Royal Fund Management’s Williams-Sonoma WSM Stock Holding History

Royal Fund Management’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
2018 Q1	–	Sell	-322	Closed	-$8K	–	726
2017 Q4	$8K	Buy	+322	New	+$8.21K	﹤0.01%	417

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Fund Management's WSM Position: Q1 2018 in Review

Royal Fund Management sold out of Williams-Sonoma (WSM) in Q1 2018, closing a stake of 322 shares — an estimated $8K sold.

Royal Fund Management first reported a position in WSM in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 416 funds tracked by Wall St. Rank hold WSM as of Q1 2018.

Royal Fund Management reported no remaining Williams-Sonoma position as of Q1 2018 after selling out during the quarter.
Royal Fund Management sold 322 Williams-Sonoma shares in Q1 2018, an estimated $8K.
Royal Fund Management first reported a position in Williams-Sonoma in Q4 2017 and held it in 1 quarter.
Royal Fund Management's Williams-Sonoma position peaked at $8K in Q4 2017.
416 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.