Long Wharf Investors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$701K Buy
12,039
+1,110
+10% +$64.6K 0.55% 50
2014
Q1
$443K Buy
10,929
+651
+6% +$26.4K 0.38% 102
2013
Q4
$396K Buy
10,278
+940
+10% +$36.2K 0.36% 93
2013
Q3
$340K Buy
+9,338
New +$340K 0.32% 100