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Rothschild & Co Wealth Management (UK)’s Williams Companies WMB Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015
Q2 		– Sell
-776
Closed -$39K – 87
2015
Q1 		$39K Hold
776
– – ﹤0.01% 71
2014
Q4 		$35K Buy
+776
New +$39.7K ﹤0.01% 53

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SCP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Goldman Sachs
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

Rothschild & Co Wealth Management (UK)'s WMB Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Williams Companies (WMB) in Q2 2015, closing a stake of 776 shares — an estimated $39K sold.

Rothschild & Co Wealth Management (UK) first reported a position in WMB in Q4 2014 and held it in 2 quarters. The position peaked at $39K in Q1 2015. 846 funds tracked by Wall St. Rank hold WMB as of Q2 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Williams Companies position as of Q2 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 776 Williams Companies shares in Q2 2015, an estimated $39K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Williams Companies in Q4 2014 and held it in 2 quarters.
  • Rothschild & Co Wealth Management (UK)'s Williams Companies position peaked at $39K in Q1 2015.
  • 846 funds tracked by Wall St. Rank held Williams Companies as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.