Lpl Financial Has Upped Time Warner (TWX) Holding By $529,920, Sii Investments Has Decreased By $650,074 Its Phillips 66 (PSX) Position

July 17, 2017 - By Marguerite Chambers

Lpl Financial Llc increased Time Warner (TWX) stake by 24.59% reported in 2016Q4 SEC filing. Lpl Financial Llc acquired 5,520 shares as Time Warner (TWX)’s stock rose 1.19%. The Lpl Financial Llc holds 27,964 shares with $2.71M value, up from 22,444 last quarter. Time Warner now has $77.48 billion valuation. The stock declined 0.54% or $0.54 reaching $99.25 on the news. About 2.49 million shares traded. Time Warner Inc (NYSE:TWX) has risen 36.37% since July 17, 2016 and is uptrending. It has outperformed by 19.67% the S&P500.

Sii Investments Inc decreased Phillips 66 (PSX) stake by 9.89% reported in 2016Q4 SEC filing. Sii Investments Inc sold 7,559 shares as Phillips 66 (PSX)’s stock declined 0.52%. The Sii Investments Inc holds 68,870 shares with $5.95 million value, down from 76,429 last quarter. Phillips 66 now has $42.48B valuation. The stock declined 0.46% or $0.38 reaching $81.82 per share. About 1.19 million shares traded. Phillips 66 (NYSE:PSX) has risen 0.77% since July 17, 2016 and is uptrending. It has underperformed by 15.93% the S&P500.

Among 18 analysts covering Phillips 66 (NYSE:PSX), 5 have Buy rating, 0 Sell and 13 Hold. Therefore 28% are positive. Phillips 66 had 38 analyst reports since August 4, 2015 according to SRatingsIntel. The company was maintained on Friday, April 21 by RBC Capital Markets. The firm has “Market Perform” rating by Cowen & Co given on Monday, March 28. As per Monday, July 11, the company rating was downgraded by Howard Weil. The rating was maintained by PiperJaffray with “Overweight” on Thursday, May 25. Jefferies initiated Phillips 66 (NYSE:PSX) on Tuesday, August 23 with “Hold” rating. The stock has “Equal-Weight” rating by Barclays Capital on Wednesday, July 13. maintained Phillips 66 (NYSE:PSX) rating on Monday, October 10. has “Equal-Weight” rating and $84 target. The company was maintained on Monday, November 2 by RBC Capital Markets. The stock of Phillips 66 (NYSE:PSX) has “Neutral” rating given on Monday, November 2 by Credit Suisse. The stock of Phillips 66 (NYSE:PSX) has “Neutral” rating given on Thursday, May 19 by UBS.

Sii Investments Inc increased Weyerhaeuser Co (NYSE:WY) stake by 14,635 shares to 39,826 valued at $1.20M in 2016Q4. It also upped Ishares Tr (ICF) stake by 12,467 shares and now owns 45,493 shares. Mcdonalds Corp (NYSE:MCD) was raised too.

Investors sentiment decreased to 0.93 in 2016 Q4. Its down 0.06, from 0.99 in 2016Q3. It dived, as 59 investors sold PSX shares while 382 reduced holdings. 93 funds opened positions while 316 raised stakes. 353.99 million shares or 0.70% more from 351.52 million shares in 2016Q3 were reported. Cypress Gru reported 54,813 shares or 1.12% of all its holdings. South Texas Money Mngmt, a Texas-based fund reported 5,524 shares. 1,286 were reported by Cornerstone Advisors. 20,358 are held by Harbour Invest Mgmt Lc. Louisiana State Employees Retirement reported 27,800 shares. Arvest State Bank Tru Division holds 0.33% of its portfolio in Phillips 66 (NYSE:PSX) for 48,398 shares. Koshinski Asset Management invested in 0% or 2,339 shares. State Of Tennessee Treasury Department owns 413,542 shares or 0.19% of their US portfolio. Natl Pension invested in 0.23% or 383,528 shares. Fil holds 0.01% or 36,763 shares. Strategy Asset Managers has invested 0.54% in Phillips 66 (NYSE:PSX). Ledyard State Bank reported 0.03% of its portfolio in Phillips 66 (NYSE:PSX). Shell Asset Management Co invested in 0.1% or 44,142 shares. Weatherly Asset Mngmt LP reported 0.24% of its portfolio in Phillips 66 (NYSE:PSX). Arizona State Retirement Systems holds 0.19% or 148,487 shares.

Analysts await Phillips 66 (NYSE:PSX) to report earnings on August, 1 before the open. They expect $1.14 EPS, up 21.28% or $0.20 from last year’s $0.94 per share. PSX’s profit will be $591.87M for 17.94 P/E if the $1.14 EPS becomes a reality. After $0.56 actual EPS reported by Phillips 66 for the previous quarter, Wall Street now forecasts 103.57% EPS growth.

Since February 21, 2017, it had 1 buying transaction, and 1 insider sale for $16.64 million activity. Averill Howard M bought 255 shares worth $25,416. On Tuesday, February 21 BEWKES JEFFREY L sold $16.67M worth of Time Warner Inc (NYSE:TWX) or 172,932 shares.

Lpl Financial Llc decreased Powershares Cef (PCEF) stake by 83,685 shares to 323,357 valued at $7.30M in 2016Q4. It also reduced Ishares Msci (TUR) stake by 13,155 shares and now owns 17,709 shares. Schwab Us (SCHM) was reduced too.

Investors sentiment increased to 1.09 in Q4 2016. Its up 0.07, from 1.02 in 2016Q3. It improved, as 65 investors sold TWX shares while 344 reduced holdings. 154 funds opened positions while 293 raised stakes. 608.00 million shares or 0.40% more from 605.61 million shares in 2016Q3 were reported. Coatue Limited Com has 3.25% invested in Time Warner Inc (NYSE:TWX). Signaturefd Lc stated it has 7,486 shares or 0.12% of all its holdings. Aperio Grp Incorporated Llc invested 0.27% of its portfolio in Time Warner Inc (NYSE:TWX). Natl Bank Of America Corporation De owns 3.97M shares for 0.08% of their portfolio. Goldman Sachs Inc accumulated 4.65 million shares or 0.13% of the stock. Boston Ptnrs has 0.85% invested in Time Warner Inc (NYSE:TWX). Apg Asset Nv invested in 3.06 million shares. Macguire Cheswick & Tuttle Inv Counsel Ltd Limited Liability Company holds 2.43% in Time Warner Inc (NYSE:TWX) or 122,141 shares. Greenleaf has 15,031 shares for 0.04% of their portfolio. 43,267 were accumulated by Thompson Mgmt. Jones Collombin Counsel holds 2.96% or 90,521 shares. Vulcan Value Prtnrs Ltd Limited Liability Company owns 1.50 million shares. Northside Ltd Limited Liability Company reported 5,069 shares or 0.17% of all its holdings. Advantus Cap Management owns 77,580 shares for 0.2% of their portfolio. Ifc Fl owns 27,757 shares.

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