TDC
WSM icon

Thompson Davis & Co’s Williams-Sonoma WSM Stock Holding History

Thompson Davis & 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
2017
Q4 		– Sell
-9,600
Closed -$239K – 1102
2017
Q3 		$239K Sell
9,600
-8,200
-46% -$191K 0.42% 59
2017
Q2 		$432K Hold
17,800
– – 0.69% 32
2017
Q1 		$477K Buy
+17,800
New +$434K 0.68% 36
2015
Q2 		– Sell
-74
Closed -$3K – 1292
2015
Q1 		$3K Sell
74
-100
-57% -$3.97K ﹤0.01% 1032
2014
Q4 		$7K Buy
174
+14
+9% +$485 0.01% 862
2014
Q3 		$5K Buy
+160
New +$5.54K 0.01% 894

Other funds holding WSM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return