CIBC Bank USA’s Williams-Sonoma WSM Stock Holding History

CIBC Bank USA’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	-9,150	Closed	-$346K	–	298
2014 Q4	$346K	Sell	9,150 -350	-4%	-$12.1K	0.06%	204
2014 Q3	$316K	Buy	9,500 +3,500	+58%	+$121K	0.06%	223
2014 Q2	$215K	Sell	6,000 -98	-2%	-$3.22K	0.04%	275
2014 Q1	$203K	Buy	+6,098	New	+$178K	0.04%	300
2013 Q4	–	Sell	-9,670	Closed	-$272K	–	316
2013 Q3	$272K	Buy	+9,670	New	+$280K	0.07%	249

Other funds holding WSM

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

BFA

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

CIBC Bank USA's WSM Position: Q1 2015 in Review

CIBC Bank USA sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 9,150 shares — an estimated $346K sold.

CIBC Bank USA first reported a position in WSM in Q3 2013 and held it in 5 quarters. The position peaked at $346K in Q4 2014. 352 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

CIBC Bank USA reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
CIBC Bank USA sold 9,150 Williams-Sonoma shares in Q1 2015, an estimated $346K.
CIBC Bank USA first reported a position in Williams-Sonoma in Q3 2013 and held it in 5 quarters.
CIBC Bank USA's Williams-Sonoma position peaked at $346K in Q4 2014.
352 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on CIBC Bank USA's 13F filing for Q1 2015, filed 9 Apr 2015.