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Gupta Wealth Management’s Williams Companies WMB Stock Holding History

Gupta Wealth 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
2016
Q1 		$35K Buy
2,175
+475
+28% +$8.17K 0.01% 522
2015
Q4 		$44K Sell
1,700
-9,186
-84% -$321K 0.01% 453
2015
Q3 		$401K Buy
10,886
+380
+4% +$18.9K 0.1% 159
2015
Q2 		$603K Buy
10,506
+578
+6% +$29.8K 0.15% 125
2015
Q1 		$502K Buy
+9,928
New +$460K 0.15% 127

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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 $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's WMB Position: Q1 2016 in Review

Gupta Wealth Management increased its Williams Companies (WMB) stake by 28% in Q1 2016, buying an estimated $8.17K and bringing the position to 2,175 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #522.

Gupta Wealth Management first reported a position in WMB in Q1 2015 and has held it in 5 quarters since. The position peaked at $603K in Q2 2015. 606 funds tracked by Wall St. Rank hold WMB as of Q1 2016.

  • Gupta Wealth Management held 2,175 shares of Williams Companies worth $35K as of Q1 2016.
  • Gupta Wealth Management bought 475 Williams Companies shares in Q1 2016, an estimated $8.17K.
  • Williams Companies made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #522 holding.
  • Gupta Wealth Management first reported a position in Williams Companies in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Williams Companies position peaked at $603K in Q2 2015.
  • 606 funds tracked by Wall St. Rank held Williams Companies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.