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Lyons Wealth Management’s Williams-Sonoma WSM Stock Holding History

Lyons Wealth 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
2014
Q4 		– Sell
-28,090
Closed -$938K – 78
2014
Q3 		$938K Buy
+28,090
New +$973K 1% 33

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BC
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lyons Wealth Management's WSM Position: Q4 2014 in Review

Lyons Wealth Management sold out of Williams-Sonoma (WSM) in Q4 2014, closing a stake of 28,090 shares — an estimated $938K sold.

Lyons Wealth Management first reported a position in WSM in Q3 2014 and held it in 1 quarter. The position peaked at $938K in Q3 2014. 352 funds tracked by Wall St. Rank hold WSM as of Q4 2014.

  • Lyons Wealth Management reported no remaining Williams-Sonoma position as of Q4 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 28,090 Williams-Sonoma shares in Q4 2014, an estimated $938K.
  • Lyons Wealth Management first reported a position in Williams-Sonoma in Q3 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Williams-Sonoma position peaked at $938K in Q3 2014.
  • 352 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.