First Command Bank’s Williams-Sonoma WSM Stock Holding History

First Command Bank’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
2019 Q4	–	Sell	-248	Closed	-$8K	–	392
2019 Q3	$8K	Hold	248	–	–	﹤0.01%	325
2019 Q2	$8K	Hold	248	–	–	﹤0.01%	344
2019 Q1	$7K	Hold	248	–	–	﹤0.01%	353
2018 Q4	$6K	Hold	248	–	–	﹤0.01%	362
2018 Q3	$8K	Hold	248	–	–	﹤0.01%	339
2018 Q2	$8K	Hold	248	–	–	﹤0.01%	357
2018 Q1	$6.54K	Hold	248	–	–	﹤0.01%	375
2017 Q4	$6K	Buy	+248	New	+$6.32K	﹤0.01%	375

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Command Bank's WSM Position: Q4 2019 in Review

First Command Bank sold out of Williams-Sonoma (WSM) in Q4 2019, closing a stake of 248 shares — an estimated $8K sold.

First Command Bank first reported a position in WSM in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q3 2019. 441 funds tracked by Wall St. Rank hold WSM as of Q4 2019.

First Command Bank reported no remaining Williams-Sonoma position as of Q4 2019 after selling out during the quarter.
First Command Bank sold 248 Williams-Sonoma shares in Q4 2019, an estimated $8K.
First Command Bank first reported a position in Williams-Sonoma in Q4 2017 and held it in 8 quarters.
First Command Bank's Williams-Sonoma position peaked at $8K in Q3 2019.
441 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2019.

Based on First Command Bank's 13F filing for Q4 2019, filed 14 Jan 2020.