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Northwestern Mutual Investment Services’s Williams-Sonoma WSM Stock Holding History

Northwestern Mutual Investment Services’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
Q4 		– Sell
-60
Closed -$2K – 380
2015
Q3 		$2K Buy
+60
New +$2.44K ﹤0.01% 198

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BC
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Northwestern Mutual Investment Services's WSM Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Williams-Sonoma (WSM) in Q4 2015, closing a stake of 60 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in WSM in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 356 funds tracked by Wall St. Rank hold WSM as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Williams-Sonoma position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 60 Williams-Sonoma shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Williams-Sonoma in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Williams-Sonoma position peaked at $2K in Q3 2015.
  • 356 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.