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Bruderman Asset Management’s Williams-Sonoma WSM Stock Holding History

Bruderman Asset 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
2015
Q4 		– Sell
-150
Closed -$6K – 434
2015
Q3 		$6K Hold
150
– – ﹤0.01% 374
2015
Q2 		$6K Buy
+150
New +$5.87K ﹤0.01% 383

Other funds holding WSM

Vanguard Group
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bruderman Asset Management's WSM Position: Q4 2015 in Review

Bruderman Asset Management sold out of Williams-Sonoma (WSM) in Q4 2015, closing a stake of 150 shares — an estimated $6K sold.

Bruderman Asset Management first reported a position in WSM in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q3 2015. 355 funds tracked by Wall St. Rank hold WSM as of Q4 2015.

  • Bruderman Asset Management reported no remaining Williams-Sonoma position as of Q4 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 150 Williams-Sonoma shares in Q4 2015, an estimated $6K.
  • Bruderman Asset Management first reported a position in Williams-Sonoma in Q2 2015 and held it in 2 quarters.
  • Bruderman Asset Management's Williams-Sonoma position peaked at $6K in Q3 2015.
  • 355 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2015.

Based on Bruderman Asset Management's 13F filing for Q4 2015, filed 8 Feb 2016.