Moneta Group Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Moneta Group Investment 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
2018 Q4	–	Sell	-6,540	Closed	-$215K	–	255
2018 Q3	$215K	Sell	6,540 -7,560	-54%	-$240K	0.02%	214
2018 Q2	$433K	Buy	+14,100	New	+$377K	0.05%	187
2017 Q3	–	Sell	-69,300	Closed	-$1.68M	–	215
2017 Q2	$1.68M	Hold	69,300	–	–	0.27%	63
2017 Q1	$1.86M	Hold	69,300	–	–	0.37%	37
2016 Q4	$1.68M	Hold	69,300	–	–	0.34%	42
2016 Q3	$1.77M	Hold	69,300	–	–	0.4%	38
2016 Q2	$1.81M	Hold	69,300	–	–	0.4%	43
2016 Q1	$1.9M	Hold	69,300	–	–	0.42%	38
2015 Q4	$2.02M	Hold	69,300	–	–	0.5%	29
2015 Q3	$2.65M	Sell	69,300 -55,700	-45%	-$2.27M	0.74%	25
2015 Q2	$5.14M	Buy	+125,000	New	+$4.89M	1.57%	16
2013 Q4	–	Sell	-12,180	Closed	-$342K	–	130
2013 Q3	$342K	Sell	12,180 -950	-7%	-$27.5K	0.23%	80
2013 Q2	$367K	Buy	+13,130	New	+$354K	0.26%	68

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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

HMP

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moneta Group Investment Advisors's WSM Position: Q4 2018 in Review

Moneta Group Investment Advisors sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 6,540 shares — an estimated $215K sold.

Moneta Group Investment Advisors first reported a position in WSM in Q2 2013 and held it in 13 quarters. The position peaked at $5.14M in Q2 2015. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

Moneta Group Investment Advisors reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,540 Williams-Sonoma shares in Q4 2018, an estimated $215K.
Moneta Group Investment Advisors first reported a position in Williams-Sonoma in Q2 2013 and held it in 13 quarters.
Moneta Group Investment Advisors's Williams-Sonoma position peaked at $5.14M in Q2 2015.
396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.