Wealth Architects Has Raised Its Holding in Apple (AAPL) by $1.46 Million; Jnba Financial Advisors Increased Its Holding in Graco (GGG) by $1.69 Million as Shares Declined

April 23, 2018 - By Stephen Andrade

Wealth Architects Llc increased its stake in Apple Inc (AAPL) by 35.46% based on its latest 2017Q4 regulatory filing with the SEC. Wealth Architects Llc bought 8,636 shares as the company’s stock declined 3.81% with the market. The institutional investor held 32,988 shares of the computer manufacturing company at the end of 2017Q4, valued at $5.58 million, up from 24,352 at the end of the previous reported quarter. Wealth Architects Llc who had been investing in Apple Inc for a number of months, seems to be bullish on the $840.87 billion market cap company. The stock decreased 4.10% or $7.08 during the last trading session, reaching $165.72. About 60.26M shares traded or 55.95% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since April 23, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Jnba Financial Advisors increased its stake in Graco Inc (GGG) by 200% based on its latest 2017Q4 regulatory filing with the SEC. Jnba Financial Advisors bought 37,522 shares as the company’s stock declined 0.59% with the market. The institutional investor held 56,283 shares of the fluid controls company at the end of 2017Q4, valued at $2.55M, up from 18,761 at the end of the previous reported quarter. Jnba Financial Advisors who had been investing in Graco Inc for a number of months, seems to be bullish on the $7.93 billion market cap company. The stock decreased 0.11% or $0.05 during the last trading session, reaching $46.91. About 642,687 shares traded. Graco Inc. (NYSE:GGG) has risen 44.03% since April 23, 2017 and is uptrending. It has outperformed by 32.48% the S&P500.

Investors sentiment increased to 9.88 in 2017 Q4. Its up 8.92, from 0.96 in 2017Q3. It improved, as 25 investors sold GGG shares while 7 reduced holdings. 59 funds opened positions while 257 raised stakes. 278.85 million shares or 493.55% more from 46.98 million shares in 2017Q3 were reported. Winfield Assoc Inc holds 0% of its portfolio in Graco Inc. (NYSE:GGG) for 30 shares. State Treasurer State Of Michigan has 60,600 shares. Yorktown Mgmt & Rech Incorporated holds 9,000 shares or 0.12% of its portfolio. Cwm invested in 12 shares. State Board Of Administration Of Florida Retirement Sys owns 224,820 shares. Moreover, Arrowstreet Capital Partnership has 0.06% invested in Graco Inc. (NYSE:GGG) for 550,800 shares. Moreover, Barclays Public Ltd Company has 0.01% invested in Graco Inc. (NYSE:GGG) for 150,819 shares. Susquehanna Gp Llp invested 0% of its portfolio in Graco Inc. (NYSE:GGG). Alliancebernstein LP invested 0% in Graco Inc. (NYSE:GGG). Stone Ridge Asset Management Ltd Liability Corporation holds 17,541 shares or 0.05% of its portfolio. Hillsdale Investment Mgmt Inc holds 0.06% in Graco Inc. (NYSE:GGG) or 8,400 shares. Iberiabank invested 0.15% of its portfolio in Graco Inc. (NYSE:GGG). Jlb Assocs stated it has 322,471 shares or 3.17% of all its holdings. Moreover, Stevens Mngmt Lp has 0.02% invested in Graco Inc. (NYSE:GGG) for 9,363 shares. Carroll Financial Associates invested in 57 shares.

