Marshall & Sullivan Has Trimmed Its Stake in Expeditors Intl Wash (EXPD) as Stock Declined; Watsco (WSO) Holder Arcadia Investment Management Upped Holding

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Arcadia Investment Management Corp increased its stake in Watsco Inc (WSO) by 12.98% based on its latest 2018Q3 regulatory filing with the SEC. Arcadia Investment Management Corp bought 2,200 shares as the company’s stock declined 16.87% with the market. The institutional investor held 19,145 shares of the consumer durables company at the end of 2018Q3, valued at $3.41M, up from 16,945 at the end of the previous reported quarter. Arcadia Investment Management Corp who had been investing in Watsco Inc for a number of months, seems to be bullish on the $4.92 billion market cap company. The stock decreased 0.72% or $1.03 during the last trading session, reaching $143.01. About 133,742 shares traded. Watsco, Inc. (NYSE:WSO) has declined 11.14% since January 11, 2018 and is downtrending. It has underperformed by 11.14% the S&P500. Some Historical WSO News: 19/03/2018 – Watsco Names Slava Rubin and Brian Keeley to Board; 24/04/2018 – Watsco 1Q Rev $926.6M; 24/04/2018 – Watsco 1Q Net $34.2M; 19/03/2018 – Watsco: David C. Darnell and Barry S. Logan Resign From Board; 09/03/2018 – Watsco & Baird to Co-Host Technology Summit for Institutional Investors; 24/04/2018 – WATSCO 1Q EPS 89C, EST. 89C; 02/04/2018 – WATSCO BOOSTS DIVIDENDS 16% TO $5.80/SHR, EXTENDS PAYOUT STREAK; 07/03/2018 – Watsco Closes Above 50-Day Moving Average: Technicals; 24/04/2018 – WATSCO 1Q REV. $926.6M, EST. $913.1M; 12/03/2018 – Watsco Trading Activity Rises to Triple 20 Day Average

Marshall & Sullivan Inc decreased its stake in Expeditors Intl Wash Inc (EXPD) by 58.11% based on its latest 2018Q3 regulatory filing with the SEC. Marshall & Sullivan Inc sold 4,162 shares as the company’s stock declined 6.15% with the market. The institutional investor held 3,000 shares of the transportation company at the end of 2018Q3, valued at $221,000, down from 7,162 at the end of the previous reported quarter. Marshall & Sullivan Inc who had been investing in Expeditors Intl Wash Inc for a number of months, seems to be less bullish one the $11.81B market cap company. The stock decreased 0.48% or $0.33 during the last trading session, reaching $68.4. About 915,162 shares traded. Expeditors International of Washington, Inc. (NASDAQ:EXPD) has risen 10.97% since January 11, 2018 and is uptrending. It has outperformed by 10.97% the S&P500.

Among 13 analysts covering Watsco (NYSE:WSO), 4 have Buy rating, 3 Sell and 6 Hold. Therefore 31% are positive. Watsco had 46 analyst reports since September 11, 2015 according to SRatingsIntel. Stifel Nicolaus maintained the stock with “Buy” rating in Wednesday, February 15 report. The stock of Watsco, Inc. (NYSE:WSO) earned “Buy” rating by Susquehanna on Friday, January 12. As per Friday, January 19, the company rating was maintained by Stifel Nicolaus. The firm has “Underweight” rating given on Wednesday, July 26 by Morgan Stanley. The rating was maintained by Stifel Nicolaus on Thursday, February 8 with “Buy”. The stock of Watsco, Inc. (NYSE:WSO) has “Underweight” rating given on Friday, September 21 by JP Morgan. Barclays Capital maintained the stock with “Underweight” rating in Monday, October 5 report. The stock of Watsco, Inc. (NYSE:WSO) earned “Buy” rating by Robert W. Baird on Tuesday, October 3. As per Thursday, October 26, the company rating was maintained by Morgan Stanley. The firm has “Accumulate” rating given on Thursday, April 21 by Seaport Global.

