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Physicians Financial Services’s Williams-Sonoma WSM Stock Holding History

Physicians Financial 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
2017
Q1 		– Sell
-1,400
Closed -$36K – 264
2016
Q4 		$36K Hold
1,400
– – 0.03% 182
2016
Q3 		$35K Hold
1,400
– – 0.03% 174
2016
Q2 		$36K Hold
1,400
– – 0.03% 173
2016
Q1 		$38K Hold
1,400
– – 0.03% 164
2015
Q4 		$41K Buy
+1,400
New +$47.9K 0.04% 173

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $47.7B AUM 13.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physicians Financial Services's WSM Position: Q1 2017 in Review

Physicians Financial Services sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 1,400 shares — an estimated $36K sold.

Physicians Financial Services first reported a position in WSM in Q4 2015 and held it in 5 quarters. The position peaked at $41K in Q4 2015. 378 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Physicians Financial Services reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 1,400 Williams-Sonoma shares in Q1 2017, an estimated $36K.
  • Physicians Financial Services first reported a position in Williams-Sonoma in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Williams-Sonoma position peaked at $41K in Q4 2015.
  • 378 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.