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Highland Capital Management (Tennessee)’s Williams-Sonoma WSM Stock Holding History

Highland Capital Management (Tennessee)’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
2018
Q4 		– Sell
-38,244
Closed -$1.26M – 341
2018
Q3 		$1.26M Buy
38,244
+15,472
+68% +$491K 0.09% 202
2018
Q2 		$699K Buy
+22,772
New +$610K 0.05% 245

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Highland Capital Management (Tennessee)'s WSM Position: Q4 2018 in Review

Highland Capital Management (Tennessee) sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 38,244 shares — an estimated $1.26M sold.

Highland Capital Management (Tennessee) first reported a position in WSM in Q2 2018 and held it in 2 quarters. The position peaked at $1.26M in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • Highland Capital Management (Tennessee) reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 38,244 Williams-Sonoma shares in Q4 2018, an estimated $1.26M.
  • Highland Capital Management (Tennessee) first reported a position in Williams-Sonoma in Q2 2018 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s Williams-Sonoma position peaked at $1.26M in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2018, filed 16 Jan 2019.