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KCM Investment Advisors’s Williams-Sonoma WSM Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-8,700
Closed -$283K – 333
2019
Q2 		$283K Sell
8,700
-7,500
-46% -$215K 0.02% 283
2019
Q1 		$456K Sell
16,200
-4,400
-21% -$121K 0.03% 237
2018
Q4 		$520K Sell
20,600
-48,900
-70% -$1.4M 0.03% 320
2018
Q3 		$2.28M Sell
69,500
-148,700
-68% -$4.72M 0.13% 145
2018
Q2 		$6.7M Sell
218,200
-1,610
-0.7% -$43.1K 0.41% 64
2018
Q1 		$5.8M Sell
219,810
-1,850
-0.8% -$48.9K 0.35% 76
2017
Q4 		$5.73M Buy
221,660
+8,040
+4% +$205K 0.34% 78
2017
Q3 		$5.33M Sell
213,620
-2,120
-1% -$49.3K 0.33% 82
2017
Q2 		$5.23M Buy
215,740
+23,350
+12% +$596K 0.33% 81
2017
Q1 		$5.16M Buy
192,390
+29,600
+18% +$721K 0.33% 81
2016
Q4 		$3.94M Buy
162,790
+31,140
+24% +$794K 0.27% 102
2016
Q3 		$3.36M Buy
131,650
+28,050
+27% +$734K 0.23% 109
2016
Q2 		$2.7M Buy
103,600
+26,266
+34% +$720K 0.19% 134
2016
Q1 		$2.12M Buy
77,334
+23,234
+43% +$630K 0.16% 158
2015
Q4 		$1.58M Buy
54,100
+16,600
+44% +$568K 0.12% 186
2015
Q3 		$1.43M Buy
37,500
+17,100
+84% +$696K 0.12% 202
2015
Q2 		$839K Buy
20,400
+6,700
+49% +$262K 0.07% 267
2015
Q1 		$546K Buy
+13,700
New +$543K 0.04% 334

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return