KJHP
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K.J. Harrison & Partners’s Williams-Sonoma WSM Stock Holding History

K.J. Harrison & Partners’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
-18,000
Closed -$483K – 193
2017
Q1 		$483K Sell
18,000
-26,000
-59% -$634K 0.2% 114
2016
Q4 		$1.06M Buy
44,000
+20,000
+83% +$510K 0.43% 81
2016
Q3 		$613K Buy
24,000
+2,000
+9% +$52.3K 0.29% 112
2016
Q2 		$573K Buy
+22,000
New +$603K 0.31% 99

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

K.J. Harrison & Partners's WSM Position: Q2 2017 in Review

K.J. Harrison & Partners sold out of Williams-Sonoma (WSM) in Q2 2017, closing a stake of 18,000 shares — an estimated $483K sold.

K.J. Harrison & Partners first reported a position in WSM in Q2 2016 and held it in 4 quarters. The position peaked at $1.06M in Q4 2016. 377 funds tracked by Wall St. Rank hold WSM as of Q2 2017.

  • K.J. Harrison & Partners reported no remaining Williams-Sonoma position as of Q2 2017 after selling out during the quarter.
  • K.J. Harrison & Partners sold 18,000 Williams-Sonoma shares in Q2 2017, an estimated $483K.
  • K.J. Harrison & Partners first reported a position in Williams-Sonoma in Q2 2016 and held it in 4 quarters.
  • K.J. Harrison & Partners's Williams-Sonoma position peaked at $1.06M in Q4 2016.
  • 377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2017.

Based on K.J. Harrison & Partners's 13F filing for Q2 2017, filed 28 Jul 2017.