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Turner Investments’s Williams-Sonoma WSM Stock Holding History

Turner Investments’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
2015
Q1 		– Sell
-29,720
Closed -$1.13M – 530
2014
Q4 		$1.13M Buy
+29,720
New +$1.03M 0.13% 255

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Turner Investments's WSM Position: Q1 2015 in Review

Turner Investments sold out of Williams-Sonoma (WSM) in Q1 2015, closing a stake of 29,720 shares — an estimated $1.13M sold.

Turner Investments first reported a position in WSM in Q4 2014 and held it in 1 quarter. The position peaked at $1.13M in Q4 2014. 352 funds tracked by Wall St. Rank hold WSM as of Q1 2015.

  • Turner Investments reported no remaining Williams-Sonoma position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 29,720 Williams-Sonoma shares in Q1 2015, an estimated $1.13M.
  • Turner Investments first reported a position in Williams-Sonoma in Q4 2014 and held it in 1 quarter.
  • Turner Investments's Williams-Sonoma position peaked at $1.13M in Q4 2014.
  • 352 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.