Thomas Story & Son Upped Its Williams Sonoma (WSM) Holding by $1.23 Million; Market Valuation Declined; Security National Bank Of Sioux City Iowa Position in Qualcomm (QCOM) Has Trimmed by $638,064 as Share Price Declined

April 22, 2018 - By Peter Erickson

QUALCOMM Incorporated (NASDAQ:QCOM) Logo

Security National Bank Of Sioux City Iowa decreased its stake in Qualcomm Inc (QCOM) by 50.62% based on its latest 2017Q4 regulatory filing with the SEC. Security National Bank Of Sioux City Iowa sold 10,128 shares as the company’s stock declined 15.28% with the market. The institutional investor held 9,878 shares of the radio and television broadcasting and communications equipment company at the end of 2017Q4, valued at $632,000, down from 20,006 at the end of the previous reported quarter. Security National Bank Of Sioux City Iowa who had been investing in Qualcomm Inc for a number of months, seems to be less bullish one the $76.15B market cap company. The stock decreased 2.15% or $1.13 during the last trading session, reaching $51.44. About 10.81M shares traded. QUALCOMM Incorporated (NASDAQ:QCOM) has declined 3.21% since April 22, 2017 and is downtrending. It has underperformed by 14.76% the S&P500.

Thomas Story & Son Llc increased its stake in Williams Sonoma Inc (WSM) by 28.42% based on its latest 2017Q4 regulatory filing with the SEC. Thomas Story & Son Llc bought 24,110 shares as the company’s stock declined 2.11% with the market. The institutional investor held 108,955 shares of the consumer services company at the end of 2017Q4, valued at $5.63M, up from 84,845 at the end of the previous reported quarter. Thomas Story & Son Llc who had been investing in Williams Sonoma Inc for a number of months, seems to be bullish on the $4.08B market cap company. The stock decreased 0.61% or $0.3 during the last trading session, reaching $48.97. About 1.75M shares traded. Williams-Sonoma, Inc. (NYSE:WSM) has risen 5.72% since April 22, 2017 and is uptrending. It has underperformed by 5.83% the S&P500.

Since March 19, 2018, it had 0 insider purchases, and 2 selling transactions for $5.78 million activity. ALBER LAURA sold $5.31 million worth of Williams-Sonoma, Inc. (NYSE:WSM) on Monday, March 19.

Investors sentiment decreased to 1.01 in Q4 2017. Its down 0.09, from 1.1 in 2017Q3. It dropped, as 41 investors sold WSM shares while 112 reduced holdings. 53 funds opened positions while 102 raised stakes. 85.72 million shares or 0.66% more from 85.15 million shares in 2017Q3 were reported. Smithbridge Asset Mngmt De, Pennsylvania-based fund reported 52,720 shares. State Bank Of Montreal Can owns 12,911 shares or 0% of their US portfolio. Benjamin F Edwards reported 0.02% in Williams-Sonoma, Inc. (NYSE:WSM). Financial Architects Inc holds 270 shares or 0% of its portfolio. Comerica National Bank invested in 0.02% or 62,818 shares. Tru Of Vermont reported 100 shares. Gemmer Asset Mngmt Ltd Liability Company reported 119 shares stake. South Dakota Inv Council holds 0.08% or 71,600 shares in its portfolio. Ubs Asset Management Americas holds 0.01% of its portfolio in Williams-Sonoma, Inc. (NYSE:WSM) for 301,956 shares. Exane Derivatives invested 0% in Williams-Sonoma, Inc. (NYSE:WSM). Bokf Na has invested 0.02% in Williams-Sonoma, Inc. (NYSE:WSM). Reik Lc holds 2.92% or 176,381 shares. Carroll Fincl Associates Inc holds 0% or 526 shares. Moreover, Pnc Svcs Grp Incorporated has 0% invested in Williams-Sonoma, Inc. (NYSE:WSM). Sprott reported 93,000 shares or 1.4% of all its holdings.

