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Covey Capital Advisors’s Williams Companies WMB Stock Holding History

Covey Capital 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
2014
Q4 		– Sell
-55,740
Closed -$3.08M – 46
2014
Q3 		$3.08M Buy
+55,740
New +$3.2M 1.93% 14
2014
Q2 		– Hold
0
– – – 16
2014
Q1 		– Hold
0
– – – 24

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Covey Capital Advisors's WMB Position: Q4 2014 in Review

Covey Capital Advisors sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 55,740 shares — an estimated $3.08M sold.

Covey Capital Advisors first reported a position in WMB in Q3 2014 and held it in 1 quarter. The position peaked at $3.08M in Q3 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Covey Capital Advisors reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Covey Capital Advisors sold 55,740 Williams Companies shares in Q4 2014, an estimated $3.08M.
  • Covey Capital Advisors first reported a position in Williams Companies in Q3 2014 and held it in 1 quarter.
  • Covey Capital Advisors's Williams Companies position peaked at $3.08M in Q3 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Covey Capital Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.