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Stifel Nicolaus & Co’s Williams-Sonoma WSM Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$214K Sell
7,610
-1,738
-19% -$50.3K ﹤0.01% 1334
2013
Q2 		$261K Buy
+9,348
New +$252K ﹤0.01% 1153

Other funds holding WSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Nicolaus & Co's WSM Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Williams-Sonoma (WSM) stake by 19% in Q3 2013, selling an estimated $50.3K and leaving 7,610 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Stifel Nicolaus & Co first reported a position in WSM in Q2 2013 and has held it in 2 quarters since. The position peaked at $261K in Q2 2013. 290 funds tracked by Wall St. Rank hold WSM as of Q3 2013.

  • Stifel Nicolaus & Co held 7,610 shares of Williams-Sonoma worth $214K as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,738 Williams-Sonoma shares in Q3 2013, an estimated $50.3K.
  • Williams-Sonoma made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1334 holding.
  • Stifel Nicolaus & Co first reported a position in Williams-Sonoma in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Williams-Sonoma position peaked at $261K in Q2 2013.
  • 290 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.