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Praesidis Advisors’s Williams Companies WMB Stock Holding History

Praesidis Advisors’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 		$989K Buy
+27,190
New +$953K 4.64% 12

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

Praesidis Advisors's WMB Position: Q3 2013 in Review

Praesidis Advisors opened a new position in Williams Companies (WMB) in Q3 2013: 27,190 shares worth $989K. The stake represents 4.64% of the portfolio and ranks #12 among its holdings.

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

  • Praesidis Advisors held 27,190 shares of Williams Companies worth $989K as of Q3 2013.
  • Williams Companies was a new Praesidis Advisors position in Q3 2013.
  • Williams Companies made up 4.64% of Praesidis Advisors's portfolio in Q3 2013, its #12 holding.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Praesidis Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.