WT
WSM icon

Wilmington Trust’s Williams-Sonoma WSM Stock Holding History

Wilmington Trust’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 		$360K Buy
10,042
+300
+3% +$9.87K 0.01% 570
2014
Q1 		$325K Sell
9,742
-24
-0.2% -$699 0.01% 581
2013
Q4 		$285K Buy
9,766
+2,572
+36% +$71.9K ﹤0.01% 607
2013
Q3 		$202K Hold
7,194
– – ﹤0.01% 645
2013
Q2 		$201K Buy
+7,194
New +$194K ﹤0.01% 636

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 Trust's WSM Position: Q2 2014 in Review

Wilmington Trust increased its Williams-Sonoma (WSM) stake by 3.1% in Q2 2014, buying an estimated $9.87K and bringing the position to 10,042 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #570.

Wilmington Trust first reported a position in WSM in Q2 2013 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold WSM as of Q2 2014.

  • Wilmington Trust held 10,042 shares of Williams-Sonoma worth $360K as of Q2 2014.
  • Wilmington Trust bought 300 Williams-Sonoma shares in Q2 2014, an estimated $9.87K.
  • Williams-Sonoma made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #570 holding.
  • Wilmington Trust first reported a position in Williams-Sonoma in Q2 2013 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2014.

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