Schmidt P J Investment Management Has Cut By $407,666 Its Exxon Mobil (XOM) Position; Akre Capital Management Has Upped Its Td Ameritrade Hldg (AMTD) Holding

June 19, 2018 - By Cheryll Laflamme

Exxon Mobil Corporation (NYSE:XOM) Logo

Schmidt P J Investment Management Inc decreased Exxon Mobil Corp (XOM) stake by 11.45% reported in 2018Q1 SEC filing. Schmidt P J Investment Management Inc sold 5,509 shares as Exxon Mobil Corp (XOM)’s stock declined 0.16%. The Schmidt P J Investment Management Inc holds 42,594 shares with $3.18M value, down from 48,103 last quarter. Exxon Mobil Corp now has $342.18 billion valuation. The stock increased 0.20% or $0.16 during the last trading session, reaching $80.82. About 9.19M shares traded. Exxon Mobil Corporation (NYSE:XOM) has declined 3.72% since June 19, 2017 and is downtrending. It has underperformed by 16.29% the S&P500. Some Historical XOM News: ; 15/03/2018 – EXXONMOBIL SVP MARK ALBERS TO RETIRE; 01/05/2018 – GUYANA’S 2015 OIL CONTRACT INCLUDED MANY IMPROVED TERMS: EXXON; 22/03/2018 – CORRECTED-BREAKINGVIEWS-Duke Energy draws power from climate activism; 11/05/2018 – EXXON BAYTOWN TEXAS REFINERY GASOLINE UNIT SHUT -TRADE; 23/05/2018 – Exxon Mobil to Improve Energy Efficiency in Refining, Chemical Manufacturing; 01/05/2018 – GUYANA GOVT `UNFAIRLY CRITICIZED’ FOR OIL CONTRACT: EXXON; 03/05/2018 – ♫ Reuters Insider – Body found after Connecticut fire, hostage drama; 29/03/2018 – DUTCH PRIME MINISTER: INTENTION TO REDUCE GRONINGEN GAS PRODUCTION TO 12 BCM IS “ONLY A WAY STATION”; 17/04/2018 – ETHOSENERGY: EXXONMOBIL CONTRACT FOR W251B8 GAS TURBINE ROTOR; 11/04/2018 – EXXONMOBIL- SIZE OF NATURAL GAS RESOURCE AT P’NYANG FIELD IN PAPUA NEW GUINEA INCREASED 84 PERCENT FROM PREVIOUS ASSESSMENT COMPLETED IN 2012

Akre Capital Management Llc increased Td Ameritrade Hldg Corp (AMTD) stake by 0.58% reported in 2018Q1 SEC filing. Akre Capital Management Llc acquired 17,078 shares as Td Ameritrade Hldg Corp (AMTD)’s stock rose 5.82%. The Akre Capital Management Llc holds 2.98 million shares with $176.78M value, up from 2.97M last quarter. Td Ameritrade Hldg Corp now has $33.68B valuation. The stock decreased 0.22% or $0.13 during the last trading session, reaching $59.36. About 1.10M shares traded. TD Ameritrade Holding Corporation (NYSE:AMTD) has risen 57.90% since June 19, 2017 and is uptrending. It has outperformed by 45.33% the S&P500. Some Historical AMTD News: ; 05/03/2018 – TD AMERITRADE HOLDING CORP AMTD.O : DEUTSCHE BANK RAISES TARGET PRICE TO $70 FROM $69; 01/05/2018 – Toronto-Dominion’s Rivals Employ `Gamesmanship’ With Rate Hikes; 04/04/2018 – TD Ameritrade to Offer Free Investor Education Curriculum for Financial Literacy Month; 26/03/2018 – It also said clients can still access their accounts through TD’s Thinkorswim platform or the Mobile Trader application; 15/05/2018 – MILLENNIUM EXITED EQIX, AMTD, COO, PUMP, KS IN 1Q: 13F; 05/03/2018 LAUNCH: TORONTO-DOMINION OFFERS 1YR KANGAROO FRN AT 3M +35 AREA; 16/05/2018 – TD Ameritrade Institutional Expands RIA Access to Environmental, Social and Governance Investing; 23/04/2018 – TD AMERITRADE SEES FY ADJ EPS $2.55 TO $3.05, EST. $3.13; 21/05/2018 – TD AMERITRADE UNIT ENTERED $850M SR REVOLVING LOAN FACILITY; 27/03/2018 – TORONTO-DOMINION U.S. HEAD BRACA BEGINS TALK AT MONTREAL EVENT

