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River & Mercantile Asset Management Llp Increases Holding in Wells Fargo & Co (WFC); Blackstone Mtg Tr (BXMT) Holder Jrm Investment Counsel Increased Its Position

River & Mercantile Asset Management Llp increased its stake in Wells Fargo & Co (WFC) by 18.36% based on its latest 2017Q3 regulatory filing with the SEC. River & Mercantile Asset Management Llp bought 75,500 shares as the company’s stock declined 8.66% while stock markets rallied. The institutional investor held 486,635 shares of the major banks company at the end of 2017Q3, valued at $26.83 million, up from 411,135 at the end of the previous reported quarter. River & Mercantile Asset Management Llp who had been investing in Wells Fargo & Co for a number of months, seems to be bullish on the $293.25 billion market cap company. The stock decreased 0.12% or $0.07 during the last trading session, reaching $59.95. About 18.66M shares traded. Wells Fargo & Company (NYSE:WFC) has risen 9.67% since February 18, 2017 and is uptrending. It has underperformed by 7.03% the S&P500.

Jrm Investment Counsel Llc increased its stake in Blackstone Mtg Tr Inc (BXMT) by 7.31% based on its latest 2017Q3 regulatory filing with the SEC. Jrm Investment Counsel Llc bought 18,978 shares as the company’s stock 0.00% . The institutional investor held 278,445 shares of the consumer services company at the end of 2017Q3, valued at $8.64M, up from 259,467 at the end of the previous reported quarter. Jrm Investment Counsel Llc who had been investing in Blackstone Mtg Tr Inc for a number of months, seems to be bullish on the $3.40 billion market cap company. The stock increased 0.90% or $0.28 during the last trading session, reaching $31.42. About 683,436 shares traded. Blackstone Mortgage Trust, Inc. (NYSE:BXMT) has risen 12.11% since February 18, 2017 and is uptrending. It has underperformed by 4.59% the S&P500.

Jrm Investment Counsel Llc, which manages about $274.83 million and $124.22M US Long portfolio, decreased its stake in Vanguard Index Fds (VBR) by 4,807 shares to 4,243 shares, valued at $542,000 in 2017Q3, according to the filing. It also reduced its holding in Huntington Bancshares Inc (NASDAQ:HBANP) by 248 shares in the quarter, leaving it with 4,168 shares, and cut its stake in Vanguard Index Fds (VTI).

Since August 31, 2017, it had 0 insider buys, and 3 sales for $30,150 activity. Marone Anthony F. JR sold $6,935 worth of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) on Thursday, August 31. Ruffing Thomas C sold $3,954 worth of stock.

Investors sentiment increased to 1.31 in Q3 2017. Its up 0.12, from 1.19 in 2017Q2. It improved, as 13 investors sold BXMT shares while 59 reduced holdings. 29 funds opened positions while 65 raised stakes. 55.19 million shares or 1.38% less from 55.96 million shares in 2017Q2 were reported. Lvw Advsrs Limited Liability Corporation holds 0.97% or 78,562 shares. Loring Wolcott & Coolidge Fiduciary Llp Ma owns 20 shares for 0% of their portfolio. Cipher Capital Limited Partnership stated it has 0.33% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Bridgecreek Inv Limited Liability Corporation has 83,175 shares. Meridian Inv Counsel Incorporated invested 1.67% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Spirit Of America Management Corp New York invested 0.26% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Waddell And Reed Finance, a Kansas-based fund reported 244,731 shares. Deutsche Bancorporation Ag stated it has 0% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Pinnacle Advisory Group holds 13,480 shares or 0.03% of its portfolio. M&T Bancorp stated it has 816,354 shares. Capital Advisors Ok holds 441,423 shares or 0.84% of its portfolio. Hudson Valley Investment Advsr Inc Adv holds 6,950 shares or 0.06% of its portfolio. Bankshares Of Mellon stated it has 131,237 shares. Connecticut-based Cubist Systematic Strategies Ltd has invested 0.02% in Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Schwab Charles Mgmt holds 0.01% of its portfolio in Blackstone Mortgage Trust, Inc. (NYSE:BXMT) for 268,604 shares.

Among 9 analysts covering Blackstone Mortgage Trust Inc (NYSE:BXMT), 5 have Buy rating, 0 Sell and 4 Hold. Therefore 56% are positive. Blackstone Mortgage Trust Inc had 19 analyst reports since January 26, 2016 according to SRatingsIntel. Keefe Bruyette & Woods maintained Blackstone Mortgage Trust, Inc. (NYSE:BXMT) rating on Monday, May 29. Keefe Bruyette & Woods has “Buy” rating and $3300 target. Keefe Bruyette & Woods maintained the shares of BXMT in report on Thursday, July 6 with “Buy” rating. On Wednesday, December 6 the stock rating was reinitiated by Wells Fargo with “Outperform”. Bank of America downgraded the shares of BXMT in report on Thursday, December 15 to “Neutral” rating. The stock has “Buy” rating by FBR Capital on Friday, December 1. On Thursday, February 15 the stock rating was maintained by FBR Capital with “Buy”. The firm has “Hold” rating by J.P. Morgan given on Tuesday, February 6. The stock of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) has “Buy” rating given on Tuesday, August 8 by Keefe Bruyette & Woods. The firm has “Mkt Perform” rating by JMP Securities given on Thursday, February 16. Wood maintained Blackstone Mortgage Trust, Inc. (NYSE:BXMT) on Friday, April 7 with “Outperform” rating.

Since November 17, 2017, it had 0 buys, and 1 insider sale for $292,234 activity.

Among 39 analysts covering Wells Fargo & Company (NYSE:WFC), 15 have Buy rating, 8 Sell and 16 Hold. Therefore 38% are positive. Wells Fargo & Company had 131 analyst reports since July 29, 2015 according to SRatingsIntel. The company was downgraded on Tuesday, October 4 by Raymond James. Jefferies maintained it with “Hold” rating and $6200 target in Tuesday, June 6 report. The company was maintained on Sunday, July 30 by BMO Capital Markets. The stock of Wells Fargo & Company (NYSE:WFC) earned “Buy” rating by Robert W. Baird on Friday, October 6. The company was upgraded on Tuesday, September 20 by Morgan Stanley. The rating was downgraded by JP Morgan to “Neutral” on Wednesday, September 21. The rating was maintained by Vining Sparks on Friday, April 28 with “Strong-Buy”. The firm has “Neutral” rating by Susquehanna given on Thursday, December 1. Keefe Bruyette & Woods maintained it with “Buy” rating and $6200 target in Thursday, June 22 report. The firm has “Hold” rating by Susquehanna given on Thursday, January 4.

River & Mercantile Asset Management Llp, which manages about $4.01B and $674.05 million US Long portfolio, decreased its stake in Johnson Controls International Plc by 328,409 shares to 185,829 shares, valued at $7.49 million in 2017Q3, according to the filing. It also reduced its holding in Zillow Group Inc (NASDAQ:Z) by 26,900 shares in the quarter, leaving it with 22,700 shares, and cut its stake in Criteo Sa (NASDAQ:CRTO).

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