Partnervest Advisory Services’s Williams Companies WMB Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-589	Closed	-$34K	–	808
2014 Q2	$34K	Sell	589 -26	-4%	-$1.21K	0.02%	434
2014 Q1	$25K	Sell	615 -6	-1%	-$243	0.01%	459
2013 Q4	$24K	Buy	621 +5	+0.8%	+$180	0.01%	441
2013 Q3	$22K	Buy	616 +4	+0.7%	+$140	0.01%	438
2013 Q2	$20K	Buy	+612	New	+$22K	0.01%	417

Other funds holding WMB

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

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

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

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 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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Partnervest Advisory Services's WMB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Williams Companies (WMB) in Q3 2014, closing a stake of 589 shares — an estimated $34K sold.

Partnervest Advisory Services first reported a position in WMB in Q2 2013 and held it in 5 quarters. The position peaked at $34K in Q2 2014. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

Partnervest Advisory Services reported no remaining Williams Companies position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 589 Williams Companies shares in Q3 2014, an estimated $34K.
Partnervest Advisory Services first reported a position in Williams Companies in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Williams Companies position peaked at $34K in Q2 2014.
786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.