More important recent Watsco, Inc. (NYSE:WSO) news were published by: Seekingalpha.com which released: “Watsco declares $1.60 dividend – Seeking Alpha” on January 02, 2019, also Nasdaq.com published article titled: “Analysis: Positioning to Benefit within Roku, Watsco, State Street, Federated Investors, Civeo, and Midstates Petroleum — Research Highlights Growth, Revenue, and Consolidated Results – Nasdaq”, Seekingalpha.com published: “Watsco Holds Appeal – Seeking Alpha” on November 02, 2018. More interesting news about Watsco, Inc. (NYSE:WSO) was released by: Globenewswire.com and their article: “Watsco Boosts Annual Dividend 10% to $6.40 Per Share – GlobeNewswire” with publication date: October 25, 2018.

Investors sentiment decreased to 1.15 in Q3 2018. Its down 0.12, from 1.27 in 2018Q2. It fall, as 23 investors sold WSO shares while 100 reduced holdings. 49 funds opened positions while 92 raised stakes. 29.13 million shares or 3.35% less from 30.14 million shares in 2018Q2 were reported. Rmb Mgmt Ltd Liability holds 0.19% or 44,867 shares. Naples Advisors Ltd Limited Liability Company reported 1,525 shares or 0.08% of all its holdings. Davenport And Ltd Liability Corp stated it has 550,702 shares or 1.14% of all its holdings. First Tru Limited Partnership owns 175,921 shares. Avalon Advsrs Limited Liability Com stated it has 84,326 shares or 0.42% of all its holdings. State Board Of Administration Of Florida Retirement System stated it has 39,025 shares or 0.02% of all its holdings. Df Dent & holds 500,987 shares. State Street Corp invested 0.01% in Watsco, Inc. (NYSE:WSO). Thomas J Herzfeld Advsrs Incorporated has invested 0.51% in Watsco, Inc. (NYSE:WSO). Bessemer Gp accumulated 147 shares. Utd Ser Automobile Association has invested 0% in Watsco, Inc. (NYSE:WSO). Northwestern Mutual Wealth stated it has 477 shares. Ameritas owns 9,525 shares or 0.08% of their US portfolio. Optimum Inv Advsrs reported 429 shares. Caledonia Invs Plc holds 7.28% or 156,978 shares in its portfolio.

Arcadia Investment Management Corp, which manages about $587.00M and $378.88 million US Long portfolio, decreased its stake in Digital Rlty Tr Inc (NYSE:DLR) by 3,350 shares to 19,391 shares, valued at $2.18M in 2018Q3, according to the filing. It also reduced its holding in Qualcomm Inc (NASDAQ:QCOM) by 14,260 shares in the quarter, leaving it with 15,855 shares, and cut its stake in Abbvie Inc (NYSE:ABBV).

Among 16 analysts covering Expeditors International of Washington (NASDAQ:EXPD), 3 have Buy rating, 3 Sell and 10 Hold. Therefore 19% are positive. Expeditors International of Washington had 54 analyst reports since August 11, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Monday, August 31 by Zacks. The firm has “Hold” rating by Cowen & Co given on Wednesday, February 21. Cowen & Co maintained the shares of EXPD in report on Wednesday, November 8 with “Hold” rating. The firm has “Hold” rating by BB&T Capital given on Thursday, April 21. As per Thursday, January 7, the company rating was downgraded by UBS. As per Wednesday, May 9, the company rating was maintained by Stifel Nicolaus. The firm has “Hold” rating given on Thursday, August 4 by Stifel Nicolaus. Morgan Stanley maintained it with “Equal-Weight” rating and $55 target in Monday, February 26 report. The rating was downgraded by Susquehanna to “Positive” on Tuesday, August 11. Morgan Stanley maintained the shares of EXPD in report on Monday, November 13 with “Equal-Weight” rating.

