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Independence Trust’s Williams Companies WMB Stock Holding History

Independence Trust’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
Q4 		– Sell
-4,045
Closed -$224K – 144
2014
Q3 		$224K Sell
4,045
-6,966
-63% -$400K 0.15% 88
2014
Q2 		$641K Buy
11,011
+1,830
+20% +$84.8K 0.41% 41
2014
Q1 		$372K Sell
9,181
-660
-7% -$26.7K 0.26% 73
2013
Q4 		$379K Hold
9,841
– – 0.26% 64
2013
Q3 		$358K Sell
9,841
-5,005
-34% -$175K 0.26% 66
2013
Q2 		$482K Buy
+14,846
New +$534K 0.35% 46

Other funds holding WMB

CM
Corvex Management New York $3.27B AUM 38.53% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Independence Trust's WMB Position: Q4 2014 in Review

Independence Trust sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 4,045 shares — an estimated $224K sold.

Independence Trust first reported a position in WMB in Q2 2013 and held it in 6 quarters. The position peaked at $641K in Q2 2014. 810 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Independence Trust reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Independence Trust sold 4,045 Williams Companies shares in Q4 2014, an estimated $224K.
  • Independence Trust first reported a position in Williams Companies in Q2 2013 and held it in 6 quarters.
  • Independence Trust's Williams Companies position peaked at $641K in Q2 2014.
  • 810 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Independence Trust's 13F filing for Q4 2014, filed 12 Jan 2015.