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Insight 2811 Inc’s Williams-Sonoma WSM Stock Holding History

Insight 2811 Inc’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
Q2 		– Sell
-8,490
Closed -$224K – 81
2018
Q1 		$224K Sell
8,490
-200
-2% -$5.29K 0.16% 73
2017
Q4 		$225K Sell
8,690
-1,400
-14% -$35.7K 0.17% 69
2017
Q3 		$252K Buy
+10,090
New +$235K 0.19% 67

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight 2811 Inc's WSM Position: Q2 2018 in Review

Insight 2811 Inc sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 8,490 shares — an estimated $224K sold.

Insight 2811 Inc first reported a position in WSM in Q3 2017 and held it in 3 quarters. The position peaked at $252K in Q3 2017. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Insight 2811 Inc reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Insight 2811 Inc sold 8,490 Williams-Sonoma shares in Q2 2018, an estimated $224K.
  • Insight 2811 Inc first reported a position in Williams-Sonoma in Q3 2017 and held it in 3 quarters.
  • Insight 2811 Inc's Williams-Sonoma position peaked at $252K in Q3 2017.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Insight 2811 Inc's 13F filing for Q2 2018, filed 10 Aug 2018.