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Regal Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Regal Investment Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-80,892
Closed -$1.96M – 291
2017
Q2 		$1.96M Sell
80,892
-9,250
-10% -$236K 0.49% 77
2017
Q1 		$2.42M Sell
90,142
-13,130
-13% -$320K 0.63% 56
2016
Q4 		$2.5M Sell
103,272
-3,354
-3% -$85.5K 0.69% 54
2016
Q3 		$2.72M Sell
106,626
-7,272
-6% -$190K 0.77% 46
2016
Q2 		$2.97M Buy
+113,898
New +$3.12M 0.82% 37
2013
Q3 		– Sell
-930
Closed -$26K – 945
2013
Q2 		$26K Buy
+930
New +$25.1K 0.01% 407

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's WSM Position: Q3 2017 in Review

Regal Investment Advisors sold out of Williams-Sonoma (WSM) in Q3 2017, closing a stake of 80,892 shares — an estimated $1.96M sold.

Regal Investment Advisors first reported a position in WSM in Q2 2013 and held it in 6 quarters. The position peaked at $2.97M in Q2 2016. 366 funds tracked by Wall St. Rank hold WSM as of Q3 2017.

  • Regal Investment Advisors reported no remaining Williams-Sonoma position as of Q3 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 80,892 Williams-Sonoma shares in Q3 2017, an estimated $1.96M.
  • Regal Investment Advisors first reported a position in Williams-Sonoma in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Williams-Sonoma position peaked at $2.97M in Q2 2016.
  • 366 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2017.

Based on Regal Investment Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.