Horan Securities’s Williams-Sonoma WSM Stock Holding History

Horan 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 Q2	–	Sell	-220	Closed	-$6K	–	189
2017 Q1	$6K	Buy	+220	New	+$5.36K	0.01%	127

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horan Securities's WSM Position: Q2 2017 in Review

Horan Securities sold out of Williams-Sonoma (WSM) in Q2 2017, closing a stake of 220 shares — an estimated $6K sold.

Horan Securities first reported a position in WSM in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 376 funds tracked by Wall St. Rank hold WSM as of Q2 2017.

Horan Securities reported no remaining Williams-Sonoma position as of Q2 2017 after selling out during the quarter.
Horan Securities sold 220 Williams-Sonoma shares in Q2 2017, an estimated $6K.
Horan Securities first reported a position in Williams-Sonoma in Q1 2017 and held it in 1 quarter.
Horan Securities's Williams-Sonoma position peaked at $6K in Q1 2017.
376 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2017.

Based on Horan Securities's 13F filing for Q2 2017, filed 13 Jul 2017.