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Leon Cooperman’s Williams Companies WMB Stock Holding History

Leon Cooperman’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
-550,000
Closed -$21.2M – 87
2013
Q4 		$21.2M Sell
550,000
-652,538
-54% -$23.5M 0.3% 58
2013
Q3 		$43.7M Sell
1,202,538
-927,300
-44% -$32.5M 0.66% 49
2013
Q2 		$69.2M Buy
+2,129,838
New +$76.7M 1.06% 34

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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leon Cooperman's WMB Position: Q1 2014 in Review

Leon Cooperman sold out of Williams Companies (WMB) in Q1 2014, closing a stake of 550,000 shares — an estimated $21.2M sold.

Leon Cooperman first reported a position in WMB in Q2 2013 and held it in 3 quarters. The position peaked at $69.2M in Q2 2013. 715 funds tracked by Wall St. Rank hold WMB as of Q1 2014.

  • Leon Cooperman reported no remaining Williams Companies position as of Q1 2014 after selling out during the quarter.
  • Leon Cooperman sold 550,000 Williams Companies shares in Q1 2014, an estimated $21.2M.
  • Leon Cooperman first reported a position in Williams Companies in Q2 2013 and held it in 3 quarters.
  • Leon Cooperman's Williams Companies position peaked at $69.2M in Q2 2013.
  • 715 funds tracked by Wall St. Rank held Williams Companies as of Q1 2014.

Based on Cooperman Leon G's 13F filing for Q1 2014, filed 15 May 2014.