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Palladium Partners’s Williams Companies WMB Stock Holding History

Palladium Partners’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
Q2 		– Sell
-1,108
Closed -$45K – 467
2014
Q1 		$45K Buy
+1,108
New +$44.9K ﹤0.01% 352
2013
Q4 		– Sell
-300
Closed -$11K – 475
2013
Q3 		$11K Hold
300
– – ﹤0.01% 479
2013
Q2 		$10K Buy
+300
New +$10.8K ﹤0.01% 501

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Palladium Partners's WMB Position: Q2 2014 in Review

Palladium Partners sold out of Williams Companies (WMB) in Q2 2014, closing a stake of 1,108 shares — an estimated $45K sold.

Palladium Partners first reported a position in WMB in Q2 2013 and held it in 3 quarters. The position peaked at $45K in Q1 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q2 2014.

  • Palladium Partners reported no remaining Williams Companies position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,108 Williams Companies shares in Q2 2014, an estimated $45K.
  • Palladium Partners first reported a position in Williams Companies in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Williams Companies position peaked at $45K in Q1 2014.
  • 794 funds tracked by Wall St. Rank held Williams Companies as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.