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Michael J. Puzo’s Williams-Sonoma WSM Stock Holding History

Michael J. Puzo’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
2015
Q3 		– Sell
-5,090
Closed -$209K – 126
2015
Q2 		$209K Hold
5,090
– – 0.13% 77
2015
Q1 		$203K Buy
+5,090
New +$202K 0.13% 80

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Michael J. Puzo's WSM Position: Q3 2015 in Review

Michael J. Puzo sold out of Williams-Sonoma (WSM) in Q3 2015, closing a stake of 5,090 shares — an estimated $209K sold.

Michael J. Puzo first reported a position in WSM in Q1 2015 and held it in 2 quarters. The position peaked at $209K in Q2 2015. 338 funds tracked by Wall St. Rank hold WSM as of Q3 2015.

  • Michael J. Puzo reported no remaining Williams-Sonoma position as of Q3 2015 after selling out during the quarter.
  • Michael J. Puzo sold 5,090 Williams-Sonoma shares in Q3 2015, an estimated $209K.
  • Michael J. Puzo first reported a position in Williams-Sonoma in Q1 2015 and held it in 2 quarters.
  • Michael J. Puzo's Williams-Sonoma position peaked at $209K in Q2 2015.
  • 338 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2015.

Based on Michael J. Puzo's 13F filing for Q3 2015, filed 13 Nov 2015.