EWM
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Edge Wealth Management’s Williams Companies WMB Stock Holding History

Edge Wealth Management’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
-9,825
Closed -$442K – 485
2014
Q4 		$442K Buy
+9,825
New +$502K 0.16% 71
2014
Q2 		– Sell
-325
Closed -$13K – 426
2014
Q1 		$13K Hold
325
– – 0.01% 272
2013
Q4 		$13K Hold
325
– – 0.01% 253
2013
Q3 		$12K Sell
325
-160
-33% -$5.61K 0.01% 232
2013
Q2 		$16K Buy
+485
New +$17.5K 0.01% 200

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

Edge Wealth Management's WMB Position: Q1 2015 in Review

Edge Wealth Management sold out of Williams Companies (WMB) in Q1 2015, closing a stake of 9,825 shares — an estimated $442K sold.

Edge Wealth Management first reported a position in WMB in Q2 2013 and held it in 5 quarters. The position peaked at $442K in Q4 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Edge Wealth Management reported no remaining Williams Companies position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 9,825 Williams Companies shares in Q1 2015, an estimated $442K.
  • Edge Wealth Management first reported a position in Williams Companies in Q2 2013 and held it in 5 quarters.
  • Edge Wealth Management's Williams Companies position peaked at $442K in Q4 2014.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.