CC
WMB icon

Curian Capital’s Williams Companies WMB Stock Holding History

Curian Capital’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
-30,727
Closed -$1.13M – 554
2015
Q3 		$1.13M Sell
30,727
-10,597
-26% -$528K 0.03% 351
2015
Q2 		$2.37M Sell
41,324
-10,366
-20% -$534K 0.04% 292
2015
Q1 		$2.62M Buy
51,690
+13,516
+35% +$627K 0.04% 281
2014
Q4 		$1.72M Sell
38,174
-3,130
-8% -$160K 0.03% 331
2014
Q3 		$2.29M Sell
41,304
-12,664
-23% -$728K 0.04% 285
2014
Q2 		$3.14M Sell
53,968
-10,465
-16% -$485K 0.06% 254
2014
Q1 		$2.62M Buy
64,433
+2,627
+4% +$106K 0.05% 275
2013
Q4 		$2.38M Buy
61,806
+1,995
+3% +$71.8K 0.04% 252
2013
Q3 		$2.17M Buy
59,811
+4,072
+7% +$143K 0.04% 247
2013
Q2 		$1.81M Buy
+55,739
New +$2.01M 0.03% 260

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

Curian Capital's WMB Position: Q4 2015 in Review

Curian Capital sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 30,727 shares — an estimated $1.13M sold.

Curian Capital first reported a position in WMB in Q2 2013 and held it in 10 quarters. The position peaked at $3.14M in Q2 2014. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • Curian Capital reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • Curian Capital sold 30,727 Williams Companies shares in Q4 2015, an estimated $1.13M.
  • Curian Capital first reported a position in Williams Companies in Q2 2013 and held it in 10 quarters.
  • Curian Capital's Williams Companies position peaked at $3.14M in Q2 2014.
  • 692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.