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Stanford Investment Group’s Williams-Sonoma WSM Stock Holding History

Stanford Investment Group’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
-920
Closed -$22K – 307
2016
Q4 		$22K Hold
920
– – 0.01% 242
2016
Q3 		$23K Hold
920
– – 0.01% 246
2016
Q2 		$24K Hold
920
– – 0.01% 229
2016
Q1 		$25K Hold
920
– – 0.01% 217
2015
Q4 		$27K Hold
920
– – 0.01% 193
2015
Q3 		$35K Hold
920
– – 0.03% 155
2015
Q2 		$38K Hold
920
– – 0.03% 157
2015
Q1 		$37K Hold
920
– – 0.03% 161
2014
Q4 		$35K Buy
+920
New +$31.9K 0.03% 165

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

Stanford Investment Group's WSM Position: Q1 2017 in Review

Stanford Investment Group sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 920 shares — an estimated $22K sold.

Stanford Investment Group first reported a position in WSM in Q4 2014 and held it in 9 quarters. The position peaked at $38K in Q2 2015. 378 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Stanford Investment Group reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 920 Williams-Sonoma shares in Q1 2017, an estimated $22K.
  • Stanford Investment Group first reported a position in Williams-Sonoma in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Williams-Sonoma position peaked at $38K in Q2 2015.
  • 378 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.