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Baird’s Williams Companies WMB Stock Holding History

Baird’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
2015
Q1 		$6.87M Buy
135,741
+22,678
+20% +$1.05M 0.07% 274
2014
Q4 		$5.08M Buy
113,063
+3,619
+3% +$185K 0.05% 329
2014
Q3 		$6.06M Sell
109,444
-6,003
-5% -$345K 0.09% 219
2014
Q2 		$6.72M Sell
115,447
-106
-0.1% -$4.91K 0.09% 203
2014
Q1 		$4.69M Buy
115,553
+12,943
+13% +$524K 0.07% 272
2013
Q4 		$3.96M Buy
102,610
+9,214
+10% +$331K 0.07% 305
2013
Q3 		$3.4M Sell
93,396
-9,472
-9% -$332K 0.06% 328
2013
Q2 		$3.34M Buy
+102,868
New +$3.7M 0.07% 309

Other funds holding WMB

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baird's WMB Position: Q1 2015 in Review

Baird increased its Williams Companies (WMB) stake by 20% in Q1 2015, buying an estimated $1.05M and bringing the position to 135,741 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #274.

Baird first reported a position in WMB in Q2 2013 and has held it in 8 quarters since. 794 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Baird held 135,741 shares of Williams Companies worth $6.87M as of Q1 2015.
  • Baird bought 22,678 Williams Companies shares in Q1 2015, an estimated $1.05M.
  • Williams Companies made up 0.07% of Baird's portfolio in Q1 2015, its #274 holding.
  • Baird first reported a position in Williams Companies in Q2 2013 and has held it in 8 quarters since.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.