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Rushmore Investment Advisors’s Williams Companies WMB Stock Holding History

Rushmore Investment 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
Q2 		$333K Buy
+10,260
New +$369K 0.07% 170

Other funds holding WMB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $47.8B AUM 11.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Rushmore Investment Advisors's WMB Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Williams Companies (WMB) in Q2 2013: 10,260 shares worth $333K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

635 funds tracked by Wall St. Rank hold WMB as of Q2 2013.

  • Rushmore Investment Advisors held 10,260 shares of Williams Companies worth $333K as of Q2 2013.
  • Williams Companies was a new Rushmore Investment Advisors position in Q2 2013.
  • Williams Companies made up 0.07% of Rushmore Investment Advisors's portfolio in Q2 2013, its #170 holding.
  • 635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.