Claar Advisors’s Williams Companies WMB Stock Holding History

Claar 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	-120,000	Closed	-$5.39M	–	36
2014 Q4	$5.39M	Buy	+120,000	New	+$6.14M	2.02%	21
2014 Q2	–	Sell	-191,000	Closed	-$7.75M	–	36
2014 Q1	$7.75M	Sell	191,000 -109,000	-36%	-$4.42M	3.1%	16
2013 Q4	$11.6M	Buy	+300,000	New	+$10.8M	4.59%	11

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

Claar Advisors's WMB Position: Q1 2015 in Review

Claar Advisors sold out of Williams Companies (WMB) in Q1 2015, closing a stake of 120,000 shares — an estimated $5.39M sold.

Claar Advisors first reported a position in WMB in Q4 2013 and held it in 3 quarters. The position peaked at $11.6M in Q4 2013. 794 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

Claar Advisors reported no remaining Williams Companies position as of Q1 2015 after selling out during the quarter.
Claar Advisors sold 120,000 Williams Companies shares in Q1 2015, an estimated $5.39M.
Claar Advisors first reported a position in Williams Companies in Q4 2013 and held it in 3 quarters.
Claar Advisors's Williams Companies position peaked at $11.6M in Q4 2013.
794 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Claar Advisors's 13F filing for Q1 2015, filed 15 May 2015.