Pinnacle Summer Investments’s Williams Companies WMB Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$1K	Buy	40 +2	+5%	+$70	﹤0.01%	747
2015 Q3	$2K	Sell	38 -218	-85%	-$10.9K	﹤0.01%	919
2015 Q2	$15K	Buy	256 +218	+574%	+$11.2K	﹤0.01%	482
2015 Q1	$2K	Buy	38 +1	+3%	+$46	﹤0.01%	944
2014 Q4	$2K	Sell	37 -697	-95%	-$35.6K	﹤0.01%	962
2014 Q3	$41K	Buy	734 +502	+216%	+$28.8K	﹤0.01%	557
2014 Q2	$14K	Buy	232 +2	+0.9%	+$93	﹤0.01%	720
2014 Q1	$10K	Buy	230 +2	+0.9%	+$81	﹤0.01%	718
2013 Q4	$9K	Sell	228 -98	-30%	-$3.52K	﹤0.01%	746
2013 Q3	$12K	Buy	326 +2	+0.6%	+$70	﹤0.01%	651
2013 Q2	$11K	Buy	+324	New	+$11.7K	﹤0.01%	605

Other funds holding WMB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Summer Investments's WMB Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Williams Companies (WMB) stake by 5.3% in Q4 2015, buying an estimated $70 and bringing the position to 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Pinnacle Summer Investments first reported a position in WMB in Q2 2013 and has held it in 11 quarters since. The position peaked at $41K in Q3 2014. 693 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

Pinnacle Summer Investments held 40 shares of Williams Companies worth $1K as of Q4 2015.
Pinnacle Summer Investments bought 2 Williams Companies shares in Q4 2015, an estimated $70.
Williams Companies made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #747 holding.
Pinnacle Summer Investments first reported a position in Williams Companies in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Williams Companies position peaked at $41K in Q3 2014.
693 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.