Kavar Capital Partners Group’s Williams-Sonoma WSM Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-554	Closed	-$17K	–	391
2018 Q2	$17K	Hold	554	–	–	0.01%	274
2018 Q1	$15K	Buy	+554	New	+$14.6K	0.01%	285
2016 Q1	–	Sell	-554	Closed	-$16K	–	403
2015 Q4	$16K	Hold	554	–	–	0.01%	237
2015 Q3	$21K	Hold	554	–	–	0.01%	227
2015 Q2	$22K	Buy	+554	New	+$21.7K	0.02%	240
2014 Q2	–	Sell	-554	Closed	-$18K	–	451
2014 Q1	$18K	Hold	554	–	–	0.01%	269
2013 Q4	$16K	Buy	+554	New	+$15.5K	0.01%	264

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kavar Capital Partners Group's WSM Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Williams-Sonoma (WSM) in Q3 2018, closing a stake of 554 shares — an estimated $17K sold.

Kavar Capital Partners Group first reported a position in WSM in Q4 2013 and held it in 7 quarters. The position peaked at $22K in Q2 2015. 435 funds tracked by Wall St. Rank hold WSM as of Q3 2018.

Kavar Capital Partners Group reported no remaining Williams-Sonoma position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 554 Williams-Sonoma shares in Q3 2018, an estimated $17K.
Kavar Capital Partners Group first reported a position in Williams-Sonoma in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's Williams-Sonoma position peaked at $22K in Q2 2015.
435 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.