Lehman Financial Resources’s Williams Companies WMB Stock Holding History

Lehman Financial Resources’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	-200	Closed	-$7K	–	353
2015 Q3	$7K	Hold	200	–	–	﹤0.01%	341
2015 Q2	$11K	Hold	200	–	–	0.01%	306
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	318
2014 Q4	$9K	Hold	200	–	–	﹤0.01%	306
2014 Q3	$11K	Hold	200	–	–	0.01%	298
2014 Q2	$12K	Buy	+200	New	+$9.27K	0.01%	281

Other funds holding WMB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lehman Financial Resources's WMB Position: Q4 2015 in Review

Lehman Financial Resources sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 200 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in WMB in Q2 2014 and held it in 6 quarters. The position peaked at $12K in Q2 2014. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

Lehman Financial Resources reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 Williams Companies shares in Q4 2015, an estimated $7K.
Lehman Financial Resources first reported a position in Williams Companies in Q2 2014 and held it in 6 quarters.
Lehman Financial Resources's Williams Companies position peaked at $12K in Q2 2014.
692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.