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Cibc Asset Management Stake in Morgan Stanley (MS) Has Trimmed by $481,260 as Stock Value Rose; Tobam Has Upped Equifax (EFX) Holding by $3.24 Million

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Tobam increased its stake in Equifax Inc (EFX) by 247.51% based on its latest 2017Q4 regulatory filing with the SEC. Tobam bought 27,704 shares as the company’s stock declined 2.76% with the market. The institutional investor held 38,897 shares of the finance company at the end of 2017Q4, valued at $4.59M, up from 11,193 at the end of the previous reported quarter. Tobam who had been investing in Equifax Inc for a number of months, seems to be bullish on the $13.80B market cap company. The stock increased 0.03% or $0.04 during the last trading session, reaching $114.71. About 856,350 shares traded. Equifax Inc. (NYSE:EFX) has declined 14.11% since May 21, 2017 and is downtrending. It has underperformed by 25.66% the S&P500.

Cibc Asset Management Inc decreased its stake in Morgan Stanley (MS) by 5.79% based on its latest 2017Q4 regulatory filing with the SEC. Cibc Asset Management Inc sold 9,255 shares as the company’s stock rose 0.82% while stock markets declined. The institutional investor held 150,516 shares of the investment bankers and brokers and service company at the end of 2017Q4, valued at $7.90 million, down from 159,771 at the end of the previous reported quarter. Cibc Asset Management Inc who had been investing in Morgan Stanley for a number of months, seems to be less bullish one the $95.45 billion market cap company. The stock decreased 1.73% or $0.95 during the last trading session, reaching $53.92. About 6.70M shares traded. Morgan Stanley (NYSE:MS) has risen 27.83% since May 21, 2017 and is uptrending. It has outperformed by 16.28% the S&P500.

Among 18 analysts covering Equifax Inc (NYSE:EFX), 9 have Buy rating, 1 Sell and 8 Hold. Therefore 50% are positive. Equifax Inc had 66 analyst reports since July 24, 2015 according to SRatingsIntel. The stock of Equifax Inc. (NYSE:EFX) earned “Hold” rating by Stephens on Wednesday, March 7. The firm has “Sell” rating given on Tuesday, April 10 by Bank of America. On Monday, March 5 the stock rating was maintained by Barclays Capital with “Equal-Weight”. RBC Capital Markets downgraded Equifax Inc. (NYSE:EFX) on Monday, October 23 to “Sector Perform” rating. The firm has “Equal-Weight” rating by Morgan Stanley given on Wednesday, January 18. As per Monday, November 13, the company rating was maintained by Morgan Stanley. Robert W. Baird maintained the shares of EFX in report on Thursday, September 7 with “Buy” rating. The firm has “Buy” rating given on Friday, October 6 by Wells Fargo. The firm has “Overweight” rating by Barclays Capital given on Friday, March 18. The firm earned “Outperform” rating on Friday, April 8 by William Blair.

More notable recent Equifax Inc. (NYSE:EFX) news were published by: Bizjournals.com which released: “Chili’s reports possible payment data breach” on May 14, 2018, also Seekingalpha.com with their article: “Equifax’ (EFX) CEO Mark Begor on Q1 2018 Results – Earnings Call Transcript” published on April 26, 2018, Investingnews.com published: “Equifax Provides Statement to SEC Regarding Data Breach” on May 08, 2018. More interesting news about Equifax Inc. (NYSE:EFX) were released by: Seekingalpha.com and their article: “The Continuing Need For Governance Changes At Equifax” published on May 14, 2018 as well as Streetinsider.com‘s news article titled: “Equifax (EFX) Declares $0.095 Quarterly Dividend; 0.3% Yield” with publication date: May 04, 2018.

