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Ackerman Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Ackerman Capital 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
2018
Q4 		– Sell
-12,000
Closed -$394K – 150
2018
Q3 		$394K Buy
+12,000
New +$381K 1.37% 31

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ackerman Capital Advisors's WSM Position: Q4 2018 in Review

Ackerman Capital Advisors sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 12,000 shares — an estimated $394K sold.

Ackerman Capital Advisors first reported a position in WSM in Q3 2018 and held it in 1 quarter. The position peaked at $394K in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • Ackerman Capital Advisors reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • Ackerman Capital Advisors sold 12,000 Williams-Sonoma shares in Q4 2018, an estimated $394K.
  • Ackerman Capital Advisors first reported a position in Williams-Sonoma in Q3 2018 and held it in 1 quarter.
  • Ackerman Capital Advisors's Williams-Sonoma position peaked at $394K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Ackerman Capital Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.