Loring Wolcott & Coolidge Fiduciary Advisors’s Williams-Sonoma WSM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2019 Q4	–	Sell	-40	Closed	-$1K	–	724
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	671
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	700
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	691
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	682
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	645
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	661
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	713
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	723
2017 Q3	$0	Buy	+40	New	+$930	﹤0.01%	913
2017 Q2	–	Sell	-200	Closed	-$5K	–	658
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	581
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	566
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	577
2016 Q2	$5K	Buy	+200	New	+$5.48K	﹤0.01%	593

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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WSM Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Williams-Sonoma (WSM) in Q4 2019, closing a stake of 40 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WSM in Q2 2016 and held it in 13 quarters. The position peaked at $5K in Q1 2017. 441 funds tracked by Wall St. Rank hold WSM as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Williams-Sonoma position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 40 Williams-Sonoma shares in Q4 2019, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Williams-Sonoma in Q2 2016 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Williams-Sonoma position peaked at $5K in Q1 2017.
441 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.