Boston Private Bank & Trust’s Williams Companies WMB Stock Holding History

Boston Private Bank & Trust’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	$2.12M	Sell	41,964 -1,060	-2%	-$49.1K	0.1%	181
2014 Q4	$1.93M	Buy	43,024 +87	+0.2%	+$4.45K	0.09%	187
2014 Q3	$2.38M	Buy	42,937 +2,835	+7%	+$163K	0.12%	167
2014 Q2	$2.33M	Sell	40,102 -840	-2%	-$38.9K	0.11%	169
2014 Q1	$1.66M	Sell	40,942 -7,708	-16%	-$312K	0.08%	190
2013 Q4	$1.88M	Buy	48,650 +6,571	+16%	+$236K	0.09%	180
2013 Q3	$1.53M	Sell	42,079 -150	-0.4%	-$5.26K	0.08%	194
2013 Q2	$1.37M	Buy	+42,229	New	+$1.52M	0.08%	201

Other funds holding WMB

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

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

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

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Boston Private Bank & Trust's WMB Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Williams Companies (WMB) stake by 2.5% in Q1 2015, selling an estimated $49.1K and leaving 41,964 shares worth $2.12M. The position accounts for 0.1% of the portfolio, ranked #181.

Boston Private Bank & Trust first reported a position in WMB in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.38M in Q3 2014. 795 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

Boston Private Bank & Trust held 41,964 shares of Williams Companies worth $2.12M as of Q1 2015.
Boston Private Bank & Trust sold 1,060 Williams Companies shares in Q1 2015, an estimated $49.1K.
Williams Companies made up 0.1% of Boston Private Bank & Trust's portfolio in Q1 2015, its #181 holding.
Boston Private Bank & Trust first reported a position in Williams Companies in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Williams Companies position peaked at $2.38M in Q3 2014.
795 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.