Sempra Energy (SRE) Holder Partnervest Advisory Services Has Upped Holding; Mastercard (MA) Stock Declined While Richard Bernstein Advisors Lowered Its Stake

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Richard Bernstein Advisors Llc decreased its stake in Mastercard Incorporated (MA) by 11.49% based on its latest 2018Q3 regulatory filing with the SEC. Richard Bernstein Advisors Llc sold 9,320 shares as the company’s stock declined 6.43% with the market. The institutional investor held 71,770 shares of the business services company at the end of 2018Q3, valued at $15.98 million, down from 81,090 at the end of the previous reported quarter. Richard Bernstein Advisors Llc who had been investing in Mastercard Incorporated for a number of months, seems to be less bullish one the $226.56 billion market cap company. The stock increased 0.79% or $1.72 during the last trading session, reaching $220.63. About 2.14M shares traded. Mastercard Incorporated (NYSE:MA) has risen 32.53% since February 13, 2018 and is uptrending. It has outperformed by 32.53% the S&P500. Some Historical MA News: 06/04/2018 – The CEOs from Microsoft, Adobe, and Mastercard have all graduated from this high school. via @CNBCMakeIt; 05/05/2018 – Buffett: Should Have Bought More Mastercard, Visa — Berkshire Hathaway Annual Meeting; 17/04/2018 – Mastercard Closes Above 50-Day Moving Average: Technicals; 16/04/2018 – AMBASSADOR MICHAEL FROMAN JOINS MASTERCARD AS VICE CHAIRMAN AND PRESIDENT, STRATEGIC GROWTH; 02/05/2018 – Mastercard 1Q Effective Tax Rate 17.3%; 26/04/2018 – Mastercard’s Predictive Analytics Solution Minimizes Risk for Retailers; 24/05/2018 – Retailers Say Visa, Mastercard Pressing the Wrong Button; 15/05/2018 – Mastercard Presenting at JPMorgan Conference Tomorrow; 15/03/2018 – MASTERCARD FILES MIXED SECURITIES SHELF; 11/04/2018 – Mastercard Contributes $100 Million Installment to Inclusive Growth Fund

Partnervest Advisory Services Llc increased its stake in Sempra Energy (SRE) by 67.37% based on its latest 2018Q3 regulatory filing with the SEC. Partnervest Advisory Services Llc bought 7,390 shares as the company’s stock declined 1.20% with the market. The institutional investor held 18,360 shares of the natural gas distribution company at the end of 2018Q3, valued at $2.09 million, up from 10,970 at the end of the previous reported quarter. Partnervest Advisory Services Llc who had been investing in Sempra Energy for a number of months, seems to be bullish on the $31.18 billion market cap company. The stock decreased 0.18% or $0.2 during the last trading session, reaching $113.92. About 1.39 million shares traded. Sempra Energy (NYSE:SRE) has declined 0.21% since February 13, 2018 and is downtrending. It has underperformed by 0.21% the S&P500. Some Historical SRE News: 07/05/2018 – SEMPRA ENERGY – QTRLY TOTAL REVENUES $2,962 MLN VS $3,031 MLN; 12/03/2018 – Sempra Energy Also Appoints Martin as New Member of Board Effective May 1; 11/04/2018 – CFO Moves: Remington Outdoor, Sempra Energy; 08/03/2018 – TEXAS REGULATORS APPROVE SEMPRA ENERGY’S MAJORITY OWNERSHIP OF; 13/03/2018 – SoCalGas tells Calif. customers to watch natgas supplies due cold; 12/04/2018 – SEMPRA ENERGY SAYS CHEVRON WILL HAVE OPTION TO ACQUIRE 20 PERCENT EQUITY OWNERSHIP OF FACILITY AFTER COMMERCIAL OPERATIONS BEGIN; 22/05/2018 – SoCalGas Declares Preferred Dividends; 12/04/2018 – SEMPRA ENERGY SAYS MARINE TERMINAL IS EXPECTED TO COMMENCE OPERATIONS IN SECOND HALF OF 2020; 17/05/2018 – Sempra Energy Unit San Diego Gas & Electric Sells $400M of 4.150% First Mortgage Bonds; 07/05/2018 – SEMPRA 1Q REV. $2.96B, EST. $3.24B

