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Chuck Akre’s Williams Companies WMB Stock Holding History

Chuck Akre’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
Q3 		– Sell
-16,140
Closed -$926K – 37
2015
Q2 		$926K Sell
16,140
-2,090
-11% -$108K 0.02% 35
2015
Q1 		$922K Hold
18,230
– – 0.02% 31
2014
Q4 		$819K Hold
18,230
– – 0.02% 33
2014
Q3 		$1.01M Hold
18,230
– – 0.03% 36
2014
Q2 		$1.06M Sell
18,230
-650
-3% -$30.1K 0.03% 37
2014
Q1 		$766K Sell
18,880
-730
-4% -$29.6K 0.02% 39
2013
Q4 		$756K Hold
19,610
– – 0.03% 36
2013
Q3 		$713K Buy
+19,610
New +$687K 0.03% 34

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Chuck Akre's WMB Position: Q3 2015 in Review

Chuck Akre sold out of Williams Companies (WMB) in Q3 2015, closing a stake of 16,140 shares — an estimated $926K sold.

Chuck Akre first reported a position in WMB in Q3 2013 and held it in 8 quarters. The position peaked at $1.06M in Q2 2014. 788 funds tracked by Wall St. Rank hold WMB as of Q3 2015.

  • Chuck Akre reported no remaining Williams Companies position as of Q3 2015 after selling out during the quarter.
  • Chuck Akre sold 16,140 Williams Companies shares in Q3 2015, an estimated $926K.
  • Chuck Akre first reported a position in Williams Companies in Q3 2013 and held it in 8 quarters.
  • Chuck Akre's Williams Companies position peaked at $1.06M in Q2 2014.
  • 788 funds tracked by Wall St. Rank held Williams Companies as of Q3 2015.

Based on AKRE Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.