Reliance Trust’s Williams Companies WMB Stock Holding History

Reliance Trust’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	–	Sell	-4,238	Closed	-$235K	–	154
2014 Q3	$235K	Hold	4,238	–	–	0.27%	114
2014 Q2	$247K	Buy	+4,238	New	+$196K	0.28%	109

Other funds holding WMB

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Reliance Trust's WMB Position: Q4 2014 in Review

Reliance Trust sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 4,238 shares — an estimated $235K sold.

Reliance Trust first reported a position in WMB in Q2 2014 and held it in 2 quarters. The position peaked at $247K in Q2 2014. 810 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

Reliance Trust reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
Reliance Trust sold 4,238 Williams Companies shares in Q4 2014, an estimated $235K.
Reliance Trust first reported a position in Williams Companies in Q2 2014 and held it in 2 quarters.
Reliance Trust's Williams Companies position peaked at $247K in Q2 2014.
810 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Reliance Trust's 13F filing for Q4 2014, filed 6 Feb 2015.