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Smith Shellnut Wilson’s Williams-Sonoma WSM Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-8,688
Closed -$226K – 153
2017
Q2 		$226K Sell
8,688
-478
-5% -$12.2K 0.23% 116
2017
Q1 		$246K Hold
9,166
– – 0.23% 110
2016
Q4 		$222K Buy
+9,166
New +$234K 0.21% 113

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith Shellnut Wilson's WSM Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of Williams-Sonoma (WSM) in Q3 2017, closing a stake of 8,688 shares — an estimated $226K sold.

Smith Shellnut Wilson first reported a position in WSM in Q4 2016 and held it in 3 quarters. The position peaked at $246K in Q1 2017. 366 funds tracked by Wall St. Rank hold WSM as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining Williams-Sonoma position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 8,688 Williams-Sonoma shares in Q3 2017, an estimated $226K.
  • Smith Shellnut Wilson first reported a position in Williams-Sonoma in Q4 2016 and held it in 3 quarters.
  • Smith Shellnut Wilson's Williams-Sonoma position peaked at $246K in Q1 2017.
  • 366 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.