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Placemark Investments’s Williams Companies WMB Stock Holding History

Placemark 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
2014
Q4 		$5.58M Buy
124,334
+3,570
+3% +$183K 0.1% 256
2014
Q3 		$6.68M Buy
120,764
+9,247
+8% +$531K 0.12% 203
2014
Q2 		$6.49M Buy
111,517
+17,666
+19% +$819K 0.12% 217
2014
Q1 		$3.81M Sell
93,851
-193,039
-67% -$7.82M 0.07% 320
2013
Q4 		$11.1M Buy
286,890
+53,722
+23% +$1.93M 0.18% 133
2013
Q3 		$8.47M Buy
233,168
+171,336
+277% +$6M 0.16% 154
2013
Q2 		$2.01M Buy
+61,832
New +$2.23M 0.04% 489

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Morgan Stanley
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Placemark Investments's WMB Position: Q4 2014 in Review

Placemark Investments increased its Williams Companies (WMB) stake by 3% in Q4 2014, buying an estimated $183K and bringing the position to 124,334 shares worth $5.58M. The position accounts for 0.1% of the portfolio, ranked #256.

Placemark Investments first reported a position in WMB in Q2 2013 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2013. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Placemark Investments held 124,334 shares of Williams Companies worth $5.58M as of Q4 2014.
  • Placemark Investments bought 3,570 Williams Companies shares in Q4 2014, an estimated $183K.
  • Williams Companies made up 0.1% of Placemark Investments's portfolio in Q4 2014, its #256 holding.
  • Placemark Investments first reported a position in Williams Companies in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Williams Companies position peaked at $11.1M in Q4 2013.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.