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OTA Financial Group’s Williams Companies WMB Stock Holding History

OTA Financial Group’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
2016
Q1 		– Sell
-107,408
Closed -$3.96M – 71
2015
Q4 		$3.96M Buy
+107,408
New +$3.75M 9.5% 2

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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

OTA Financial Group's WMB Position: Q1 2016 in Review

OTA Financial Group sold out of Williams Companies (WMB) in Q1 2016, closing a stake of 107,408 shares — an estimated $3.96M sold.

OTA Financial Group first reported a position in WMB in Q4 2015 and held it in 1 quarter. The position peaked at $3.96M in Q4 2015. 605 funds tracked by Wall St. Rank hold WMB as of Q1 2016.

  • OTA Financial Group reported no remaining Williams Companies position as of Q1 2016 after selling out during the quarter.
  • OTA Financial Group sold 107,408 Williams Companies shares in Q1 2016, an estimated $3.96M.
  • OTA Financial Group first reported a position in Williams Companies in Q4 2015 and held it in 1 quarter.
  • OTA Financial Group's Williams Companies position peaked at $3.96M in Q4 2015.
  • 605 funds tracked by Wall St. Rank held Williams Companies as of Q1 2016.

Based on OTA Financial Group's 13F filing for Q1 2016, filed 27 May 2016.