As Winnebago (WGO) Market Value Declined, Holder Cooke & Bieler LP Cut Position by $22.50 Million; As Wells Fargo Co New (WFC) Stock Value Declined, Holder One Capital Management Has Lowered Holding by $2.25 Million

January 14, 2018 - By Vivian Park

Cooke & Bieler Lp decreased its stake in Winnebago (WGO) by 32.88% based on its latest 2017Q3 regulatory filing with the SEC. Cooke & Bieler Lp sold 511,275 shares as the company’s stock declined 23.58% while stock markets rallied. The institutional investor held 1.04M shares of the consumer non-durables company at the end of 2017Q3, valued at $46.70 million, down from 1.55 million at the end of the previous reported quarter. Cooke & Bieler Lp who had been investing in Winnebago for a number of months, seems to be less bullish one the $1.77B market cap company. The stock decreased 2.11% or $1.2 during the last trading session, reaching $55.8. About 582,173 shares traded. Winnebago Industries, Inc. (NYSE:WGO) has risen 28.17% since January 14, 2017 and is uptrending. It has outperformed by 11.47% the S&P500.

One Capital Management Llc decreased its stake in Wells Fargo Co New (WFC) by 73.31% based on its latest 2017Q3 regulatory filing with the SEC. One Capital Management Llc sold 40,960 shares as the company’s stock declined 8.66% while stock markets rallied. The institutional investor held 14,913 shares of the major banks company at the end of 2017Q3, valued at $822,000, down from 55,873 at the end of the previous reported quarter. One Capital Management Llc who had been investing in Wells Fargo Co New for a number of months, seems to be less bullish one the $308.01B market cap company. The stock decreased 0.73% or $0.46 during the last trading session, reaching $62.55. About 25.89 million shares traded or 37.66% up from the average. Wells Fargo & Company (NYSE:WFC) has risen 9.67% since January 14, 2017 and is uptrending. It has underperformed by 7.03% the S&P500.

Among 36 analysts covering Wells Fargo & Company (NYSE:WFC), 17 have Buy rating, 5 Sell and 14 Hold. Therefore 47% are positive. Wells Fargo & Company had 115 analyst reports since July 29, 2015 according to SRatingsIntel. The company was maintained on Tuesday, September 27 by FBR Capital. FBR Capital downgraded the stock to “Mkt Perform” rating in Wednesday, October 19 report. Jefferies maintained the stock with “Hold” rating in Tuesday, June 6 report. The firm has “Buy” rating given on Thursday, January 7 by Citigroup. The company was maintained on Wednesday, April 12 by Sandler O’Neill. The firm has “Outperform” rating given on Monday, September 19 by Robert W. Baird. The stock of Wells Fargo & Company (NYSE:WFC) earned “Hold” rating by Jefferies on Friday, September 15. On Tuesday, September 5 the stock rating was maintained by Robert W. Baird with “Buy”. The firm has “Sell” rating by Raymond James given on Tuesday, August 8. Nomura maintained Wells Fargo & Company (NYSE:WFC) on Monday, April 25 with “Buy” rating.

Investors sentiment decreased to 0.73 in 2017 Q3. Its down 0.15, from 0.88 in 2017Q2. It turned negative, as 92 investors sold WFC shares while 725 reduced holdings. 103 funds opened positions while 495 raised stakes. 3.65 billion shares or 0.40% less from 3.66 billion shares in 2017Q2 were reported. Tru Of Vermont has invested 0.91% in Wells Fargo & Company (NYSE:WFC). Tukman Grossman Management invested 6.69% in Wells Fargo & Company (NYSE:WFC). Fil has invested 0.92% of its portfolio in Wells Fargo & Company (NYSE:WFC). Gabelli & Invest Advisers Inc reported 81,893 shares stake. Caisse De Depot Et Placement Du Quebec accumulated 3.59 million shares or 0.46% of the stock. Ssi Inv Mngmt invested in 0.05% or 10,620 shares. 81,952 are held by Gillespie Robinson Grimm Incorporated. Reliance Tru Of Delaware invested in 94,997 shares or 0.8% of the stock. Salient Tru Lta owns 27,565 shares for 0.18% of their portfolio. Tower Bridge Advsrs holds 27,290 shares or 0.17% of its portfolio. Ifc Fl has invested 0.03% in Wells Fargo & Company (NYSE:WFC). Bailard Inc, a California-based fund reported 31,441 shares. Trustco Bank & Trust Corporation N Y owns 38,788 shares. Mechanics Bank & Trust Trust Department holds 0.68% or 51,582 shares. Summit Fincl Wealth Advsrs Limited Liability Corporation, a Louisiana-based fund reported 26,165 shares.

One Capital Management Llc, which manages about $676.36 million and $480.74M US Long portfolio, upped its stake in Ishares Tr (IWS) by 6,870 shares to 139,676 shares, valued at $11.86M in 2017Q3, according to the filing. It also increased its holding in Alphabet Inc by 331 shares in the quarter, for a total of 3,544 shares, and has risen its stake in Ishares Tr (EFV).

Among 7 analysts covering Winnebago Industries (NYSE:WGO), 4 have Buy rating, 0 Sell and 3 Hold. Therefore 57% are positive. Winnebago Industries had 21 analyst reports since August 26, 2015 according to SRatingsIntel. Robert W. Baird maintained Winnebago Industries, Inc. (NYSE:WGO) on Friday, August 25 with “Buy” rating. The company was maintained on Wednesday, June 21 by BMO Capital Markets. Sidoti initiated the stock with “Buy” rating in Friday, November 11 report. Robert W. Baird maintained the shares of WGO in report on Friday, November 3 with “Outperform” rating. The stock of Winnebago Industries, Inc. (NYSE:WGO) earned “Buy” rating by Stifel Nicolaus on Monday, August 14. The firm earned “Hold” rating on Wednesday, October 4 by Stifel Nicolaus. On Friday, October 20 the stock rating was maintained by Robert W. Baird with “Buy”. BMO Capital Markets maintained the stock with “Hold” rating in Wednesday, December 20 report. The rating was maintained by Robert W. Baird on Wednesday, December 20 with “Buy”. The rating was maintained by Stifel Nicolaus with “Hold” on Thursday, October 19.

Cooke & Bieler Lp, which manages about $4.81B and $5.38B US Long portfolio, upped its stake in Cardinal Health (NYSE:CAH) by 66,191 shares to 1.34 million shares, valued at $90.00M in 2017Q3, according to the filing. It also increased its holding in Exxon Mobil (NYSE:XOM) by 248,111 shares in the quarter, for a total of 1.33M shares, and has risen its stake in Omnicom Group (NYSE:OMC).

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