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Friedberg Investment Management’s Williams Companies WMB Stock Holding History

Friedberg 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
Q2 		– Sell
-10,930
Closed -$552K – 107
2015
Q1 		$552K Sell
10,930
-7,380
-40% -$342K 0.2% 86
2014
Q4 		$822K Buy
18,310
+880
+5% +$45K 0.32% 78
2014
Q3 		$964K Buy
+17,430
New +$1M 0.37% 74

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
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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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

Friedberg Investment Management's WMB Position: Q2 2015 in Review

Friedberg Investment Management sold out of Williams Companies (WMB) in Q2 2015, closing a stake of 10,930 shares — an estimated $552K sold.

Friedberg Investment Management first reported a position in WMB in Q3 2014 and held it in 3 quarters. The position peaked at $964K in Q3 2014. 846 funds tracked by Wall St. Rank hold WMB as of Q2 2015.

  • Friedberg Investment Management reported no remaining Williams Companies position as of Q2 2015 after selling out during the quarter.
  • Friedberg Investment Management sold 10,930 Williams Companies shares in Q2 2015, an estimated $552K.
  • Friedberg Investment Management first reported a position in Williams Companies in Q3 2014 and held it in 3 quarters.
  • Friedberg Investment Management's Williams Companies position peaked at $964K in Q3 2014.
  • 846 funds tracked by Wall St. Rank held Williams Companies as of Q2 2015.

Based on Friedberg Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.