BSA
WMB icon

Braun Stacey Associates’s Williams Companies WMB Stock Holding History

Braun Stacey Associates’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
Q4 		– Sell
-262,345
Closed -$9.67M – 151
2015
Q3 		$9.67M Buy
262,345
+3,310
+1% +$165K 0.65% 83
2015
Q2 		$14.9M Buy
259,035
+66,680
+35% +$3.44M 0.63% 79
2015
Q1 		$9.73M Buy
192,355
+38,025
+25% +$1.76M 0.57% 89
2014
Q4 		$6.94M Buy
+154,330
New +$7.89M 0.42% 94

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Braun Stacey Associates's WMB Position: Q4 2015 in Review

Braun Stacey Associates sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 262,345 shares — an estimated $9.67M sold.

Braun Stacey Associates first reported a position in WMB in Q4 2014 and held it in 4 quarters. The position peaked at $14.9M in Q2 2015. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • Braun Stacey Associates reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 262,345 Williams Companies shares in Q4 2015, an estimated $9.67M.
  • Braun Stacey Associates first reported a position in Williams Companies in Q4 2014 and held it in 4 quarters.
  • Braun Stacey Associates's Williams Companies position peaked at $14.9M in Q2 2015.
  • 692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Braun Stacey Associates's 13F filing for Q4 2015, filed 28 Jan 2016.