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Exchange Capital Management’s Williams-Sonoma WSM Stock Holding History

Exchange 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
2014
Q1 		– Sell
-256
Closed -$7K – 255
2013
Q4 		$7K Buy
+256
New +$7.16K ﹤0.01% 181

Other funds holding WSM

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Exchange Capital Management's WSM Position: Q1 2014 in Review

Exchange Capital Management sold out of Williams-Sonoma (WSM) in Q1 2014, closing a stake of 256 shares — an estimated $7K sold.

Exchange Capital Management first reported a position in WSM in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 302 funds tracked by Wall St. Rank hold WSM as of Q1 2014.

  • Exchange Capital Management reported no remaining Williams-Sonoma position as of Q1 2014 after selling out during the quarter.
  • Exchange Capital Management sold 256 Williams-Sonoma shares in Q1 2014, an estimated $7K.
  • Exchange Capital Management first reported a position in Williams-Sonoma in Q4 2013 and held it in 1 quarter.
  • Exchange Capital Management's Williams-Sonoma position peaked at $7K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2014.

Based on Exchange Capital Management's 13F filing for Q1 2014, filed 2 Apr 2014.