Barrett Asset Management Trimmed Its Donaldson Com (DCI) Position by $456,750 as Market Valuation Rose; As United Bankshares (UBSI) Market Valuation Declined, Metropolitan Life Insurance Company Boosted Stake

December 17, 2017 - By olga

Barrett Asset Management Llc decreased its stake in Donaldson Inc Com (DCI) by 11.31% based on its latest 2017Q2 regulatory filing with the SEC. Barrett Asset Management Llc sold 10,150 shares as the company’s stock rose 10.75% with the market. The institutional investor held 79,575 shares of the capital goods company at the end of 2017Q2, valued at $3.62 million, down from 89,725 at the end of the previous reported quarter. Barrett Asset Management Llc who had been investing in Donaldson Inc Com for a number of months, seems to be less bullish one the $6.31B market cap company. The stock increased 1.33% or $0.64 during the last trading session, reaching $48.59. About 918,905 shares traded or 126.02% up from the average. Donaldson Company, Inc. (NYSE:DCI) has risen 47.11% since December 17, 2016 and is uptrending. It has outperformed by 30.41% the S&P500.

Metropolitan Life Insurance Company increased its stake in United Bankshares Inc (UBSI) by 244.84% based on its latest 2017Q2 regulatory filing with the SEC. Metropolitan Life Insurance Company bought 116,080 shares as the company’s stock declined 15.09% while stock markets rallied. The institutional investor held 163,491 shares of the finance company at the end of 2017Q2, valued at $6.41 million, up from 47,411 at the end of the previous reported quarter. Metropolitan Life Insurance Company who had been investing in United Bankshares Inc for a number of months, seems to be bullish on the $3.72 billion market cap company. The stock increased 3.51% or $1.2 during the last trading session, reaching $35.4. About 2.60 million shares traded or 332.10% up from the average. United Bankshares, Inc. (NASDAQ:UBSI) has risen 0.13% since December 17, 2016 and is uptrending. It has underperformed by 16.57% the S&P500.

Barrett Asset Management Llc, which manages about $1.48B and $1.32 billion US Long portfolio, upped its stake in Celgene Corp Com (NASDAQ:CELG) by 2,600 shares to 110,751 shares, valued at $14.38M in 2017Q2, according to the filing. It also increased its holding in Disney Walt Co Com Disney (NYSE:DIS) by 3,867 shares in the quarter, for a total of 347,317 shares, and has risen its stake in Jpmorgan Chase & Co Com (NYSE:JPM).

Among 10 analysts covering Donaldson Company (NYSE:DCI), 1 have Buy rating, 0 Sell and 9 Hold. Therefore 10% are positive. Donaldson Company had 24 analyst reports since September 2, 2015 according to SRatingsIntel. On Friday, June 2 the stock rating was maintained by Stifel Nicolaus with “Hold”. The firm earned “Buy” rating on Thursday, November 30 by Jefferies. The rating was maintained by Stifel Nicolaus with “Hold” on Friday, September 8. Stifel Nicolaus maintained the stock with “Hold” rating in Thursday, November 30 report. As per Thursday, October 26, the company rating was maintained by SunTrust. As per Wednesday, September 2, the company rating was upgraded by Zacks. The firm has “Hold” rating by Stifel Nicolaus given on Tuesday, July 4. The firm has “Hold” rating given on Wednesday, October 11 by Robert W. Baird. Avondale maintained Donaldson Company, Inc. (NYSE:DCI) rating on Monday, March 21. Avondale has “Market Perform” rating and $36 target. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Hold” rating by Robert W. Baird on Thursday, November 30.

