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Guardian Investor Services’s Williams Companies WMB Stock Holding History

Guardian Investor 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
2015
Q1 		$235K Hold
4,654
– – 0.19% 133
2014
Q4 		$209K Sell
4,654
-117
-2% -$5.98K 0.17% 150
2014
Q3 		$264K Sell
4,771
-320
-6% -$18.4K 0.21% 118
2014
Q2 		$296K Sell
5,091
-179
-3% -$8.3K 0.23% 111
2014
Q1 		$214K Sell
5,270
-200
-4% -$8.1K 0.17% 154
2013
Q4 		$211K Hold
5,470
– – 0.16% 151
2013
Q3 		$199K Sell
5,470
-67
-1% -$2.35K 0.17% 143
2013
Q2 		$180K Buy
+5,537
New +$199K 0.15% 153

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Guardian Investor Services's WMB Position: Q1 2015 in Review

Guardian Investor Services held its Williams Companies (WMB) position steady in Q1 2015 at 4,654 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #133.

Guardian Investor Services first reported a position in WMB in Q2 2013 and has held it in 8 quarters since. The position peaked at $296K in Q2 2014. 795 funds tracked by Wall St. Rank hold WMB as of Q1 2015.

  • Guardian Investor Services held 4,654 shares of Williams Companies worth $235K as of Q1 2015.
  • Guardian Investor Services left its Williams Companies share count unchanged in Q1 2015.
  • Williams Companies made up 0.19% of Guardian Investor Services's portfolio in Q1 2015, its #133 holding.
  • Guardian Investor Services first reported a position in Williams Companies in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Williams Companies position peaked at $296K in Q2 2014.
  • 795 funds tracked by Wall St. Rank held Williams Companies as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.