RCA
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Rowland Carmichael Advisors’s Williams-Sonoma WSM Stock Holding History

Rowland Carmichael 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
2020
Q1 		– Sell
-13,960
Closed -$513K – 362
2019
Q4 		$513K Buy
13,960
+762
+6% +$26.5K 0.18% 140
2019
Q3 		$449K Sell
13,198
-2,012
-13% -$66.6K 0.15% 154
2019
Q2 		$494K Sell
15,210
-12,978
-46% -$372K 0.17% 146
2019
Q1 		$793K Sell
28,188
-734
-3% -$20.2K 0.29% 94
2018
Q4 		$730K Sell
28,922
-1,292
-4% -$36.9K 0.32% 84
2018
Q3 		$993K Sell
30,214
-2,106
-7% -$66.8K 0.39% 59
2018
Q2 		$992K Sell
32,320
-1,158
-3% -$31K 0.42% 51
2018
Q1 		$883K Buy
33,478
+936
+3% +$24.7K 0.48% 68
2017
Q4 		$841K Sell
32,542
-334
-1% -$8.51K 0.43% 71
2017
Q3 		$820K Buy
+32,876
New +$764K 0.45% 63

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return