Investors sentiment increased to 1.33 in 2017 Q2. Its up 0.60, from 0.73 in 2017Q1. It improved, as 34 investors sold DCI shares while 88 reduced holdings. 48 funds opened positions while 114 raised stakes. 101.09 million shares or 1.48% less from 102.61 million shares in 2017Q1 were reported. Parsons Capital Management Ri accumulated 4,950 shares or 0.03% of the stock. Panagora Asset Mngmt Incorporated reported 71,391 shares. The New York-based Boothbay Fund Management Ltd Liability has invested 0.05% in Donaldson Company, Inc. (NYSE:DCI). Wellington Mgmt Grp Llp reported 0% of its portfolio in Donaldson Company, Inc. (NYSE:DCI). Comerica Commercial Bank holds 0.04% or 104,964 shares in its portfolio. Voya Invest Mgmt Ltd accumulated 49,942 shares. Cambridge Rech Advsr holds 31,770 shares. California State Teachers Retirement System reported 236,525 shares. Regentatlantic Capital Limited Liability Com reported 5,579 shares stake. Cadence Capital Limited Liability Com reported 30,506 shares or 0.1% of all its holdings. 19,876 are owned by Conestoga Capital Advsr Ltd Company. California Employees Retirement Sys stated it has 0.02% in Donaldson Company, Inc. (NYSE:DCI). The Australia-based Amp Cap Invsts Ltd has invested 0.01% in Donaldson Company, Inc. (NYSE:DCI). Rk Cap Ltd Liability Co holds 2.86% or 312,100 shares. Manchester Cap Management Limited Com owns 100 shares for 0% of their portfolio.

Metropolitan Life Insurance Company, which manages about $14.10B and $14.48 billion US Long portfolio, decreased its stake in Dominion Energy Inc (NYSE:D) by 8,948 shares to 303,352 shares, valued at $23.25M in 2017Q2, according to the filing. It also reduced its holding in Essex Property Trust Reit Inc Trus (NYSE:ESS) by 1,919 shares in the quarter, leaving it with 35,158 shares, and cut its stake in Mondelez International Inc Class A (NASDAQ:MDLZ).

Investors sentiment increased to 2.33 in 2017 Q2. Its up 1.04, from 1.29 in 2017Q1. It increased, as 27 investors sold UBSI shares while 36 reduced holdings. 54 funds opened positions while 93 raised stakes. 63.86 million shares or 22.90% more from 51.96 million shares in 2017Q1 were reported. Assetmark holds 0% or 920 shares in its portfolio. New York-based New York State Teachers Retirement Sys has invested 0.01% in United Bankshares, Inc. (NASDAQ:UBSI). Thompson Davis & Inc has 0.04% invested in United Bankshares, Inc. (NASDAQ:UBSI) for 667 shares. 13,236 were reported by Advantus Capital Mngmt. Palladium Prns Llc holds 17,271 shares. Bridgeway Cap Mngmt Incorporated reported 0.02% stake. Natl Bank stated it has 13,155 shares or 0.01% of all its holdings. Smithfield Communications reported 18,555 shares. Us Bancorporation De, a Minnesota-based fund reported 23,600 shares. Massachusetts-based Eaton Vance Management has invested 0% in United Bankshares, Inc. (NASDAQ:UBSI). Huntington Financial Bank invested in 0.03% or 42,174 shares. Teachers Retirement Of The State Of Kentucky invested in 0.01% or 22,223 shares. Moreover, Creative Planning has 0.02% invested in United Bankshares, Inc. (NASDAQ:UBSI). Davenport & Ltd Limited Liability Company reported 8,498 shares. First Advsr Limited Partnership stated it has 0.03% in United Bankshares, Inc. (NASDAQ:UBSI).

Among 4 analysts covering United Bankshares Inc. (NASDAQ:UBSI), 0 have Buy rating, 0 Sell and 4 Hold. Therefore 0 are positive. United Bankshares Inc. had 9 analyst reports since August 4, 2015 according to SRatingsIntel. As per Friday, October 27, the company rating was maintained by Boenning & Scattergood. The firm has “Hold” rating by Keefe Bruyette & Woods given on Thursday, July 27. Keefe Bruyette & Woods maintained United Bankshares, Inc. (NASDAQ:UBSI) rating on Friday, November 3. Keefe Bruyette & Woods has “Hold” rating and $38.0 target. The stock of United Bankshares, Inc. (NASDAQ:UBSI) has “Hold” rating given on Thursday, June 1 by Keefe Bruyette & Woods. The stock of United Bankshares, Inc. (NASDAQ:UBSI) earned “Hold” rating by Boenning & Scattergood on Thursday, July 27. The stock of United Bankshares, Inc. (NASDAQ:UBSI) has “Market Perform” rating given on Monday, August 22 by Wood.

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