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GlobalBridge’s Williams-Sonoma WSM Stock Holding History

GlobalBridge’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 		$270K Buy
8,098
+74
+0.9% +$2.15K 0.13% 248
2013
Q4 		$234K Buy
+8,024
New +$224K 0.12% 278

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

GlobalBridge's WSM Position: Q1 2014 in Review

GlobalBridge increased its Williams-Sonoma (WSM) stake by 0.92% in Q1 2014, buying an estimated $2.15K and bringing the position to 8,098 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #248.

GlobalBridge first reported a position in WSM in Q4 2013 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold WSM as of Q1 2014.

  • GlobalBridge held 8,098 shares of Williams-Sonoma worth $270K as of Q1 2014.
  • GlobalBridge bought 74 Williams-Sonoma shares in Q1 2014, an estimated $2.15K.
  • Williams-Sonoma made up 0.13% of GlobalBridge's portfolio in Q1 2014, its #248 holding.
  • GlobalBridge first reported a position in Williams-Sonoma in Q4 2013 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.