Redwood Investments’s Williams-Sonoma WSM Stock Holding History

Redwood Investments’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
2016 Q3	–	Sell	-3,200	Closed	-$83K	–	206
2016 Q2	$83K	Hold	3,200	–	–	0.01%	126
2016 Q1	$88K	Hold	3,200	–	–	0.01%	127
2015 Q4	$93K	Hold	3,200	–	–	0.01%	125
2015 Q3	$122K	Hold	3,200	–	–	0.02%	124
2015 Q2	$132K	Hold	3,200	–	–	0.02%	124
2015 Q1	$128K	Hold	3,200	–	–	0.02%	128
2014 Q4	$121K	Hold	3,200	–	–	0.02%	132
2014 Q3	$107K	Hold	3,200	–	–	0.01%	123
2014 Q2	$115K	Hold	3,200	–	–	0.01%	128
2014 Q1	$107K	Hold	3,200	–	–	0.02%	129
2013 Q4	$93K	Hold	3,200	–	–	0.01%	145
2013 Q3	$90K	Hold	3,200	–	–	0.01%	141
2013 Q2	$89K	Buy	+3,200	New	+$86.2K	0.01%	147

Other funds holding WSM

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Aristotle Capital Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return