More notable recent Sempra Energy (NYSE:SRE) news were published by: Seekingalpha.com which released: “Sempra’s Port Arthur LNG export plant gets FERC environmental OK – Seeking Alpha” on January 31, 2019, also Seekingalpha.com with their article: “Sempra Energy set to join Dow Jones Utility Average – Seeking Alpha” published on January 15, 2019, Seekingalpha.com published: “SoCalGas asks customers to curb nat gas use during California cold snap – Seeking Alpha” on February 04, 2019. More interesting news about Sempra Energy (NYSE:SRE) were released by: Globenewswire.com and their article: “Recent Analysis Shows Sempra Energy, Public Storage, Nutanix, Peabody Energy, Cornerstone OnDemand, and VirnetX Holding Market Influences — Renewed Outlook, Key Drivers of Growth – GlobeNewswire” published on January 25, 2019 as well as Benzinga.com‘s news article titled: “PG&E Is Being Replaced In The S&P 500 And Dow Jones Utility Average (NYSE:PCG) – Benzinga” with publication date: January 16, 2019.

Investors sentiment increased to 1.37 in Q3 2018. Its up 0.21, from 1.16 in 2018Q2. It increased, as 34 investors sold SRE shares while 154 reduced holdings. 72 funds opened positions while 186 raised stakes. 229.67 million shares or 3.57% more from 221.76 million shares in 2018Q2 were reported. First Interstate Bankshares owns 370 shares. Amalgamated Financial Bank has invested 0.1% in Sempra Energy (NYSE:SRE). Citadel holds 0.1% of its portfolio in Sempra Energy (NYSE:SRE) for 1.87 million shares. Wealthtrust Fairport Lc holds 0% of its portfolio in Sempra Energy (NYSE:SRE) for 10 shares. Duff Phelps Investment invested 1.71% in Sempra Energy (NYSE:SRE). 966 are owned by Jnba Fincl Advisors. State Bank Of Mellon Corp reported 2.39 million shares. Polaris Greystone Group Incorporated Limited reported 0.01% in Sempra Energy (NYSE:SRE). M&T Fincl Bank Corporation invested in 0.01% or 19,370 shares. Moreover, Jane Street Grp Ltd has 0% invested in Sempra Energy (NYSE:SRE) for 4,798 shares. Employees Retirement System Of Ohio holds 112,012 shares or 0.06% of its portfolio. 17 are owned by Brown Brothers Harriman & Company. Natixis Advisors Lp stated it has 0.05% in Sempra Energy (NYSE:SRE). Capstone Invest Advsr has 1,860 shares for 0% of their portfolio. 131,626 were reported by Cibc World Mkts.

Since November 9, 2018, it had 0 buys, and 6 insider sales for $6.41 million activity. Another trade for 27,300 shares valued at $3.20M was sold by REED DEBRA L. MIHALIK TREVOR I had sold 4,744 shares worth $554,906. $1.34M worth of stock was sold by HOUSEHOLDER JOSEPH A on Friday, November 30. On Friday, November 9 the insider Martin Jeffrey W sold $670,794. WALL PETER R sold 1,049 shares worth $117,761.

