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Smith Hayes Advisers’s Williams Companies WMB Stock Holding History

Smith Hayes 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
2014
Q4 		– Sell
-4,840
Closed -$268K – 321
2014
Q3 		$268K Sell
4,840
-3,645
-43% -$209K 0.06% 245
2014
Q2 		$494K Hold
8,485
– – 0.12% 193
2014
Q1 		$344K Buy
+8,485
New +$344K 0.09% 209

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

Smith Hayes Advisers's WMB Position: Q4 2014 in Review

Smith Hayes Advisers sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 4,840 shares — an estimated $268K sold.

Smith Hayes Advisers first reported a position in WMB in Q1 2014 and held it in 3 quarters. The position peaked at $494K in Q2 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Smith Hayes Advisers reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Smith Hayes Advisers sold 4,840 Williams Companies shares in Q4 2014, an estimated $268K.
  • Smith Hayes Advisers first reported a position in Williams Companies in Q1 2014 and held it in 3 quarters.
  • Smith Hayes Advisers's Williams Companies position peaked at $494K in Q2 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Smith Hayes Advisers's 13F filing for Q4 2014, filed 13 Feb 2015.