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Jackson Grant Investment Advisers’s Williams-Sonoma WSM Stock Holding History

Jackson Grant Investment Advisers’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
2019
Q1 		– Sell
-660
Closed -$17K – 259
2018
Q4 		$17K Buy
660
+440
+200% +$12.6K 0.01% 185
2018
Q3 		$7K Buy
+220
New +$6.98K ﹤0.01% 198

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Grant Investment Advisers's WSM Position: Q1 2019 in Review

Jackson Grant Investment Advisers sold out of Williams-Sonoma (WSM) in Q1 2019, closing a stake of 660 shares — an estimated $17K sold.

Jackson Grant Investment Advisers first reported a position in WSM in Q3 2018 and held it in 2 quarters. The position peaked at $17K in Q4 2018. 439 funds tracked by Wall St. Rank hold WSM as of Q1 2019.

  • Jackson Grant Investment Advisers reported no remaining Williams-Sonoma position as of Q1 2019 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 660 Williams-Sonoma shares in Q1 2019, an estimated $17K.
  • Jackson Grant Investment Advisers first reported a position in Williams-Sonoma in Q3 2018 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Williams-Sonoma position peaked at $17K in Q4 2018.
  • 439 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2019.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2019, filed 7 May 2019.