Peloton Wealth Strategists’s Williams-Sonoma WSM Stock Holding History

Peloton Wealth Strategists’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 Q2	–	Sell	-35,328	Closed	-$932K	–	64
2018 Q1	$932K	Buy	35,328 +2,406	+7%	+$63.6K	0.7%	50
2017 Q4	$851K	Buy	32,922 +4,006	+14%	+$102K	0.63%	54
2017 Q3	$721K	Buy	28,916 +1,008	+4%	+$23.4K	0.56%	55
2017 Q2	$677K	Sell	27,908 -10	-0%	-$255	0.52%	60
2017 Q1	$748K	Sell	27,918 -3,198	-10%	-$77.9K	0.62%	59
2016 Q4	$753K	Buy	31,116 +2	+0%	+$51	0.61%	60
2016 Q3	$795K	Buy	+31,114	New	+$814K	0.66%	58
2016 Q1	$652K	Buy	23,808 +2	+0%	+$54	0.55%	59
2015 Q4	$695K	Hold	23,806	–	–	0.6%	63
2015 Q3	$909K	Buy	+23,806	New	+$969K	0.79%	56
2015 Q2	–	Sell	-33,802	Closed	-$1.35M	–	74
2015 Q1	$1.35M	Hold	33,802	–	–	1.05%	50
2014 Q4	$1.28M	Buy	33,802 +2	+0%	+$69	0.97%	49
2014 Q3	$1.13M	Buy	33,800 +14,188	+72%	+$492K	0.89%	49
2014 Q2	$511K	Sell	19,612 -10,988	-36%	-$361K	0.45%	63
2014 Q1	$1.02M	Hold	30,600	–	–	0.84%	52
2013 Q4	$892K	Hold	30,600	–	–	0.72%	52
2013 Q3	$860K	Hold	30,600	–	–	0.72%	55
2013 Q2	$855K	Buy	+30,600	New	+$825K	0.77%	52

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Peloton Wealth Strategists's WSM Position: Q2 2018 in Review

Peloton Wealth Strategists sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 35,328 shares — an estimated $932K sold.

Peloton Wealth Strategists first reported a position in WSM in Q2 2013 and held it in 18 quarters. The position peaked at $1.35M in Q1 2015. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

Peloton Wealth Strategists reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 35,328 Williams-Sonoma shares in Q2 2018, an estimated $932K.
Peloton Wealth Strategists first reported a position in Williams-Sonoma in Q2 2013 and held it in 18 quarters.
Peloton Wealth Strategists's Williams-Sonoma position peaked at $1.35M in Q1 2015.
421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Peloton Wealth Strategists's 13F filing for Q2 2018, filed 15 Aug 2018.