Girard Securities’s Williams-Sonoma WSM Stock Holding History

Girard Securities’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	-8,284	Closed	-$200K	–	181
2016 Q4	$200K	Buy	+8,284	New	+$211K	0.17%	155

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

Girard Securities's WSM Position: Q1 2017 in Review

Girard Securities sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 8,284 shares — an estimated $200K sold.

Girard Securities first reported a position in WSM in Q4 2016 and held it in 1 quarter. The position peaked at $200K in Q4 2016. 377 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

Girard Securities reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
Girard Securities sold 8,284 Williams-Sonoma shares in Q1 2017, an estimated $200K.
Girard Securities first reported a position in Williams-Sonoma in Q4 2016 and held it in 1 quarter.
Girard Securities's Williams-Sonoma position peaked at $200K in Q4 2016.
377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Girard Securities's 13F filing for Q1 2017, filed 15 May 2017.