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WealthPLAN Partners’s Williams-Sonoma WSM Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-100
Closed -$2.69K – 431
2017
Q1 		$2.69K Buy
+100
New +$2.44K 0.01% 396
2016
Q3 		$53.5K Sell
2,100
-2,100
-50% -$54.9K 0.02% 322
2016
Q2 		$54.8K Buy
+4,200
New +$115K 0.01% 867
2015
Q4 		$2.92K Buy
+100
New +$3.42K ﹤0.01% 1448

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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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's WSM Position: Q2 2017 in Review

WealthPLAN Partners sold out of Williams-Sonoma (WSM) in Q2 2017, closing a stake of 100 shares — an estimated $2.69K sold.

WealthPLAN Partners first reported a position in WSM in Q4 2015 and held it in 4 quarters. The position peaked at $54.8K in Q2 2016. 377 funds tracked by Wall St. Rank hold WSM as of Q2 2017.

  • WealthPLAN Partners reported no remaining Williams-Sonoma position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Williams-Sonoma shares in Q2 2017, an estimated $2.69K.
  • WealthPLAN Partners first reported a position in Williams-Sonoma in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Williams-Sonoma position peaked at $54.8K in Q2 2016.
  • 377 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.