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Boston Private Bank & Trust’s Williams-Sonoma WSM Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$7K Hold
184
– – ﹤0.01% 867
2014
Q4 		$7K Buy
+184
New +$6.38K ﹤0.01% 925

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Private Bank & Trust's WSM Position: Q1 2015 in Review

Boston Private Bank & Trust held its Williams-Sonoma (WSM) position steady in Q1 2015 at 184 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Boston Private Bank & Trust first reported a position in WSM in Q4 2014 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

  • Boston Private Bank & Trust held 184 shares of Williams-Sonoma worth $7K as of Q1 2015.
  • Boston Private Bank & Trust left its Williams-Sonoma share count unchanged in Q1 2015.
  • Williams-Sonoma made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #867 holding.
  • Boston Private Bank & Trust first reported a position in Williams-Sonoma in Q4 2014 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.