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Financial Partners Capital Management’s Williams Companies WMB Stock Holding History

Financial Partners 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
2014
Q2 		– Sell
-90,500
Closed -$3.67M – 110
2014
Q1 		$3.67M Sell
90,500
-300
-0.3% -$12.2K 1.19% 35
2013
Q4 		$3.5M Sell
90,800
-8,824
-9% -$317K 1.16% 34
2013
Q3 		$3.62M Sell
99,624
-1,350
-1% -$47.3K 1.44% 29
2013
Q2 		$3.28M Buy
+100,974
New +$3.63M 1.47% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Partners Capital Management's WMB Position: Q2 2014 in Review

Financial Partners Capital Management sold out of Williams Companies (WMB) in Q2 2014, closing a stake of 90,500 shares — an estimated $3.67M sold.

Financial Partners Capital Management first reported a position in WMB in Q2 2013 and held it in 4 quarters. The position peaked at $3.67M in Q1 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q2 2014.

  • Financial Partners Capital Management reported no remaining Williams Companies position as of Q2 2014 after selling out during the quarter.
  • Financial Partners Capital Management sold 90,500 Williams Companies shares in Q2 2014, an estimated $3.67M.
  • Financial Partners Capital Management first reported a position in Williams Companies in Q2 2013 and held it in 4 quarters.
  • Financial Partners Capital Management's Williams Companies position peaked at $3.67M in Q1 2014.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q2 2014.

Based on Financial Partners Capital Management's 13F filing for Q2 2014, filed 7 Aug 2014.