AIM
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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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 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 $5.03M AUM 3.16% 1-Year Est. Return