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Gideon Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Gideon Capital Advisors’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
-9,564
Closed -$232K – 530
2016
Q4 		$232K Buy
+9,564
New +$244K 0.15% 336
2015
Q2 		– Sell
-6,480
Closed -$258K – 328
2015
Q1 		$258K Buy
+6,480
New +$257K 0.1% 196
2014
Q1 		– Sell
-20,222
Closed -$589K – 299
2013
Q4 		$589K Buy
+20,222
New +$565K 0.35% 87

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's WSM Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 9,564 shares — an estimated $232K sold.

Gideon Capital Advisors first reported a position in WSM in Q4 2013 and held it in 3 quarters. The position peaked at $589K in Q4 2013. 377 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 9,564 Williams-Sonoma shares in Q1 2017, an estimated $232K.
  • Gideon Capital Advisors first reported a position in Williams-Sonoma in Q4 2013 and held it in 3 quarters.
  • Gideon Capital Advisors's Williams-Sonoma position peaked at $589K in Q4 2013.
  • 377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.