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IMS Capital Management’s Williams-Sonoma WSM Stock Holding History

IMS Capital 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
2018
Q4 		– Sell
-1,000
Closed -$33K – 351
2018
Q3 		$33K Buy
+1,000
New +$31.7K 0.02% 227

Other funds holding WSM

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IMS Capital Management's WSM Position: Q4 2018 in Review

IMS Capital Management sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 1,000 shares — an estimated $33K sold.

IMS Capital Management first reported a position in WSM in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

  • IMS Capital Management reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 1,000 Williams-Sonoma shares in Q4 2018, an estimated $33K.
  • IMS Capital Management first reported a position in Williams-Sonoma in Q3 2018 and held it in 1 quarter.
  • IMS Capital Management's Williams-Sonoma position peaked at $33K in Q3 2018.
  • 396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.