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Barometer Capital Management’s Williams-Sonoma WSM Stock Holding History

Barometer Capital 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
2014
Q3 		– Sell
-18,800
Closed -$675K – 161
2014
Q2 		$675K Buy
+18,800
New +$618K 0.13% 76

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JP Morgan Chase
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LPC
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Aristotle Capital Management
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barometer Capital Management's WSM Position: Q3 2014 in Review

Barometer Capital Management sold out of Williams-Sonoma (WSM) in Q3 2014, closing a stake of 18,800 shares — an estimated $675K sold.

Barometer Capital Management first reported a position in WSM in Q2 2014 and held it in 1 quarter. The position peaked at $675K in Q2 2014. 322 funds tracked by Wall St. Rank hold WSM as of Q3 2014.

  • Barometer Capital Management reported no remaining Williams-Sonoma position as of Q3 2014 after selling out during the quarter.
  • Barometer Capital Management sold 18,800 Williams-Sonoma shares in Q3 2014, an estimated $675K.
  • Barometer Capital Management first reported a position in Williams-Sonoma in Q2 2014 and held it in 1 quarter.
  • Barometer Capital Management's Williams-Sonoma position peaked at $675K in Q2 2014.
  • 322 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2014.

Based on Barometer Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.