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Kelman-Lazarov Inc’s Williams-Sonoma WSM Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-800
Closed -$19.4K – 258
2016
Q4 		$19.4K Hold
800
– – 0.01% 220
2016
Q3 		$20.4K Hold
800
– – 0.01% 249
2016
Q2 		$21.2K Hold
800
– – 0.01% 233
2016
Q1 		$22K Buy
+800
New +$21.7K 0.01% 243

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kelman-Lazarov Inc's WSM Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 800 shares — an estimated $19.4K sold.

Kelman-Lazarov Inc first reported a position in WSM in Q1 2016 and held it in 4 quarters. The position peaked at $22K in Q1 2016. 378 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 800 Williams-Sonoma shares in Q1 2017, an estimated $19.4K.
  • Kelman-Lazarov Inc first reported a position in Williams-Sonoma in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Williams-Sonoma position peaked at $22K in Q1 2016.
  • 378 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.