Exxon Mobil (XOM) Share Value Declined While Grubman Wealth Management Raised Its Holding; As Microsoft (MSFT) Share Price Declined, Shareholder Tradewinds Capital Management Trimmed Stake

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Tradewinds Capital Management Llc decreased its stake in Microsoft Corp (MSFT) by 2.85% based on its latest 2018Q3 regulatory filing with the SEC. Tradewinds Capital Management Llc sold 9,370 shares as the company’s stock declined 1.64% with the market. The institutional investor held 319,644 shares of the prepackaged software company at the end of 2018Q3, valued at $36.56M, down from 329,014 at the end of the previous reported quarter. Tradewinds Capital Management Llc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $810.72 billion market cap company. The stock increased 0.38% or $0.4 during the last trading session, reaching $105.67. About 25,813 shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 30.43% since February 11, 2018 and is uptrending. It has outperformed by 30.43% the S&P500. Some Historical MSFT News: 14/05/2018 – RANE Sponsors Compliance Week 2018; 20/04/2018 – Kenya’s Microsoft-backed Mawingu aims to triple broadband users; 14/05/2018 – ClearSky Data Introduces Scale-Up NAS Capabilities to Combine Flash Performance, Cloud Elasticity, Built-in Backup and Disaster Recovery; 16/04/2018 – Docutech’s Solex eVault Receives Fannie Mae Approval, MERS® eRegistry Certification; 26/03/2018 – AbacusNext Brings Private Cloud to Canada with Data Center Expansion and Microsoft Certification; 17/04/2018 – U.S. Supreme Court rules that Microsoft email privacy dispute is moot; 07/05/2018 – Microsoft Co-Founder Bill Gates backed Warren Buffett’s decision to up Berkshire’s stake in Apple, calling it an “amazing” company; 19/04/2018 – Cramer tracks the ‘very close’ race to $1 trillion between Apple, Amazon, Alphabet and Microsoft; 14/05/2018 – Insight Illustrates the Power of Microsoft’s New Azure Sphere Solution; 28/03/2018 – New Research from Limelight Networks Shows Traditional Sports Viewership is at Risk as Millennials Switch Their Attention to Esports

Grubman Wealth Management increased its stake in Exxon Mobil Corp (XOM) by 83.03% based on its latest 2018Q3 regulatory filing with the SEC. Grubman Wealth Management bought 4,345 shares as the company’s stock declined 6.33% with the market. The institutional investor held 9,578 shares of the integrated oil company at the end of 2018Q3, valued at $814,000, up from 5,233 at the end of the previous reported quarter. Grubman Wealth Management who had been investing in Exxon Mobil Corp for a number of months, seems to be bullish on the $313.45B market cap company. The stock increased 0.16% or $0.12 during the last trading session, reaching $73.98. About 11.96 million shares traded. Exxon Mobil Corporation (NYSE:XOM) has declined 7.28% since February 11, 2018 and is downtrending. It has underperformed by 7.28% the S&P500. Some Historical XOM News: 17/05/2018 – Exxon Baytown, Texas refinery completes crude unit overhaul; 07/03/2018 – Exxon’s Guyana Prospects May Reach 700K BPD by 2027 — CERAWeek Market Talk; 15/03/2018 – EXXONMOBIL’S `MED SURVEYOR’ VESSEL ARRIVES AT LIMASSOL PORT: AA; 23/05/2018 – Exxon plans to cut methane emission by 15 pct by 2020; 30/05/2018 – EXXON MOBIL CORP XOM.N SHAREHOLDERS APPROVE SLATE OF 10 BOARD NOMINEES AT ANNUAL MEETING IN DALLAS; 30/03/2018 – New York Post: Judge dismisses Exxon lawsuit against climate change probe; 05/03/2018 – CERAWEEK – OPEC DOES NOT PLAN ‘PRESSURE’ FOR COMPANIES OPERATING IN MEMBER COUNTRIES, U.S. SHALE, BUT WANTS DIALOGUE -NIGERIAN ENERGY MINISTER; 23/05/2018 – Exxon Mobil to Improve Energy Efficiency in Refining, Chemical Manufacturing; 24/05/2018 – Exxon CEO Defends Plan, Petrobras Sinks on Strike: Energy Wrap; 16/04/2018 – Saudi Aramco downstream profit lagged peers in H1 2017 – Bloomberg

