Solaris Asset Management Has Trimmed Its Cvs (CVS) Position by $1.89 Million; Time Warner (TWX) Position Held by Camarda Financial Advisors Llc

January 13, 2018 - By Winifred Garcia

Camarda Financial Advisors Llc increased its stake in Time Warner Inc (TWX) by 3839.95% based on its latest 2017Q3 regulatory filing with the SEC. Camarda Financial Advisors Llc bought 15,091 shares as the company’s stock rose 1.19% with the market. The institutional investor held 15,484 shares of the television services company at the end of 2017Q3, valued at $1.59M, up from 393 at the end of the previous reported quarter. Camarda Financial Advisors Llc who had been investing in Time Warner Inc for a number of months, seems to be bullish on the $71.67 billion market cap company. The stock increased 0.17% or $0.16 during the last trading session, reaching $92.05. About 3.07M shares traded. Time Warner Inc. (NYSE:TWX) has risen 36.37% since January 13, 2017 and is uptrending. It has outperformed by 19.67% the S&P500.

Solaris Asset Management Llc decreased its stake in Cvs Corp (CVS) by 96.09% based on its latest 2017Q3 regulatory filing with the SEC. Solaris Asset Management Llc sold 23,320 shares as the company’s stock declined 4.23% while stock markets rallied. The institutional investor held 950 shares of the medical and nursing services company at the end of 2017Q3, valued at $77,000, down from 24,270 at the end of the previous reported quarter. Solaris Asset Management Llc who had been investing in Cvs Corp for a number of months, seems to be less bullish one the $79.81B market cap company. The stock decreased 0.30% or $0.24 during the last trading session, reaching $78.78. About 7.10 million shares traded. CVS Health Corporation (NYSE:CVS) has declined 24.40% since January 13, 2017 and is downtrending. It has underperformed by 41.10% the S&P500.

Investors sentiment decreased to 0.76 in Q3 2017. Its down 0.09, from 0.85 in 2017Q2. It fall, as 66 investors sold TWX shares while 374 reduced holdings. 69 funds opened positions while 264 raised stakes. 586.69 million shares or 2.23% less from 600.08 million shares in 2017Q2 were reported. Driehaus Cap Mgmt Limited Liability Company invested in 217,135 shares or 0.87% of the stock. Lumbard Kellner Limited Company has 1.81% invested in Time Warner Inc. (NYSE:TWX) for 32,473 shares. Schroder Inv Mngmt Grp holds 0% in Time Warner Inc. (NYSE:TWX) or 3,878 shares. Fin Advisers Limited Liability Company has 22,849 shares. Eqis Cap Mngmt holds 2,468 shares or 0.01% of its portfolio. Mitchell Sinkler Starr Pa owns 3,725 shares or 0.6% of their US portfolio. 10,373 were reported by Fiera Cap. Quantitative Invest Mngmt Ltd Liability Com holds 142,200 shares. Lazard Asset Limited Liability Corporation holds 0.04% in Time Warner Inc. (NYSE:TWX) or 206,340 shares. Parkside Bancorp has invested 0.04% of its portfolio in Time Warner Inc. (NYSE:TWX). Westwood Gru Inc Inc invested in 10,050 shares. Highfields Management Lp reported 5.55 million shares. Aviva Public Limited Liability Com holds 493,034 shares. Employees Retirement Association Of Colorado reported 0.1% of its portfolio in Time Warner Inc. (NYSE:TWX). Highvista Strategies Limited Liability Corporation has 163,389 shares for 3.81% of their portfolio.

Camarda Financial Advisors Llc, which manages about $213.32 million and $92.98M US Long portfolio, decreased its stake in General Dynamics Corp (NYSE:GD) by 6,495 shares to 2,485 shares, valued at $511,000 in 2017Q3, according to the filing. It also reduced its holding in Cisco Sys Inc (NASDAQ:CSCO) by 17,601 shares in the quarter, leaving it with 494 shares, and cut its stake in Skyworks Solutions Inc (NASDAQ:SWKS).

Since December 14, 2017, it had 0 insider purchases, and 1 sale for $2.11 million activity.

