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Cabot Wealth Management Trimmed Its Stake in Hdfc Bank LTD (HDB) by $4.08 Million as Stock Value Rose; As Transdigm Group (TDG) Market Valuation Rose, Windacre Partnership Has Raised by $33.41 Million Its Position

Cabot Wealth Management Inc decreased its stake in Hdfc Bank Ltd (HDB) by 25.92% based on its latest 2017Q3 regulatory filing with the SEC. Cabot Wealth Management Inc sold 42,460 shares as the company’s stock rose 20.33% with the market. The institutional investor held 121,337 shares of the commercial banks company at the end of 2017Q3, valued at $11.69M, down from 163,797 at the end of the previous reported quarter. Cabot Wealth Management Inc who had been investing in Hdfc Bank Ltd for a number of months, seems to be less bullish one the $75.30 billion market cap company. The stock decreased 0.49% or $0.5 during the last trading session, reaching $100.76. About 436,637 shares traded. HDFC Bank Limited (NYSE:HDB) has risen 36.23% since February 19, 2017 and is uptrending. It has outperformed by 19.53% the S&P500.

Windacre Partnership Llc increased its stake in Transdigm Group Inc (TDG) by 20.4% based on its latest 2017Q3 regulatory filing with the SEC. Windacre Partnership Llc bought 131,000 shares as the company’s stock rose 2.33% with the market. The institutional investor held 773,100 shares of the military and government and technical company at the end of 2017Q3, valued at $197.64M, up from 642,100 at the end of the previous reported quarter. Windacre Partnership Llc who had been investing in Transdigm Group Inc for a number of months, seems to be bullish on the $15.57B market cap company. The stock decreased 0.03% or $0.09 during the last trading session, reaching $298.35. About 473,936 shares traded or 8.14% up from the average. TransDigm Group Incorporated (NYSE:TDG) has risen 12.77% since February 19, 2017 and is uptrending. It has underperformed by 3.93% the S&P500.

Among 3 analysts covering HDFC Bank Limited (NYSE:HDB), 1 have Buy rating, 0 Sell and 2 Hold. Therefore 33% are positive. HDFC Bank Limited had 5 analyst reports since August 27, 2015 according to SRatingsIntel. As per Tuesday, March 21, the company rating was downgraded by Morgan Stanley. On Wednesday, September 2 the stock rating was downgraded by Zacks to “Sell”. Zacks upgraded the shares of HDB in report on Monday, September 21 to “Hold” rating. The company was maintained on Wednesday, September 14 by Goldman Sachs. On Thursday, August 27 the stock rating was downgraded by Zacks to “Hold”.

Cabot Wealth Management Inc, which manages about $552.75 million and $445.63 million US Long portfolio, upped its stake in Vanguard Malvern Fds (VTIP) by 36,195 shares to 124,092 shares, valued at $6.14M in 2017Q3, according to the filing. It also increased its holding in Dexcom Inc (NASDAQ:DXCM) by 16,388 shares in the quarter, for a total of 40,414 shares, and has risen its stake in Powershares Etf Tr Ii (VRP).

Since September 15, 2017, it had 0 insider purchases, and 6 selling transactions for $15.55 million activity. The insider Laubenthal Raymond F sold 11,900 shares worth $3.50M. $3.96 million worth of stock was sold by Henderson Robert S on Monday, October 16.

Among 20 analysts covering Transdigm Group Incorporated (NYSE:TDG), 11 have Buy rating, 1 Sell and 8 Hold. Therefore 55% are positive. Transdigm Group Incorporated had 75 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was maintained by Canaccord Genuity on Thursday, May 11 with “Buy”. Jefferies maintained the stock with “Hold” rating in Monday, January 8 report. On Wednesday, August 9 the stock rating was maintained by Deutsche Bank with “Buy”. The rating was maintained by Jefferies with “Buy” on Tuesday, June 6. The firm has “Hold” rating given on Wednesday, February 7 by Jefferies. The firm has “Market Perform” rating by Cowen & Co given on Thursday, March 23. Robert W. Baird initiated TransDigm Group Incorporated (NYSE:TDG) on Thursday, October 6 with “Outperform” rating. The stock has “Buy” rating by Canaccord Genuity on Wednesday, August 9. The rating was upgraded by Deutsche Bank on Tuesday, November 15 to “Buy”. On Friday, February 2 the stock rating was maintained by Canaccord Genuity with “Buy”.

Investors sentiment increased to 0.93 in Q3 2017. Its up 0.30, from 0.63 in 2017Q2. It is positive, as 30 investors sold TDG shares while 129 reduced holdings. 42 funds opened positions while 106 raised stakes. 56.62 million shares or 1.72% less from 57.61 million shares in 2017Q2 were reported. Vantage Investment Limited Liability has 0.02% invested in TransDigm Group Incorporated (NYSE:TDG). State Of Tennessee Treasury Department owns 32,145 shares or 0.04% of their US portfolio. California State Teachers Retirement Sys holds 0.05% of its portfolio in TransDigm Group Incorporated (NYSE:TDG) for 82,582 shares. Georgia-based Advisory Services Network Ltd Llc has invested 0% in TransDigm Group Incorporated (NYSE:TDG). Winslow Evans And Crocker Inc reported 82 shares. Nomura Asset Mngmt invested in 0.02% or 6,969 shares. Wedge Capital Management L LP Nc stated it has 690,507 shares or 1.64% of all its holdings. Catalyst Capital Advsrs Ltd Liability Company invested 0.12% of its portfolio in TransDigm Group Incorporated (NYSE:TDG). Reliance Comm Of Delaware stated it has 0.05% in TransDigm Group Incorporated (NYSE:TDG). Mu Investments Co Limited has 0.03% invested in TransDigm Group Incorporated (NYSE:TDG). Gateway Investment Advisers Limited Company has 0.12% invested in TransDigm Group Incorporated (NYSE:TDG) for 52,785 shares. Icon Advisers Com has invested 0.02% in TransDigm Group Incorporated (NYSE:TDG). Plancorp Lc owns 792 shares for 0.06% of their portfolio. Lombard Odier Asset Mngmt (Europe) Limited stated it has 863 shares. Pub Employees Retirement Of Ohio owns 20,681 shares.

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