MSAM
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Moloney Securities Asset Management’s Williams-Sonoma WSM Stock Holding History

Moloney Securities Asset 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
2017
Q4 		– Sell
-16,600
Closed -$414K – 292
2017
Q3 		$414K Buy
16,600
+2,100
+14% +$48.8K 0.18% 148
2017
Q2 		$352K Buy
14,500
+2,300
+19% +$58.7K 0.18% 158
2017
Q1 		$327K Sell
12,200
-1,800
-13% -$43.9K 0.17% 163
2016
Q4 		$339K Buy
+14,000
New +$357K 0.2% 138

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Fidelity Investments
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Aristotle Capital Management
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Capital Research Global Investors
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BC
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return