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

Bourgeon 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
2016
Q2 		– Sell
-8,000
Closed -$219K – 98
2016
Q1 		$219K Buy
+8,000
New +$217K 0.15% 81

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BIT
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Bourgeon Capital Management's WSM Position: Q2 2016 in Review

Bourgeon Capital Management sold out of Williams-Sonoma (WSM) in Q2 2016, closing a stake of 8,000 shares — an estimated $219K sold.

Bourgeon Capital Management first reported a position in WSM in Q1 2016 and held it in 1 quarter. The position peaked at $219K in Q1 2016. 358 funds tracked by Wall St. Rank hold WSM as of Q2 2016.

  • Bourgeon Capital Management reported no remaining Williams-Sonoma position as of Q2 2016 after selling out during the quarter.
  • Bourgeon Capital Management sold 8,000 Williams-Sonoma shares in Q2 2016, an estimated $219K.
  • Bourgeon Capital Management first reported a position in Williams-Sonoma in Q1 2016 and held it in 1 quarter.
  • Bourgeon Capital Management's Williams-Sonoma position peaked at $219K in Q1 2016.
  • 358 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2016.

Based on Bourgeon Capital Management's 13F filing for Q2 2016, filed 2 Aug 2016.