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Winthrop Partners - WNY’s Williams-Sonoma WSM Stock Holding History

Winthrop Partners - WNY’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
2018
Q2 		– Sell
-350
Closed -$8.65K – 362
2018
Q1 		$8.65K Sell
350
-8,960
-96% -$237K 0.01% 346
2017
Q4 		$246K Buy
+9,310
New +$237K 0.2% 107

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BC
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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Winthrop Partners - WNY's WSM Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Williams-Sonoma (WSM) in Q2 2018, closing a stake of 350 shares — an estimated $8.65K sold.

Winthrop Partners - WNY first reported a position in WSM in Q4 2017 and held it in 2 quarters. The position peaked at $246K in Q4 2017. 421 funds tracked by Wall St. Rank hold WSM as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining Williams-Sonoma position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 350 Williams-Sonoma shares in Q2 2018, an estimated $8.65K.
  • Winthrop Partners - WNY first reported a position in Williams-Sonoma in Q4 2017 and held it in 2 quarters.
  • Winthrop Partners - WNY's Williams-Sonoma position peaked at $246K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.