EWM
WMB icon

Elite Wealth Management’s Williams Companies WMB Stock Holding History

Elite 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
2014
Q4 		– Sell
-2,491
Closed -$138K – 455
2014
Q3 		$138K Buy
+2,491
New +$143K 0.12% 78
2013
Q3 		– Sell
-678
Closed -$22K – 469
2013
Q2 		$22K Buy
+678
New +$24.4K 0.03% 177

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

Elite Wealth Management's WMB Position: Q4 2014 in Review

Elite Wealth Management sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 2,491 shares — an estimated $138K sold.

Elite Wealth Management first reported a position in WMB in Q2 2013 and held it in 2 quarters. The position peaked at $138K in Q3 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Elite Wealth Management reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,491 Williams Companies shares in Q4 2014, an estimated $138K.
  • Elite Wealth Management first reported a position in Williams Companies in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's Williams Companies position peaked at $138K in Q3 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.