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Apriem Advisors’s Williams-Sonoma WSM Stock Holding History

Apriem 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
Q2 		– Sell
-1,900
Closed -$51K – 553
2017
Q1 		$51K Buy
1,900
+400
+27% +$9.75K 0.01% 228
2016
Q4 		$36K Hold
1,500
– – 0.01% 272
2016
Q3 		$38K Sell
1,500
-600
-29% -$15.7K 0.01% 254
2016
Q2 		$55K Buy
2,100
+400
+24% +$11K 0.02% 218
2016
Q1 		$47K Buy
1,700
+1,500
+750% +$40.7K 0.02% 208
2015
Q4 		$6K Buy
+200
New +$6.85K ﹤0.01% 424

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Apriem Advisors's WSM Position: Q2 2017 in Review

Apriem Advisors sold out of Williams-Sonoma (WSM) in Q2 2017, closing a stake of 1,900 shares — an estimated $51K sold.

Apriem Advisors first reported a position in WSM in Q4 2015 and held it in 6 quarters. The position peaked at $55K in Q2 2016. 377 funds tracked by Wall St. Rank hold WSM as of Q2 2017.

  • Apriem Advisors reported no remaining Williams-Sonoma position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 1,900 Williams-Sonoma shares in Q2 2017, an estimated $51K.
  • Apriem Advisors first reported a position in Williams-Sonoma in Q4 2015 and held it in 6 quarters.
  • Apriem Advisors's Williams-Sonoma position peaked at $55K in Q2 2016.
  • 377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.