DWA
WMB icon

Dorsey Wright & Associates’s Williams Companies WMB Stock Holding History

Dorsey Wright & Associates’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
-7,977
Closed -$358K – 135
2014
Q4 		$358K Buy
7,977
+43
+0.5% +$2.2K 0.16% 87
2014
Q3 		$464K Buy
+7,934
New +$456K 0.06% 80

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

Dorsey Wright & Associates's WMB Position: Q1 2015 in Review

Dorsey Wright & Associates sold out of Williams Companies (WMB) in Q1 2015, closing a stake of 7,977 shares — an estimated $358K sold.

Dorsey Wright & Associates first reported a position in WMB in Q3 2014 and held it in 2 quarters. The position peaked at $464K in Q3 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Dorsey Wright & Associates reported no remaining Williams Companies position as of Q1 2015 after selling out during the quarter.
  • Dorsey Wright & Associates sold 7,977 Williams Companies shares in Q1 2015, an estimated $358K.
  • Dorsey Wright & Associates first reported a position in Williams Companies in Q3 2014 and held it in 2 quarters.
  • Dorsey Wright & Associates's Williams Companies position peaked at $464K in Q3 2014.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Dorsey Wright & Associates's 13F filing for Q1 2015, filed 20 Apr 2015.