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Hartford Financial Management’s Williams-Sonoma WSM Stock Holding History

Hartford Financial Management’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
-600
Closed -$20K – 355
2019
Q3 		$20K Hold
600
– – 0.01% 262
2019
Q2 		$20K Hold
600
– – 0.01% 263
2019
Q1 		$17K Hold
600
– – 0.01% 278
2018
Q4 		$15K Hold
600
– – 0.01% 287
2018
Q3 		$20K Hold
600
– – 0.01% 276
2018
Q2 		$18K Hold
600
– – 0.01% 286
2018
Q1 		$15K Buy
+600
New +$15.9K 0.01% 240

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hartford Financial Management's WSM Position: Q4 2019 in Review

Hartford Financial Management sold out of Williams-Sonoma (WSM) in Q4 2019, closing a stake of 600 shares — an estimated $20K sold.

Hartford Financial Management first reported a position in WSM in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q3 2019. 441 funds tracked by Wall St. Rank hold WSM as of Q4 2019.

  • Hartford Financial Management reported no remaining Williams-Sonoma position as of Q4 2019 after selling out during the quarter.
  • Hartford Financial Management sold 600 Williams-Sonoma shares in Q4 2019, an estimated $20K.
  • Hartford Financial Management first reported a position in Williams-Sonoma in Q1 2018 and held it in 7 quarters.
  • Hartford Financial Management's Williams-Sonoma position peaked at $20K in Q3 2019.
  • 441 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2019.

Based on Hartford Financial Management's 13F filing for Q4 2019, filed 28 Jan 2020.