Oakmont Partners Lifted Microsoft (MSFT) Holding by $586,530 as Market Valuation Declined; Valero Energy Partners LP (VLP) Shares Rose While Mai Wealth Advisors Trimmed Holding

Microsoft Corporation (NASDAQ:MSFT) Logo

Oakmont Partners Llc increased its stake in Microsoft Corp (MSFT) by 8.44% based on its latest 2018Q3 regulatory filing with the SEC. Oakmont Partners Llc bought 5,145 shares as the company’s stock declined 1.64% with the market. The institutional investor held 66,121 shares of the prepackaged software company at the end of 2018Q3, valued at $7.56M, up from 60,976 at the end of the previous reported quarter. Oakmont Partners Llc who had been investing in Microsoft Corp for a number of months, seems to be bullish on the $789.25 billion market cap company. The stock decreased 0.77% or $0.8 during the last trading session, reaching $102.8. About 28.31 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 30.43% since January 12, 2018 and is uptrending. It has outperformed by 30.43% the S&P500. Some Historical MSFT News: 17/04/2018 – MSFT: #BREAKING: #SCOTUS dismisses the @Microsoft case as moot in light of the passage of the #CLOUD Act. – ! $MSFT; 26/04/2018 – Microsoft 3Q EPS 95c; 02/04/2018 – MICROSOFT MSFT.O SAYS OUTLOOK.COM SERVICE IS NOW UP AND RUNNING; 14/03/2018 – International Launch Services (ILS) Secures Additional Launch Orders for Proton Medium Vehicle; 23/05/2018 – U.S. Refiners Propose to Kick Off More than $3 Billion Worth of Projects by End of Year, an Industrial Info News Alert; 12/04/2018 – Source-to-Pay Leader Determine, Inc. Highlights the Future of e-Procurement at ProcureCon Canada, April 16 – 18; 05/05/2018 – BUFFETT SAYS FINANCIAL PAYMENTS INDUSTRY IS A HUGE DEAL AROUND THE WORLD, WITH MANY WORKING TO REINVENT IT; 24/05/2018 – The Microsoft CEO was quick to cover topics like data privacy and cyberattacks in his speech; 15/05/2018 – Sigfox Launches Sens’it Discovery; 24/04/2018 – THX® Announces Premium Large Format Cinema Offering at CinemaCon 2018

Mai Wealth Advisors decreased its stake in Valero Energy Partners Lp (VLP) by 12.93% based on its latest 2018Q3 regulatory filing with the SEC. Mai Wealth Advisors sold 19,585 shares as the company’s stock rose 15.28% while stock markets declined. The hedge fund held 131,935 shares of the natural gas distribution company at the end of 2018Q3, valued at $5.00 million, down from 151,520 at the end of the previous reported quarter. Mai Wealth Advisors who had been investing in Valero Energy Partners Lp for a number of months, seems to be less bullish one the $ market cap company. The stock decreased 100.00% or $42.24 during the last trading session, reaching $0. About 1.67M shares traded or 119.83% up from the average. Valero Energy Partners LP (NYSE:VLP) has risen 3.14% since January 12, 2018 and is uptrending. It has outperformed by 3.14% the S&P500. Some Historical VLP News: 08/03/2018 – $480 Million Octane lmprover Market – Global Forecasts to 2022: Key Players are Valero Renewables Fuels, Dorf Ketal Fuels, LyondellBasell Industries, BP & BASF – ResearchAndMarkets.com; 26/04/2018 – Valero Energy Partners 1Q Rev $132M; 26/04/2018 – VALERO ENERGY PARTNERS LP – PARTNERSHIP CONTINUES TO TARGET CAPITAL EXPENDITURES OF $35 MLN TO $45 MLN FOR 2018; 27/03/2018 – DIARY-U.S. refinery operations-Valero Memphis refinery hydrogen plant operation cut back; 19/04/2018 – VALERO TEXAS CITY REFINERY BLAST HAPPENED ON A UNIT: OFFICIAL; 19/04/2018 – VALERO ENERGY RAISES QTRLY DISTRIBUTION 3.9% TO 52.75C/UNIT; 19/04/2018 – Valero Energy Partners LP Increases Qtrly Cash Distribution by 3.9 %; 27/04/2018 – VALERO CORPUS CHRISTI EAST EMISSIONS EVENT REPORT; 19/04/2018 – VALERO SAYS TEXAS CITY REFINERY FIRE STARTED AT 5PM; 19/04/2018 – Valero Energy Partners Raises Distribution to 52.75c

