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KMS Financial Services’s Williams Companies WMB Stock Holding History

KMS Financial Services’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
Q3 		$522K Sell
9,430
-123
-1% -$7.07K 0.07% 252
2014
Q2 		$557K Sell
9,553
-564
-6% -$26.1K 0.08% 243
2014
Q1 		$411K Buy
+10,117
New +$410K 0.07% 298

Other funds holding WMB

CM
Corvex Management New York $2.52B AUM 25.53% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KMS Financial Services's WMB Position: Q3 2014 in Review

KMS Financial Services reduced its Williams Companies (WMB) stake by 1.3% in Q3 2014, selling an estimated $7.07K and leaving 9,430 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #252.

KMS Financial Services first reported a position in WMB in Q1 2014 and has held it in 3 quarters since. The position peaked at $557K in Q2 2014. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

  • KMS Financial Services held 9,430 shares of Williams Companies worth $522K as of Q3 2014.
  • KMS Financial Services sold 123 Williams Companies shares in Q3 2014, an estimated $7.07K.
  • Williams Companies made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #252 holding.
  • KMS Financial Services first reported a position in Williams Companies in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Williams Companies position peaked at $557K in Q2 2014.
  • 786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.