Among 15 analysts covering Graco Inc (NYSE:GGG), 2 have Buy rating, 0 Sell and 13 Hold. Therefore 13% are positive. Graco Inc had 36 analyst reports since September 15, 2015 according to SRatingsIntel. The rating was initiated by Alembic with “Neutral” on Thursday, September 17. The rating was maintained by RBC Capital Markets with “Hold” on Tuesday, January 30. The stock of Graco Inc. (NYSE:GGG) earned “Hold” rating by RBC Capital Markets on Monday, June 5. As per Wednesday, August 16, the company rating was maintained by Oppenheimer. The stock of Graco Inc. (NYSE:GGG) has “Hold” rating given on Wednesday, April 12 by RBC Capital Markets. As per Tuesday, November 3, the company rating was initiated by SunTrust. Seaport Global downgraded the stock to “Neutral” rating in Tuesday, March 22 report. The stock of Graco Inc. (NYSE:GGG) earned “Neutral” rating by Sidoti on Monday, April 4. The stock has “Neutral” rating by SunTrust on Thursday, April 14. The stock of Graco Inc. (NYSE:GGG) earned “Buy” rating by Suntrust Robinson on Tuesday, November 3.

Jnba Financial Advisors, which manages about $564.64M and $475.36M US Long portfolio, decreased its stake in Vanguard Tax Managed Intl Fd (VEA) by 24,424 shares to 679,486 shares, valued at $30.48 million in 2017Q4, according to the filing. It also reduced its holding in Ishares Tr (IJR) by 10,153 shares in the quarter, leaving it with 193,827 shares, and cut its stake in Ishares Tr (IJH).

Since October 30, 2017, it had 0 insider purchases, and 6 insider sales for $11.41 million activity. CARROLL WILLIAM J sold $1.24 million worth of Graco Inc. (NYSE:GGG) on Monday, March 12. 30,000 Graco Inc. (NYSE:GGG) shares with value of $3.94 million were sold by SHEAHAN MARK W. On Wednesday, December 13 Rothe Christian E sold $1.68M worth of Graco Inc. (NYSE:GGG) or 12,750 shares.

Since December 7, 2017, it had 0 insider buys, and 5 insider sales for $26.72 million activity. Riccio Daniel J. sold 15,641 shares worth $2.65M. SCHILLER PHILIP W sold $11.56 million worth of Apple Inc. (NASDAQ:AAPL) on Tuesday, April 3.

Among 54 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 18 Hold. Therefore 65% are positive. Apple Inc. had 400 analyst reports since July 21, 2015 according to SRatingsIntel. On Wednesday, April 27 the stock rating was maintained by Robert W. Baird with “Outperform”. The stock has “Buy” rating by Nomura on Wednesday, August 2. The company was maintained on Wednesday, October 26 by Barclays Capital. The company was maintained on Monday, November 27 by UBS. FBR Capital maintained the shares of AAPL in report on Wednesday, July 22 with “Outperform” rating. The firm has “Conviction Buy” rating given on Wednesday, November 18 by Goldman Sachs. The firm earned “Hold” rating on Tuesday, August 1 by Wells Fargo. The firm earned “Hold” rating on Tuesday, August 11 by Jefferies. The rating was maintained by BMO Capital Markets with “Buy” on Wednesday, July 12. The firm has “Buy” rating by UBS given on Monday, October 9.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It increased, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. Caxton Associates Limited Partnership invested in 41,826 shares or 0.35% of the stock. Chem Natl Bank stated it has 92,548 shares or 1.69% of all its holdings. Birinyi Incorporated accumulated 152,166 shares or 11.5% of the stock. Weatherstone Capital Mngmt reported 5,997 shares or 0.67% of all its holdings. Cohen Lawrence B holds 38,761 shares. Strategic Advsr Lc reported 4.37% stake. 11,075 were reported by Somerset Group. Bluemountain Management Ltd invested in 18,641 shares. Decatur Capital Mgmt invested in 6.86% or 199,923 shares. Founders Cap Mngmt Llc invested in 0.37% or 4,928 shares. Illinois-based Calamos Advsr Ltd Liability has invested 2.22% in Apple Inc. (NASDAQ:AAPL). Vista Cap Prtnrs reported 3,786 shares. Iron Limited Liability Com has 21,161 shares for 2.49% of their portfolio. Amer Gru Incorporated has invested 1.06% in Apple Inc. (NASDAQ:AAPL). Iowa Bancshares invested 3.14% of its portfolio in Apple Inc. (NASDAQ:AAPL).

By1 Stephen Andrade