KHP Capital’s Williams-Sonoma WSM Stock Holding History

KHP Capital’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	$99K	Hold	3,000	–	–	0.06%	90
2018 Q2	$92K	Hold	3,000	–	–	0.06%	86
2018 Q1	$79K	Buy	+3,000	New	+$79.3K	0.05%	90

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

KHP Capital's WSM Position: Q3 2018 in Review

KHP Capital held its Williams-Sonoma (WSM) position steady in Q3 2018 at 3,000 shares worth $99K. The position accounts for 0.06% of the portfolio, ranked #90.

KHP Capital first reported a position in WSM in Q1 2018 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold WSM as of Q3 2018.

KHP Capital held 3,000 shares of Williams-Sonoma worth $99K as of Q3 2018.
KHP Capital left its Williams-Sonoma share count unchanged in Q3 2018.
Williams-Sonoma made up 0.06% of KHP Capital's portfolio in Q3 2018, its #90 holding.
KHP Capital first reported a position in Williams-Sonoma in Q1 2018 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.