Bell State Bank & Trust Increases Holding in Cisco Sys (CSCO); Sva Plumb Wealth Management Has Upped Its Holding in Microsoft Com (MSFT) as Market Valuation Rose

February 24, 2018 - By Ellis Scott

Sva Plumb Wealth Management Llc increased its stake in Microsoft Corp Com (MSFT) by 29.78% based on its latest 2017Q3 regulatory filing with the SEC. Sva Plumb Wealth Management Llc bought 33,249 shares as the company’s stock rose 4.75% with the market. The institutional investor held 144,900 shares of the prepackaged software company at the end of 2017Q3, valued at $10.79 million, up from 111,651 at the end of the previous reported quarter. Sva Plumb Wealth Management Llc who had been investing in Microsoft Corp Com for a number of months, seems to be bullish on the $724.24 billion market cap company. The stock increased 2.54% or $2.33 during the last trading session, reaching $94.06. About 26.33 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since February 24, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.

Bell State Bank & Trust increased its stake in Cisco Sys Inc (CSCO) by 22.58% based on its latest 2017Q3 regulatory filing with the SEC. Bell State Bank & Trust bought 22,430 shares as the company’s stock declined 7.50% while stock markets rallied. The institutional investor held 121,781 shares of the technology company at the end of 2017Q3, valued at $4.10M, up from 99,351 at the end of the previous reported quarter. Bell State Bank & Trust who had been investing in Cisco Sys Inc for a number of months, seems to be bullish on the $211.97 billion market cap company. The stock increased 2.47% or $1.06 during the last trading session, reaching $44. About 25.78M shares traded. Cisco Systems, Inc. (NASDAQ:CSCO) has risen 13.20% since February 24, 2017 and is uptrending. It has underperformed by 3.50% the S&P500.

Investors sentiment decreased to 1.02 in 2017 Q3. Its down 0.16, from 1.18 in 2017Q2. It worsened, as 74 investors sold CSCO shares while 637 reduced holdings. 107 funds opened positions while 619 raised stakes. 3.60 billion shares or 0.03% more from 3.60 billion shares in 2017Q2 were reported. Umb Comml Bank N A Mo holds 0.13% in Cisco Systems, Inc. (NASDAQ:CSCO) or 114,184 shares. Next Financial Grp has 46,319 shares for 0.43% of their portfolio. Tnb reported 28,014 shares or 0.16% of all its holdings. First Pacific Advsrs Limited Company reported 14.19 million shares. Ray Gerald L & Associates Limited has 131,271 shares for 0.55% of their portfolio. Moors & Cabot holds 73,872 shares. Advisors Asset Management has 0.82% invested in Cisco Systems, Inc. (NASDAQ:CSCO) for 1.45 million shares. Ballentine Limited Liability Company reported 43,485 shares. Rbf Capital Limited Liability reported 15,000 shares stake. Kentucky Retirement System Trust Fund accumulated 132,213 shares. Parkside Retail Bank And Trust reported 23,674 shares stake. Klingenstein Fields & Com Ltd Liability Corp owns 88,155 shares or 0.11% of their US portfolio. Coldstream Mgmt Inc owns 91,509 shares. Connor Clark Lunn Ltd has invested 0.05% in Cisco Systems, Inc. (NASDAQ:CSCO). Moreover, Arcadia Management Corp Mi has 0.03% invested in Cisco Systems, Inc. (NASDAQ:CSCO) for 2,725 shares.

Among 38 analysts covering Cisco Systems Inc. (NASDAQ:CSCO), 26 have Buy rating, 0 Sell and 12 Hold. Therefore 68% are positive. Cisco Systems Inc. had 151 analyst reports since August 4, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, June 29 by Credit Suisse. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) earned “Overweight” rating by KeyBanc Capital Markets on Thursday, August 18. The firm earned “Buy” rating on Thursday, February 11 by Deutsche Bank. Oppenheimer upgraded the shares of CSCO in report on Wednesday, June 21 to “Buy” rating. Needham maintained Cisco Systems, Inc. (NASDAQ:CSCO) on Monday, September 18 with “Hold” rating. The stock has “Buy” rating by Cowen & Co on Tuesday, September 5. As per Friday, November 17, the company rating was maintained by Argus Research. The firm earned “Buy” rating on Tuesday, February 13 by Citigroup. The rating was maintained by BMO Capital Markets on Thursday, May 19 with “Outperform”. Oppenheimer maintained the stock with “Buy” rating in Wednesday, August 16 report.

Since September 11, 2017, it had 0 insider buys, and 7 sales for $16.35 million activity. The insider BHATT PRAT sold $821,900. MCGEARY RODERICK C sold 15,230 shares worth $578,740. On Thursday, December 14 the insider BARTZ CAROL sold $7.59M. Shares for $625,751 were sold by SARIN ARUN on Tuesday, February 20. Robbins Charles sold $3.89 million worth of Cisco Systems, Inc. (NASDAQ:CSCO) on Monday, September 11. Walker Karen also sold $740,883 worth of Cisco Systems, Inc. (NASDAQ:CSCO) shares.

Investors sentiment increased to 0.83 in Q3 2017. Its up 0.01, from 0.82 in 2017Q2. It improved, as 40 investors sold MSFT shares while 952 reduced holdings. 114 funds opened positions while 708 raised stakes. 5.51 billion shares or 0.32% less from 5.53 billion shares in 2017Q2 were reported. Nationwide Fund, a Pennsylvania-based fund reported 5.43 million shares. Sit Invest Incorporated reported 994,325 shares. Hutchinson Management Ca holds 3.41% or 169,830 shares in its portfolio. Cornercap Invest Counsel has 29,338 shares. Markel invested in 0.46% or 312,000 shares. Smith Chas P And Pa Cpas, Florida-based fund reported 208,557 shares. Thomas J Herzfeld Advisors reported 816 shares. Murphy Capital holds 0.84% or 79,149 shares in its portfolio. Friess Associate Ltd invested in 266,000 shares or 1.74% of the stock. Earnest Limited Liability Corp holds 0% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 3,547 shares. Segall Bryant And Hamill Ltd Liability has 223,848 shares. Mutual Of America Mngmt Ltd Co accumulated 1.07M shares or 1.31% of the stock. Eagle Global Advsrs Limited Liability Company has 0.2% invested in Microsoft Corporation (NASDAQ:MSFT) for 87,385 shares. Boyar Asset Management invested 5.54% in Microsoft Corporation (NASDAQ:MSFT). 10,092 are owned by S R Schill And Associate.

Sva Plumb Wealth Management Llc, which manages about $1.95B and $809.15M US Long portfolio, decreased its stake in General Electric Co Com (NYSE:GE) by 93,698 shares to 258,269 shares, valued at $6.25M in 2017Q3, according to the filing. It also reduced its holding in Bristol Myers Squibb Co Com (NYSE:BMY) by 37,338 shares in the quarter, leaving it with 61,213 shares, and cut its stake in Sysco Corp Com (NYSE:SYY).

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