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Partnervest Advisory Services’s Williams-Sonoma WSM Stock Holding History

Partnervest Advisory 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
2013
Q4 		– Sell
-494
Closed -$14K – 1087
2013
Q3 		$14K Buy
+494
New +$14.3K 0.01% 571

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BC
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Partnervest Advisory Services's WSM Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Williams-Sonoma (WSM) in Q4 2013, closing a stake of 494 shares — an estimated $14K sold.

Partnervest Advisory Services first reported a position in WSM in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 305 funds tracked by Wall St. Rank hold WSM as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Williams-Sonoma position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 494 Williams-Sonoma shares in Q4 2013, an estimated $14K.
  • Partnervest Advisory Services first reported a position in Williams-Sonoma in Q3 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Williams-Sonoma position peaked at $14K in Q3 2013.
  • 305 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.