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Livetradingnews.com which released: “Microsoft Corporation (NASDAQ:MSFT) 2019 Set to Outperform – Live Trading News” on December 28, 2018, also Nasdaq.com with their article: “Technology Sector Update for 12/13/2018: CIEN, AAPL, QCOM, QTRH, MSFT, IBM, CSCO, GOOG – Nasdaq” published on December 13, 2018, Nasdaq.com published: “MSFT Will Release Disc-Less Xbox One in 2019, Xbox Anaconda in 2020 – Nasdaq” on December 18, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Nasdaq.com and their article: “Microsoft Stock Is Worth Its Relatively High Price – Nasdaq” published on January 04, 2019 as well as Nasdaq.com‘s news article titled: “Notable ETF Inflow Detected – IVW, MSFT, V, JNJ – Nasdaq” with publication date: January 10, 2019.

Among 38 analysts covering Microsoft Corporation (NASDAQ:MSFT), 34 have Buy rating, 1 Sell and 3 Hold. Therefore 89% are positive. Microsoft Corporation had 216 analyst reports since July 22, 2015 according to SRatingsIntel. On Thursday, August 27 the stock rating was downgraded by Vetr to “Strong-Buy”. UBS maintained Microsoft Corporation (NASDAQ:MSFT) on Thursday, November 9 with “Buy” rating. The stock has “Buy” rating by Credit Suisse on Tuesday, August 22. The stock has “Buy” rating by Barclays Capital on Friday, October 27. The rating was maintained by Wells Fargo with “Buy” on Thursday, April 12. As per Wednesday, December 16, the company rating was maintained by Deutsche Bank. Raymond James upgraded the shares of MSFT in report on Monday, November 30 to “Strong Buy” rating. As per Friday, July 21, the company rating was maintained by UBS. The firm has “Strong Buy” rating by Raymond James given on Tuesday, July 17. The stock of Microsoft Corporation (NASDAQ:MSFT) has “Overweight” rating given on Thursday, October 25 by KeyBanc Capital Markets.

Investors sentiment decreased to 0.81 in 2018 Q3. Its down 0.03, from 0.84 in 2018Q2. It worsened, as 33 investors sold MSFT shares while 981 reduced holdings. 145 funds opened positions while 681 raised stakes. 5.28 billion shares or 0.60% less from 5.31 billion shares in 2018Q2 were reported. Northstar Investment Advisors Limited Liability Company accumulated 3.82% or 168,029 shares. 16,447 are held by Bangor Natl Bank. Rosenbaum Jay D has 5.74% invested in Microsoft Corporation (NASDAQ:MSFT) for 27,679 shares. Old Point N A has 64,591 shares. First National Bank & Trust Of Omaha holds 3.04% in Microsoft Corporation (NASDAQ:MSFT) or 474,045 shares. Mycio Wealth Partners Limited Liability Corporation has invested 0.49% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Pictet Asset Mgmt invested in 1.44% or 5.94 million shares. Veritas Asset Mngmt Llp reported 5.28% stake. Legacy Private Trust owns 53,840 shares. 10,817 are owned by West Oak. Mountain Pacific Investment Advisers Id has invested 0.11% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Hendershot Investments stated it has 1.71% in Microsoft Corporation (NASDAQ:MSFT). Findlay Park Llp invested 6.29% in Microsoft Corporation (NASDAQ:MSFT). Robeco Institutional Asset Mgmt Bv accumulated 4.46 million shares. Sigma Counselors holds 66,007 shares or 0.94% of its portfolio.

Oakmont Partners Llc, which manages about $220.41 million and $445.04M US Long portfolio, decreased its stake in Lyondellbasell Industries N (NYSE:LYB) by 5,153 shares to 19,827 shares, valued at $2.03 million in 2018Q3, according to the filing. It also reduced its holding in Spdr Ser Tr by 10,337 shares in the quarter, leaving it with 16,609 shares, and cut its stake in Illinois Tool Wks Inc (NYSE:ITW).

