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Pure Financial Advisors Has Trimmed Its Sempra Energy (SRE) Position by $1.28 Million; Share Value Rose; D L Carlson Investment Group Increases Holding in Jp Morgan Chase (JPM)

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Pure Financial Advisors Inc decreased its stake in Sempra Energy (SRE) by 37.22% based on its latest 2017Q4 regulatory filing with the SEC. Pure Financial Advisors Inc sold 12,119 shares as the company’s stock rose 2.65% while stock markets declined. The institutional investor held 20,438 shares of the natural gas distribution company at the end of 2017Q4, valued at $2.19 million, down from 32,557 at the end of the previous reported quarter. Pure Financial Advisors Inc who had been investing in Sempra Energy for a number of months, seems to be less bullish one the $27.30B market cap company. The stock decreased 1.81% or $1.9 during the last trading session, reaching $103.34. About 2.43 million shares traded or 21.98% up from the average. Sempra Energy (NYSE:SRE) has declined 0.38% since May 17, 2017 and is downtrending. It has underperformed by 11.93% the S&P500.

D L Carlson Investment Group Inc increased its stake in Jp Morgan Chase (JPM) by 5.86% based on its latest 2017Q4 regulatory filing with the SEC. D L Carlson Investment Group Inc bought 4,562 shares as the company’s stock rose 0.67% while stock markets declined. The institutional investor held 82,426 shares of the major banks company at the end of 2017Q4, valued at $8.82 million, up from 77,864 at the end of the previous reported quarter. D L Carlson Investment Group Inc who had been investing in Jp Morgan Chase for a number of months, seems to be bullish on the $385.84B market cap company. The stock increased 0.27% or $0.31 during the last trading session, reaching $113.34. About 7.57M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since May 17, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Since April 5, 2018, it had 0 insider purchases, and 3 sales for $6.14 million activity. OUCHI WILLIAM G also sold $201,006 worth of Sempra Energy (NYSE:SRE) shares. $5.51M worth of Sempra Energy (NYSE:SRE) shares were sold by REED DEBRA L.

Another recent and important Sempra Energy (NYSE:SRE) news was published by Seekingalpha.com which published an article titled: “Sempra Energy 2018 Q1 – Results – Earnings Call Slides” on May 08, 2018.

Among 10 analysts covering Sempra Energy (NYSE:SRE), 6 have Buy rating, 0 Sell and 4 Hold. Therefore 60% are positive. Sempra Energy had 23 analyst reports since September 15, 2015 according to SRatingsIntel. The firm has “Hold” rating by BMO Capital Markets given on Friday, August 4. The stock has “Buy” rating by RBC Capital Markets on Sunday, October 1. BMO Capital Markets maintained the stock with “Hold” rating in Thursday, May 11 report. The firm has “Buy” rating by RBC Capital Markets given on Sunday, November 5. On Wednesday, February 28 the stock rating was maintained by Wells Fargo with “Outperform”. The rating was downgraded by Bank of America on Friday, December 22 to “Hold”. The stock of Sempra Energy (NYSE:SRE) earned “Buy” rating by Wells Fargo on Wednesday, January 3. The company was maintained on Sunday, April 22 by Guggenheim. Bank of America maintained it with “Neutral” rating and $113 target in Tuesday, May 8 report. The rating was upgraded by Goldman Sachs to “Buy” on Wednesday, October 11.

Investors sentiment increased to 1.27 in 2017 Q4. Its up 0.08, from 1.19 in 2017Q3. It improved, as 34 investors sold SRE shares while 165 reduced holdings. 67 funds opened positions while 185 raised stakes. 192.21 million shares or 2.89% less from 197.93 million shares in 2017Q3 were reported. 2,742 were reported by Gofen & Glossberg Ltd Il. Cognios Capital owns 17,866 shares or 0.72% of their US portfolio. Brookfield Asset Mgmt holds 913,446 shares. Macquarie Grp accumulated 1.36 million shares or 0.21% of the stock. Buckingham Asset Mgmt Ltd Liability Company reported 0.08% stake. Chilton Capital Limited Liability Corporation holds 102,932 shares. Japan-based Nomura Asset Management Co has invested 0.04% in Sempra Energy (NYSE:SRE). Moreover, Eaton Vance Mgmt has 0.43% invested in Sempra Energy (NYSE:SRE). Chevy Chase Trust reported 0.1% stake. Jump Trading Ltd Liability Company holds 0.07% or 4,676 shares. Loring Wolcott Coolidge Fiduciary Llp Ma invested in 0% or 14 shares. Cetera Advisor Netwr Ltd Co reported 22,094 shares. Prtnrs Holding Ag reported 1.88% stake. Prudential Fin invested 0.05% in Sempra Energy (NYSE:SRE). The New York-based State Common Retirement Fund has invested 0.08% in Sempra Energy (NYSE:SRE).

