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Capital Planning Advisors’s Williams Companies WMB Stock Holding History

Capital Planning Advisors’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
-6,120
Closed -$275K – 104
2014
Q4 		$275K Buy
+6,120
New +$313K 0.24% 74

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

Capital Planning Advisors's WMB Position: Q1 2015 in Review

Capital Planning Advisors sold out of Williams Companies (WMB) in Q1 2015, closing a stake of 6,120 shares — an estimated $275K sold.

Capital Planning Advisors first reported a position in WMB in Q4 2014 and held it in 1 quarter. The position peaked at $275K in Q4 2014. 795 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Capital Planning Advisors reported no remaining Williams Companies position as of Q1 2015 after selling out during the quarter.
  • Capital Planning Advisors sold 6,120 Williams Companies shares in Q1 2015, an estimated $275K.
  • Capital Planning Advisors first reported a position in Williams Companies in Q4 2014 and held it in 1 quarter.
  • Capital Planning Advisors's Williams Companies position peaked at $275K in Q4 2014.
  • 795 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Capital Planning Advisors's 13F filing for Q1 2015, filed 11 May 2015.