Investors sentiment increased to 0.86 in 2017 Q4. Its up 0.15, from 0.71 in 2017Q3. It improved, as 59 investors sold EFX shares while 154 reduced holdings. 58 funds opened positions while 125 raised stakes. 105.48 million shares or 2.69% less from 108.40 million shares in 2017Q3 were reported. Columbus Hill Capital LP invested in 169,000 shares. Thrivent Fincl For Lutherans stated it has 4,899 shares. Korea Investment owns 0.01% invested in Equifax Inc. (NYSE:EFX) for 21,012 shares. Puzo Michael J has invested 0.13% in Equifax Inc. (NYSE:EFX). Qs Ltd Limited Liability Company has 1,474 shares. Ci holds 0.13% or 114,137 shares in its portfolio. State Of Alaska Department Of Revenue owns 19,250 shares. Sumitomo Mitsui Holding holds 0.06% or 368,714 shares. Principal Finance Gru stated it has 185,224 shares. Kbc Grp Nv holds 13,114 shares or 0.01% of its portfolio. Ny State Common Retirement Fund, a New York-based fund reported 384,037 shares. Meritage Group Incorporated L P, a California-based fund reported 907,696 shares. Zeke Advisors Llc holds 7,129 shares or 0.09% of its portfolio. Earnest Ltd Limited Liability Company holds 0% or 51 shares. Kornitzer Cap Management Incorporated Ks holds 0.36% of its portfolio in Equifax Inc. (NYSE:EFX) for 177,565 shares.

Tobam, which manages about $5.57B and $2.31 billion US Long portfolio, decreased its stake in Cooper Cos Inc/The (NYSE:COO) by 13,425 shares to 4,884 shares, valued at $1.06M in 2017Q4, according to the filing. It also reduced its holding in United Therapeutics Corp (NASDAQ:UTHR) by 35,156 shares in the quarter, leaving it with 32,243 shares, and cut its stake in Descartes Systems Grp/The (NASDAQ:DSGX).

Investors sentiment increased to 1.1 in Q4 2017. Its up 0.16, from 0.94 in 2017Q3. It is positive, as 38 investors sold MS shares while 295 reduced holdings. 111 funds opened positions while 255 raised stakes. 1.51 billion shares or 1.16% less from 1.53 billion shares in 2017Q3 were reported. Patten & Patten Tn owns 70,727 shares or 0.37% of their US portfolio. Ubs Asset Americas Inc has 0.18% invested in Morgan Stanley (NYSE:MS) for 3.99 million shares. Amp Cap Invsts Limited holds 0.21% in Morgan Stanley (NYSE:MS) or 737,960 shares. 10,574 are owned by Fort Point Capital Ptnrs Lc. Valueact Hldgs Limited Partnership, a California-based fund reported 17.96 million shares. Virtu Fincl Llc has 0.06% invested in Morgan Stanley (NYSE:MS) for 22,145 shares. First Republic Investment Management Inc reported 0.24% of its portfolio in Morgan Stanley (NYSE:MS). Community Bank & Trust Na holds 3,343 shares. Reliance Trust Co Of Delaware has 7,076 shares for 0.06% of their portfolio. Prudential Public Ltd Co has 0.68% invested in Morgan Stanley (NYSE:MS) for 4.25M shares. Eads And Heald Investment Counsel reported 0.27% in Morgan Stanley (NYSE:MS). Asset Management One Limited invested 0.25% in Morgan Stanley (NYSE:MS). Central Asset Invests And Mgmt (Hk) Ltd reported 64,250 shares stake. Ftb Advsrs holds 6,271 shares. Amalgamated Commercial Bank holds 0.23% or 164,256 shares.

More recent Morgan Stanley (NYSE:MS) news were published by: Livetradingnews.com which released: “Morgan Stanley (NYSE:MS) Bearish Trend” on April 23, 2018. Also Bizjournals.com published the news titled: “Square, Facebook, other Silicon Valley executives are popular choice for nation’s boardrooms” on May 18, 2018. Seekingalpha.com‘s news article titled: “Tracking Morgan Stanley’s rebound” with publication date: May 03, 2018 was also an interesting one.

Cibc Asset Management Inc, which manages about $16.35 billion US Long portfolio, upped its stake in Cvs Health Corp (NYSE:CVS) by 4,298 shares to 98,149 shares, valued at $7.12M in 2017Q4, according to the filing. It also increased its holding in Conocophillips (NYSE:COP) by 8,609 shares in the quarter, for a total of 127,613 shares, and has risen its stake in Workday Inc (NYSE:WDAY).

Morgan Stanley (NYSE:MS) Institutional Positions Chart

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