TradeWorx’s Williams Companies WMB Stock Holding History

TradeWorx’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 Q2	–	Sell	-6,447	Closed	-$262K	–	473
2014 Q1	$262K	Buy	+6,447	New	+$261K	0.23%	209
2013 Q4	–	Sell	-5,609	Closed	-$204K	–	619
2013 Q3	$204K	Buy	+5,609	New	+$197K	0.09%	345

Other funds holding WMB

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TradeWorx's WMB Position: Q2 2014 in Review

TradeWorx sold out of Williams Companies (WMB) in Q2 2014, closing a stake of 6,447 shares — an estimated $262K sold.

TradeWorx first reported a position in WMB in Q3 2013 and held it in 2 quarters. The position peaked at $262K in Q1 2014. 794 funds tracked by Wall St. Rank hold WMB as of Q2 2014.

TradeWorx reported no remaining Williams Companies position as of Q2 2014 after selling out during the quarter.
TradeWorx sold 6,447 Williams Companies shares in Q2 2014, an estimated $262K.
TradeWorx first reported a position in Williams Companies in Q3 2013 and held it in 2 quarters.
TradeWorx's Williams Companies position peaked at $262K in Q1 2014.
794 funds tracked by Wall St. Rank held Williams Companies as of Q2 2014.

Based on TradeWorx's 13F filing for Q2 2014, filed 10 Jul 2014.