Among 11 analysts covering Sempra Energy (NYSE:SRE), 7 have Buy rating, 0 Sell and 4 Hold. Therefore 64% are positive. Sempra Energy had 38 analyst reports since September 15, 2015 according to SRatingsIntel. Wells Fargo downgraded the shares of SRE in report on Monday, June 11 to “Hold” rating. On Thursday, November 8 the stock rating was maintained by Wells Fargo with “Outperform”. The rating was maintained by Wells Fargo with “Outperform” on Monday, February 11. The rating was maintained by BMO Capital Markets with “Hold” on Friday, August 4. The company was maintained on Sunday, July 23 by RBC Capital Markets. The stock of Sempra Energy (NYSE:SRE) has “Buy” rating given on Wednesday, October 11 by Goldman Sachs. The stock of Sempra Energy (NYSE:SRE) earned “Buy” rating by Bank of America on Thursday, October 11. Morgan Stanley maintained the shares of SRE in report on Friday, August 10 with “Equal-Weight” rating. The firm has “Equal-Weight” rating given on Tuesday, September 11 by Morgan Stanley. The firm has “Hold” rating by Bank of America given on Friday, December 22.

Among 43 analysts covering Mastercard Incorporated (NYSE:MA), 38 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated had 148 analyst reports since July 21, 2015 according to SRatingsIntel. Bernstein maintained Mastercard Incorporated (NYSE:MA) on Monday, December 11 with “Buy” rating. The company was maintained on Friday, September 8 by Credit Suisse. On Wednesday, November 1 the stock rating was maintained by BMO Capital Markets with “Outperform”. Morgan Stanley maintained it with “Overweight” rating and $205 target in Thursday, May 3 report. As per Wednesday, November 1, the company rating was maintained by Nomura. On Tuesday, March 27 the stock rating was initiated by Bernstein with “Buy”. The firm earned “Top Pick” rating on Friday, June 16 by RBC Capital Markets. Wedbush maintained the stock with “Buy” rating in Wednesday, September 6 report. Robert W. Baird maintained Mastercard Incorporated (NYSE:MA) on Friday, January 19 with “Buy” rating. SunTrust maintained the stock with “Buy” rating in Thursday, February 1 report.

Investors sentiment increased to 0.97 in 2018 Q3. Its up 0.01, from 0.96 in 2018Q2. It is positive, as 27 investors sold MA shares while 531 reduced holdings. 146 funds opened positions while 393 raised stakes. 734.72 million shares or 0.86% less from 741.07 million shares in 2018Q2 were reported. West Oak Capital Limited Co has 3,485 shares. Kentucky Retirement Systems holds 0.52% of its portfolio in Mastercard Incorporated (NYSE:MA) for 8,547 shares. Bell Commercial Bank reported 0.15% stake. Mcdaniel Terry & accumulated 0.04% or 1,147 shares. Fincl Bank Of The West stated it has 20,183 shares. 61,643 are held by Sensato Ltd Company. Royal Comml Bank Of Canada invested in 0.43% or 4.69 million shares. Mirae Asset Global Communication Limited, Korea-based fund reported 116,655 shares. Meag Munich Ergo Kapitalanlagegesellschaft Mbh holds 65,062 shares or 0.85% of its portfolio. Tpg Gru Holdings (Sbs) Advsrs accumulated 255,806 shares. California-based Evanson Asset Mngmt Limited Co has invested 0.11% in Mastercard Incorporated (NYSE:MA). First Personal Ser owns 865 shares or 0.06% of their US portfolio. 151,056 are held by Zweig. Hanson Mcclain Inc invested in 1,375 shares or 0.01% of the stock. Jnba Advsr owns 0.19% invested in Mastercard Incorporated (NYSE:MA) for 1,945 shares.

Richard Bernstein Advisors Llc, which manages about $1.18 billion and $3.48B US Long portfolio, upped its stake in Red Hat Inc (NYSE:RHT) by 3,840 shares to 8,659 shares, valued at $1.18 million in 2018Q3, according to the filing. It also increased its holding in Kraneshares Tr (KWEB) by 25,258 shares in the quarter, for a total of 365,077 shares, and has risen its stake in Merck & Co Inc (NYSE:MRK).

Sempra Energy (NYSE:SRE) Institutional Positions Chart