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WFG Advisors’s Williams-Sonoma WSM Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-2,740
Closed -$80K – 2251
2013
Q4 		$80K Sell
2,740
-206
-7% -$5.76K 0.01% 825
2013
Q3 		$83K Buy
2,946
+546
+23% +$15.8K 0.01% 761
2013
Q2 		$67K Buy
+2,400
New +$64.7K 0.01% 786

Other funds holding WSM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's WSM Position: Q1 2014 in Review

WFG Advisors sold out of Williams-Sonoma (WSM) in Q1 2014, closing a stake of 2,740 shares — an estimated $80K sold.

WFG Advisors first reported a position in WSM in Q2 2013 and held it in 3 quarters. The position peaked at $83K in Q3 2013. 302 funds tracked by Wall St. Rank hold WSM as of Q1 2014.

  • WFG Advisors reported no remaining Williams-Sonoma position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 2,740 Williams-Sonoma shares in Q1 2014, an estimated $80K.
  • WFG Advisors first reported a position in Williams-Sonoma in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Williams-Sonoma position peaked at $83K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.