CB
WSM icon

Chemical Bank’s Williams-Sonoma WSM Stock Holding History

Chemical Bank’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
Q4 		– Sell
-12,126
Closed -$398K – 364
2018
Q3 		$398K Buy
12,126
+12
+0.1% +$381 0.04% 286
2018
Q2 		$372K Buy
12,114
+2,140
+21% +$57.3K 0.04% 286
2018
Q1 		$263K Sell
9,974
-3,790
-28% -$100K 0.03% 326
2017
Q4 		$356K Sell
13,764
-1,100
-7% -$28K 0.04% 287
2017
Q3 		$371K Buy
14,864
+5,200
+54% +$121K 0.04% 280
2017
Q2 		$234K Buy
+9,664
New +$247K 0.03% 349

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Chemical Bank's WSM Position: Q4 2018 in Review

Chemical Bank sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 12,126 shares — an estimated $398K sold.

Chemical Bank first reported a position in WSM in Q2 2017 and held it in 6 quarters. The position peaked at $398K in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • Chemical Bank reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • Chemical Bank sold 12,126 Williams-Sonoma shares in Q4 2018, an estimated $398K.
  • Chemical Bank first reported a position in Williams-Sonoma in Q2 2017 and held it in 6 quarters.
  • Chemical Bank's Williams-Sonoma position peaked at $398K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Chemical Bank's 13F filing for Q4 2018, filed 7 Feb 2019.