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Wilmington Funds Management’s Williams-Sonoma WSM Stock Holding History

Wilmington Funds Management’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
Q2 		$233K Buy
+6,480
New +$213K 0.02% 618
2013
Q3 		– Sell
-7,280
Closed -$203K – 794
2013
Q2 		$203K Buy
+7,280
New +$196K 0.02% 654

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wilmington Funds Management's WSM Position: Q2 2014 in Review

Wilmington Funds Management opened a new position in Williams-Sonoma (WSM) in Q2 2014: 6,480 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #618 among its holdings. This is a return to the name: Wilmington Funds Management previously reported a position in WSM as recently as Q2 2013.

Wilmington Funds Management first reported a position in WSM in Q2 2013 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold WSM as of Q2 2014.

  • Wilmington Funds Management held 6,480 shares of Williams-Sonoma worth $233K as of Q2 2014.
  • Williams-Sonoma was a new Wilmington Funds Management position in Q2 2014.
  • Williams-Sonoma made up 0.02% of Wilmington Funds Management's portfolio in Q2 2014, its #618 holding.
  • Wilmington Funds Management first reported a position in Williams-Sonoma in Q2 2013 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.