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Washington Trust Bank’s Williams-Sonoma WSM Stock Holding History

Washington Trust Bank’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
-18
Closed – – 976
2016
Q4 		$0 Hold
18
– – ﹤0.01% 1112
2016
Q3 		$0 Sell
18
-44
-71% -$1.15K ﹤0.01% 1191
2016
Q2 		$2K Buy
+62
New +$1.7K ﹤0.01% 760
2014
Q3 		– Sell
-178
Closed -$6K – 870
2014
Q2 		$6K Hold
178
– – ﹤0.01% 782
2014
Q1 		$6K Buy
+178
New +$5.18K ﹤0.01% 736

Other funds holding WSM

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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

Washington Trust Bank's WSM Position: Q1 2017 in Review

Washington Trust Bank sold out of Williams-Sonoma (WSM) in Q1 2017, closing a stake of 18 shares.

Washington Trust Bank first reported a position in WSM in Q1 2014 and held it in 5 quarters. The position peaked at $6K in Q2 2014. 378 funds tracked by Wall St. Rank hold WSM as of Q1 2017.

  • Washington Trust Bank reported no remaining Williams-Sonoma position as of Q1 2017 after selling out during the quarter.
  • Washington Trust Bank sold 18 Williams-Sonoma shares in Q1 2017.
  • Washington Trust Bank first reported a position in Williams-Sonoma in Q1 2014 and held it in 5 quarters.
  • Washington Trust Bank's Williams-Sonoma position peaked at $6K in Q2 2014.
  • 378 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2017.

Based on Washington Trust Bank's 13F filing for Q1 2017, filed 18 Apr 2017.