Pure Financial Advisors Inc, which manages about $1.02 billion and $403.16 million US Long portfolio, upped its stake in Ishares Tr (CMF) by 88,841 shares to 157,149 shares, valued at $9.30M in 2017Q4, according to the filing. It also increased its holding in Ishares Tr (IJJ) by 2,806 shares in the quarter, for a total of 21,165 shares, and has risen its stake in Ishares Tr (SHY).

Analysts await Sempra Energy (NYSE:SRE) to report earnings on August, 3. They expect $1.22 EPS, up 10.91% or $0.12 from last year’s $1.1 per share. SRE’s profit will be $322.25 million for 21.18 P/E if the $1.22 EPS becomes a reality. After $1.43 actual EPS reported by Sempra Energy for the previous quarter, Wall Street now forecasts -14.69% negative EPS growth.

Since January 13, 2018, it had 2 insider buys, and 8 sales for $20.12 million activity. 9,194 shares valued at $1.03 million were sold by Lake Marianne on Saturday, January 13. 17,057 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $1.91M were sold by Scher Peter. BACON ASHLEY sold $1.84M worth of stock. HOBSON MELLODY L also bought $2.00M worth of JPMorgan Chase & Co. (NYSE:JPM) shares. 3,783 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $425,399 were sold by Giles Nicole. Friedman Stacey sold 17,729 shares worth $1.99 million.

Among 34 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 14 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 120 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating by RBC Capital Markets given on Monday, July 17. The rating was maintained by Wells Fargo with “Buy” on Wednesday, December 20. On Monday, April 30 the stock rating was maintained by Morgan Stanley with “Overweight”. BMO Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Thursday, April 14. BMO Capital Markets has “Outperform” rating and $77 target. The company was maintained on Thursday, July 20 by Oppenheimer. The company was upgraded on Monday, January 18 by Atlantic Securities. UBS reinitiated the shares of JPM in report on Wednesday, January 11 with “Buy” rating. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Thursday, April 12 by Credit Suisse. The stock has “Hold” rating by Keefe Bruyette & Woods on Thursday, December 21. The firm has “Hold” rating given on Thursday, October 6 by Sandler O’Neill.

Investors sentiment decreased to 0.88 in Q4 2017. Its down 0.03, from 0.91 in 2017Q3. It turned negative, as 55 investors sold JPM shares while 802 reduced holdings. 142 funds opened positions while 611 raised stakes. 2.46 billion shares or 1.60% less from 2.50 billion shares in 2017Q3 were reported. Ahl Ptnrs Llp accumulated 28,784 shares. Cornerstone Mgmt Llc holds 1.06% or 1.42M shares. At Bancshares reported 0.58% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). The New York-based Millennium Lc has invested 0.17% in JPMorgan Chase & Co. (NYSE:JPM). Tdam Usa has invested 0.77% in JPMorgan Chase & Co. (NYSE:JPM). Commonwealth Of Pennsylvania School Empls Retrmt reported 0.45% stake. Cohen Lawrence B has 2.63% invested in JPMorgan Chase & Co. (NYSE:JPM). Lincoln has 0.2% invested in JPMorgan Chase & Co. (NYSE:JPM). Tudor Inv Corp Et Al invested in 0.18% or 65,258 shares. Newman Dignan Sheerar owns 21,461 shares for 1.15% of their portfolio. 371,348 are held by Qs Invsts Lc. First Natl Bank Of Hutchinson holds 2,714 shares or 0.17% of its portfolio. Cookson Peirce Co has 0.11% invested in JPMorgan Chase & Co. (NYSE:JPM). Castleark Management Llc invested in 0.39% or 122,100 shares. Loring Wolcott Coolidge Fiduciary Advsr Ltd Liability Partnership Ma reported 56,841 shares.

Sempra Energy (NYSE:SRE) Institutional Positions Chart

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