AFT Forsyth & Company’s Williams Companies WMB Stock Holding History

AFT Forsyth & Company’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
2013 Q3	–	Sell	-515	Closed	-$26K	–	318
2013 Q2	$26K	Buy	+515	New	+$18.5K	0.04%	208

Other funds holding WMB

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AFT Forsyth & Company's WMB Position: Q3 2013 in Review

AFT Forsyth & Company sold out of Williams Companies (WMB) in Q3 2013, closing a stake of 515 shares — an estimated $26K sold.

AFT Forsyth & Company first reported a position in WMB in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

AFT Forsyth & Company reported no remaining Williams Companies position as of Q3 2013 after selling out during the quarter.
AFT Forsyth & Company sold 515 Williams Companies shares in Q3 2013, an estimated $26K.
AFT Forsyth & Company first reported a position in Williams Companies in Q2 2013 and held it in 1 quarter.
AFT Forsyth & Company's Williams Companies position peaked at $26K in Q2 2013.
640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.