Since August 31, 2018, it had 0 buys, and 10 sales for $54.07 million activity. Capossela Christopher C also sold $422,000 worth of Microsoft Corporation (NASDAQ:MSFT) on Monday, December 10. Shares for $214,363 were sold by BROD FRANK H. 118,000 shares valued at $13.09 million were sold by Hood Amy on Friday, August 31. Nadella Satya sold $21.70 million worth of stock or 203,418 shares.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Seekingalpha.com which released: “FT: Microsoft Bing blocked by China – Seeking Alpha” on January 24, 2019, also Nasdaq.com with their article: “Google’s Capital Expenditures Skyrocketed in 2018 – Nasdaq” published on February 05, 2019, Nasdaq.com published: “Technology Sector Update for 01/24/2019: STM, XLNX, LRCX, MSFT, AAPL, IBM, CSCO, GOOG – Nasdaq” on January 24, 2019. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Seekingalpha.com and their article: “Microsoft Corporation 2019 Q2 – Results – Earnings Call Slides – Seeking Alpha” published on January 30, 2019 as well as Profitconfidential.com‘s news article titled: “MSFT Stock: Microsoft Stock Has Just Generated Multiple Signals – Profit Confidential” with publication date: January 18, 2019.

Investors sentiment decreased to 0.81 in Q3 2018. Its down 0.03, from 0.84 in 2018Q2. It is negative, as 33 investors sold MSFT shares while 981 reduced holdings. 145 funds opened positions while 681 raised stakes. 5.28 billion shares or 0.60% less from 5.31 billion shares in 2018Q2 were reported. Columbus Hill Capital Mngmt Ltd Partnership holds 557,189 shares or 3.89% of its portfolio. Credit Suisse Ag accumulated 14.65M shares or 1.5% of the stock. Illinois-based Wolverine Asset Mgmt Limited Liability has invested 0.15% in Microsoft Corporation (NASDAQ:MSFT). Evercore Wealth Management Ltd invested in 974,849 shares. The Pennsylvania-based Jfs Wealth Ltd Limited Liability Company has invested 0.17% in Microsoft Corporation (NASDAQ:MSFT). Counselors has invested 2.43% in Microsoft Corporation (NASDAQ:MSFT). 11,279 were reported by Lipe & Dalton. Cypress Cap Grp accumulated 88,326 shares. 145,888 are held by First Citizens Bancorp And Trust Commerce. Clarkston Cap Ltd Company reported 382,706 shares or 1.6% of all its holdings. Endurance Wealth, Rhode Island-based fund reported 25,157 shares. Pekin Singer Strauss Asset Mgmt Il holds 46,271 shares. Chesley Taft And Associate Limited Com holds 370,478 shares or 3.37% of its portfolio. 9.91M were accumulated by Fil Ltd. Pure Advsr Incorporated invested in 8,512 shares or 0.21% of the stock.

Among 38 analysts covering Microsoft Corporation (NASDAQ:MSFT), 34 have Buy rating, 1 Sell and 3 Hold. Therefore 89% are positive. Microsoft Corporation had 217 analyst reports since July 22, 2015 according to SRatingsIntel. Cowen & Co maintained it with “Buy” rating and $100.0 target in Thursday, February 1 report. Cowen & Co maintained it with “Buy” rating and $105.0 target in Friday, March 16 report. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Buy” rating by BMO Capital Markets on Friday, October 27. Stifel Nicolaus maintained it with “Buy” rating and $58.0 target in Friday, October 23 report. William Blair upgraded Microsoft Corporation (NASDAQ:MSFT) on Friday, October 21 to “Outperform” rating. The company was maintained on Thursday, February 1 by Stifel Nicolaus. The rating was maintained by Credit Suisse on Thursday, April 12 with “Buy”. The firm has “Buy” rating given on Thursday, February 1 by RBC Capital Markets. The stock has “Overweight” rating by Global Equities Research on Friday, August 28. As per Friday, February 2, the company rating was maintained by Nomura.

