BFG
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Beacon Financial Group’s Williams Companies WMB Stock Holding History

Beacon Financial Group’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 		– Sell
-5,910
Closed -$268K – 188
2014
Q4 		$268K Buy
+5,910
New +$302K 0.06% 151

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

Beacon Financial Group's WMB Position: Q1 2015 in Review

Beacon Financial Group sold out of Williams Companies (WMB) in Q1 2015, closing a stake of 5,910 shares — an estimated $268K sold.

Beacon Financial Group first reported a position in WMB in Q4 2014 and held it in 1 quarter. The position peaked at $268K in Q4 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Beacon Financial Group reported no remaining Williams Companies position as of Q1 2015 after selling out during the quarter.
  • Beacon Financial Group sold 5,910 Williams Companies shares in Q1 2015, an estimated $268K.
  • Beacon Financial Group first reported a position in Williams Companies in Q4 2014 and held it in 1 quarter.
  • Beacon Financial Group's Williams Companies position peaked at $268K in Q4 2014.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Beacon Financial Group's 13F filing for Q1 2015, filed 2 Apr 2015.