EWM
WSM icon

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

Elite 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
2014
Q4 		– Sell
-126
Closed -$1K – 460
2014
Q3 		$1K Buy
+126
New +$4.37K ﹤0.01% 609

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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elite Wealth Management's WSM Position: Q1 2014 in Review

Elite Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2014, closing a stake of 54 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in WSM in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 302 funds tracked by Wall St. Rank hold WSM as of Q1 2014.

  • Elite Wealth Management reported no remaining Williams-Sonoma position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 54 Williams-Sonoma shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Williams-Sonoma in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Williams-Sonoma position peaked at $2K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.