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Gary Goldberg Planning Services’s Williams Companies WMB Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-100
Closed -$6K – 493
2014
Q3 		$6K Hold
100
– – ﹤0.01% 405
2014
Q2 		$6K Sell
100
-1
-1% -$46 ﹤0.01% 373
2014
Q1 		$4K Buy
101
+1
+1% +$41 ﹤0.01% 365
2013
Q4 		$4K Hold
100
– – ﹤0.01% 326
2013
Q3 		$4K Hold
100
– – ﹤0.01% 333
2013
Q2 		$3K Buy
+100
New +$3.6K ﹤0.01% 343

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Gary Goldberg Planning Services's WMB Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 100 shares — an estimated $6K sold.

Gary Goldberg Planning Services first reported a position in WMB in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q3 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 100 Williams Companies shares in Q4 2014, an estimated $6K.
  • Gary Goldberg Planning Services first reported a position in Williams Companies in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's Williams Companies position peaked at $6K in Q3 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.