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Financial Sense Advisors’s Williams Companies WMB Stock Holding History

Financial Sense Advisors’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
Q3 		– Sell
-51,007
Closed -$2.97M – 138
2014
Q2 		$2.97M Buy
+51,007
New +$2.36M 1.16% 35

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Sense Advisors's WMB Position: Q3 2014 in Review

Financial Sense Advisors sold out of Williams Companies (WMB) in Q3 2014, closing a stake of 51,007 shares — an estimated $2.97M sold.

Financial Sense Advisors first reported a position in WMB in Q2 2014 and held it in 1 quarter. The position peaked at $2.97M in Q2 2014. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

  • Financial Sense Advisors reported no remaining Williams Companies position as of Q3 2014 after selling out during the quarter.
  • Financial Sense Advisors sold 51,007 Williams Companies shares in Q3 2014, an estimated $2.97M.
  • Financial Sense Advisors first reported a position in Williams Companies in Q2 2014 and held it in 1 quarter.
  • Financial Sense Advisors's Williams Companies position peaked at $2.97M in Q2 2014.
  • 786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on Financial Sense Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.