Rand Wealth’s Williams Companies WMB Stock Holding History

Rand Wealth’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	-3,600	Closed	-$210K	–	213
2014 Q2	$210K	Buy	+3,600	New	+$167K	0.03%	204

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

Rand Wealth's WMB Position: Q3 2014 in Review

Rand Wealth sold out of Williams Companies (WMB) in Q3 2014, closing a stake of 3,600 shares — an estimated $210K sold.

Rand Wealth first reported a position in WMB in Q2 2014 and held it in 1 quarter. The position peaked at $210K in Q2 2014. 786 funds tracked by Wall St. Rank hold WMB as of Q3 2014.

Rand Wealth reported no remaining Williams Companies position as of Q3 2014 after selling out during the quarter.
Rand Wealth sold 3,600 Williams Companies shares in Q3 2014, an estimated $210K.
Rand Wealth first reported a position in Williams Companies in Q2 2014 and held it in 1 quarter.
Rand Wealth's Williams Companies position peaked at $210K in Q2 2014.
786 funds tracked by Wall St. Rank held Williams Companies as of Q3 2014.

Based on Rand Wealth's 13F filing for Q3 2014, filed 31 Oct 2014.