Vaughan Nelson Investment Management LP Lowered Its Fiserv (FISV) Holding as Market Value Rose; Exxon Mobil (XOM) Shareholder Shine Investment Advisory Services Trimmed Position by $538,326 as Shares Rose

February 19, 2018 - By Linda Rogers

Vaughan Nelson Investment Management Lp decreased its stake in Fiserv Inc (FISV) by 10.56% based on its latest 2017Q3 regulatory filing with the SEC. Vaughan Nelson Investment Management Lp sold 21,440 shares as the company’s stock rose 7.77% with the market. The institutional investor held 181,675 shares of the technology company at the end of 2017Q3, valued at $23.43M, down from 203,115 at the end of the previous reported quarter. Vaughan Nelson Investment Management Lp who had been investing in Fiserv Inc for a number of months, seems to be less bullish one the $29.74 billion market cap company. The stock increased 1.62% or $2.27 during the last trading session, reaching $142.72. About 1.23 million shares traded or 18.56% up from the average. Fiserv, Inc. (NASDAQ:FISV) has risen 18.57% since February 19, 2017 and is uptrending. It has outperformed by 1.87% the S&P500.

Shine Investment Advisory Services Inc decreased its stake in Exxon Mobil Corp (XOM) by 49.95% based on its latest 2017Q3 regulatory filing with the SEC. Shine Investment Advisory Services Inc sold 6,646 shares as the company’s stock rose 0.21% with the market. The institutional investor held 6,659 shares of the integrated oil company at the end of 2017Q3, valued at $546,000, down from 13,305 at the end of the previous reported quarter. Shine Investment Advisory Services Inc who had been investing in Exxon Mobil Corp for a number of months, seems to be less bullish one the $324.45 billion market cap company. The stock increased 0.43% or $0.33 during the last trading session, reaching $76.54. About 13.72M shares traded or 4.75% up from the average. Exxon Mobil Corporation (NYSE:XOM) has declined 9.08% since February 19, 2017 and is downtrending. It has underperformed by 25.78% the S&P500.

Investors sentiment is 0.85 in 2017 Q3. Its the same as in 2017Q2. It is flat, as 57 investors sold XOM shares while 806 reduced holdings. only 114 funds opened positions while 621 raised stakes. 2.13 billion shares or 0.48% more from 2.12 billion shares in 2017Q2 were reported. Syntal Prtn Ltd Com holds 2.16% in Exxon Mobil Corporation (NYSE:XOM) or 36,628 shares. Carnegie Asset Mgmt Lc invested in 151,321 shares. 135,120 are held by Fidelity Fin. The Pennsylvania-based Lehman Fin Resources Incorporated has invested 0.3% in Exxon Mobil Corporation (NYSE:XOM). Peddock Advsrs Ltd reported 33.83% in Exxon Mobil Corporation (NYSE:XOM). Covington Cap Mngmt reported 675,034 shares stake. S&T Bank Pa holds 1.48% in Exxon Mobil Corporation (NYSE:XOM) or 101,275 shares. Colony Gp Lc reported 47,243 shares. Lowe Brockenbrough & Company Inc holds 301,542 shares. David R Rahn & Associates holds 0.15% of its portfolio in Exxon Mobil Corporation (NYSE:XOM) for 2,564 shares. Mitchell Sinkler And Starr Pa owns 30,056 shares or 3.86% of their US portfolio. Schmidt P J has invested 1.24% in Exxon Mobil Corporation (NYSE:XOM). Coastline Co reported 33,378 shares stake. First Quadrant Limited Partnership Ca has 430,483 shares. New York-based Centre Asset Mngmt has invested 2.9% in Exxon Mobil Corporation (NYSE:XOM).

Among 26 analysts covering Exxon Mobil (NYSE:XOM), 9 have Buy rating, 7 Sell and 10 Hold. Therefore 35% are positive. Exxon Mobil had 88 analyst reports since July 22, 2015 according to SRatingsIntel. The company was maintained on Friday, April 7 by Jefferies. The firm earned “Overweight” rating on Tuesday, October 10 by Barclays Capital. Jefferies maintained Exxon Mobil Corporation (NYSE:XOM) rating on Friday, June 23. Jefferies has “Hold” rating and $8600 target. The firm has “Hold” rating given on Tuesday, November 21 by Piper Jaffray. Piper Jaffray maintained it with “Hold” rating and $83.0 target in Monday, February 5 report. The company was maintained on Thursday, August 6 by TD Securities. On Monday, June 5 the stock rating was upgraded by Scotia Capital to “Buy”. Bank of America upgraded Exxon Mobil Corporation (NYSE:XOM) on Thursday, May 11 to “Buy” rating. The company was upgraded on Thursday, August 20 by Vetr. Piper Jaffray maintained the shares of XOM in report on Thursday, October 5 with “Hold” rating.

Since September 18, 2017, it had 0 buys, and 5 selling transactions for $5.23 million activity. 19,500 shares were sold by Corson Bradley W, worth $1.62 million on Monday, December 11. Milton Bryan W also sold $606,082 worth of Exxon Mobil Corporation (NYSE:XOM) on Tuesday, December 12. 2,412 shares were sold by Wascom Dennis G, worth $200,293. $996,628 worth of Exxon Mobil Corporation (NYSE:XOM) shares were sold by Chapman Neil A.

Shine Investment Advisory Services Inc, which manages about $499.57M and $192.16 million US Long portfolio, upped its stake in Ishares Inc (ACWV) by 7,827 shares to 82,605 shares, valued at $6.72M in 2017Q3, according to the filing.

Vaughan Nelson Investment Management Lp, which manages about $9.91B and $8.43 billion US Long portfolio, upped its stake in Mastercard Incorporated (NYSE:MA) by 12,800 shares to 392,031 shares, valued at $55.35 million in 2017Q3, according to the filing. It also increased its holding in Qep Res Inc (NYSE:QEP) by 716,265 shares in the quarter, for a total of 4.03M shares, and has risen its stake in Simpson Manufacturing Co Inc (NYSE:SSD).

Since August 23, 2017, it had 0 insider purchases, and 6 sales for $9.18 million activity. Another trade for 10,000 shares valued at $1.31M was made by VIELEHR BYRON C on Friday, December 15. 3,439 shares were sold by Schultz Kevin J, worth $452,263. On Monday, September 18 ROBAK KIM M sold $762,683 worth of Fiserv, Inc. (NASDAQ:FISV) or 6,124 shares.

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