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Acuity Investment Management’s Williams Companies WMB Stock Holding History

Acuity Investment Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,400
Closed -$521K – 167
2014
Q3 		$521K Sell
9,400
-10,800
-53% -$620K 0.4% 53
2014
Q2 		$1.18M Sell
20,200
-30,800
-60% -$1.43M 0.8% 27
2014
Q1 		$2.07M Buy
51,000
+1,000
+2% +$40.5K 1.13% 19
2013
Q4 		$1.93M Buy
+50,000
New +$1.8M 0.76% 34

Other funds holding WMB

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Acuity Investment Management's WMB Position: Q4 2014 in Review

Acuity Investment Management sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 9,400 shares — an estimated $521K sold.

Acuity Investment Management first reported a position in WMB in Q4 2013 and held it in 4 quarters. The position peaked at $2.07M in Q1 2014. 810 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Acuity Investment Management reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Acuity Investment Management sold 9,400 Williams Companies shares in Q4 2014, an estimated $521K.
  • Acuity Investment Management first reported a position in Williams Companies in Q4 2013 and held it in 4 quarters.
  • Acuity Investment Management's Williams Companies position peaked at $2.07M in Q1 2014.
  • 810 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Acuity Investment Management's 13F filing for Q4 2014, filed 4 Feb 2015.