Analysts await Expeditors International of Washington, Inc. (NASDAQ:EXPD) to report earnings on February, 19. They expect $0.84 EPS, up 18.31% or $0.13 from last year’s $0.71 per share. EXPD’s profit will be $144.97M for 20.36 P/E if the $0.84 EPS becomes a reality. After $0.92 actual EPS reported by Expeditors International of Washington, Inc. for the previous quarter, Wall Street now forecasts -8.70% negative EPS growth.

Marshall & Sullivan Inc, which manages about $278.30M and $137.53 million US Long portfolio, upped its stake in Ishares Tr (EEM) by 15,485 shares to 26,270 shares, valued at $1.13 million in 2018Q3, according to the filing.

Since November 16, 2018, it had 0 insider purchases, and 3 selling transactions for $2.82 million activity. Musser Jeffrey S sold 30,000 shares worth $2.28M. Emmert Mark A also sold $367,600 worth of Expeditors International of Washington, Inc. (NASDAQ:EXPD) shares.

Investors sentiment decreased to 0.98 in Q3 2018. Its down 0.06, from 1.04 in 2018Q2. It turned negative, as 33 investors sold EXPD shares while 170 reduced holdings. 46 funds opened positions while 152 raised stakes. 155.26 million shares or 0.78% less from 156.47 million shares in 2018Q2 were reported. Balyasny Asset Mngmt Ltd Liability Company has invested 0.04% in Expeditors International of Washington, Inc. (NASDAQ:EXPD). Washington Tru National Bank reported 1,558 shares. Nuveen Asset Mngmt Ltd Limited Liability Company has 3,751 shares. Mutual Of America Cap Mgmt Limited Liability Com reported 0.02% in Expeditors International of Washington, Inc. (NASDAQ:EXPD). Sigma Planning Corporation holds 0.02% or 4,514 shares. Fulton Commercial Bank Na stated it has 0.02% of its portfolio in Expeditors International of Washington, Inc. (NASDAQ:EXPD). 3,262 were reported by Burgundy Asset Ltd. Zevin Asset Mngmt Ltd Company reported 1.05% stake. Rampart Invest Mngmt Ltd Llc reported 3,969 shares. Contravisory Invest Mngmt holds 5,513 shares or 0.15% of its portfolio. Sterling Cap Mngmt Limited Com invested in 7,877 shares or 0.01% of the stock. Comerica Bankshares owns 59,944 shares or 0.03% of their US portfolio. Moreover, Pillar Pacific Capital Limited Liability Co has 0.32% invested in Expeditors International of Washington, Inc. (NASDAQ:EXPD) for 40,017 shares. 114,710 are held by Bbva Compass National Bank. Daiwa Secs Gp invested 0% of its portfolio in Expeditors International of Washington, Inc. (NASDAQ:EXPD).

More notable recent Expeditors International of Washington, Inc. (NASDAQ:EXPD) news were published by: Globenewswire.com which released: “Expeditors Reports First Quarter 2018 EPS of $0.76 Nasdaq:EXPD – GlobeNewswire” on May 08, 2018, also Nasdaq.com with their article: “Expeditors (EXPD) Stock Gains 19% Year to Date: Here’s Why – Nasdaq” published on June 19, 2018, Seekingalpha.com published: “Expeditors International Of Washington Could Jump Even Higher After Earnings – Seeking Alpha” on August 06, 2018. More interesting news about Expeditors International of Washington, Inc. (NASDAQ:EXPD) were released by: Nasdaq.com and their article: “Expeditors International (EXPD) Q3 Earnings and Revenues Top Estimates – Nasdaq” published on November 06, 2018 as well as Nasdaq.com‘s news article titled: “Expeditors International (EXPD) Up 3% Since Last Earnings Report: Can It Continue? – Nasdaq” with publication date: December 06, 2018.

Watsco, Inc. (NYSE:WSO) Institutional Positions Chart