Investors sentiment decreased to 0.81 in 2018 Q1. Its down 0.03, from 0.84 in 2017Q4. It dropped, as 52 investors sold XOM shares while 836 reduced holdings. 121 funds opened positions while 596 raised stakes. 2.15 billion shares or 0.92% less from 2.17 billion shares in 2017Q4 were reported. Bridgecreek Mgmt Limited Liability Corp holds 1.09% or 65,147 shares. Barrett Asset Mgmt Ltd Liability Com accumulated 544,069 shares. Tirschwell Loewy has invested 0.22% in Exxon Mobil Corporation (NYSE:XOM). Liberty Mutual Grp Incorporated Asset holds 168,881 shares. Winch Advisory Service Lc reported 0.95% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Halbert Hargrove Russell Lc accumulated 9,902 shares. Thompson Rubinstein Invest Mgmt Incorporated Or invested in 66,949 shares or 1.7% of the stock. Miles Capital owns 18,792 shares. Motley Fool Wealth Llc has invested 0.04% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Moreover, Pinnacle Associate has 0.33% invested in Exxon Mobil Corporation (NYSE:XOM) for 223,026 shares. Hollencrest Cap Management holds 0.08% or 8,443 shares in its portfolio. Sterling Glob Strategies Limited Liability stated it has 6,077 shares or 2.12% of all its holdings. Greenwood Cap Assocs Ltd Liability holds 0.05% of its portfolio in Exxon Mobil Corporation (NYSE:XOM) for 2,830 shares. Inverness Counsel Lc New York accumulated 212,795 shares. Conning invested in 1.57% or 656,094 shares.

Schmidt P J Investment Management Inc increased Citigroup Inc (NYSE:C) stake by 6,357 shares to 47,169 valued at $3.18M in 2018Q1. It also upped Mondelez Intl Inc Cl A (NASDAQ:MDLZ) stake by 39,882 shares and now owns 62,218 shares. Disney Walt Co Disney (NYSE:DIS) was raised too.

Among 27 analysts covering Exxon Mobil (NYSE:XOM), 11 have Buy rating, 5 Sell and 11 Hold. Therefore 41% are positive. Exxon Mobil had 97 analyst reports since July 22, 2015 according to SRatingsIntel. The firm has “Underperform” rating by Morgan Stanley given on Wednesday, October 18. The rating was downgraded by Wells Fargo on Wednesday, January 11 to “Market Perform”. Jefferies maintained Exxon Mobil Corporation (NYSE:XOM) on Tuesday, October 3 with “Hold” rating. The stock has “Hold” rating by Jefferies on Monday, February 5. The rating was upgraded by Goldman Sachs on Wednesday, July 22 to “Conviction Buy”. The stock has “Buy” rating by Scotia Capital on Monday, June 5. The firm has “Buy” rating given on Thursday, March 15 by HSBC. Raymond James upgraded Exxon Mobil Corporation (NYSE:XOM) on Monday, April 23 to “Hold” rating. The stock of Exxon Mobil Corporation (NYSE:XOM) has “Buy” rating given on Tuesday, June 13 by RBC Capital Markets. As per Monday, June 5, the company rating was upgraded by Howard Weil.

Analysts await Exxon Mobil Corporation (NYSE:XOM) to report earnings on July, 27. They expect $1.19 EPS, up 52.56% or $0.41 from last year’s $0.78 per share. XOM’s profit will be $5.04B for 16.98 P/E if the $1.19 EPS becomes a reality. After $1.09 actual EPS reported by Exxon Mobil Corporation for the previous quarter, Wall Street now forecasts 9.17% EPS growth.

