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Koch Industries’s Williams-Sonoma WSM Stock Holding History

Koch Industries’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
Q2 		– Sell
-33,820
Closed -$892K – 658
2018
Q1 		$892K Buy
+33,820
New +$894K 0.09% 168
2017
Q3 		– Sell
-8,544
Closed -$207K – 583
2017
Q2 		$207K Buy
+8,544
New +$218K 0.06% 418

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Koch Industries's WSM Position: Q2 2018 in Review

Koch Industries sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 33,820 shares — an estimated $892K sold.

Koch Industries first reported a position in WSM in Q2 2017 and held it in 2 quarters. The position peaked at $892K in Q1 2018. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Koch Industries reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 33,820 Williams-Sonoma shares in Q2 2018, an estimated $892K.
  • Koch Industries first reported a position in Williams-Sonoma in Q2 2017 and held it in 2 quarters.
  • Koch Industries's Williams-Sonoma position peaked at $892K in Q1 2018.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.