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Foresters Investment Management’s Williams Companies WMB Stock Holding History

Foresters Investment 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
2015
Q4 		– Sell
-74,100
Closed -$2.73M – 290
2015
Q3 		$2.73M Sell
74,100
-200
-0.3% -$9.96K 0.06% 263
2015
Q2 		$4.26M Buy
74,300
+14,300
+24% +$737K 0.08% 231
2015
Q1 		$3.04M Buy
+60,000
New +$2.78M 0.06% 255

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Foresters Investment Management's WMB Position: Q4 2015 in Review

Foresters Investment Management sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 74,100 shares — an estimated $2.73M sold.

Foresters Investment Management first reported a position in WMB in Q1 2015 and held it in 3 quarters. The position peaked at $4.26M in Q2 2015. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • Foresters Investment Management reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • Foresters Investment Management sold 74,100 Williams Companies shares in Q4 2015, an estimated $2.73M.
  • Foresters Investment Management first reported a position in Williams Companies in Q1 2015 and held it in 3 quarters.
  • Foresters Investment Management's Williams Companies position peaked at $4.26M in Q2 2015.
  • 692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Foresters Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.