NPC
WSM icon

National Planning Corporation’s Williams-Sonoma WSM Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-298
Closed -$11.4K – 2059
2014
Q4 		$11.4K Buy
+298
New +$10.3K ﹤0.01% 1971

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

National Planning Corporation's WSM Position: Q1 2015 in Review

National Planning Corporation sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 298 shares — an estimated $11.4K sold.

National Planning Corporation first reported a position in WSM in Q4 2014 and held it in 1 quarter. The position peaked at $11.4K in Q4 2014. 352 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

  • National Planning Corporation reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 298 Williams-Sonoma shares in Q1 2015, an estimated $11.4K.
  • National Planning Corporation first reported a position in Williams-Sonoma in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Williams-Sonoma position peaked at $11.4K in Q4 2014.
  • 352 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.