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Kennedy Capital Management’s Williams-Sonoma WSM Stock Holding History

Kennedy Capital Management’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
Q4 		– Sell
-149,674
Closed -$3.73M – 781
2017
Q3 		$3.73M Sell
149,674
-2,960
-2% -$68.8K 0.07% 509
2017
Q2 		$3.7M Sell
152,634
-40,728
-21% -$1.04M 0.07% 480
2017
Q1 		$5.18M Sell
193,362
-6,998
-3% -$171K 0.09% 408
2016
Q4 		$4.85M Buy
+200,360
New +$5.11M 0.08% 430

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kennedy Capital Management's WSM Position: Q4 2017 in Review

Kennedy Capital Management sold out of Williams-Sonoma (WSM) in Q4 2017, closing a stake of 149,674 shares — an estimated $3.73M sold.

Kennedy Capital Management first reported a position in WSM in Q4 2016 and held it in 4 quarters. The position peaked at $5.18M in Q1 2017. 392 funds tracked by Wall St. Rank hold WSM as of Q4 2017.

  • Kennedy Capital Management reported no remaining Williams-Sonoma position as of Q4 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 149,674 Williams-Sonoma shares in Q4 2017, an estimated $3.73M.
  • Kennedy Capital Management first reported a position in Williams-Sonoma in Q4 2016 and held it in 4 quarters.
  • Kennedy Capital Management's Williams-Sonoma position peaked at $5.18M in Q1 2017.
  • 392 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2017.

Based on Kennedy Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.