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Endex Capital Management’s Williams Companies WMB Stock Holding History

Endex Capital 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
2013
Q4 		$238K Hold
6,165
– – 0.22% 118
2013
Q3 		$224K Hold
6,165
– – 0.23% 117
2013
Q2 		$200K Buy
+6,165
New +$222K 0.21% 122

Other funds holding WMB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endex Capital Management's WMB Position: Q4 2013 in Review

Endex Capital Management held its Williams Companies (WMB) position steady in Q4 2013 at 6,165 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #118.

Endex Capital Management first reported a position in WMB in Q2 2013 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold WMB as of Q4 2013.

  • Endex Capital Management held 6,165 shares of Williams Companies worth $238K as of Q4 2013.
  • Endex Capital Management left its Williams Companies share count unchanged in Q4 2013.
  • Williams Companies made up 0.22% of Endex Capital Management's portfolio in Q4 2013, its #118 holding.
  • Endex Capital Management first reported a position in Williams Companies in Q2 2013 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Williams Companies as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.