Tradewinds Capital Management Llc, which manages about $444.11M and $260.78 million US Long portfolio, upped its stake in Spdr Series Trust (CWB) by 61,753 shares to 252,420 shares, valued at $13.62 million in 2018Q3, according to the filing. It also increased its holding in Invesco Exchange Traded Fd T by 301,994 shares in the quarter, for a total of 303,809 shares, and has risen its stake in Schwab Strategic Tr (SCHX).

Since September 19, 2018, it had 0 buys, and 8 selling transactions for $6.53 million activity. 2,798 Exxon Mobil Corporation (NYSE:XOM) shares with value of $214,914 were sold by Hansen Neil A. 15,000 shares valued at $1.09M were sold by Corson Bradley W on Wednesday, December 19. Shares for $757,284 were sold by Wojnar Theodore J Jr on Wednesday, November 28. Shares for $746,620 were sold by Spellings James M Jr on Wednesday, November 28. Another trade for 7,855 shares valued at $619,861 was sold by Schleckser Robert N. Rosenthal David S sold $614,337 worth of stock or 7,562 shares.

Grubman Wealth Management, which manages about $241.85M and $149.74M US Long portfolio, decreased its stake in Ishares Tr (IWB) by 2,570 shares to 131,155 shares, valued at $21.31M in 2018Q3, according to the filing.

More notable recent Exxon Mobil Corporation (NYSE:XOM) news were published by: Benzinga.com which released: “Exxon Mobil (NYSE:XOM) Is The Wrong Play For An Oil Rally, Raymond James Says In Downgrade – Benzinga” on November 20, 2018, also Fool.com with their article: “These 2 Oil Stocks Are Built to Survive Bear Markets – The Motley Fool” published on February 03, 2019, Fool.com published: “Why These Global Oil Giants Fell 12% or More in 2018 – Motley Fool” on January 11, 2019. More interesting news about Exxon Mobil Corporation (NYSE:XOM) were released by: Seekingalpha.com and their article: “Exxon Mobil: Venezuela’s Intimidation Of Exxon Mobil’s Ship Shouldn’t Affect Growth Plans – Seeking Alpha” published on January 13, 2019 as well as Seekingalpha.com‘s news article titled: “How To Boost Your Exxon Mobil Dividend Yield – Seeking Alpha” with publication date: January 10, 2019.

Among 29 analysts covering Exxon Mobil (NYSE:XOM), 12 have Buy rating, 6 Sell and 11 Hold. Therefore 41% are positive. Exxon Mobil had 103 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by TD Securities on Thursday, August 6 with “Hold”. The rating was maintained by Piper Jaffray with “Hold” on Thursday, October 5. The rating was maintained by UBS with “Neutral” on Monday, May 2. The firm earned “Underweight” rating on Tuesday, February 6 by Barclays Capital. The stock of Exxon Mobil Corporation (NYSE:XOM) earned “Hold” rating by Piper Jaffray on Thursday, August 24. As per Tuesday, March 29, the company rating was maintained by Deutsche Bank. The firm has “Buy” rating given on Tuesday, October 24 by Cowen & Co. As per Monday, June 5, the company rating was upgraded by Howard Weil. Wells Fargo maintained it with “Market Perform” rating and $82 target in Thursday, March 8 report. The firm has “Reduce” rating given on Tuesday, November 7 by HSBC.

Exxon Mobil Corporation (NYSE:XOM) Institutional Positions Chart