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Jackson Square Partners’s Williams Companies WMB Stock Holding History

Jackson Square 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
2015
Q4 		– Sell
-31,140
Closed -$1.15M – 67
2015
Q3 		$1.15M Sell
31,140
-9,968,138
-100% -$496M 0.01% 63
2015
Q2 		$574M Sell
9,999,278
-15,268
-0.2% -$787K 2.2% 21
2015
Q1 		$507M Sell
10,014,546
-879,908
-8% -$40.8M 1.94% 23
2014
Q4 		$490M Buy
10,894,454
+803,437
+8% +$41.1M 1.93% 21
2014
Q3 		$559M Buy
10,091,017
+278,620
+3% +$16M 2.36% 19
2014
Q2 		$571M Buy
+9,812,397
New +$455M 2.23% 20

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jackson Square Partners's WMB Position: Q4 2015 in Review

Jackson Square Partners sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 31,140 shares — an estimated $1.15M sold.

Jackson Square Partners first reported a position in WMB in Q2 2014 and held it in 6 quarters. The position peaked at $574M in Q2 2015. 693 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • Jackson Square Partners reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • Jackson Square Partners sold 31,140 Williams Companies shares in Q4 2015, an estimated $1.15M.
  • Jackson Square Partners first reported a position in Williams Companies in Q2 2014 and held it in 6 quarters.
  • Jackson Square Partners's Williams Companies position peaked at $574M in Q2 2015.
  • 693 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Jackson Square Partners's 13F filing for Q4 2015, filed 12 Feb 2016.