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Ropes Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Ropes Wealth Advisors’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
Q2 		– Sell
-150
Closed -$4K – 533
2016
Q1 		$4K Buy
+150
New +$4.07K ﹤0.01% 366

Other funds holding WSM

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
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 $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ropes Wealth Advisors's WSM Position: Q2 2016 in Review

Ropes Wealth Advisors sold out of Williams-Sonoma (WSM) in Q2 2016, closing a stake of 150 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in WSM in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 358 funds tracked by Wall St. Rank hold WSM as of Q2 2016.

  • Ropes Wealth Advisors reported no remaining Williams-Sonoma position as of Q2 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 150 Williams-Sonoma shares in Q2 2016, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Williams-Sonoma in Q1 2016 and held it in 1 quarter.
  • Ropes Wealth Advisors's Williams-Sonoma position peaked at $4K in Q1 2016.
  • 358 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2016.

Based on Ropes Wealth Advisors's 13F filing for Q2 2016, filed 8 Aug 2016.