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Cambiar Investors’s Williams-Sonoma WSM Stock Holding History

Cambiar Investors’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
2017
Q1 		– Sell
-126,632
Closed -$3.06M – 166
2016
Q4 		$3.06M Sell
126,632
-10,088
-7% -$257K 0.05% 135
2016
Q3 		$3.49M Buy
+136,720
New +$3.58M 0.05% 132

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambiar Investors's WSM Position: Q1 2017 in Review

Cambiar Investors sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 126,632 shares — an estimated $3.06M sold.

Cambiar Investors first reported a position in WSM in Q3 2016 and held it in 2 quarters. The position peaked at $3.49M in Q3 2016. 377 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Cambiar Investors reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Cambiar Investors sold 126,632 Williams-Sonoma shares in Q1 2017, an estimated $3.06M.
  • Cambiar Investors first reported a position in Williams-Sonoma in Q3 2016 and held it in 2 quarters.
  • Cambiar Investors's Williams-Sonoma position peaked at $3.49M in Q3 2016.
  • 377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Cambiar Investors's 13F filing for Q1 2017, filed 3 May 2017.