AWMF
WSM icon

Arbor Wealth Management (Florida)’s Williams-Sonoma WSM Stock Holding History

Arbor Wealth Management (Florida)’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
Q2 		– Sell
-15,118
Closed -$367K – 69
2018
Q1 		$367K Hold
15,118
– – 0.31% 49
2017
Q4 		$390K Hold
15,118
– – 0.3% 57
2017
Q3 		$389K Buy
+15,118
New +$351K 0.33% 54

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arbor Wealth Management (Florida)'s WSM Position: Q2 2018 in Review

Arbor Wealth Management (Florida) sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 15,118 shares — an estimated $367K sold.

Arbor Wealth Management (Florida) first reported a position in WSM in Q3 2017 and held it in 3 quarters. The position peaked at $390K in Q4 2017. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Arbor Wealth Management (Florida) reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 15,118 Williams-Sonoma shares in Q2 2018, an estimated $367K.
  • Arbor Wealth Management (Florida) first reported a position in Williams-Sonoma in Q3 2017 and held it in 3 quarters.
  • Arbor Wealth Management (Florida)'s Williams-Sonoma position peaked at $390K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q2 2018, filed 16 Aug 2018.