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Curian Capital’s Williams-Sonoma WSM Stock Holding History

Curian Capital’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
2013
Q4 		– Sell
-177,914
Closed -$5M – 578
2013
Q3 		$5M Buy
177,914
+77,488
+77% +$2.24M 0.09% 203
2013
Q2 		$2.81M Buy
+100,426
New +$2.71M 0.05% 226

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curian Capital's WSM Position: Q4 2013 in Review

Curian Capital sold out of Williams-Sonoma (WSM) in Q4 2013, closing a stake of 177,914 shares — an estimated $5M sold.

Curian Capital first reported a position in WSM in Q2 2013 and held it in 2 quarters. The position peaked at $5M in Q3 2013. 305 funds tracked by Wall St. Rank hold WSM as of Q4 2013.

  • Curian Capital reported no remaining Williams-Sonoma position as of Q4 2013 after selling out during the quarter.
  • Curian Capital sold 177,914 Williams-Sonoma shares in Q4 2013, an estimated $5M.
  • Curian Capital first reported a position in Williams-Sonoma in Q2 2013 and held it in 2 quarters.
  • Curian Capital's Williams-Sonoma position peaked at $5M in Q3 2013.
  • 305 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2013.

Based on Curian Capital's 13F filing for Q4 2013, filed 10 Feb 2014.