FineMark National Bank & Trust’s Williams-Sonoma WSM Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-922	Closed	-$22K	–	1005
2016 Q4	$22K	Hold	922	–	–	﹤0.01%	808
2016 Q3	$24K	Sell	922 -468	-34%	-$12.2K	﹤0.01%	773
2016 Q2	$36K	Buy	1,390 +352	+34%	+$9.65K	﹤0.01%	690
2016 Q1	$28K	Sell	1,038 -432	-29%	-$11.7K	﹤0.01%	716
2015 Q4	$43K	Hold	1,470	–	–	0.01%	638
2015 Q3	$56K	Hold	1,470	–	–	0.01%	596
2015 Q2	$60K	Hold	1,470	–	–	0.01%	611
2015 Q1	$59K	Buy	1,470 +432	+42%	+$17.1K	0.01%	624
2014 Q4	$39K	Hold	1,038	–	–	0.01%	734
2014 Q3	$35K	Hold	1,038	–	–	0.01%	737
2014 Q2	$37K	Buy	1,038 +268	+35%	+$8.81K	0.01%	713
2014 Q1	$26K	Hold	770	–	–	﹤0.01%	811
2013 Q4	$22K	Sell	770 -136	-15%	-$3.8K	﹤0.01%	811
2013 Q3	$25K	Buy	906 +22	+2%	+$637	0.01%	743
2013 Q2	$25K	Buy	+884	New	+$23.8K	0.01%	730

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FineMark National Bank & Trust's WSM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 922 shares — an estimated $22K sold.

FineMark National Bank & Trust first reported a position in WSM in Q2 2013 and held it in 15 quarters. The position peaked at $60K in Q2 2015. 378 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

FineMark National Bank & Trust reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 922 Williams-Sonoma shares in Q1 2017, an estimated $22K.
FineMark National Bank & Trust first reported a position in Williams-Sonoma in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Williams-Sonoma position peaked at $60K in Q2 2015.
378 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.