Among 40 analysts covering Time Warner Inc. (NYSE:TWX), 15 have Buy rating, 0 Sell and 25 Hold. Therefore 38% are positive. Time Warner Inc. had 116 analyst reports since August 6, 2015 according to SRatingsIntel. The company was maintained on Thursday, September 7 by Jefferies. The company was maintained on Friday, November 13 by Barclays Capital. FBR Capital maintained it with “Mkt Perform” rating and $97 target in Monday, October 24 report. The stock of Time Warner Inc. (NYSE:TWX) earned “Outperform” rating by Barrington Research on Friday, November 6. BMO Capital Markets maintained the shares of TWX in report on Wednesday, November 22 with “Hold” rating. The rating was downgraded by Atlantic Securities on Monday, October 24 to “Neutral”. Cowen & Co maintained the stock with “Hold” rating in Tuesday, October 10 report. On Tuesday, October 20 the stock rating was initiated by Pivotal Research with “Buy”. The firm has “Neutral” rating given on Wednesday, February 1 by Moffett Nathanson. The rating was downgraded by Pivotal Research to “Hold” on Thursday, April 20.

Among 25 analysts covering CVS Health (NYSE:CVS), 18 have Buy rating, 0 Sell and 7 Hold. Therefore 72% are positive. CVS Health had 65 analyst reports since July 22, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Friday, November 3 by Citigroup. Raymond James upgraded the shares of CVS in report on Thursday, January 4 to “Buy” rating. As per Thursday, August 17, the company rating was maintained by Citigroup. The rating was maintained by Robert W. Baird with “Hold” on Monday, September 25. The firm has “Buy” rating by Leerink Swann given on Monday, January 8. The firm has “Buy” rating given on Wednesday, August 19 by Evercore. SunTrust maintained the shares of CVS in report on Thursday, January 4 with “Buy” rating. The firm has “Buy” rating by RBC Capital Markets given on Monday, December 4. The stock of CVS Health Corporation (NYSE:CVS) earned “Hold” rating by Robert W. Baird on Thursday, January 4. The firm has “Overweight” rating by JP Morgan given on Monday, November 2.

Investors sentiment decreased to 0.88 in 2017 Q3. Its down 0.04, from 0.92 in 2017Q2. It fall, as 60 investors sold CVS shares while 571 reduced holdings. 88 funds opened positions while 466 raised stakes. 801.45 million shares or 0.31% less from 803.96 million shares in 2017Q2 were reported. Peoples Fincl Svcs Corporation owns 705 shares for 0.03% of their portfolio. Moreover, Benjamin F Edwards And has 0.26% invested in CVS Health Corporation (NYSE:CVS) for 26,459 shares. Tobam holds 1.15% of its portfolio in CVS Health Corporation (NYSE:CVS) for 375,082 shares. Morgan Stanley holds 0.2% or 8.27 million shares. Smithfield Co invested in 6,709 shares. First Business Service owns 7,329 shares. Charter Communications owns 20,965 shares for 0.21% of their portfolio. Hightower Advsr stated it has 245,981 shares or 0.17% of all its holdings. Donaldson Cap Mngmt Ltd Liability Co reported 0.15% stake. Rockland Tru accumulated 172,241 shares or 2.09% of the stock. Mcf Ltd Liability has invested 0.01% in CVS Health Corporation (NYSE:CVS). Checchi Cap Advisers Ltd Com holds 0.06% in CVS Health Corporation (NYSE:CVS) or 7,913 shares. Bkd Wealth Advsrs Limited Liability Com reported 7,019 shares. 1,342 were accumulated by Td Ltd Llc. Convergence Prtn holds 50,962 shares or 0.59% of its portfolio.

Since August 16, 2017, it had 0 buys, and 7 selling transactions for $58.32 million activity. 237,078 CVS Health Corporation (NYSE:CVS) shares with value of $18.88 million were sold by Denton David M. The insider SWIFT RICHARD J sold 2,500 shares worth $199,050. 241,150 shares were sold by MERLO LARRY J, worth $20.03M. 85,743 shares valued at $7.13M were sold by Roberts Jonathan C on Monday, September 18. Foulkes Helena sold 39,340 shares worth $3.22M.

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