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Ground Swell Capital’s Williams Companies WMB Stock Holding History

Ground Swell Capital’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 		$63K Buy
1,134
+368
+48% +$21.1K 0.12% 166
2014
Q2 		$45K Buy
+766
New +$35.5K 0.09% 172

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

Ground Swell Capital's WMB Position: Q3 2014 in Review

Ground Swell Capital increased its Williams Companies (WMB) stake by 48% in Q3 2014, buying an estimated $21.1K and bringing the position to 1,134 shares worth $63K. The position accounts for 0.12% of the portfolio, ranked #166.

Ground Swell Capital first reported a position in WMB in Q2 2014 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

  • Ground Swell Capital held 1,134 shares of Williams Companies worth $63K as of Q3 2014.
  • Ground Swell Capital bought 368 Williams Companies shares in Q3 2014, an estimated $21.1K.
  • Williams Companies made up 0.12% of Ground Swell Capital's portfolio in Q3 2014, its #166 holding.
  • Ground Swell Capital first reported a position in Williams Companies in Q2 2014 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.