Centaurus Financial’s Williams-Sonoma WSM Stock Holding History

Centaurus Financial’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
2018 Q3	–	Sell	-834	Closed	-$26K	–	2049
2018 Q2	$26K	Buy	+834	New	+$22.3K	﹤0.01%	1173

Other funds holding WSM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Centaurus Financial's WSM Position: Q3 2018 in Review

Centaurus Financial sold out of Williams-Sonoma (WSM) in Q3 2018, closing a stake of 834 shares — an estimated $26K sold.

Centaurus Financial first reported a position in WSM in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 435 funds tracked by Wall St. Rank hold WSM as of Q3 2018.

Centaurus Financial reported no remaining Williams-Sonoma position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 834 Williams-Sonoma shares in Q3 2018, an estimated $26K.
Centaurus Financial first reported a position in Williams-Sonoma in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Williams-Sonoma position peaked at $26K in Q2 2018.
435 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.