ELC
WMB icon

Edgar Lomax Company’s Williams Companies WMB Stock Holding History

Edgar Lomax Company’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
Q1 		– Sell
-162,545
Closed -$6.27M – 70
2013
Q4 		$6.27M Buy
162,545
+3,900
+2% +$140K 0.47% 52
2013
Q3 		$5.77M Sell
158,645
-14,750
-9% -$517K 0.47% 54
2013
Q2 		$5.63M Buy
+173,395
New +$6.24M 0.44% 55

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edgar Lomax Company's WMB Position: Q1 2014 in Review

Edgar Lomax Company sold out of Williams Companies (WMB) in Q1 2014, closing a stake of 162,545 shares — an estimated $6.27M sold.

Edgar Lomax Company first reported a position in WMB in Q2 2013 and held it in 3 quarters. The position peaked at $6.27M in Q4 2013. 715 funds tracked by Wall St. Rank hold WMB as of Q1 2014.

  • Edgar Lomax Company reported no remaining Williams Companies position as of Q1 2014 after selling out during the quarter.
  • Edgar Lomax Company sold 162,545 Williams Companies shares in Q1 2014, an estimated $6.27M.
  • Edgar Lomax Company first reported a position in Williams Companies in Q2 2013 and held it in 3 quarters.
  • Edgar Lomax Company's Williams Companies position peaked at $6.27M in Q4 2013.
  • 715 funds tracked by Wall St. Rank held Williams Companies as of Q1 2014.

Based on Edgar Lomax Company's 13F filing for Q1 2014, filed 15 May 2014.