EAM
WMB icon

EverPoint Asset Management’s Williams Companies WMB Stock Holding History

EverPoint Asset 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
2016
Q4 		$7.01M Buy
+225,000
New +$6.78M 0.13% 188
2016
Q3 		– Sell
-200,000
Closed -$4.33M – 515
2016
Q2 		$4.33M Buy
+200,000
New +$4.02M 0.09% 242

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EverPoint Asset Management's WMB Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in Williams Companies (WMB) in Q4 2016: 225,000 shares worth $7.01M. The stake represents 0.13% of the portfolio and ranks #188 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in WMB as recently as Q2 2016.

EverPoint Asset Management first reported a position in WMB in Q2 2016 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold WMB as of Q4 2016.

  • EverPoint Asset Management held 225,000 shares of Williams Companies worth $7.01M as of Q4 2016.
  • Williams Companies was a new EverPoint Asset Management position in Q4 2016.
  • Williams Companies made up 0.13% of EverPoint Asset Management's portfolio in Q4 2016, its #188 holding.
  • EverPoint Asset Management first reported a position in Williams Companies in Q2 2016 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.