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	–	636
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 New York $20.2B AUM 17.52% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

BFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

Concert Wealth Management's WSM Position: Q2 2016 in Review

Concert Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2016, closing a stake of 7,192 shares — an estimated $200K sold.

Concert Wealth Management first reported a position in WSM in Q2 2013 and held it in 11 quarters. The position peaked at $298K in Q2 2015. 358 funds tracked by Wall St. Rank hold WSM as of Q2 2016.

Concert Wealth Management reported no remaining Williams-Sonoma position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 7,192 Williams-Sonoma shares in Q2 2016, an estimated $200K.
Concert Wealth Management first reported a position in Williams-Sonoma in Q2 2013 and held it in 11 quarters.
Concert Wealth Management's Williams-Sonoma position peaked at $298K in Q2 2015.
358 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.