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Penseco Financial Services’s Williams Companies WMB Stock Holding History

Penseco Financial 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
2013
Q3 		$7K Buy
+200
New +$7.01K 0.01% 240

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Penseco Financial Services's WMB Position: Q3 2013 in Review

Penseco Financial Services opened a new position in Williams Companies (WMB) in Q3 2013: 200 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings.

640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Penseco Financial Services held 200 shares of Williams Companies worth $7K as of Q3 2013.
  • Williams Companies was a new Penseco Financial Services position in Q3 2013.
  • Williams Companies made up 0.01% of Penseco Financial Services's portfolio in Q3 2013, its #240 holding.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.