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Buckingham Capital Management (New York)’s Williams-Sonoma WSM Stock Holding History

Buckingham Capital Management (New York)’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 		– Sell
-412,440
Closed -$15.6M – 118
2014
Q4 		$15.6M Sell
412,440
-96,420
-19% -$3.34M 1.38% 25
2014
Q3 		$16.9M Buy
+508,860
New +$17.6M 1.5% 23
2014
Q1 		– Sell
-235,560
Closed -$6.86M – 98
2013
Q4 		$6.86M Buy
+235,560
New +$6.59M 0.69% 56

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
HMP
HS Management Partners New York $286M AUM 2.97% 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

Buckingham Capital Management (New York)'s WSM Position: Q1 2015 in Review

Buckingham Capital Management (New York) sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 412,440 shares — an estimated $15.6M sold.

Buckingham Capital Management (New York) first reported a position in WSM in Q4 2013 and held it in 3 quarters. The position peaked at $16.9M in Q3 2014. 353 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

  • Buckingham Capital Management (New York) reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 412,440 Williams-Sonoma shares in Q1 2015, an estimated $15.6M.
  • Buckingham Capital Management (New York) first reported a position in Williams-Sonoma in Q4 2013 and held it in 3 quarters.
  • Buckingham Capital Management (New York)'s Williams-Sonoma position peaked at $16.9M in Q3 2014.
  • 353 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on Buckingham Capital Management (New York)'s 13F filing for Q1 2015, filed 18 May 2015.