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Hershey Trust Company’s Williams Companies WMB Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-58,000
Closed -$1.88M – 66
2013
Q2 		$1.88M Buy
+58,000
New +$2.09M 0.03% 25

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hershey Trust Company's WMB Position: Q3 2013 in Review

Hershey Trust Company sold out of Williams Companies (WMB) in Q3 2013, closing a stake of 58,000 shares — an estimated $1.88M sold.

Hershey Trust Company first reported a position in WMB in Q2 2013 and held it in 1 quarter. The position peaked at $1.88M in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Hershey Trust Company reported no remaining Williams Companies position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 58,000 Williams Companies shares in Q3 2013, an estimated $1.88M.
  • Hershey Trust Company first reported a position in Williams Companies in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Williams Companies position peaked at $1.88M in Q2 2013.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.