More notable recent Exxon Mobil Corporation (NYSE:XOM) news were published by: Seekingalpha.com which released: “Exxon Mobil’s Returning To Its Roots” on June 18, 2018, also Seekingalpha.com with their article: “Exxon Mobil bulks up energy trading” published on June 12, 2018, Seekingalpha.com published: “Exxon Mobil: Destined To Underperform?” on May 22, 2018. More interesting news about Exxon Mobil Corporation (NYSE:XOM) were released by: Fool.com and their article: “ExxonMobil Is Spending Billions of Dollars to Solve the Permian Basin’s Biggest Problem” published on June 13, 2018 as well as Seekingalpha.com‘s news article titled: “Exxon Mobil Becomes A Political Battleground” with publication date: May 25, 2018.

Investors sentiment decreased to 1.4 in 2018 Q1. Its down 0.28, from 1.68 in 2017Q4. It worsened, as 50 investors sold AMTD shares while 71 reduced holdings. 67 funds opened positions while 102 raised stakes. 505.98 million shares or 0.69% more from 502.49 million shares in 2017Q4 were reported. Thrivent Fincl For Lutherans holds 0.05% or 250,707 shares in its portfolio. Westpac Bk Corp stated it has 0% in TD Ameritrade Holding Corporation (NASDAQ:AMTD). 108,722 were reported by Hudson Bay Capital Mgmt Limited Partnership. Moreover, Deutsche Bankshares Ag has 0.03% invested in TD Ameritrade Holding Corporation (NASDAQ:AMTD) for 729,524 shares. Dnb Asset Management As owns 27,169 shares. Teacher Retirement System Of Texas accumulated 190,421 shares or 0.08% of the stock. Bnp Paribas Asset Management Holding accumulated 47,597 shares or 0.02% of the stock. Qs Limited Liability Company has invested 0% in TD Ameritrade Holding Corporation (NASDAQ:AMTD). New York State Common Retirement Fund holds 1.02M shares. Axa owns 531,708 shares. Jpmorgan Chase holds 0.04% or 3.13M shares. Arizona State Retirement Systems invested in 0.06% or 92,676 shares. Jennison Associates Limited Company stated it has 0.12% in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Gamco Et Al owns 4,150 shares. Origin Asset Mngmt Limited Liability Partnership holds 1.23% or 331,000 shares.

Another recent and important TD Ameritrade Holding Corporation (NASDAQ:AMTD) news was published by Benzinga.com which published an article titled: “The Week Ahead: Central Bank Bonanza, AT&T Court Ruling, North Korea Summit” on June 11, 2018.

Among 20 analysts covering TD Ameritrade (NYSE:AMTD), 14 have Buy rating, 1 Sell and 5 Hold. Therefore 70% are positive. TD Ameritrade had 93 analyst reports since July 21, 2015 according to SRatingsIntel. Morgan Stanley maintained it with “Equal-Weight” rating and $47 target in Thursday, October 5 report. On Monday, November 13 the stock rating was upgraded by Deutsche Bank to “Buy”. On Thursday, July 20 the stock rating was maintained by Jefferies with “Hold”. Deutsche Bank maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Wednesday, October 25 with “Hold” rating. Keefe Bruyette & Woods maintained it with “Hold” rating and $4800 target in Tuesday, July 18 report. Jefferies maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Monday, January 8 with “Hold” rating. Morgan Stanley maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Wednesday, April 25 with “Equal-Weight” rating. As per Monday, February 26, the company rating was maintained by Keefe Bruyette & Woods. On Monday, October 23 the stock rating was maintained by Morgan Stanley with “Equal-Weight”. The stock has “Buy” rating by Keefe Bruyette & Woods on Tuesday, March 6.

Since January 25, 2018, it had 0 insider purchases, and 5 sales for $3.02 million activity. MOGLIA JOSEPH H had sold 10,000 shares worth $552,800. On Tuesday, February 27 the insider Quirk Steven M. sold $299,100. The insider Nally Thomas A. sold $967,850.

Akre Capital Management Llc decreased Mastercard Inc (NYSE:MA) stake by 6,276 shares to 5.32 million valued at $932.34M in 2018Q1. It also reduced Moodys Corp (NYSE:MCO) stake by 2,161 shares and now owns 5.68 million shares. Dollar Tree Inc (NASDAQ:DLTR) was reduced too.

TD Ameritrade Holding Corporation (NASDAQ:AMTD) Institutional Positions Chart

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