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Stifel Nicolaus & Co’s Williams Companies WMB Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$2.67M Sell
73,472
-83,050
-53% -$2.91M 0.04% 387
2013
Q2 		$5.08M Buy
+156,522
New +$5.63M 0.09% 212

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Nicolaus & Co's WMB Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Williams Companies (WMB) stake by 53% in Q3 2013, selling an estimated $2.91M and leaving 73,472 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #387.

Stifel Nicolaus & Co first reported a position in WMB in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.08M in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Stifel Nicolaus & Co held 73,472 shares of Williams Companies worth $2.67M as of Q3 2013.
  • Stifel Nicolaus & Co sold 83,050 Williams Companies shares in Q3 2013, an estimated $2.91M.
  • Williams Companies made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #387 holding.
  • Stifel Nicolaus & Co first reported a position in Williams Companies in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Williams Companies position peaked at $5.08M in Q2 2013.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.