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Integrated Wealth Counsel’s Williams-Sonoma WSM Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-100
Closed -$3K – 153
2014
Q1 		$3K Hold
100
– – ﹤0.01% 150
2013
Q4 		$3K Hold
100
– – ﹤0.01% 178
2013
Q3 		$2.81K Hold
100
– – ﹤0.01% 179
2013
Q2 		$3K Buy
+100
New +$2.69K ﹤0.01% 182

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Counsel's WSM Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of Williams-Sonoma (WSM) in Q2 2014, closing a stake of 100 shares — an estimated $3K sold.

Integrated Wealth Counsel first reported a position in WSM in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 315 funds tracked by Wall St. Rank hold WSM as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining Williams-Sonoma position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 100 Williams-Sonoma shares in Q2 2014, an estimated $3K.
  • Integrated Wealth Counsel first reported a position in Williams-Sonoma in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's Williams-Sonoma position peaked at $3K in Q1 2014.
  • 315 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.