Capital International Investors’s Williams-Sonoma WSM Stock Holding History

Capital International 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
2016 Q4	–	Sell	-1,630,000	Closed	-$41.6M	–	253
2016 Q3	$41.6M	Hold	1,630,000	–	–	0.06%	202
2016 Q2	$42.5M	Hold	1,630,000	–	–	0.06%	200
2016 Q1	$44.6M	Hold	1,630,000	–	–	0.07%	200
2015 Q4	$47.6M	Hold	1,630,000	–	–	0.07%	203
2015 Q3	$62.2M	Hold	1,630,000	–	–	0.11%	167
2015 Q2	$67M	Hold	1,630,000	–	–	0.11%	176
2015 Q1	$65M	Hold	1,630,000	–	–	0.12%	171
2014 Q4	$61.7M	Hold	1,630,000	–	–	0.13%	168
2014 Q3	$54.3M	Hold	1,630,000	–	–	0.13%	155
2014 Q2	$58.5M	Hold	1,630,000	–	–	0.15%	152
2014 Q1	$54.3M	Hold	1,630,000	–	–	0.15%	157
2013 Q4	$47.5M	Hold	1,630,000	–	–	0.15%	150
2013 Q3	$45.8M	Hold	1,630,000	–	–	0.2%	129
2013 Q2	$45.5M	Buy	+1,630,000	New	+$43.9M	0.21%	129

Other funds holding WSM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors's WSM Position: Q4 2016 in Review

Capital International Investors sold out of Williams-Sonoma (WSM) in Q4 2016, closing a stake of 1,630,000 shares — an estimated $41.6M sold.

Capital International Investors first reported a position in WSM in Q2 2013 and held it in 14 quarters. The position peaked at $67M in Q2 2015. 392 funds tracked by Wall St. Rank hold WSM as of Q4 2016.

Capital International Investors reported no remaining Williams-Sonoma position as of Q4 2016 after selling out during the quarter.
Capital International Investors sold 1,630,000 Williams-Sonoma shares in Q4 2016, an estimated $41.6M.
Capital International Investors first reported a position in Williams-Sonoma in Q2 2013 and held it in 14 quarters.
Capital International Investors's Williams-Sonoma position peaked at $67M in Q2 2015.
392 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2016.

Based on Capital International Investors's 13F filing for Q4 2016, filed 15 Feb 2017.