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Kelly Lawrence W & Associates’s Williams-Sonoma WSM Stock Holding History

Kelly Lawrence W & Associates’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
2013
Q4 		– Sell
-185,130
Closed -$5.2M – 133
2013
Q3 		$5.2M Hold
185,130
– – 1.23% 34
2013
Q2 		$5.17M Buy
+185,130
New +$4.99M 1.31% 34

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Lawrence W & Associates's WSM Position: Q4 2013 in Review

Kelly Lawrence W & Associates sold out of Williams-Sonoma (WSM) in Q4 2013, closing a stake of 185,130 shares — an estimated $5.2M sold.

Kelly Lawrence W & Associates first reported a position in WSM in Q2 2013 and held it in 2 quarters. The position peaked at $5.2M in Q3 2013. 305 funds tracked by Wall St. Rank hold WSM as of Q4 2013.

  • Kelly Lawrence W & Associates reported no remaining Williams-Sonoma position as of Q4 2013 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 185,130 Williams-Sonoma shares in Q4 2013, an estimated $5.2M.
  • Kelly Lawrence W & Associates first reported a position in Williams-Sonoma in Q2 2013 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Williams-Sonoma position peaked at $5.2M in Q3 2013.
  • 305 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2013.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2013, filed 14 Feb 2014.