Since August 31, 2018, it had 0 buys, and 10 sales for $54.07 million activity. $21.70M worth of Microsoft Corporation (NASDAQ:MSFT) shares were sold by Nadella Satya. Hood Amy had sold 118,000 shares worth $13.09 million on Friday, August 31. Another trade for 40,000 shares valued at $4.45 million was sold by Hogan Kathleen T. On Monday, November 5 the insider BROD FRANK H sold $214,363.

More notable recent Valero Energy Partners LP (NYSE:VLP) news were published by: Fool.com which released: “3 High-Octane Dividend Stocks You’re Probably Missing – The Motley Fool” on January 29, 2018, also Fool.com with their article: “3 Dividend Stocks That Put More Money in Your Pocket Each Quarter – Motley Fool” published on July 11, 2018, Seekingalpha.com published: “Valero Has 50% Upside – Seeking Alpha” on October 23, 2018. More interesting news about Valero Energy Partners LP (NYSE:VLP) were released by: Fool.com and their article: “This Often-Overlooked High-Yield Growth Stock Is Now On Sale – The Motley Fool” published on April 03, 2018 as well as Benzinga.com‘s news article titled: “Benzinga’s Top Upgrades, Downgrades For October 19, 2018 – Benzinga” with publication date: October 19, 2018.

Among 17 analysts covering Valero Energy Partners LP (NYSE:VLP), 7 have Buy rating, 0 Sell and 10 Hold. Therefore 41% are positive. Valero Energy Partners LP had 55 analyst reports since August 6, 2015 according to SRatingsIntel. The firm earned “Overweight” rating on Thursday, February 25 by Morgan Stanley. Jefferies initiated the stock with “Buy” rating in Tuesday, August 23 report. Raymond James initiated it with “Outperform” rating and $53 target in Thursday, April 21 report. The stock has “Equal-Weight” rating by Barclays Capital on Wednesday, January 17. The rating was maintained by SunTrust on Thursday, October 26 with “Buy”. The rating was downgraded by Raymond James to “Market Perform” on Friday, October 19. The company was downgraded on Friday, August 24 by JP Morgan. Scotia Capital maintained the shares of VLP in report on Friday, April 28 with “Buy” rating. The company was maintained on Friday, March 24 by Scotia Capital. The rating was maintained by Barclays Capital with “Overweight” on Friday, August 7.

Investors sentiment decreased to 0.89 in 2018 Q3. Its down 0.09, from 0.98 in 2018Q2. It worsened, as 11 investors sold VLP shares while 27 reduced holdings. 12 funds opened positions while 22 raised stakes. 18.99 million shares or 0.19% less from 19.02 million shares in 2018Q2 were reported. Botty Limited Liability Company invested in 0.06% or 5,859 shares. Mai Cap Management reported 131,935 shares. First Natl, Pennsylvania-based fund reported 7,349 shares. Ent reported 112 shares. Raymond James Financial Service Advsr invested 0.01% in Valero Energy Partners LP (NYSE:VLP). Tower Rech Capital Lc (Trc) holds 6,084 shares or 0.02% of its portfolio. Salient Capital Advsr Limited Liability Company accumulated 0.04% or 51,786 shares. Jane Street Gru Ltd accumulated 79,024 shares. Commonwealth Of Pennsylvania Pub School Empls Retrmt System holds 0.07% in Valero Energy Partners LP (NYSE:VLP) or 139,690 shares. Deutsche National Bank & Trust Ag owns 343,800 shares for 0.01% of their portfolio. Hightower Advsr Limited Com has invested 0.03% in Valero Energy Partners LP (NYSE:VLP). First Tru Advsr LP reported 82,792 shares. Evergreen Mngmt Limited Liability stated it has 5,750 shares or 0.02% of all its holdings. Northwestern Mutual Wealth Mngmt Com, a Wisconsin-based fund reported 107 shares. Comml Bank Of Ny Mellon has invested 0% in Valero Energy Partners LP (NYSE:VLP).

Mai Wealth Advisors, which manages about $3.54B and $1.96 billion US Long portfolio, upped its stake in Williams Companies Inc. (NYSE:WMB) by 189,038 shares to 215,083 shares, valued at $5.85M in 2018Q3, according to the filing. It also increased its holding in Procter & Gamble (NYSE:PG) by 5,449 shares in the quarter, for a total of 80,043 shares, and has risen its stake in Gs Activebeta Large Cap Etf.

Valero Energy Partners LP (NYSE:VLP) Institutional Positions Chart