Concert Wealth Management’s Williams-Sonoma WSM Stock Holding History

Concert Wealth Management’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 Q2	–	Sell	-7,192	Closed	-$200K	–	739
2016 Q1	$200K	Hold	7,192	–	–	0.03%	593
2015 Q4	$211K	Sell	7,192 -66	-0.9%	-$2.26K	0.03%	579
2015 Q3	$279K	Hold	7,258	–	–	0.04%	512
2015 Q2	$298K	Buy	+7,258	New	+$284K	0.04%	495
2015 Q1	–	Sell	-7,160	Closed	-$270K	–	639
2014 Q4	$270K	Hold	7,160	–	–	0.04%	487
2014 Q3	$238K	Hold	7,160	–	–	0.03%	448
2014 Q2	$250K	Sell	7,160 -208	-3%	-$6.84K	0.03%	461
2014 Q1	$246K	Hold	7,368	–	–	0.03%	459
2013 Q4	$216K	Hold	7,368	–	–	0.03%	473
2013 Q3	$209K	Hold	7,368	–	–	0.03%	476
2013 Q2	$206K	Buy	+7,368	New	+$199K	0.03%	449

Other funds holding WSM

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Capital Research Global Investors

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

Aristotle Capital Management

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

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

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

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

Bank of New York Mellon

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

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