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Kanaly Trust’s Williams-Sonoma WSM Stock Holding History

Kanaly Trust’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
2016
Q4 		$2K Hold
86
– – ﹤0.01% 838
2016
Q3 		$2K Hold
86
– – ﹤0.01% 818
2016
Q2 		$2K Sell
86
-2,314
-96% -$63.5K ﹤0.01% 808
2016
Q1 		$66K Buy
+2,400
New +$65.1K 0.01% 255

Other funds holding WSM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's WSM Position: Q4 2016 in Review

Kanaly Trust held its Williams-Sonoma (WSM) position steady in Q4 2016 at 86 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Kanaly Trust first reported a position in WSM in Q1 2016 and has held it in 4 quarters since. The position peaked at $66K in Q1 2016. 391 funds tracked by Wall St. Rank hold WSM as of Q4 2016.

  • Kanaly Trust held 86 shares of Williams-Sonoma worth $2K as of Q4 2016.
  • Kanaly Trust left its Williams-Sonoma share count unchanged in Q4 2016.
  • Williams-Sonoma made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #838 holding.
  • Kanaly Trust first reported a position in Williams-Sonoma in Q1 2016 and has held it in 4 quarters since.
  • Kanaly Trust's Williams-Sonoma position peaked at $66K in Q1 2016.
  • 391 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.