BTS
WSM icon

BB&T Securities’s Williams-Sonoma WSM Stock Holding History

BB&T Securities’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
Q4 		– Sell
-101,590
Closed -$2.53M – 1517
2017
Q3 		$2.53M Buy
101,590
+3,322
+3% +$77.2K 0.03% 471
2017
Q2 		$2.38M Buy
+98,268
New +$2.51M 0.03% 473
2017
Q1 		– Sell
-9,840
Closed -$251K – 1318
2016
Q4 		$251K Hold
9,840
– – ﹤0.01% 1076
2016
Q3 		$251K Sell
9,840
-1,234
-11% -$32.3K ﹤0.01% 1080
2016
Q2 		$288K Buy
11,074
+384
+4% +$10.5K ﹤0.01% 1005
2016
Q1 		$292K Sell
10,690
-188
-2% -$5.1K ﹤0.01% 957
2015
Q4 		$317K Buy
+10,878
New +$372K 0.01% 900

Other funds holding WSM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return