Trust Company of Vermont’s Williams-Sonoma WSM Stock Holding History

Trust Company of Vermont’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
2018 Q4	–	Sell	-200	Closed	-$7K	–	1036
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	878
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	932
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	838
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	850
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	815
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	824
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	782
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	783
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	740
2016 Q2	$5K	Buy	+200	New	+$5.48K	﹤0.01%	716
2015 Q2	–	Sell	-400	Closed	-$16K	–	832
2015 Q1	$16K	Buy	+400	New	+$15.9K	﹤0.01%	586

Other funds holding WSM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trust Company of Vermont's WSM Position: Q4 2018 in Review

Trust Company of Vermont sold out of Williams-Sonoma (WSM) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Trust Company of Vermont first reported a position in WSM in Q1 2015 and held it in 11 quarters. The position peaked at $16K in Q1 2015. 396 funds tracked by Wall St. Rank hold WSM as of Q4 2018.

Trust Company of Vermont reported no remaining Williams-Sonoma position as of Q4 2018 after selling out during the quarter.
Trust Company of Vermont sold 200 Williams-Sonoma shares in Q4 2018, an estimated $7K.
Trust Company of Vermont first reported a position in Williams-Sonoma in Q1 2015 and held it in 11 quarters.
Trust Company of Vermont's Williams-Sonoma position peaked at $16K in Q1 2015.
396 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2018.

Based on Trust Company of Vermont's 13F filing for Q4 2018, filed 30 Jan 2019.