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Gerstein Fisher’s Williams Companies WMB Stock Holding History

Gerstein Fisher’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
Q1 		– Sell
-20,298
Closed -$782K – 440
2013
Q4 		$782K Buy
20,298
+12,103
+148% +$435K 0.03% 324
2013
Q3 		$298K Buy
8,195
+222
+3% +$7.78K 0.06% 266
2013
Q2 		$259K Buy
+7,973
New +$287K 0.06% 254

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerstein Fisher's WMB Position: Q1 2014 in Review

Gerstein Fisher sold out of Williams Companies (WMB) in Q1 2014, closing a stake of 20,298 shares — an estimated $782K sold.

Gerstein Fisher first reported a position in WMB in Q2 2013 and held it in 3 quarters. The position peaked at $782K in Q4 2013. 715 funds tracked by Wall St. Rank hold WMB as of Q1 2014.

  • Gerstein Fisher reported no remaining Williams Companies position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 20,298 Williams Companies shares in Q1 2014, an estimated $782K.
  • Gerstein Fisher first reported a position in Williams Companies in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's Williams Companies position peaked at $782K in Q4 2013.
  • 715 funds tracked by Wall St. Rank held Williams Companies as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.