RNS
WMB icon

Robert N. Shapiro’s Williams Companies WMB Stock Holding History

Robert N. Shapiro’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 		$112K Sell
2,518
-761
-23% -$38.9K 0.02% 338
2014
Q3 		$182K Sell
3,279
-761
-19% -$43.7K 0.03% 288
2014
Q2 		$236K Buy
4,040
+241
+6% +$11.2K 0.04% 249
2014
Q1 		$154K Sell
3,799
-130
-3% -$5.27K 0.03% 300
2013
Q4 		$152K Sell
3,929
-1,361
-26% -$49K 0.03% 304
2013
Q3 		$192K Buy
5,290
+740
+16% +$25.9K 0.03% 277
2013
Q2 		$148K Buy
+4,550
New +$164K 0.03% 305

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

Robert N. Shapiro's WMB Position: Q4 2014 in Review

Robert N. Shapiro reduced its Williams Companies (WMB) stake by 23% in Q4 2014, selling an estimated $38.9K and leaving 2,518 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #338.

Robert N. Shapiro first reported a position in WMB in Q2 2013 and has held it in 7 quarters since. The position peaked at $236K in Q2 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Robert N. Shapiro held 2,518 shares of Williams Companies worth $112K as of Q4 2014.
  • Robert N. Shapiro sold 761 Williams Companies shares in Q4 2014, an estimated $38.9K.
  • Williams Companies made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #338 holding.
  • Robert N. Shapiro first reported a position in Williams Companies in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Williams Companies position peaked at $236K in Q2 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.