BMT Investment Advisors’s Williams-Sonoma WSM Stock Holding History

BMT Investment 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
2020 Q1	$1.4M	Hold	65,928	–	–	0.88%	61
2019 Q4	$2.42M	Buy	65,928 +1,500	+2%	+$52.1K	1.11%	48
2019 Q3	$2.19M	Buy	64,428 +600	+0.9%	+$19.9K	1.12%	51
2019 Q2	$2.07M	Buy	63,828 +9,400	+17%	+$270K	1.09%	54
2019 Q1	$1.53M	Hold	54,428	–	–	0.84%	74
2018 Q4	$1.37M	Hold	54,428	–	–	0.87%	67
2018 Q3	$1.79M	Sell	54,428 -8,600	-14%	-$273K	1.03%	62
2018 Q2	$1.93M	Hold	63,028	–	–	1.23%	40
2018 Q1	$1.66M	Buy	63,028 +9,162	+17%	+$242K	1.12%	46
2017 Q4	$1.39M	Buy	53,866 +4,226	+9%	+$108K	1.01%	73
2017 Q3	$1.24M	Buy	+49,640	New	+$1.15M	1.14%	57

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BMT Investment Advisors's WSM Position: Q1 2020 in Review

BMT Investment Advisors held its Williams-Sonoma (WSM) position steady in Q1 2020 at 65,928 shares worth $1.4M. The position accounts for 0.88% of the portfolio, ranked #61.

BMT Investment Advisors first reported a position in WSM in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2019. 393 funds tracked by Wall St. Rank hold WSM as of Q1 2020.

BMT Investment Advisors held 65,928 shares of Williams-Sonoma worth $1.4M as of Q1 2020.
BMT Investment Advisors left its Williams-Sonoma share count unchanged in Q1 2020.
Williams-Sonoma made up 0.88% of BMT Investment Advisors's portfolio in Q1 2020, its #61 holding.
BMT Investment Advisors first reported a position in Williams-Sonoma in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Williams-Sonoma position peaked at $2.42M in Q4 2019.
393 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.