DCM
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Dynamic Capital Management’s Williams-Sonoma WSM Stock Holding History

Dynamic Capital 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
2018
Q4 		– Sell
-17,928
Closed -$589K – 119
2018
Q3 		$589K Buy
+17,928
New +$568K 0.79% 28
2017
Q4 		– Sell
-11,744
Closed -$293K – 328
2017
Q3 		$293K Buy
+11,744
New +$273K 0.08% 222
2016
Q2 		– Sell
-15,406
Closed -$422K – 494
2016
Q1 		$422K Sell
15,406
-35,740
-70% -$969K 0.16% 193
2015
Q4 		$1.49M Buy
+51,146
New +$1.75M 0.71% 23
2015
Q1 		– Sell
-20,448
Closed -$774K – 367
2014
Q4 		$774K Buy
+20,448
New +$709K 0.41% 65
2014
Q1 		– Sell
-22,390
Closed -$652K – 534
2013
Q4 		$652K Sell
22,390
-1,286
-5% -$36K 0.12% 267
2013
Q3 		$665K Buy
+23,676
New +$686K 0.15% 240

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return