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Delphi Private Advisors’s Williams-Sonoma WSM Stock Holding History

Delphi Private Advisors’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
2017
Q3 		– Sell
-26
Closed -$1K – 121
2017
Q2 		$1K Buy
+26
New +$664 ﹤0.01% 117
2016
Q3 		– Sell
-26
Closed -$1K – 553
2016
Q2 		$1K Hold
26
– – ﹤0.01% 436
2016
Q1 		$1K Hold
26
– – ﹤0.01% 295
2015
Q4 		$1K Buy
+26
New +$890 ﹤0.01% 341

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Delphi Private Advisors's WSM Position: Q3 2017 in Review

Delphi Private Advisors sold out of Williams-Sonoma (WSM) in Q3 2017, closing a stake of 26 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in WSM in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2017. 366 funds tracked by Wall St. Rank hold WSM as of Q3 2017.

  • Delphi Private Advisors reported no remaining Williams-Sonoma position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 26 Williams-Sonoma shares in Q3 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Williams-Sonoma in Q4 2015 and held it in 4 quarters.
  • Delphi Private Advisors's Williams-Sonoma position peaked at $1K in Q2 2017.
  • 366 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.