Among 34 analysts covering Williams-Sonoma (NYSE:WSM), 5 have Buy rating, 5 Sell and 24 Hold. Therefore 15% are positive. Williams-Sonoma had 106 analyst reports since July 29, 2015 according to SRatingsIntel. The stock has “Underweight” rating by JP Morgan on Friday, November 17. The rating was maintained by Canaccord Genuity with “Hold” on Thursday, August 27. The firm has “Neutral” rating given on Monday, November 14 by Robert W. Baird. Oppenheimer maintained the shares of WSM in report on Friday, September 4 with “Buy” rating. The stock has “Buy” rating by Argus Research on Friday, March 18. The rating was maintained by Telsey Advisory Group on Thursday, May 25 with “Market Perform”. The stock of Williams-Sonoma, Inc. (NYSE:WSM) earned “Neutral” rating by Credit Suisse on Thursday, March 17. As per Saturday, August 29, the company rating was maintained by JP Morgan. On Friday, March 11 the stock rating was downgraded by Bank of America to “Underperform”. The firm has “Buy” rating by Citigroup given on Thursday, August 25.

Thomas Story & Son Llc, which manages about $226.08 million and $174.93 million US Long portfolio, decreased its stake in Accenture Plc Ireland Class A (NYSE:ACN) by 9,000 shares to 67,505 shares, valued at $10.33 million in 2017Q4, according to the filing. It also reduced its holding in 3M Co (NYSE:MMM) by 6,000 shares in the quarter, leaving it with 38,005 shares, and cut its stake in Gentex Corp (NASDAQ:GNTX).

Since October 27, 2017, it had 0 buys, and 6 selling transactions for $6.14 million activity. $37,519 worth of stock was sold by ROGERS ALEXANDER H on Tuesday, March 27. THOMPSON JAMES H sold $3.14 million worth of QUALCOMM Incorporated (NASDAQ:QCOM) on Friday, March 9.

Investors sentiment decreased to 0.83 in Q4 2017. Its down 0.02, from 0.85 in 2017Q3. It is negative, as 89 investors sold QCOM shares while 518 reduced holdings. 160 funds opened positions while 346 raised stakes. 1.11 billion shares or 0.73% more from 1.10 billion shares in 2017Q3 were reported. Patten Group Inc invested 0.07% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). Rhenman Partners Asset Mgmt stated it has 0.05% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). Supplemental Annuity Collective Of Nj has invested 0.61% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). Fiera Capital has invested 0.01% in QUALCOMM Incorporated (NASDAQ:QCOM). Dimensional Fund Advisors Ltd Partnership owns 12.02M shares for 0.32% of their portfolio. Indiana Inv owns 7,515 shares or 0.22% of their US portfolio. Oak Ridge Invests has 0.02% invested in QUALCOMM Incorporated (NASDAQ:QCOM) for 6,686 shares. Amer Beacon Advsr Inc invested in 1,317 shares or 0.9% of the stock. Moreover, Advantus Cap has 0.24% invested in QUALCOMM Incorporated (NASDAQ:QCOM). Burren Advisors Limited holds 26,880 shares. Old Bancshares In holds 0.1% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM) for 29,474 shares. Banque Pictet And Cie holds 0.03% or 24,531 shares. Hbk Sorce Advisory Limited holds 0.15% in QUALCOMM Incorporated (NASDAQ:QCOM) or 19,475 shares. The New York-based Renaissance Techs Limited Liability has invested 0.01% in QUALCOMM Incorporated (NASDAQ:QCOM). Saturna Capital Corp holds 824,472 shares or 1.62% of its portfolio.

Among 37 analysts covering Qualcomm Inc. (NASDAQ:QCOM), 16 have Buy rating, 2 Sell and 19 Hold. Therefore 43% are positive. Qualcomm Inc. had 145 analyst reports since July 23, 2015 according to SRatingsIntel. The stock of QUALCOMM Incorporated (NASDAQ:QCOM) has “Hold” rating given on Thursday, April 19 by Stifel Nicolaus. Mizuho maintained it with “Buy” rating and $65.0 target in Tuesday, October 31 report. The rating was maintained by Stifel Nicolaus with “Buy” on Thursday, July 21. The stock of QUALCOMM Incorporated (NASDAQ:QCOM) earned “Hold” rating by Standpoint Research on Monday, November 6. KeyBanc Capital Markets maintained QUALCOMM Incorporated (NASDAQ:QCOM) on Tuesday, August 22 with “Buy” rating. The stock has “Hold” rating by BMO Capital Markets on Monday, November 20. The rating was maintained by RBC Capital Markets on Tuesday, November 14 with “Buy”. Susquehanna maintained it with “Buy” rating and $78.0 target in Tuesday, January 16 report. The firm earned “Buy” rating on Monday, February 19 by RBC Capital Markets. As per Wednesday, August 19, the company rating was upgraded by Vetr.

Williams-Sonoma, Inc. (NYSE:WSM) Institutional Positions Chart

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