HT Partners’s Williams Companies WMB Stock Holding History

HT Partners’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	-7,469	Closed	-$288K	–	39
2013 Q4	$288K	Sell	7,469 -128	-2%	-$4.6K	0.18%	33
2013 Q3	$276K	Buy	+7,597	New	+$266K	0.18%	34

Other funds holding WMB

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HT Partners's WMB Position: Q1 2014 in Review

HT Partners sold out of Williams Companies (WMB) in Q1 2014, closing a stake of 7,469 shares — an estimated $288K sold.

HT Partners first reported a position in WMB in Q3 2013 and held it in 2 quarters. The position peaked at $288K in Q4 2013. 715 funds tracked by Wall St. Rank hold WMB as of Q1 2014.

HT Partners reported no remaining Williams Companies position as of Q1 2014 after selling out during the quarter.
HT Partners sold 7,469 Williams Companies shares in Q1 2014, an estimated $288K.
HT Partners first reported a position in Williams Companies in Q3 2013 and held it in 2 quarters.
HT Partners's Williams Companies position peaked at $288K in Q4 2013.
715 funds tracked by Wall St. Rank held Williams Companies as of Q1 2014.

Based on HT Partners's 13F filing for Q1 2014, filed 10 Apr 2014.