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Banyan Partners’s Williams Companies WMB Stock Holding History

Banyan Partners’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
Q3 		$797K Buy
14,397
+630
+5% +$36.2K 0.07% 247
2014
Q2 		$801K Sell
13,767
-106
-0.8% -$4.91K 0.07% 258
2014
Q1 		$563K Sell
13,873
-626
-4% -$25.4K 0.05% 288
2013
Q4 		$559K Buy
+14,499
New +$521K 0.04% 297

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Banyan Partners's WMB Position: Q3 2014 in Review

Banyan Partners increased its Williams Companies (WMB) stake by 4.6% in Q3 2014, buying an estimated $36.2K and bringing the position to 14,397 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #247.

Banyan Partners first reported a position in WMB in Q4 2013 and has held it in 4 quarters since. The position peaked at $801K in Q2 2014. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

  • Banyan Partners held 14,397 shares of Williams Companies worth $797K as of Q3 2014.
  • Banyan Partners bought 630 Williams Companies shares in Q3 2014, an estimated $36.2K.
  • Williams Companies made up 0.07% of Banyan Partners's portfolio in Q3 2014, its #247 holding.
  • Banyan Partners first reported a position in Williams Companies in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Williams Companies position peaked at $801K in Q2 2014.
  • 786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.