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Sanibel Captiva Investment Advisers’s Williams Companies WMB Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$5.54M Buy
143,619
+13,176
+10% +$474K 3.42% 2
2013
Q3 		$4.74M Buy
130,443
+36,194
+38% +$1.27M 3.66% 2
2013
Q2 		$3.06M Buy
+94,249
New +$3.39M 2.98% 3

Other funds holding WMB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanibel Captiva Investment Advisers's WMB Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Williams Companies (WMB) stake by 10% in Q4 2013, buying an estimated $474K and bringing the position to 143,619 shares worth $5.54M. The position accounts for 3.42% of the portfolio, ranked #2.

Sanibel Captiva Investment Advisers first reported a position in WMB in Q2 2013 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold WMB as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 143,619 shares of Williams Companies worth $5.54M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 13,176 Williams Companies shares in Q4 2013, an estimated $474K.
  • Williams Companies made up 3.42% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #2 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Williams Companies in Q2 2013 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Williams Companies as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.