Buy rating, 1 Sell and 10 Hold. Therefore 70% are positive. Gulfport Energy Corporation had 97 analyst reports since July 21, 2015 according to SRatingsIntel. Morgan Stanley maintained it with “Underweight” rating and $13 target in Thursday, December 14 report. Wells Fargo maintained Gulfport Energy Corporation (NASDAQ:GPOR) on Wednesday, January 31 with “Outperform” rating. The company was reinitiated on Friday, December 8 by SunTrust. As per Tuesday, January 30, the company rating was maintained by Piper Jaffray. KeyBanc Capital Markets maintained Gulfport Energy Corporation (NASDAQ:GPOR) rating on Monday, August 22. KeyBanc Capital Markets has “Overweight” rating and $35 target. The firm has “Buy” rating by Deutsche Bank given on Wednesday, October 14. The stock has “Buy” rating by Williams Capital Group on Tuesday, January 30. As per Tuesday, January 30, the company rating was maintained by KeyBanc Capital Markets. The firm has “Overweight” rating by JP Morgan given on Friday, December 15. The rating was downgraded by Howard Weil to “Sector Outperform” on Monday, December 14.

Since December 15, 2017, it had 0 insider purchases, and 8 sales for $2.05 million activity. Malone Mark sold $57,164 worth of stock. 16,000 Gulfport Energy Corporation (NASDAQ:GPOR) shares with value of $194,582 were sold by Crowell Keri. Shares for $1.44 million were sold by Moore Michael G on Friday, December 15. $85,823 worth of Gulfport Energy Corporation (NASDAQ:GPOR) was sold by Groeschel Craig. $72,998 worth of Gulfport Energy Corporation (NASDAQ:GPOR) was sold by Maier Stuart. Baldwin Steve had sold 4,000 shares worth $48,666.

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